NewWealth Advisor - Lewes, DE Citizens Financial Group IncWealth Advisor - Lewes, DELewes, DE$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
NewWealth Advisor Vista Wealth SolutionsWealth AdvisorNew Castle, DE$70,000–$120,000 / 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.
NewSenior Wealth & Fiduciary Advisor Northern TrustSenior Wealth & Fiduciary AdvisorWilmington, DENorthern Trust Corp is seeking a Senior Relationship Advisor in Wilmington, DE to manage complex fiduciary and wealth management client relationships. The successful candidate will deliver high-quality fiduciary services, ensuring client satisfaction through effective communication and collaboration.
NewPremier Wealth Advisor Client Growth & Experience PNC BankPremier Wealth Advisor Client Growth & ExperienceWilmington, DE$70,125–$116,875 / yearPNC is seeking a Premier Client Banker in Wilmington, DE, focused on driving client acquisition and providing an exceptional banking experience. Candidates will develop strategies to leverage bank products, manage risk, and foster relationships with clients.
Wealth Management Advisor, Dover (Job 4322423) First Seacoast BancorpWealth Management Advisor, Dover (Job 4322423)Dover, DESales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients. Success Competencies: Customer Focus: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DE The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust Officer, Vice President - Wilmington, DEWilmington, DEOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. As a Senior Trust Officer (STO) within Goldman Sachs Private Wealth Management, you will serve as a trusted advisor to high-net-worth clients, navigating complex fiduciary landscapes alongside our top tax, estate, and wealth management experts.
Wealth Management Solutions, Trust & Estates, Trust Officer - VP JPMorgan Chase Bank, N.A.Wealth Management Solutions, Trust & Estates, Trust Officer - VPNewark, DEFull timePartner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
NewWealth Management Solutions, Trust & Estates, Trust Administrator VP JPMorgan Chase & CoWealth Management Solutions, Trust & Estates, Trust Administrator VPNewark, DEWe understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.
Wealth Management Director, Dover (Job 4322480) First Seacoast BancorpWealth Management Director, Dover (Job 4322480)Dover, DEThrough effective leadership and coaching of financial advisors, as well as remaining apprised of market trends, competitor's products, and pricing, and actively participating in community events and organizations, this role ensures the Bank remains competitive and customers receive superb service. Job Summary: The Wealth Management Director is responsible for the successful operation, leadership, and daily oversight of the Wealth Management Department, ensuring the retention of current customers and driving the development of new business.
Divisional Wealth Management Consultant - New Jersey & Delaware The Capital Group Companies, Inc.Divisional Wealth Management Consultant - New Jersey & DelawareDEIn addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateDover, DEOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate JPMorgan Chase & CoWealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior AssociateDEAcross this work, the team has built AI tooling into the daily craft of product ownership - accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp - at the scale and pace this transformation demands. Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
Compensation Planning & Analysis - Asset & Wealth Management, Vice President JPMorgan Chase & CoCompensation Planning & Analysis - Asset & Wealth Management, Vice PresidentWilmington, DESimplify and improve the way we do things with fresh ideas, strategy, design iteration and implementation to ensure our compensation programs, policies, and processes align with business strategy, best practice, and our risk and controls framework. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Licensed Customer Service & Support Specialist Supervisor - PNC Wealth Management The PNC Financial Services Group IncLicensed Customer Service & Support Specialist Supervisor - PNC Wealth ManagementDE$49,500–$115,500 / 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.
Wealth Management Solutions, Portfolio Management Analyst/Associate JPMorgan Chase & CoWealth Management Solutions, Portfolio Management Analyst/AssociateNewark, DEReview and trade portfolios, manage orders and execute trades across managed account business including the following: Monitoring client activity such as: new account initial investing and phase in''s, monitoring cash and security activity, and liquidating accounts. Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementWilmington, DE$79,200–$107,800 / 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. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Wealth Client Service Associate Wilmington TrustWealth Client Service AssociateWilmington, DelawareBachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience. Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients.
Business Strategy Wealth Management Operations - Vice President JPMorgan Chase & CoBusiness Strategy Wealth Management Operations - Vice PresidentNewark, DEAs a trusted advisor to the Head of Trusts & Estates and Tax Operations (TETO), you will influence key decisions, collaborate with top leaders, and make a visible difference in the success of the Trusts & Estates and Tax Operations (TETO) organization. As a Vice President of Business Management within the Trusts & Estates and Tax Operations (TETO) team, you play a pivotal role in shaping strategic initiatives and supporting leadership to achieve business goals.
Tax Manager, Private Wealth Baker Tilly Virchow KrauseLLPTax Manager, Private WealthWilmington, DE$92,000–$146,340 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Financial Advisor Shore United BankFinancial AdvisorDover, DECertified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.
