- Wells Fargo (Reading, PA)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for ... business, mortgage, retirement, and investment services, then partner closely with peers in Business...+ Collect information directly from customers regarding income, assets, investments , and credit; analyze information to develop customized plans… more
- US Bank (Philadelphia, PA)
- …who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by ... strategies, as well as providing expertise, tools and information to focus on growing investments . Acts as the escalation point for all clients assigned to the team… more
- TD Bank (Flourtown, PA)
- …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the… more
- Huntington National Bank (Pittsburgh, PA)
- …Treasury Operations is responsible for the daily processing of various investment and securities transactions while providing operational support for the Corporate ... Makes decisions and provides guidance on how to interpret complex bank securities investment transactions and book on TPG, the system of record for Treasury… more
- Aegon Asset Management (Philadelphia, PA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments , comprised of life insurance, annuities, employee benefits, retirement plans,… more
- The Cigna Group (Philadelphia, PA)
- …are aligned to a compelling vision of the future, while ensuring investments in the business deliver the expected business outcomes. **Key Responsibilities:** ... to ensure alignment and execution of the business strategy while ensuring investments deliver the required business outcomes + Communicate the strategic roadmap,… more
- Deloitte (Philadelphia, PA)
- …such as private equity, hedge funds, fund of funds, real estate investment trusts and real assets including real estate, renewables, shipping, agriculture, aircraft, ... acquisition/divestiture of assets, assets in development stage, equity method investments , joint ventures, REITs, waterfalls, contributions/distributions + Finalization of… more
- Oracle (Harrisburg, PA)
- …Sales, Marketing, Finance, and Customer Success to inform roadmap and investment decisions, accelerate adoption of newly launched services, and drive customer ... across cloud compute and AI infrastructure to inform roadmap, positioning, and investments . + Establish an insights operating cadence and narrative that delivers… more
- Deloitte (Philadelphia, PA)
- …in Private Credit Operations, you'll leverage your deep expertise in investment operations, private credit instruments, and transactional processes to help leading ... client transformation projects involving private credit, direct lending, and alternative investments . Operational Consulting & Client Delivery: + Lead assessment and… more
- Wolters Kluwer (Philadelphia, PA)
- …business and product strategy through an engineering lens, aligning technology investments with growth and customer value, driving innovation and operational ... lens. + Partner with Product and Business leaders to align technology investments with strategic outcomes, growth, and customer value. + Represent engineering in… more