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This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today.

YEAR

NFP Corp

Regional Sales Director, Mid Atlantic (Life Ins. & Related Products)

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About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Participating in client meetings and prospect meetings with Relationship Managers and Wealth Planners to explain the role of BBH as trustee in general and the active role of a Trust Officer for an existing or prospective relationship.

Brown Brothers Harriman & Co

Trust Officer

Bachelor's degree in Accounting or a related field required CPA designation required Master's in Taxation or related degree is a plus Minimum 5-8+ years of progressive experience in tax preparation and planning within a public accounting firm, family office, or wealth management environment Extensive knowledge applying federal, state, and local tax codes, especially as they relate to small businesses, owners, real estate, and pass-through entities Experience managing client relationships and conducting regular, independent meetings with clients, including presentation of planning strategies and responding to tax-specific questions Demonstrated ability to manage complex tax engagements and competing deadlines with minimal supervision Familiarity with estate, gift, and generation-skipping tax planning is a plus Strong written and verbal communication skills with a client-first mindset Comfortable working both independently and collaboratively in a team environment A self-starter with strong problem-solving skills and a passion for learning and growth Proficient in Microsoft Excel and Outlook Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus Experience with cloud-based document management systems and secure file sharing tools Willingness to adopt new technologies and contribute to continuous improvement initiatives. Manage a portfolio of clients, including small to mid-sized businesses and high-net-worth individuals, ensuring timely delivery of accounting, tax and advisory services Provide proactive tax planning and business advisory services, including entity structuring, cash flow analysis, and profitability improvement Supervise and participate in the preparation and review of complex individual, partnership, S corporation, C corporation, trust, and estate tax returns Respond to IRS and state notices, manage audits, and handle tax authority correspondence Serve as the primary point of contact for clients, leading meetings and delivering actionable insights Ensure compliance with federal, state and local tax regulations and reporting requirements Oversee and review monthly, quarterly, and annal financial statements and supporting workpapers Review and approve account reconciliations, journal entries, and financial analysis Manage multiple client engagements, deadlines, and priorities Mentor, train, and develop staff and senior accountants Collaborate with firm leadership on client strategy, practice development, and process improvements Support business development efforts, including identifying opportunities to expand services within existing client relationships.

RiversEdge Advisors, LLC

Tax Manager

As WSFS strives to become the small business bank of choice throughout its regional footprint, the Head of Business Banking will champion a relationship-driven banking strategy focused on delivering exceptional customer experiences and establishing WSFS as a trusted advisor to business owners. Through leadership of specialized Relationship Managers and collaboration with Retail Banking, Commercial Banking, Product, Marketing, and Technology teams, this role will ensure the delivery of innovative banking solutions that support the evolving needs of small business clients.

WSFS Financial Corp

SVP, Head of Business Banking

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Apollo Global Management Inc

VP Sales, Defined Contribution

Athene Holding Ltd

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. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

JPMorgan Chase & Co

Client and Account Data Product Manager - Vice President

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.

Alight Inc

Disability Case Manager (Temporary) - Virtual

The Plant Buyer serves as the primary Procurement partner for an assigned group of manufacturing plants, building strong relationships with Plant Leadership, Operations, Maintenance, Engineering, Finance, and other key stakeholders. The Plant Buyer connects local plant requirements with broader Procurement strategies and cross-plant opportunities while becoming a trusted advisor and solutions-oriented partner to the plants.

Clarios Global LP

Plant Buyer - Middletown, DE

OTHER

Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities  Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance  Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.). Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $60,000 - $70,000, and a variable target compensation of $70,000.

Human Interest

Partner Account Manager- Delaware

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Job Duties: Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

BDO International Ltd

Partnership Manager, Tax

The Project Manager manages client relationships, directs cross-functional project teams, and ensures the successful delivery of varying client-side milestones across multiple simultaneous or sequential engagements. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

BDO USA PC

State Government Finance and System Project Manager

Job Summary: A Tax Senior Manager, Business Incentives Group (BIG) in BDO's Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.

Senior Manager, Business Incentives Group

We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive economically in a rapidly changing global landscape. Successfully and promptly onboard customers and conduct remote and in-person training sessions to educate customers on our products and services as well as personalizing the sessions based on customer needs and workflows.

S&P Global

Customer Success Manager (German Speaking)

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Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $60,000 - $70,000, and a variable target compensation of $70,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA''s and financial advisors in the SMB space (including territory sales and business development).

Wealth Management Advisor Jobs in Delaware

Regional Sales Director, Mid Atlantic (Life Ins. & Related Products) NFP Corp

Trust Officer Brown Brothers Harriman & Co

Tax Manager RiversEdge Advisors, LLC

SVP, Head of Business Banking WSFS Financial Corp

VP Sales, Defined Contribution Apollo Global Management Inc

VP Sales, Defined Contribution Athene Holding Ltd

Client and Account Data Product Manager - Vice President JPMorgan Chase & Co

Disability Case Manager (Temporary) - Virtual Alight Inc

Plant Buyer - Middletown, DE Clarios Global LP

Partner Account Manager- Delaware Human Interest

Partnership Manager, Tax BDO International Ltd

State Government Finance and System Project Manager BDO USA PC

Partnership Manager, Tax BDO USA PC

Senior Manager, Business Incentives Group BDO USA PC

Customer Success Manager (German Speaking) S&P Global

Partner Account Manager- Delaware Human Interest Inc

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