Tax Manager, Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthWilmington, DelawareBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
Senior Relationship Advisor Northern Trust CorpSenior Relationship AdvisorWilmington, DEManage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional advisors to develop a thorough understanding of client needs and goals, while maintaining mastery of governing documents, fiduciary duties, and applicable laws. As a senior member of the service team, this role assumes primary responsibility for overall client satisfaction by collaborating with partners and utilizing appropriate Northern Trust resources to ensure timely delivery of fiduciary services, effective issue resolution, and clear communication of client needs.
Sr. Relationship Advisor Northern Trust CorpSr. Relationship AdvisorWilmington, DEAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Asset & Wealth Management Investment Product Operations Business Manager JPMorgan Chase & CoAsset & Wealth Management Investment Product Operations Business ManagerDEThis position will report directly to the Lead Business Manager for Investment Product Operations Business Management with dotted line accountability to the Investment Product Operations leadership team within the Asset & Wealth Management Operations organization. Morgan's Asset & Wealth Management Operations team as a Business Manager, where you'll drive strategic initiatives, optimize global performance, and serve as a trusted advisor to executive leadership.
Financial Advisor - Bear, DE TD BankFinancial Advisor - Bear, DEBear, DelawareEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. 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.
Mortgage Banking Advisor WSFS BankMortgage Banking AdvisorWilmington, DEAt 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. Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Trust Relationship Manager and Estate Settlement Advisor JTC PlcTrust Relationship Manager and Estate Settlement AdvisorWilmington, DE$175,000–$225,000 / yearPrimary responsibilities to include trust relationship management and ensuring assigned personal trust relationships are administered properly and serve as a resource to team members supporting the trust administration department. Be able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed.
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.
Financial Advisor Associate - Bear, DE TD BankFinancial Advisor Associate - Bear, DEBear, DelawareThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid M&T Bank CorpClient Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - HybridWilmington, DE$28.60–$47.66 / hourIf you are detail-oriented, thrive in structured, process-driven work, and want to play a meaningful role in protecting the integrity of the bank while building your career in financial services, this is a great opportunity to grow. As part of the Client Onboarding and Support Team (COAST), you will perform detailed Know Your Customer (KYC) reviews, validate documentation, and support the successful setup of a wide range of account types.
Financial Advisor - Bear, DE The Toronto-Dominion BankFinancial Advisor - Bear, DEBear, DE$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. 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 Client Associate M&T Bank CorpWealth Client AssociateWilmington, DE$24.87–$41.45 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience. Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid Wilmington TrustClient Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - HybridWilmington, DelawareIf you are detail-oriented, thrive in structured, process-driven work, and want to play a meaningful role in protecting the integrity of the bank while building your career in financial services, this is a great opportunity to grow. As part of the Client Onboarding and Support Team (COAST), you will perform detailed Know Your Customer (KYC) reviews, validate documentation, and support the successful setup of a wide range of account types.
Wealth Client Associate Wilmington TrustWealth Client AssociateWilmington, DelawareBachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience. Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
JPMorgan Wealth Management Securities Based Lending Analyst JPMorgan Chase Bank, N.A.JPMorgan Wealth Management Securities Based Lending AnalystNewark, DEFull timeAs a Securities Based Lending Analyst within the Securities Based Lending Team at JPMorgan Chase, you will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Wealth ERM Risk Analyst WSFS BankWealth ERM Risk AnalystWilmington, DE$77,390–$127,139.75 / yearThe primary functions of the ERM program are to ensure an integrated, consistent approach to risk management is in place, provide credible challenge to management’s identification and assessment of risks, and to ultimately report risks across the enterprise to Executive Management and the Board of Directors. WSFS 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.
Financial Advisor Associate - Bear, DE The Toronto-Dominion BankFinancial Advisor Associate - Bear, DEBear, DE$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Compliance Officer - Wealth WSFS BankCompliance Officer - WealthWilmington, DE$92,869–$152,569 / yearThe incumbent will partner closely with first line business leaders, first line wealth risk and compliance, Enterprise Risk Management (ERM), Operational Risk Management (ORM), Legal, Internal Audit, Technology, and regulators to strengthen the control environment, protect clients, and support safe and sound growth. The Compliance Officer serves as a second line of defense oversight leader responsible for providing independent governance, effective challenge, and compliance risk advisory across Wealth Division products, services, and client-facing activities.
Premier Client Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group IncPremier Client Regional Sales Manager - PNC Wealth ManagementWilmington, DE$100,000–$239,200 / 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.
