- Wells Fargo (Philadelphia, PA)
- …offerings to all client segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the Northeast region. This leader ... broadening existing relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a team of Bankers / Banking specialists… more
- Deloitte (Pittsburgh, PA)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As converging ... Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain competitive… more
- Deloitte (Pittsburgh, PA)
- …coordinate with various internal and external stakeholder groups, and report to the Senior Manager, Wealth Accumulation Leader. Recruiting for this role ends on ... leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Investment Analyst Senior within PNC Wealth Management, you will be based in Pittsburgh, PA. ... + Analyze results and make recommendations for key business partners and senior management or communicate conclusions from complex analytical solutions to a wide… more
- 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 by working… more
- Vanguard (Malvern, PA)
- …presentations that translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement. + Develops, owns and manages ... recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices. + Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and… more
- Vanguard (Malvern, PA)
- …ensuring our platforms remain competitive and responsive to a rapidly evolving wealth landscape. . Communicate architecture strategies to senior executives and ... visionary Head of Architecture to lead technology design for our Advice & Wealth Management (AWM) Technology division. This new role will shape the long-term roadmap… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership across ... the AUM by 2030. We are looking for 3 Senior Directors, Data and Analytics to be responsible for...and management for 3 teams: Digital, Data & Strategy; Wealth Management, Operations and Risk; and Advice, Distribution and… more
- Vanguard (Malvern, PA)
- …will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk and legal partners, and other ... compliance colleagues. + Overseeing the design, implementation execution, and maintenance of compliance policies and procedures. Support new compliance standards. + Participate in research, interpretation and implementation of compliance processes associated… more
- Truist (Philadelphia, PA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more