Full-Time Member Experience Advisor I (Lansdale) American Heritage Credit UnionFull-Time Member Experience Advisor I (Lansdale)Lansdale, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Full-Time Member Experience Advisor (Cherry Hill) American Heritage Credit UnionFull-Time Member Experience Advisor (Cherry Hill)Cherry Hill, NJFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Full-Time Member Experience Advisor (Hunting Park) American Heritage Credit UnionFull-Time Member Experience Advisor (Hunting Park)Philadelphia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Full-Time Member Experience Advisor (Carriage House) American Heritage Credit UnionFull-Time Member Experience Advisor (Carriage House)Philadelphia, PAFull timeResponsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience. This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience.
Style Advisor - Walnut Street AritziaStyle Advisor - Walnut StreetPhiladelphia, PAThe mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. As a Style Advisor, you will be responsible for delivering flawless Right Selling and Right Servicing to every client.
Style Advisor - Cherry Hill AritziaStyle Advisor - Cherry HillCherry Hill, NJ$20–$30 / hourThe mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic.
Service Advisor - Walnut Street AritziaService Advisor - Walnut StreetPhiladelphia, PAAccurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience. Along with your team, you will process transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important area of the store.
Senior eDiscovery Technical Advisor Top Secret Clearance Required Contact Government Services LLCSenior eDiscovery Technical Advisor Top Secret Clearance RequiredPhiladelphia, PAContractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems, e.g., MS-Exchange servers, shared drives, desktops, text, and instant messages, in accordance with the discovery plan to support OGC attorneys, paralegal specialists, Information Management Division personnel, and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas, related to civil and criminal matters, congressional inquiries, FOIA requests, and other inquiries. • Contractor shall administer data inputs into an electronic discovery review platform, i.e., eDP, which includes but is not limited to creating cases, adding collected source data, handling user access rights, uploading data logs, de-duplicating collected source data, identifying data gaps, merging, verifying data, and assuring electronic discovery production quality in Bates numbering and load file creation.
Senior Advisor - Affordability Strategy - Hybrid The Cigna GroupSenior Advisor - Affordability Strategy - HybridPhiladelphia, PA$119,600–$199,300 / yearThe Senior Advisor for Affordability is a strategic leadership role responsible for driving the development of clinical strategies across the Cigna Healthcare organization, specifically partnering with the analytics, clinical, product, trend, communications and medical management teams. This role seeks a strategist with deep healthcare expertise, capable of influencing executive decision-making, launching complex cross-functional initiatives, and delivering and communicating actionable plans to drive affordability.
Senior Ediscovery Technical Advisor (Top Secret Clearance Required) CONTACT GOVERNMENT SERVICESSenior Ediscovery Technical Advisor (Top Secret Clearance Required)Philadelphia, PA$176,400–$254,800 / yearSkills and attributes for success: contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; Contractor shall analyze search/collection results for data gaps; Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; Contractor shall document electronic discovery plans and procedures for each individual case; Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; Contractor shall provide eDiscovery collections on criminal cases. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
Product Solutions Advisor Fiserv IncProduct Solutions AdvisorWilmington, DE$72,750–$116,400 / yearYou will work closely with some of the largest financial institutions, ensuring exceptional client experiences and driving impactful, cost-effective outcomes. As a successful Product Solutions Advisor at Fiserv, you will enhance the value of our solutions for clients by providing expert guidance and strategic advice.
Sprinter Sales Advisor Atlantic Automotive Corp.Sprinter Sales AdvisorFort Washington, PAOur MileOne Employee Advantage: MileOne believes that taking care of our employees is the most important step in creating a positive workplace and a successful company. Mercedes-Benz of Fort Washington is looking for experienced and motivated automotive sales professionals who are ready to join a premier team.
Mortgage Banking Advisor Wsfs FinancialMortgage Banking AdvisorWilmington, Delaware$44,146WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.
