- Lincoln Financial (Radnor, PA)
- …for this opportunity. **Requisition #:** 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of ... expertise. This role will report to SVP, Head of Client Investment Strategies . **What you'll...ideally in either an investment management or investment specialist /product strategist/ client portfolio manager… more
- Bank of America (York, PA)
- …and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk + Ability to ... Wealth Management Specialist - NPD (FP) York, Pennsylvania **To proceed...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and ... leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further… more
- Citizens (Conshohocken, PA)
- Description The Business Banking Treasury Sales Specialist I is responsible for selling or refining the breadth of transaction services solutions to new and existing ... our clients and their businesses and provide value by recommending solutions and strategies that drive efficiencies and best practices, resulting in winning the … more
- SAP (Newtown Square, PA)
- …Strategy of SAP. This enables customers to safeguard their existing SAP ERP investment , while benefiting from a new level of flexibility - tailoring the software ... and through public cloud infrastructures. **What you`ll do:** Enhanced Operations Service Specialist plays a pivotal role within the SAP ECS - Enhanced Operations… more
- Guardian Life (Bethlehem, PA)
- The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all ... associated custody, clearance, and order execution processing. Managed account implementation strategies include Strategists, UMA, SMA, Rep as PM, Multiple Strategy… more
- Cherry Bekaert (Harrisburg, PA)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications… more
- Deloitte (Pittsburgh, PA)
- Senior Data Scientist, Specialist Senior - SFL Scientific Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... and validating models, and deploying models into production + Lead client initiatives to deliver AI/ML solutions, including providing thought leadership, long-term… more
- Vanguard (Malvern, PA)
- Responsibilities: + Manages strategic relationships with senior contacts at investment banks, exchanges, market makers, index providers, and vendors. Focuses on ... structure, with a focus on ETF pricing, liquidity sourcing, and execution strategies . + Advises on regulatory and market structure developments. Collaborates with… more
- NTT America, Inc. (Harrisburg, PA)
- …qualify potential Client opportunities together with the sales specialists and client e4xecutives and ensure the additional resource investment is warranted ... role involves consulting with clients and working with internal teams to create strategies and designs for complex solutions that meet clients' needs. The architect… more
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