UNKNOWN

FEED

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.

Citizens Financial Group, Inc.

Private Client Relationship Manager

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YEAR

Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors.

Smoker & Company LLC

Client Service Associate

Workable

Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. As part of this team, you'll work on net‑new, approved product efforts, help shape product strategy from early concept through execution, and contribute to innovative AI use cases that drive meaningful impact for the business and its clients.

Envestnet Inc

Senior Product Manager - Servicing AI

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Advanced Data Querying: Write efficient, complex SQL queries and Python scripts to extract, transform, and analyze data across diverse relational databases and cloud enterprise data warehouses (e.g., Snowflake, BigQuery, Redshift). · Predictive Modeling & Forecasting: Develop, validate, and maintain forecasting models and machine learning algorithms to predict client churn, net new assets (NNA), trade propensity, and client lifetime value.

Expert In Recruitment Solutions

Data Analyst

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OVERVIEW: The primary function of the Management Associate is to assist and support the Tax Director and Fiduciary Tax Manager with daily management of the Fiduciary Tax Outsource engagement, tax and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. Become a subject matter expert on all aspects of basic tax duties including check requests, EFTPS payments, routine and semi-complex client requests and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all duties without oversight.

Glenmede Corp

Tax Management Associate

OTHER

HOUR

Bryn 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. 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.

Bryn Mawr Trust

2027 Summer Internship - BMTA Endowments and Foundations

Broadbean

Provide legal support for strategic business initiatives, integrations, and platform expansion efforts, including support for Stratos, an SEI-affiliated wealth management platform serving independent financial advisors through flexible affiliation options, advisor-focused services, and access to investment, advisory, technology, custody, and platform capabilities, as Stratos advisors evaluate and use SEI solutions within their client service models. The Asset Management Legal team supports integrated investment, advisory, and wealth management solutions that combine SEI investment capabilities, advisor technology, custody and platform connectivity, distribution support, and related services, partnering closely with business, compliance, risk, technology, executive leadership, and other legal teams that advise on operational and platform support matters.

Senior Attorney, Asset Management Attorney

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Partnering closely with engineering, product, cloud, data, HR, and compliance teams, the group develops security architecture, governance frameworks, and resilient controls that safeguard critical financial systems while helping teams innovate quickly and securely. Partner with product management, sales, legal, technology, compliance, and client-facing teams to translate security requirements, client expectations, and emerging risks into practical guidance, product direction, and service-specific commitments.

Security Governance Director

This role requires a skilled trust and estate administration professional who can interpret complex legal documents, develop administration plans, and coordinate with Wealth Advisory, Estate Settlement, Tax, and Legal teams to ensure timely, clear, and efficient administration. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

Practice Lead, Fiduciary Administration

You will: Drive financial planning & analysis for the PAWM business - lead planning, forecasting, and the management-reporting P&L; surface the key drivers and trends; and own the critical view of PAWM channel economics - margin at channel, client, and producer level - translating it into insight that drives capital allocation, pricing, and growth decisions. A confident communicator who develops a deep understanding of complex topics and translates results for stakeholders in clear, non-technical terms, iterating with leadership and subject-matter experts to rationalize and refine the value of your analysis - and to persuade when the answer is not the expected one.

The Guardian Life Insurance Company of America

Senior Lead Financial Analyst

Play a leading role in home office implementations for VPI placements on large broker/dealer and bank SMA sponsor platforms, including managing partner relationships, coordinating internal workstreams, and shepherding investment due diligence, requests for information, and related approvals through completion. Leveraging decades of indexing and trading expertise, VPI provides unrivaled, daily transparency into the tax management, performance, and ESG/religious values of each account, enabling advisors to improve the investment experience and outcome for the clients they serve.

The Vanguard Group

Sales Analyst - Direct Indexing

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. As our practice continues to grow, we are seeking a motivated and client-focused professional who enjoys working with people, managing details, and serving as an integral part of a collaborative wealth management team.

Raymond James Financial Inc

ADAPTED_NOW

This ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration.

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
 
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

Daley and Associates

Marketing Integration Project Manager

FULL_TIME

CRM Ecosystem Integration: Design and deliver Salesforce integrations with enterprise systems (e.g., ERP, marketing automation, data warehouses) using integration platforms such as MuleSoft, REST/SOAP APIs, and event-driven middleware, operating within established architectural patterns. HubSpot & MarTech Integration: Design and implement integration solutions between Salesforce CRM and HubSpot or other marketing platforms, ensuring data consistency, lead lifecycle accuracy, and interoperability within the go-to-market technology stack.

iPipeline

Salesforce Architect

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Within the role, the successful candidate will build strong client relationships, anticipate client needs, handle requests promptly and professionally, maintain accurate records, keep administrative processes organized, and help the advisor and practice operate efficiently. The Client Service Specialist serves as an important point of contact for clients and supports the advisor with day-to-day client service, scheduling, client communications, record management, and administrative and operational responsibilities.

Jambalaya Group

Client Service Specialist

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals. As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates closely with internal specialists across the firm, and contributes to the continued growth of the practice through relationship development, referral cultivation, and strategic business initiatives.

Pathstone Family Office

Associate Director, Client Advisory

This is an individual contributor role responsible for maintaining and enhancing existing features within an assigned product area, working in close partnership with the Data Team to ensure high-quality, reliable data capabilities that serve user and business needs. WDP serves a broad range of users-including advisors, asset managers, home office teams, and internal stakeholders-by delivering reliable, scalable, and insight-driven data products.

Senior Product Manager

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your Impact Client Experience & Advisory Support Serve as the first point of contact to service and administer client investment accounts.

Alera Group

Operations Specialist

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Wealth Advisor Jobs in Pennsylvania

Private Client Relationship Manager Citizens Financial Group, Inc.

Client Service Associate Smoker & Company LLC

Senior Product Manager - Servicing AI Envestnet Inc

Data Analyst Expert In Recruitment Solutions

Tax Management Associate Glenmede Corp

2027 Summer Internship - BMTA Endowments and Foundations Bryn Mawr Trust

Senior Attorney, Asset Management Attorney SEi

Security Governance Director Envestnet Inc

Practice Lead, Fiduciary Administration Glenmede Corp

Senior Lead Financial Analyst The Guardian Life Insurance Company of America

Sales Analyst - Direct Indexing The Vanguard Group

Client Service Associate Raymond James Financial Inc

Marketing Integration Project Manager Daley and Associates

Salesforce Architect iPipeline

Client Service Specialist Jambalaya Group

Associate Director, Client Advisory Pathstone Family Office

Senior Product Manager Envestnet Inc

Operations Specialist Alera Group

Investment Management - Business Strategy Manager Deloitte

2027 Summer Internship - BMTA Endowments and Foundations WSFS Bank

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