Graduate Affairs Academic Advisor - Penn Engineering University of PennsylvaniaGraduate Affairs Academic Advisor - Penn EngineeringPhiladelphia, PALong-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
SF Market Engagement Sales Engineer Advisor Federal National Mortgage AssociationSF Market Engagement Sales Engineer AdvisorPhiladelphia, PAThe Single Family Market Engagement Sales Engineer Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Acts as the Technology Team liaison across all SFME Verticals, attending key meetings, sharing insights, and serving as the main point of contact for internal customer-related requests. Determine the customer business needs and processes across multiple projects, programs, or products, while identifying and resolving conflicting or complementary needs across customer groups.
SVP, Actuarial Advisor Marsh McLennanSVP, Actuarial AdvisorPhiladelphia, PennsylvaniaCompany: Guy Carpenter Description: Guy Carpenter (GC) is seeking an SVP Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions to client challenges. As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge—even in the absence of a full actuarial data review.
Advisor, Youth & Adult Literacy Program Rowan College of South JerseyAdvisor, Youth & Adult Literacy ProgramNJThe Advisor, Youth & Adult Literacy Programis responsible for advising new and continuing students within the Youth & Adult Literacy Programs at Rowan College of South Jersey by providing academic planning and career exploration opportunities. Flexible Spending Accounts: The flexible spending program allows you to deduct pre-tax dollars which can be used for co-pays, deductibles, dental, vision, and dependent day care.
NewVice President, HR Business Partner - Office of the CFO JPMorgan Chase & CoVice President, HR Business Partner - Office of the CFOWilmington, DEYou will influence decisions across a complex, matrixed organization and ensure leaders are accountable for outcomes across workforce strategy, performance, succession, compensation, and organizational effectiveness. Advise and influence senior leaders on org design, workforce planning, and re-organization efforts, including decision support, change planning, and leader accountability for adoption.
Financial Analysis Vice President - Card Finance Analytics JPMorgan Chase & CoFinancial Analysis Vice President - Card Finance AnalyticsWilmington, DEAs a Vice President on the Portfolio Marketing Valuation team, you will own the financial evaluation framework for our key Card‑based installment lending products, lead analytical initiatives that directly influence investment decisions, and serve as a trusted advisor to senior stakeholders across the organization. Advanced analytical problem solving with experience managing complex, large-scale datasets and end-to-end analytical projects in fast-paced environments; fluency in financial forecasting for multi‑year horizons.
Tax Manager - Banking & Capital Markets Deloitte Touche Tohmatsu LtdTax Manager - Banking & Capital MarketsPhiladelphia, PA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Financial Associate Wsfs FinancialFinancial AssociatePrinceton, New Jersey$53,744–$88,290.50Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstatePrinceton, NJ$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
Banking Advisor III - PNC Private Bank PNC BankBanking Advisor III - PNC Private BankPhiladelphia, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Senior Home Lending Advisor - Collegeville PA - Collegeville Branch JPMorgan Chase & CoSenior Home Lending Advisor - Collegeville PA - Collegeville BranchCollegeville, PARequired qualifications, capabilities, and skills Bachelor''s degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. J our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
Banking Advisor I - Private Bank PNC BankBanking Advisor I - Private BankPhiladelphia, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewWealth Management Advisor Vista Wealth SolutionsWealth Management AdvisorRadnor, PA$80,000–$270,000 / yearIn short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment. As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages.
Business Analytics Advisor - Executive Director JPMorgan Chase & CoBusiness Analytics Advisor - Executive DirectorWilmington, DEAs a Business Analytics Advisor - Executive Director in the HR Data & Analytics team, you will support the "last mile" of people analytics-embedding insight into decision-making by combining data, analytics, and business context into clear, actionable narratives. Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership.
Business Analytics Advisor - Vice President JPMorgan Chase & CoBusiness Analytics Advisor - Vice PresidentWilmington, DEExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
Business Analytics Advisor - Associate JPMorgan Chase & CoBusiness Analytics Advisor - AssociateWilmington, DEExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
Business Analytics Advisor - Sr. Associate JPMorgan Chase & CoBusiness Analytics Advisor - Sr. AssociateWilmington, DEExperience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership. Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation.
