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17 Days AgoSaved
In-Office
Oaks, PA, USA
Junior
Junior
Financial Services
The Specialist in Marketing & Sales Enablement will collaborate with sales and marketing teams to develop insights and content, track metrics, and support proposal processes to enhance sales performance.
Top Skills: CopilotExcelPowerPointRocketdocs
17 Days AgoSaved
In-Office
Oaks, PA, USA
Expert/Leader
Expert/Leader
Financial Services
As a Relationship Manager, you will enhance client relationships, grow revenue, develop strategic plans, and provide innovative solutions while managing overall client satisfaction and account profitability.
18 Days AgoSaved
In-Office
Oaks, PA, USA
Junior
Junior
Financial Services
The Supervisor will oversee investor onboarding and ensure compliance with AML policies, monitor bank account activities, generate reports, and manage a team while providing excellent customer service.
Top Skills: Excel
Reposted 18 Days AgoSaved
In-Office
Oaks, PA, USA
Entry level
Entry level
Financial Services
As a Fund Accountant, you will calculate daily cash and expenses for funds, reconcile transactions, and support year-end audits while communicating with clients and investment managers.
Top Skills: AccountingGaapExcel
Reposted 18 Days AgoSaved
In-Office
Oaks, PA, USA
Mid level
Mid level
Financial Services
As an Operations Analyst, you will perform reconciliations for alternative investment funds, ensure data accuracy, and communicate with internal and client teams to resolve issues.
Top Skills: Excel
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Reposted 18 Days AgoSaved
In-Office
Oaks, PA, USA
Junior
Junior
Financial Services
As an Operations Analyst, manage accounts, perform reconciliations, quality control checks, and communicate with clients and vendors. Drive process improvement and collaborate within the team.
Top Skills: Excel
19 Days AgoSaved
In-Office
Oaks, PA, USA
Mid level
Mid level
Financial Services
Responsible for production support, managing environments, ensuring product stability, and handling project lifecycle documentation. Involves communication with stakeholders and participation in change processes.
Top Skills: Cisco Gateways And CubeCisco Unified Communications ManagerCisco Unity ConnectionMicrosoft TeamsRtpSipTeams Admin CenterVoip
19 Days AgoSaved
In-Office
Oaks, PA, USA
Senior level
Senior level
Financial Services
The Business Manager II role involves financial management, including forecasting, budgeting, P&L management, and strategic analysis, while collaborating with various teams.
Top Skills: DynamicsMS OfficeSharepointSQL
20 Days AgoSaved
In-Office
Seattle, WA, USA
60K-80K Annually
Junior
60K-80K Annually
Junior
Financial Services
The Account Manager delivers client service and operational support, manages client relationships, implements investment plans, and oversees account administration.
Top Skills: Artificial IntelligenceCopilotExcelMicrosoft Office SuitePowerPointWord
20 Days AgoSaved
In-Office
Oaks, PA, USA
Junior
Junior
Financial Services
The Account Manager will manage client relationships, oversee investment activities, deliver client service, and support Wealth Advisors to ensure satisfaction and operational efficiency.
Top Skills: Artificial IntelligenceExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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