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FEED

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

Associate Director, Client Advisory

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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.

Baird

Client Specialist

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The Lead Product Manager will partner closely with Data Product, Data Science, Engineering, and Integrations teams to ensure insights and AI capabilities are scalable, explainable, and consistently applied across Envestnet experiences including the Envestnet Advisor Portal, MoneyGuide, and Tamarac, as well as external platforms such as CRMs, planning, and other fintech providers. Working in close partnership with the Channel Product Management leader, this role defines priorities, drives delivery, and advances horizontal, platform agnostic features embedded across Envestnet applications and partner ecosystems.

Envestnet Inc

Lead Product Manager - AI

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Our practice is planning-driven and strategy-led , advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. At Girard, a Univest Wealth Division , we’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor.

Univest Financial Corporation

Business Owner Consultant

[AW]-iCims

Act as a trusted security risk advisor by translating technical findings into clear business risk context to support risk-informed decision-making, and partner closely with 2nd Line Risk & Assurance functions by providing high-quality risk artifacts and evidence, without performing independent assurance activities. Evaluate the design and effectiveness of technical, administrative, and operational security controls against identified risks, partnering with technology, product, infrastructure, architecture, and AI/ML engineering teams to design, recommend, and refine controls that mitigate risk to acceptable levels.

YEAR

Lead Security Governance Partner - Risk Management

NECG operates through two affiliated RIAs — NewEdge Wealth, LLC, which serves ultra-high-net-worth, family office, and institutional clients, and NewEdge Advisors, LLC, which supports independent and growth-oriented advisor teams — alongside their affiliated broker-dealer, NewEdge Securities, LLC. Alongside outside counsel as needed, the AGC will manage an active caseload of litigation, arbitrations, mediations, pre-litigation disputes, and subpoena responses, and (in conjunction with compliance) serve as a primary point of contact for regulatory examinations across NECG and its subsidiaries.

NewEdge Capital Group

Assistant General Counsel

OTHER

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.

VeeRteq Solutions Inc.

Financial Consultant

Ceipal

Stakeholder Management: Partner with the division's leadership team and risk partners to ensure risk and control matters are appropriately considered as part of new and existing operations, technology and oversight processes. In this role, you will be at the forefront of the business, partnering with leaders, product teams, and risk experts to bring new investment wealth management capabilities to life for both clients and advisors.

Vanguard Group

Director, Assurance & Control Specialist

The team's primary objectives include facilitating effective communication regarding wealth purpose and intentions within families, providing educational resources to beneficiaries on responsible wealth stewardship, and equipping family members for future roles and responsibilities. To strengthen and cultivate Vanguard's relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families by adopting a more systematic and dialogue-driven approach to planning.

High Net Worth Relationship Manager, Specialist

The ideal candidate combines strong leadership capabilities with a deep understanding of financial services operations, process improvement, and client-centric service delivery. This role is responsible for overseeing end-to-end new business processing, driving operational excellence, enhancing advisor support, and ensuring a seamless customer experience.

MassMutual Pittsburgh

Manager of Business Services

JobScore

Keep abreast of regulatory, economic, and financial market trends, the Relationship Manager will actively participate in community functions and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement, and tax planning. Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust, and brokerage services.

WSFS Financial Corp

Senior Private Banking Relationship Manager

The Hybrid Investment Sales Director will focus on expanding SEI's reach among RIAs, independent broker-dealers, and asset managers, helping drive asset growth while supporting broader territory initiatives. Reporting to the Head of Investment Product Sales, this role will be based in Oaks, PA and serve as a critical partner to the Senior Investment Sales Director based in region while maintaining direct responsibility for advisor relationships within an assigned segment of the market.

SEI Investments Co

Sales Director

The Client Service Associate provides comprehensive administrative and operational support to financial advisors, coordinates meetings and communications, manages account and service requests, and ensures seamless day-to-day office operations. Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

HOUR

Wealth Enhancement Group Acquisition

Client Service Associate

Wealth Enhancement Group LLC

With guidance, performs a variety of Portfolio Services duties, including: Supporting routine operational activities such as account setup and maintenance, data entry and model implementation, Monitoring assigned work queues and portfolios for exceptions, drift and data issues, Resolving or escalating issues, exceptions, errors and unresolved routine issues, Assisting with onboarding and conversion activities, including data verification, documentation review and portfolio alignment. Serves as the primary point of contact responsible for ensuring data and accounting accuracy in portfolio management software (Portfolio Center), providing monthly and quarterly deliverables (management fee calculations and client report packages), and responding to client requests and questions regarding their data.

Portfolio Services Associate

We're looking for an experienced national accounts relationship manager who has strong relationships in the IBD and tech platform space, possesses investment acumen in private markets (particularly with evergreen and semi-liquid structures), and thrives on managing multiple senior-level relationships while driving real growth in assets, approvals, and advisor engagement. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.

Hamilton Lane Advisors

Vice President, National Accounts

Hamilton Lane Inc

As part of Archer's managed account solutions platform, the Senior Specialist, Trading Services supports the execution and administration of trading activities across separately managed account (SMA) and unified managed account (UMA) programs. The successful candidate will collaborate with investment managers, sponsors, financial advisors, and internal business partners to drive trading accuracy, operational excellence, and a seamless client experience throughout the managed account lifecycle.

TTI of USA, Inc.

Senior Specialist, Trading Services - MAS

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Demonstrated experience chairing or co-chairing a data governance committee or council, including facilitating cross-functional stakeholder engagement, driving data governance initiatives, and overseeing adherence to data quality, data management, and regulatory requirements. The Lead partners with Data Owners, Data Stewards, business leaders, and technology teams to advance data maturity, support analytics and regulatory needs, and enable operational efficiency.

WSFS Bank

Enterprise Data Management Lead

Broadbean

We tackle complex engineering challenges every day from large‑scale data ingestion and analytics to deep system integrations, high‑performance trading algorithms, and a robust full‑stack web experience used by thousands of advisors. Responsible for building scalable, secure platforms in support of Envestnet business operations, including wealth management, financial data aggregation and advisor-driven technology solutions.

Wealth Advisor Jobs in Pennsylvania

Associate Director, Client Advisory Pathstone

Client Specialist Baird

Lead Product Manager - AI Envestnet Inc

Business Owner Consultant Univest Financial Corporation

Lead Security Governance Partner - Risk Management Envestnet Inc

Assistant General Counsel NewEdge Capital Group

Financial Consultant VeeRteq Solutions Inc.

Director, Assurance & Control Specialist Vanguard Group

High Net Worth Relationship Manager, Specialist Vanguard Group

Manager of Business Services MassMutual Pittsburgh

Senior Private Banking Relationship Manager WSFS Financial Corp

Sales Director SEI Investments Co

Client Service Associate Wealth Enhancement Group Acquisition

Client Service Associate Wealth Enhancement Group LLC

Portfolio Services Associate Envestnet Inc

Vice President, National Accounts Hamilton Lane Advisors

Vice President, National Accounts Hamilton Lane Inc

Senior Specialist, Trading Services - MAS TTI of USA, Inc.

Enterprise Data Management Lead WSFS Bank

Senior Software Development Engineer Envestnet Inc

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