Career Advisor (TEMP) University of PennsylvaniaCareer Advisor (TEMP)Philadelphia, PA$7.25–$30 / hourThe role may be aligned with an industry cluster (e.g., software/cybersecurity/data/AI; robotics/hardware/product; biotech/biomedical/chemical/materials/sustainability) and will collaborate with academic programs, student leaders, alumni, and career partners in Penn Engineering's Office of Academic Innovation (online master's community) and central Career Services (undergraduate, PhD, and postdocs) to strengthen student outcomes. Working closely with the Associate Director and a small team, this role supports daily service delivery, contributes to programming and employer engagement, and develops relevant and innovative resources that extend career learning beyond 1:1 appointments.
Audit Manager II (US) - Financial Crimes - Regulatory Issue Validation TD BankAudit Manager II (US) - Financial Crimes - Regulatory Issue ValidationMount Laurel, New YorkThe main function of the Audit Manager II – U.S. Financial Crimes Regulatory Issue Validation Audit is to oversee testing of design and operational effectiveness focused on Regulatory Issue validation as well as Internal issue validation tied to regulatory issues and managing the suite of work required to meet regulatory deadlines and internal timelines through tracking and monitoring all items within the teams scope of work. The Audit Manager II is a senior-level leader within the U.S. Financial Crimes Regulatory Issue Validation Audit function, providing specialized in-depth subject matter expertise and responsible for Validating Regulatory Issues working through the audit methodology and working directly with impacted businesses and contributing to the planning and oversight to the validation function.
Audit Manager II - Internal Controls over Financial Reporting-2 TD BankAudit Manager II - Internal Controls over Financial Reporting-2Mount Laurel, New JerseyAdheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociatePhiladelphia, PA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerPhiladelphia, PA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociatePhiladelphia, PA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerPhiladelphia, PA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerPhiladelphia, PA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Senior Financial Analyst, GTM Alteryx IncSenior Financial Analyst, GTMPARemote$103,000–$134,000 / yearLeadership Potential: Demonstrated ability to influence senior leadership and lead cross-functional initiatives; prior experience mentoring team members or optimizing financial processes is highly preferred. In this role, you will act as a primary Finance Business Partner for the global field sales organization, delivering actionable insights and data-driven solutions to drive strategic decision-making.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerPhiladelphia, PA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Wealth Advisor III Truist Financial CorporationWealth Advisor IIIPhiladelphia, PAEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
Financial Controller (M/F/D) Ametek, Inc.Financial Controller (M/F/D)Korntal-Munchingen, DEAMETEK, Inc. is a leading global provider of industrial technology solutions serving a diverse set of attractive niche markets with annual sales over $7.5 billion. Our solutions capture buildings, sites and scenes exactly as they are and transform that data into insight teams can use to plan, verify, investigate and act with confidence.
NewFinancial Services Sales Representative - Moneyguard Lincoln Financial GroupFinancial Services Sales Representative - MoneyguardRadnor, PA$44,800–$81,400 / yearAs the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Financial Center Supervisor Fulton BankFinancial Center SupervisorPhiladelphia, Pennsylvania$24.81–$41.35 / hourResponsibilities: Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes. Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team.
Financial Center Relationship Specialist Fulton BankFinancial Center Relationship SpecialistWynnewood, Pennsylvania$22.16–$36.92 / hourThis involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.
Senior Finance Manager (US)- Technology Finance/Business Advisor TD BankSenior Finance Manager (US)- Technology Finance/Business AdvisorMount Laurel, New JerseyTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Develops and/or assesses significant business cases/new initiatives applying expertise and ensuring criteria for own area are met (e.g., taxation, accounting practices, forecasted rates of return, evaluate outcomes, test assumptions, interface with others for appropriate input, identify benchmarks).
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesKing of Prussia, PA$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Account Executive – Financial Services SageAccount Executive – Financial ServicesTrenton, NJWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Financial Planner II S&T BankFinancial Planner IIExton, PA$55,000–$156,450 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Experience: Five to ten years general and specialized experience, specifically up to 10 years investment related experience plus continuing study and education working toward one of several designations (e.g., CFP, ChFC, CW, CEBS, etc.).
Financial Associate Bryn Mawr TrustFinancial AssociatePrinceton, New Jersey$53,744–$88,290.50Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience.