Private Client Advisor Marsh & McLennan Companies IncPrivate Client AdvisorPhiladelphia, PA$54,700–$101,900 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Administrative Sales Advisor Innovate Salon AcademyAdministrative Sales AdvisorBrick, NJFull timeThis role focuses on guiding prospective students through the admissions process, providing program information, and ensuring accurate administrative support for daily school operations. Administrative Sales Advisor is responsible for supporting student recruitment, enrollment, and administrative operations within a Cosmetology school.
Fiduciary Advisor III The PNC Financial Services Group IncFiduciary Advisor IIIPhiladelphia, PA$112,000–$228,800 / yearPNC 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.
Area Sales Advisor - Philadelphia CorePower YogaArea Sales Advisor - PhiladelphiaPhiladelphia, PennsylvaniaCorePower Yoga is looking for an Area Sales Advisor to support with driving yoga product and membership sales through building relationships and providing an extraordinary experience for our students in partnership with multiple Area/Studio/District Managers. As a team, we love seeing the magic that happens in a CorePower Yoga class when physical meets mindful and strive to create a work environment that mirrors the balance, empowerment and community experienced in our yoga studios. .
Product Advisor II - SMB The PNC Financial Services Group IncProduct Advisor II - SMBEast Brunswick, NJ$109,200–$202,800 / yearPNC 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. Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Influencing, Knowledge Of Product Line, Managing Multiple Priorities, Sales Proposals and Presentations, Sales Scoping and Qualification, Solutions Development, Value Selling.
Fiduciary Advisor Sr - PNC Private Bank The PNC Financial Services Group IncFiduciary Advisor Sr - PNC Private BankPhiladelphia, PAPreferred Skills Decision Making Finance Strategy Investment Management Legal Practices Real Estate Settlements Revenue Recognition Risk Assessments Competencies Account Management Accuracy and Attention to Detail Effective Communications Fiduciary Responsibilities Problem Solving Regulatory Environment - Financial Services Value Selling Work Experience Roles at this level typically require a university / college degree. 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.
Managing Director, Tax Equity Advisory, BDO Capital Advisors BDO USA PCManaging Director, Tax Equity Advisory, BDO Capital AdvisorsWoodbridge, NJ$250,000–$300,000 / yearAnalyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery.
Business Relations Advisor Nuvant Consulting GroupBusiness Relations AdvisorNewark, NJFull timeAbout the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Credit Risk Review Advisor - Commercial Lending The PNC Financial Services Group IncCredit Risk Review Advisor - Commercial LendingPhiladelphia, PA$87,500–$202,800 / yearPNC 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 Estate Settlement Advisor - PNC Private Bank The PNC Financial Services Group IncSenior Estate Settlement Advisor - PNC Private BankMillburn, NJListed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.\n \nPreferred Skills\n \nDecision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments\n \nCompetencies\n \nAccount Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling.\n \nWork Experience\n \nRoles at this level typically require a university / college degree. Assists in determining work assignments of other estate settlement advisors.\n \nPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:\n\n 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.\n*
Operations Advisor - Trade Settlement The PNC Financial Services Group IncOperations Advisor - Trade SettlementPhiladelphia, PA$52,500–$96,250 / yearIn 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Business Analysis Advisor - Technology Change Delivery The PNC Financial Services Group IncBusiness Analysis Advisor - Technology Change DeliveryPhiladelphia, PA$75,000–$137,500 / yearAs the Business Analysis Advisor you will be supporting technology delivery within Home Lending Servicing systems by coordinating implementation across all downstream servicing platforms, including MSP (system of record) and customer-facing systems such as Online Banking and EDGE. 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.
Fiduciary Advisor Sr The PNC Financial Services Group IncFiduciary Advisor SrPrinceton, NJ$123,200–$228,800 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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.
NewTrust Real Estate Advisor II The PNC Financial Services Group IncTrust Real Estate Advisor IIPhiladelphia, PA$82,500–$150,000 / yearComplies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents. 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.
Financial Associate WSFS BankFinancial 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.
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 - East Windsor, NJ JPMorgan Chase & CoSenior Home Lending Advisor - East Windsor, NJEast Windsor, NJJoin 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. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
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.
Senior Home Lending Advisor - Westfield NJ JPMorgan Chase & CoSenior Home Lending Advisor - Westfield NJWestfield, NJJoin 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. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Short Hills, NJ JPMorgan Chase & CoSenior Home Lending Advisor - Short Hills, NJNJJoin 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. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewSenior Home Lending Advisor - Warren NJ JPMorgan Chase & CoSenior Home Lending Advisor - Warren NJWarren, NJJoin 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. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Academic Advisor I Temple UniversityAcademic Advisor IPhiladelphia, Pennsylvania$45,000–$52,000The incumbent prepares and presents student orientation sessions and develops, coordinates, and implements educational counseling services geared to improving student success and retention. Working under the guidance of experienced advising staff, the Academic Advisor I provides academic advising and support to undergraduate students in the College of Engineering.
