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One Month AgoSaved
In-Office
Malvern, PA, USA
Senior level
Senior level
Fintech
Conduct credit due diligence and continuous monitoring for counterparties across Personal Wealth and IMG, perform financial statement and stress analysis, identify emerging risks, produce executive-ready presentations, advise stakeholders, support new products and implementations, and partner with technology to improve reporting and controls.
Top Skills: Ai ToolsBloombergMS OfficePython
One Month AgoSaved
In-Office
5 Locations
Entry level
Entry level
Fintech
Structured full-time development program to train entry-level financial advisors through client-facing experience, mentorship, CFP apprenticeship pathway, and licensing (SIE, Series 7, 63). After 18–24 months, participants progress to a Mass Affluent Financial Advisor role providing tailored advice and portfolio guidance.
Top Skills: CfpCRMSeries 63Series 7Sie
Reposted One Month AgoSaved
In-Office
Malvern, PA, USA
Junior
Junior
Fintech
Perform month-end close, prepare financial statements and regulatory filings (FOCUS, Net Capital), calculate Customer Reserve per SEC rule 15c3-3, reconcile accounts, support audits and regulatory exams, manage accounting and reporting risks, and collaborate with Compliance, Legal, and business partners on reporting and special projects.
Top Skills: Accounting SoftwareFocus ReportingExcelMicrosoft PowerpointMicrosoft Word
One Month AgoSaved
In-Office
Wayne, PA, USA
Senior level
Senior level
Fintech
Lead end-to-end project management for enterprise wired, wireless, and network access initiatives. Coordinate cross-functional teams, vendors, budgets, schedules, risk and change management, stakeholder communications, and governance to deliver network modernization, resiliency, and workplace connectivity projects.
Top Skills: Aruba CentralCellular DasCiscoClearpassCloud NetworkingConfluenceItilJIRAMicrosoft ProjectNetwork Access Control (Ise)Servicenow
Reposted One Month AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Lead GRC activities for information security and fraud: conduct risk assessments, develop and maintain global policies and controls, advise stakeholders, implement GRC tooling, automations, and dashboards, and support compliance with financial services regulations and external regulators.
Top Skills: Automation ToolsCis ControlsDashboardsData AnalyticsGrc Solutions PlatformsIso 27002Nist 800-53Nist Csf
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Reposted One Month AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Manage and deepen relationships with a book of clients, identify service and recordkeeping opportunities, develop relationship and retention plans, resolve complex client issues, coordinate cross-team service solutions, and use Vanguard product knowledge to strengthen client outcomes.
Reposted One Month AgoSaved
In-Office
Malvern, PA, USA
Expert/Leader
Expert/Leader
Fintech
The Head of Corporate Finance, Data & AI defines strategy and leads initiatives to integrate data, analytics, and AI into Finance, aiming to enhance decision-making and efficiency.
Top Skills: Advanced Orchestration FrameworksAICloud PlatformsData AnalyticsEnterprise Data EcosystemsModern Data Architecture
Reposted One Month AgoSaved
In-Office
Malvern, PA, USA
Senior level
Senior level
Fintech
Design and deliver analyses, visualizations, and dashboards to translate complex sales and distribution data into actionable insights. Build and maintain sustainable data products, ensure data accuracy, and manage recurring reporting. Partner with stakeholders to define requirements, lead projects to delivery, and support compensation, lead generation, and performance evaluation initiatives.
Top Skills: CRMSQLTableau
Reposted One Month AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead original quantitative and qualitative research on wealth management, financial planning, taxation, and portfolio construction. Produce thought leadership, inform investment strategy, mentor analysts, consult with senior leaders, and communicate research to clients, advisors, and media.
One Month AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Design and implement agentic systems using LLMs and agent frameworks, build multi-agent workflows and RAG pipelines, optimize scalable agent architectures, collaborate on experiments and feature integration, and ensure quality through reviews, testing, and documentation.
Top Skills: Agent FrameworksAWSData PipelinesLlmsMlopsPythonPyTorchRetrieval SystemsRetrieval-Augmented Generation (Rag)Scikit-LearnTensorFlowVector Databases
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