- Cherry Bekaert (Pittsburgh, PA)
- As a Tax Director in our Tax Credits & Incentives Advisory (TCIA) Practice, you will work with an excellent team of CPAs, engineers, and tax law experts. The group ... and realize value-added opportunities. **About TCIA** : Tax Credits & Incentives Advisory ("TCIA"), within Cherry Bekaert's Strategic Tax Advisory practice, is… more
- Vanguard (Malvern, PA)
- …its commitment to fiduciary excellence. Ideal candidates will bring deep knowledge of investment advisory compliance , a proactive mindset, and a passion ... forward-thinking compliance team at the forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Goals: + Executive Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise ... Investment Program - Oversee the multi-billion-dollar TFA investment portfolio. Ensure compliance with TFA's ...& Investment Expertise + Act as the senior investment executive and fiduciary for TFA.… more
- PNC (Pittsburgh, PA)
- …Cleveland, OH, Baltimore, MD or Louisville, KY. As a Compliance Program Specialist Senior , you will support investment advisory subsidiaries of PNC that ... and have an opportunity to contribute to the company's success. As a(n) Compliance Program Specialist Senior within PNC's Regulatory Compliance Governance… more
- Guardian Life (Harrisburg, PA)
- …Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory , you will conduct branch office inspections using risk-based ... laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated… more
- Wells Fargo (Philadelphia, PA)
- …and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet ... us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more
- Wells Fargo (Philadelphia, PA)
- **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading ... providers of financial and investment services. Through WIM's businesses, we deliver a full...this role:** Wells Fargo is seeking a **Wealth Banking Senior Manager** to support the Northeast region. This leader… more
- Deloitte (Philadelphia, PA)
- …HR Strategy, HR Employee Experience, HR Operating Models, HR M&A, HR Outsourcing Advisory , and HR Technology. Senior Consultants collaborate across internal and ... M&A Human Capital Due Diligence Senior Consultant Our Deloitte Strategy & Transactions team...and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
- Cherry Bekaert (Greensburg, PA)
- **Description** As a Senior Manager in our International Tax Services Group (ITAX), you will play a pivotal role in delivering innovative global tax solutions to our ... of international tax services for multiple clients, including planning, consulting, and compliance . + Advise multinational companies on the tax implications of their… more
- Vanguard (Malvern, PA)
- …+ Ensure product accuracy and clarity: Maintain a deep understanding of investment and advisory products, validate critical information with product owners ... programs, including segmentation and measurement. + Product knowledge: Strong understanding of investment and advisory products, with the ability to translate… more