UNKNOWN

FEED

Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients.

Vanguard Group

Senior Portfolio Strategist

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Develops, maintains and broadens home office intermediary relationship through regular and constant contact with business leading analysts, investment committees, due diligence professionals, marketing, sales desks and business gatekeepers and thoroughly understands the philosophy and dynamics of the advisor/organization (investment philosophy, client base, product preference, keys goals and challenges, etc.) and acts as a trusted advisor/consultant in creatively matching need with Vanguard products and services. The Senior Director, National Accounts for the Broker Dealer Channel, is responsible for managing and expanding strategic home office relationships with key broker-dealer firms to drive sales of the company's financial products and services.

Senior Director, National Accounts-Broker-Dealer

By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services.

YEAR

Nomura Holdings Inc

SRG Senior Relationship Manager - RIA

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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As a key member of the Compliance department, help strengthen the effectiveness of the compliance programs of a broker-dealer, registered investment adviser, and insurance agency by leading compliance testing, monitoring, and regulatory oversight activitiesthat mitigate legal, regulatory, operational, and reputational risk. Serve as the primary owner and coordinator for assigned compliance testing, regulatory monitoring, and compliance oversight programs across the broker-dealer, registered investment adviser, and insurance agency including annual FINRA Rule 3120 and Advisers Act Rule 206(4)-7 compliance reviews.

Transamerica

Lead Compliance Analyst - Compliance Testing & Regulatory Oversight

IRecruitee

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox, Inc.

Senior Growth Marketing Strategist

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Senior Demand Generation Manager

Senior Performance Marketing Manager

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Investment Advisor Jobs in Philadelphia, PA

Senior Portfolio Strategist Vanguard Group

Senior Director, National Accounts-Broker-Dealer Vanguard Group

SRG Senior Relationship Manager - RIA Nomura Holdings Inc

Senior Estate Planning Strategist Osaic

Lead Compliance Analyst - Compliance Testing & Regulatory Oversight Transamerica

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Senior Demand Generation Manager Clients Blackbox, Inc.

Senior Performance Marketing Manager Clients Blackbox, Inc.

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Growth Marketing Manager Clients Blackbox, Inc.

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Performance Marketing Strategist Clients Blackbox, Inc.

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Performance Marketing Manager Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

Senior Paid Media Manager Clients Blackbox, Inc.

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