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After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. The IMU is a global team that develops and manages SEI’s investment management solutions and supports all fund distribution channels across SEI’s asset management business.
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The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
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Project's Information: (Information to share during an introductory interview - E.g - Project`s Goals, relationship between client and GFT, location of the team members, etc) Our client is working on expanding their presence in Investment Banking in the USA. Client is solid in Latam and Europe.
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Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
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Vanguard’s Investment and Finance data architecture team is seeking to add a distinguished data architect who is an experienced and motivated data technologist that possesses a unique balance of data technical depth, strong interpersonal skills, and Investment and Finance business acumen to encourage and equip Investment and Finance durable product teams to develop lasting designs for their products and applications.
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This is a strategic role with an opportunity to learn and expand responsibilities as you partner with data science, engineering, and business development teams in the US and offshore. About Us: Envestnet is a leading independent provider of technologyenabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or midsized financial advisory firms and larger financial institutions.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
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We create a stable foundation for our customers’ IT operations and support customers on their digital transformation journey to the intelligent enterprise based on S4/HANA. With continuous access to our expertise and the broader SAP expert network, our customers can take advantage of the latest technologies to support continuous business innovation.
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Experience managing a high net worth book of business. Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
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Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners.
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Piper Companies is seeking an Internal Sales Representative to join an established Investment Management company located in Wayne, PA. Drive sales and support business growth through strategic collaboration with external salesperson to develop business plans.
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We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. We’re driving the company’s digital transformation and expanding business capabilities using industry best practices and advanced technologies such as cloud, artificial intelligence and robotics process automation.
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The Lead Analyst will assist with power system studies that evaluate power plants (both fossil fuel and renewable) and delivery systems (transmission and distribution) and include but are not limited to, power supply planning, due diligence, performance and benchmarking evaluations, site assessments, investment planning, condition assessments, financial cost/benefit evaluations, and renewable development.
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