Senior IT Advisor - Wilmington - Expedite Technology Solutions

We strive to set the bar for the retirement services industry. · We focus on making choices clearer, transitions smoother, · and the client experience more delightful. ...

The Senior Wealth Advisor will be accountable for meeting revenue goals through new client acquisition and retention.Wealth advisor responsible for coordinating activities of relationship team (IAs,FAs,PBs WSs etc) · Accountable for growth and retention of client base. · Leads c ...

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. · ...

The Senior Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and processes comply with applicable laws and regulations. · ...

The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert and individual contributor for the nCino Financial Analysis suite of products including Spreads, · Commercial Real Estate Analysis, Automated-Spreading and other credit-related functions (herein a ...

This is a full-time Senior Advisor position based in West Chester. The Senior Advisor will provide strategic guidance and expert advice to clients in technology financing and equipment leasing. · Financial expertise including experience in equipment leasing, IT financing, vendor ...

Be a strategist. Be a guide. Be the difference. · Money is personal. At its best, financial advice changes lives. · ...

Join Vanguard as a Senior Compliance Advisor and become an integral part of a dynamic expanding team. · ...

The Accounting Senior Advisor role is a senior contributor career track position that involves partnering with leaders and accounting subject matter experts to originate and execute qualified program opportunities.The role requires managing processes for financial reporting and o ...

Job Overview · Be a strategist. Be a guide. Be the difference. · Why This Role Matters · Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won't just manage portfolios—you'll help families retire with confidence, entrepreneurs turn ...

The Senior Advisor and Speechwriter is responsible for crafting impactful speeches and communications for the President & CEO of the Federal Reserve Bank of Philadelphia. · Bachelor's degree required; advanced degree preferred in Economics, Finance, Communications, or related fie ...

Multi-Billion AUM Multi-Family Office · Overview · 10B+ AUA Ultra High Net Worth focused Multi-Family Office has created a High Net Worth division and is seeking a Senior Wealth Advisor to provide comprehensive wealth management advice in Greater Philadelphia. · Source clients f ...

Partner with leaders and accounting and finance subject matter experts to originate, quantify and execute qualified program opportunities. Manage and develop processes to enable appropriate financial reporting in support of strategic initiatives. · ...

+Job summary · The Senior Philanthropy Advisor will lead and nurture relationships with new and existing clients. The role involves advising clients across diverse philanthropic interests. · +ResponsibilitiesDesign and oversee complex workstreams. · Guarantee that deliverables ar ...

Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast. · Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele · ...

We help the world run better · At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging – bu ...

The Senior Advisor and Speechwriter is responsible for crafting impactful speeches and communications for the President & CEO of the Federal Reserve Bank of Philadelphia. · Bachelor's degree required; advanced degree preferred in Economics, Finance, Communications, or related fie ...

Partner with leaders and accounting and finance subject matter experts to originate , quantify and execute qualified program opportunities. · ...

This role requires a client-facing lead to collaborate with entrepreneurs in building financial frameworks including forecasts dashboards and actionable KPIs. Also responsible for accounting projects such as close redesigns audit readiness cash-to-accrual transformations. · Colla ...

+Job Summary · Citadel Wealth Management busca Senior Financial Advisors con experiencia en ventas y conocimiento del mercado. Se ofrece un paquete competitivo y apoyo estructurado a los miembros del equipo. · +ResponsibilitiesAsesorar clientes sobre estrategias de inversión e in ...

We connect seniors and their families with trustworthy information, expert guidance, and quality services to simplify senior life. · Develop and own your market, establishing Oasis as the go-to trusted guide for senior living and care solutions. · Forge powerful connections with ...