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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Middle Office Regional Consultants must have a strong client-oriented approach and should possess an understanding of the mutual fund and securities business and have a strong willingness to learn the investment management operations business.
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Works directly with the Information Technology Department on all asset management system related technical issues including interfaces and back-office systems. We are seeking candidates for the position of Operations Administrator-Transit Asset Management (5099) in the Strategic Initiatives.
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Work closely with various internal teams at WSFS – commercial banking relationship managers, wealth advisors, credit risk officers, back-office operations, etc. Within WSFS Capital Markets, the Interest Rate Derivative team identifies, presents, and executes interest rate hedging solutions for the firm's corporate, commercial, small business, wealth, and private banking clients.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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An ideal team member would be capable of supporting both field and back office personnel including key executives and operations leaders and will respond with an appropriate sense of urgency and professionalism for all support requests.
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Some benefits include Daily Pay, Tuition Assistance, LifeWorks (cash back shopping/phone and car ins discounts), and Supportlink (free mental health program)! - Minimum of one year nurse management experience, including hiring, coaching, performance management scheduling and daily operations supervision.
$48 - $50 an hourPart-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Work collaboratively with all stakeholders including but not limited to back office operations teams, offshore support. The ability to operate office machinery such as computer, phone, copier, printer, etc in the commission of daily duties.
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WSFS Capital Markets is seeking a senior sales leader with responsibility for marketing interest rate hedging strategies to customers across the WSFS banking footprint. Deep knowledge of ISDA and Dodd-Frank compliance documentation, derivatives, fixed income, and corporate debt markets.
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The Senior Manager Purchasing & Wholesale will serve as a liaison between Sales, Back Office and operations teams and also engage directly with wholesale customers. Serve as liaison between vendors, sales and operations teams to ensure on-time shipments both inbound and outbound.
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As a Client Services Specialist, you will work directly with insurance/investment companies, our back-office team, and financial planners to impact the lives of the families we work with.
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From back office to boardroom, warehouse to storefront, desktop to mobile device – SAP empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition.
$102,100 - $400,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Middle Office Regional Consultants are dedicated to providing the absolute highest level of service, back-office support, and personal account management to clients within the Advisor, Enterprise and Wealth channels.
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The firm is seeking a Branch Operations Manager to join their Private Client Branch office in Jenkintown, PA. This role is critical to the branch running smoothly and efficiently in meeting service excellence standards, and reports directly to the Regional Operations Manager.
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