UNKNOWN

FEED

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

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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.

Vanguard Group

Sales Analyst - Direct Indexing

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Hamilton Lane Inc

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.

HOUR

Jambalaya Group

Client Service Specialist

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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

FULL_TIME

This role requires a distinctive skill set: the ability to articulate the value of a multi-manager, sub-advised platform - how sub-advisors are selected, monitored, and replaced - alongside credible fluency in both active mutual funds and ETFs. For sub-advisors to American Beacon Advisors , we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches.

(DBA) American Beacon Partners

VP, Market Director, Sales - Tri-State (PA, NJ, NY)

Talent Acquisition

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

Role Description: As Internal Sales/Advisory Consultant, you will work with the aligned External Sales/Advisory counterpart(s) to represent Nomura and our strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds. Developing and maintaining an in-depth knowledge of financial markets, Nomura products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks).

YEAR

Nomura Holdings Inc

Internal Sales/Advisory Consultant

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

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

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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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.

Envestnet Inc

Senior Product Manager

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.

Glenmede Corp

Practice Lead, Fiduciary Administration

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

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.

Sales Director

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.

Director, Assurance & Control Specialist

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.

SRG Senior Relationship Manager - RIA

Client Service Associate

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.

Wealth Management Advisor Jobs in Pennsylvania

Vice President, National Accounts Hamilton Lane Advisors

Sales Analyst - Direct Indexing Vanguard Group

Vice President, National Accounts Hamilton Lane Inc

Client Service Specialist Jambalaya Group

Private Client Relationship Manager Citizens Financial Group, Inc.

VP, Market Director, Sales - Tri-State (PA, NJ, NY) (DBA) American Beacon Partners

Marketing Integration Project Manager Daley and Associates

Internal Sales/Advisory Consultant Nomura Holdings Inc

Assistant General Counsel NewEdge Capital Group

2027 Summer Internship - BMTA Endowments and Foundations Bryn Mawr Trust

Data Analyst Expert In Recruitment Solutions

Senior Product Manager Envestnet Inc

Security Governance Director Envestnet Inc

Practice Lead, Fiduciary Administration Glenmede Corp

Associate Director, Client Advisory Pathstone Family Office

Sales Director SEi

Director, Assurance & Control Specialist Vanguard Group

SRG Senior Relationship Manager - RIA Nomura Holdings Inc

Client Service Associate Bryn Mawr Trust

Financial Consultant VeeRteq Solutions Inc.

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