Academic Advisor II Temple UniversityAcademic Advisor IIPhiladelphia, PA$41,250–$60,000 / yearPosition Summary: The Academic Advisor II in the Center for Performing and Cinematic Arts (CPCA), working under limited guidance, advises students on appropriate academic schedule and long-term plans, choice of major, academic standing, utilization of appropriate resources, and interpretation and application of major, school/college, and university policies to their circumstances. '','''','''',''Pennsylvania-Philadelphia-Main Campus-Mitten Hall'',''Pennsylvania-Philadelphia-Main Campus-Mitten Hall'','''','''',''Staff'',''Staff'',''Full-time'',''Full-time'',''Day Job'',''Day Job'',''Regular'',''Regular'',''false'',''521871'',''521871'',''true'',''521871'',''false'',''Submission for the position: Academic Advisor II - (Job Number: 26001529)'',''false'',''521871'',''false'',''true''.
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.
Wealth Advisor Truist Financial CorporationWealth AdvisorPhiladelphia, 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.
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 Wellness Associate KeyBankFinancial Wellness AssociateWarrington, Pennsylvania$19.23–$28.37Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Relief Resident Advisor Valley Youth HouseRelief Resident AdvisorWarminster Township, Pennsylvania$19.50–$22Address and report any crisis or critical incident as defined by agency and/or county, state, or federal regulations according to the agency's formalized practice and protocols, including completing preliminary safety plans. Attend both external and internal agency trainings and workshops; complete and pass all required training hours and annual training as set forth in the funder and licensing regulations.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerFlorham Park, NJ$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 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 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.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerFlorham Park, NJ$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.
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.
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.
Senior Finance Manager (US)- Technology Finance/Business Advisor The Toronto-Dominion BankSenior Finance Manager (US)- Technology Finance/Business AdvisorMount Laurel, NJ$115,440–$186,160 / yearTotal 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).
Financial Services Representative Strategic People AdvisorsFinancial Services RepresentativeLakewood Township, NJ$60,000–$120,000 / yearWe are representing a prominent local general agency of OneAmerica Financial® that actively prioritizes developing high-performing professionals transitioning from non-financial fields. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
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.
Senior Financial Reporting Associate - Accounting Implementation Solutions (Hybrid) Prudential Financial IncSenior Financial Reporting Associate - Accounting Implementation Solutions (Hybrid)Newark, NJ$57,200–$94,400 / yearThe successful candidate will also work closely, develop relationships, and become a trusted business advisor within the different FSO groups and to our business partners in Finance, Actuarial, Corporate Controllers, Operations, Separate Accounts Operations, Product Strategy, and Third-Party Administrators. As part of the Corporate Controllers Department and the CFO Organization of PFI, the Finance Services Organization (FSO) is responsible for the controllership activities in support of the U.S. business units including the International activities performed domestically.
Full-Time Member Experience Advisor (Cherry Hill) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor (Cherry Hill)Cherry Hill, NJUtilize 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). Responsibilities 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.).
Full-Time Member Experience Advisor (Carriage House) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor (Carriage House)Philadelphia, PAUtilize 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). Responsibilities 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.).
AI Advisor (Full Time Role) SMB TeamAI Advisor (Full Time Role)Philadelphia, PA$150,000–$160,000 / yearConduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery). We are looking for deliver AI readiness assessments and ongoing fractional CTO services to small law firms, helping them adopt AI tools, strengthen their technology infrastructure, and build internal capability.
Full-Time Member Experience Advisor (Bridge Street) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor (Bridge Street)Philadelphia, PAUtilize 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). Responsibilities 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.).
Part-Time Member Experience Advisor (Perkasie) American Heritage Credit Union (Inc)Part-Time Member Experience Advisor (Perkasie)Perkasie, PAUtilize 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). Responsibilities 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.).
Full-Time Member Experience Advisor (Hunting Park) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor (Hunting Park)Philadelphia, PAUtilize 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). Responsibilities 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.).
Full-Time Member Experience Advisor (Market Street) American Heritage Credit Union (Inc)Full-Time Member Experience Advisor (Market Street)Philadelphia, PAUtilize 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). Responsibilities 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.).
Service Advisor Tesla, Inc.Service AdvisorSpringfield, NJThe ideal candidate will excel in delivering exceptional customer service and demonstrate an aptitude for developing technical expertise in servicing vehicles. Members of our service team must be passionate about supporting cutting-edge EV technology and accelerating the world's transition to sustainable energy.
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).