FULL_TIME

FEED

UNKNOWN

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

[AW]-iCims

As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. Support client teams on trust administration, ongoing client developments, and compliance or reporting items affecting income, gift, estate, and generation-skipping transfer tax planning.

Legacy Advisors

Legal & Tax Strategist

sourcestack_via_bold

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.

WSFS Bank

Client Service Associate

Broadbean

The Impact You'll Make: 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.

Robert W Baird & Co Inc

Client Specialist

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The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to assist them in utilizing Orion's Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. Represent Orion and its OCIO products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion's proprietary products.

Orion Advisor Solutions

Senior Investment Consultant

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

YEAR

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

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Royal Bank of Canada

Client Associate / Registered Client Associate

The Investment Marketing Specialist will play an important role in bringing SEI's investment capabilities to market by developing compelling content, supporting go-to-market initiatives, collaborating across business teams, and helping translate complex investment concepts into clear, advisor-focused messaging. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI Investments Co

Specialist, Investment Marketing

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Client Associate

Answering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed). Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business team.

Vista Wealth Solutions

Relationship Manager

Waldron Private Wealth (Waldron) is looking for a Multi-Family Office Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert on various items. Provide support to the client service team to facilitate Wealth Planning for Ultra-High-Net Worth/Multifamily Office type clients and support the complex planning needs for other complex clients, by assisting with the execution of internal and external services, including preparation of materials and coordination of meetings to showcase Waldron’s value propositions for the complex wealth advisory needs.

Waldron Private Wealth

Multi-Family Office Strategist

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At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Execute workflows to open and maintain accounts, process money movement, and fulfill client service requests.

Alera Group Inc

Operations Specialist

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.

HOUR

Smoker & Company LLC

Own and drive execution of AI-enabled and insights-driven features across the Enterprise/Advisor (Advisor Portal), RIA (Tamarac), and Planning (MoneyGuide) lines, including decision intelligence and Next Best Action capabilities, with accountability for adoption and measurable business outcomes in each domain. . • Partner with channel Product leaders across Enterprise/Advisor, RIA, and Planning, as well as PMC Solutions stakeholders, to apply AI and insights consistently across products and lines of business, including emerging asset manager distribution intelligence capabilities. .

Envestnet

Lead Product Manager - AI

Jobvite Talemetry Organic Easy Apply

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's regulatory requirements.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

In this leadership role, the Senior Director oversees the identification, cultivation, solicitation, and stewardship of individuals making deferred and other specially structured gifts, and provides education to donors who are considering making planned gifts or involving complex gift structures. The Executive Director, Planned Giving strategically directs and manages the Hospital''s gift planning program, ensuring increased giving from charitable bequests, life income gifts, non-cash assets, and other planned giving vehicles.

Children's Hospital of Philadelphia

Executive Director Planned Giving

The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to assist them in utilizing Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. Represent Orion and its OCIO products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion’s proprietary products.

Orion

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Risk & Compliance (RCS) Team: Specializing in services such as risk advisory and technology risk, RCS employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking.

EisnerAmper

Internal Audit And Risk Advisory Manager

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.

Wealth Management Advisor Jobs in Pennsylvania

Salesforce Architect iPipeline

Legal & Tax Strategist Legacy Advisors

Client Service Associate WSFS Bank

Client Specialist Robert W Baird & Co Inc

Senior Investment Consultant Orion Advisor Solutions

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Manager of Business Services MassMutual Pittsburgh

Client Associate / Registered Client Associate Royal Bank of Canada

Specialist, Investment Marketing SEI Investments Co

Client Associate Royal Bank of Canada

Relationship Manager Vista Wealth Solutions

Multi-Family Office Strategist Waldron Private Wealth

Operations Specialist Alera Group Inc

Client Service Associate Smoker & Company LLC

Lead Product Manager - AI Envestnet

Client Associate Wells Fargo & Co

Executive Director Planned Giving Children's Hospital of Philadelphia

Senior Investment Consultant Orion

Internal Audit And Risk Advisory Manager EisnerAmper

Business Owner Consultant Univest Financial Corp

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