• Wealth Strategist Senior - PNC Private Bank

    PNC (Philadelphia, PA)
    …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management … more
    PNC (08/26/25)
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  • Financial Services Manager - Regulatory…

    Deloitte (Philadelphia, PA)
    …industries: consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
    Deloitte (06/25/25)
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  • Quantitative Investment Risk Modeler…

    PNC (Philadelphia, PA)
    …and have an opportunity to contribute to the company's success. As a Quantitative Investment Risk Modeler within PNC's Asset Management Group Investment ... ideal candidate will: * Implement complex and significant portfolio investment risk management projects. * Monitor and...and Hadoop * Working and advance understanding of MSCI ( Wealth Manager + BarraOne), Bloomberg and FactSet * CFA/FRM… more
    PNC (08/15/25)
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  • Senior Investment Risk Leader - Asset…

    PNC (Philadelphia, PA)
    …and have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will be ... Quantitative Risk Analysts * Oversee complex and significant portfolio investment risk management projects * Monitor and...and Hadoop * Working and advance understanding of MSCI ( Wealth Manager + BarraOne), Bloomberg and FactSet * CFA/FRM… more
    PNC (06/12/25)
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  • AVP, Retail Investment Specialist…

    Lincoln Financial (Radnor, PA)
    …processes aimed at driving awareness and adoption of Lincoln's alternatives solutions among wealth management advisors. This role will be highly visible, and the ... + 10+ years minimum relevant work experience, ideally in either an investment management or investment specialist/product strategist/client portfolio manager… more
    Lincoln Financial (08/01/25)
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  • Investment Performance Analyst, Specialist

    Vanguard (Malvern, PA)
    …Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, ... primarily through custom tax managed equity portfolios. In this Investment Performance Analyst role, you will be responsible for.... Minimum five years relevant work experience, preferably in wealth or asset management . . Prior experience… more
    Vanguard (08/21/25)
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  • Account Executive - Commercial Lines (Healthcare)

    HUB International (Blue Bell, PA)
    …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... and audits. + Coordinates brokerage and client service efforts with captive management , actuarial, claims and loss prevention as required. + Working with Producer… more
    HUB International (07/11/25)
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  • Senior Principle Software Engineer

    PNC (Pittsburgh, PA)
    …Solutions: Partner with stakeholders across various lines of business (eg, retail banking, wealth management , corporate and investment banking) to understand ... ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge,… more
    PNC (08/23/25)
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  • Financial Advisor

    TD Bank (Philadelphia, PA)
    …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience ... + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience… more
    TD Bank (08/27/25)
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  • Client Portfolio Manager

    Citizens (Conshohocken, PA)
    Description In a goals and planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to ... growth. The Client Portfolio Manager ("CPM") role at Citizens Wealth Management ("CWM") is at the crossroads...the crossroads of the construction and delivery of those investment and portfolio solutions. As a member of the… more
    Citizens (08/17/25)
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