- Vanguard (Malvern, PA)
- …and help shape the future of governance and compliance across Vanguard's investment landscape. Responsibilities: + Draft & negotiate various legal documents for ... new markets, product developments and strategic initiatives. + Counsel and educate investment management financial risk teams and business units. + Maintain a high… more
- Robert Half Finance & Accounting (Wayne, PA)
- …seeks a success-driven, Fund Accountant who is eager to grow within the funds/ investment industry. In this role, you will be responsible for overseeing numerous ... financial funding and investment operations such as: tracking budgeting and forecasting models,...fund activities . Daily AP/AR transactions . Oversee various investment funds . Prepare fund accounting financial statements/reports .… more
- Bank of America (Pittsburgh, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Lansdale, PA)
- …meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe ... recommendations to clients; Delivers on client solutions through referring of investment and insurance products + Consistently attains individual activity, behavior,… more
- Ankura (PA)
- …million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on ... reach. . Develop and maintain strong relationships with private equity firms, investment banks, and corporate clients. . Collaborate with other Senior Managing… more
- Edward Jones (Cranberry Township, PA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential… more
- CVS Health (Harrisburg, PA)
- …stories, and ensure successful execution. The role also includes driving ** investment planning, roadmaps, and value realization** , while ensuring that planning, ... and acceptance criteria, to support clear communication and efficient delivery. + ** Investment Planning and Roadmaps** -Drive investment planning and roadmap… more
- TIAA (Philadelphia, PA)
- …plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory ... financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment,… more
- Oracle (Harrisburg, PA)
- …ensure they remain successful by realizing the full value of their investment with us, to ensure the client continues/replenishes/renews their contracts with Oracle. ... goals, and desired outcomes of their Oracle Cloud solution investment . + Leverage Oracle's Customer Success methodology to partner...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- Cengage Group (Philadelphia, PA)
- …+ Conduct financial analysis to assess the cost-benefit and return on investment of implementing generative AI in our education products and services. Analyze ... and resource allocation. + Partner with corporate development to assess investment /acquisition opportunities that will result in clear advantage for our products… more