Wealth Management - Client Information Product Delivery Lead - Vice President JPMorgan Chase & CoWealth Management - Client Information Product Delivery Lead - Vice PresidentNewark, DEThe role establishes governance and delivery discipline across products, lines of business, and functions, partnering with Product Owners and Technology, Control, and Operations teams to align scope and sequencing, build and maintain integrated plans, actively manage cross-product dependencies, and coordinate production readiness, cutover, rollout, and stabilization. As the VP Product Delivery Lead within the Wealth Management Chief Data Office, you execute end-to-end integrated solution delivery for a large, complex program anchored in Client Information (Party & Account) data products and an agentic experience layer.
Risk Management - Wealth Management Credit Forecasting - Vice President JPMorgan Chase & CoRisk Management - Wealth Management Credit Forecasting - Vice PresidentWilmington, DEAs a Wealth Management Credit Forecasting Vice President, within Consumer & Community Banking (CCB) Risk, you will be responsible for managing a team of two Associates, owning the quarterly allowance process, leading analyses to assess the performance of our product portfolio and collaborating with a number of stakeholders in risk, finance, legal and the business. We estimate future credit losses for the consumers and small businesses across our Auto, Business Banking, Credit Card, Home Lending, Wealth Management and International Consumer Bank (ICB) portfolios.
Wealth Management - Data Provisioning Execution & Innovation - Vice President JPMorgan Chase & CoWealth Management - Data Provisioning Execution & Innovation - Vice PresidentNewark, DETranslating granular data flows, producer dependencies, and consumer needs into pragmatic, sequenced requirements, you will partner across knowledge base owners, agentic orchestration product owners, applied AI delivery leads, and use case execution teams. Through Strategic Data Provisioning, we organize data into domain-aligned products, build consumer-ready unified data products, and pioneer a human-agentic operating model for data management.
NewInternal Audit - Senior Technology Auditor - Asset & Wealth Management Operations JPMorgan Chase & CoInternal Audit - Senior Technology Auditor - Asset & Wealth Management OperationsWilmington, DEAs a Senior Internal Audit Associate within the Asset & Wealth Management Operations Technology Audit Team, you will execute the annual audit plan, participate in audit engagements by performing audit testing, evaluate and report on management''s controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. Excellent written, verbal, and presentation skills; adept at presenting complex and sensitive issues to senior management and strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners.
NewAdvisor Commissions & Reporting Specialist Realta WealthAdvisor Commissions & Reporting SpecialistWilmington, DEThe ideal candidate should have a Bachelor's degree or equivalent experience, alongside strong analytical skills and advanced proficiency in Microsoft Excel. This position requires attention to detail and the ability to manage multiple tasks in a fast-paced environment.#J-18808-Ljbffr.
Closely Held Business Advisor III The PNC Financial Services Group IncClosely Held Business Advisor IIIWilmington, DE$65,000–$172,250 / 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.
Wealth Management - Data Strategy & Architecture, Client Acquisition Lifecycle, Analytics, and Applied AI Director JPMorgan Chase & CoWealth Management - Data Strategy & Architecture, Client Acquisition Lifecycle, Analytics, and Applied AI DirectorNewark, DEAs an Executive Director within Data Strategy & Architecture (Client Acquisition Lifecycle / Analytics & Applied AI), you will define and evolve the data strategy and target-state architecture for client acquisition, analytics, and applied AI across the Global Private Bank. You'll partner with business, data and technology leaders to deliver scalable data models, enable strategic data provisioning, and drive lifecycle-aware solutions that support operational, analytical, and regulatory needs.
Performance Marketing Chase Wealth Management Senior Business Analyst JPMorgan Chase & CoPerformance Marketing Chase Wealth Management Senior Business AnalystWilmington, DEYou will facilitate agile methodologies, integrate BDD practices to translate stakeholder needs into clear requirements, leverage tools like Figma and Jira, and partner with technical, business, and UX design teams to ensure our digital platforms meet evolving market needs. Design and iterate prompts for BA delivery (decomposition, edge-case discovery, test scenario generation, and release notes) using structured outputs (tables/JSON) and rubric-based evaluation.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMiddletown, DE$45,000–$100,000 / yearYou can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
Relationship Management Officer, Portfolio Management Glenmede CorpRelationship Management Officer, Portfolio ManagementGreenville, DEOVERVIEW: This position will serve as the Relationship Management Officer, Portfolio Management on designated private client relationships and provide comprehensive investment advice and ongoing investment management of portfolios that is consistent with specific client objectives and goals and the firm's best thinking and practices. This position will work closely with experienced relationship managers, wealth advisory and financial planning colleagues to provide integrated investment management solutions that meet various goals-based needs of clients.
Retail Office Manager WSFS BankRetail Office ManagerWilmington, DE$64,491–$105,949.50 / yearCollaborate Across Services: Partner with wealth advisors, trust officers, and private banking teams to deliver seamless integrated solutions that honor clients’ long-term aspirations. WSFS 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.