- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Senior Prospect Management Analyst Job Profile Title Associate Director, Prospect Research...and Reporting to help operationalize data modeling, scoring, and wealth screening to surface high-potential prospects. + Provide training… more
- Vanguard (Malvern, PA)
- …minimum of 10 years of leadership experience supporting retail brokerage and wealth management businesses. Broad knowledge and experience with broker-dealer ... fairly, and to give them the best chance for investment success. Known for our strong ethical business practices...professionals focused on Vanguard's Personal Investor and Advice & Wealth Management divisions, along with support of… more
- Vanguard (Malvern, PA)
- …Solutions (VWS) Vanguard Workplace Solutions (VWS) helps millions of workers achieve investment success in employer-sponsored retirement plans. VWS is the number one ... the United States, with 23% of defined contribution assets. We provide investment products, recordkeeping services, and advice to help participants achieve their… more
- Vanguard (Malvern, PA)
- …channels). + Experience delivering technology solutions across the front-to-back asset and wealth management value chain. + Skilled in managing both vendor ... leadership role responsible for shaping the future of personalized investment through cutting-edge technology, scalable platforms, and seamless integration across… more
- Citizens (Harrisburg, PA)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership… more
- BlackRock (Philadelphia, PA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are… more
- Guardian Life (Bethlehem, PA)
- …regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment adviser ... the Compliance department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare relevant compliance metrics… more
- Wells Fargo (Wayne, PA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... benefits as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars… more
- Truist (West Chester, PA)
- …knowledge of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more
- Bank of America (Pittsburgh, PA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solution + Client team management + Influencing +… more