Senior Personal Trust Advisor
SEI Investments
SEI is expanding its team in Oaks, Pennsylvania, seeking a qualified Trust Officer to support systems and production requirements. The role involves managing personal trust accounts, preparing administrative reviews, and liaising with clients and advisors. The ideal candidate will have a deep understanding of trust types and must possess exceptional communication and organizational skills. The position offers a hybrid working environment and a comprehensive benefits package including health care and paid time off. #J-18808-Ljbffr SEI
- 142 SEI Custodial Operations Co is looking for a motivated Trust Officer to support its Fiduciary Trust Administration Team in Oaks,... ...manage trust accounts, and cultivate relationships with clients and advisors. Exceptional communication skills and at least five years in...PersonalFlexible hours
- ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in... ..., philanthropic giving, and corporate trust services. They also manage trusts, both... ...balance between your professional and personal life while making a meaningful impact...PersonalSeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
$106.7k - $177.9k
...in AUM) to transition portfolios toward Wilmington Trust’s best thinking. Works with Investment Advisor to understand objectives, constraints, and tax budget... ...Comprehensive investment and industry knowledge.Proficient personal computer skills with solid knowledge of Microsoft...PersonalSeniorFull timeWork experience placementWork at office- SEI Private Trust Company, a wholly owned subsidiary of SEI Investments and provider of... ...Administers a varied number of existing and new personal trust accounts Interprets the governing... ...relations with beneficiaries, investment advisors, attorneys, accountants and co-...PersonalWork experience placementFlexible hours
$70k - $85k
...code automations and logical workflows. A person who will thrive in this role is a... ..., changes of program milestones, etc. to senior business leaders. Maintain databases for... ...ambiguous situations, and to thoughtfully earn trust Exceptionally driven with an insatiable...PersonalSeniorWork at officeLocal areaRemote work- Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager, Personal Tax Services, to prepare complicated trust and individual tax returns and to oversee tax reporting... ...(EA/CPA/JD). Salary range and benefits reflect a senior position within WSFS Bank’s family. #J-18808-Ljbffr...PersonalSenior
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge... ...through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...PersonalSeniorWork experience placementLocal areaImmediate startRelocation
$214.9k - $358.1k
ROLE SUMMARYWe are seeking a Senior Director, Principal Technical... ...influencing senior leaders, building trusted partnerships, and creating... ..., paid vacation, holiday and personal days, paid caregiver/parental... ...apply, your Talent Advisor will share the local pay information...PersonalSeniorPermanent employmentFull timeH1bLocal areaRemote workVisa sponsorshipWork visaRelocation package- ...individuals. Everyone is encouraged to have personal development plans. By doing so, our team... ...foundation, so we’re a partner you can trust.What You’ll Do:This position is responsible... ...independently as well as with a range of senior managers, peers, and junior colleagues....PersonalFull timeLocal area
$75k - $80k
...most purpose-driven and people-centered senior living organizations, managing and... ...focus on operational excellence, lifestyle personalization, and culture-driven leadership, we proudly... ...rehab services. As one of the most trusted Phoenixville senior communities, Spring...PersonalSeniorFull time- ...where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we... ...are essential. You demonstrate a strong customer focus, build trustful relationships across global teams, and are committed to delivering...PersonalFull timeLocal area
- Job Description Join a high‑energy team as a Senior Home Lending Advisor in Chase Home Lending and utilize your expertise in home‑lending products to serve as the primary point of contact for customers throughout the life of the loan. You will adhere to regulatory requirements...SeniorWork experience placementLocal areaRelocation
$100k - $130k
...Senior Process EngineerWhen joining PerkinElmer, you select an experienced and trusted leader in scientific solutions, with the support of a global service network and distribution... ...and controlled environments requiring personal protective equipment (e.g., lab coat,...PersonalSeniorFull timeWork at officeLocal area$79.4k - $132.4k
...for PurposeWe are seeking a senior meta-model engineer to own and... ...lineage, and governance to make trusted data easy to find, understand... ...loosely defined problems.Use personal judgment to modify methods... ...regulations apply, your Talent Advisor will share the local pay...PersonalSeniorPermanent employmentFull timeTemporary workH1bWork at officeLocal areaVisa sponsorshipWork visaRelocation package2 days per week3 days per week$230.9k - $384.8k
...central to driving innovation at Pfizer.The Senior Director, Targets and Mechanisms... ...partnerships with research leaders and is a trusted advisor to senior stakeholders, aligning... ...Contribution, paid vacation, holiday and personal days, paid caregiver/parental and medical...PersonalSeniorPermanent employmentFull timeH1bLocal areaVisa sponsorshipWork visaRelocation packageWeekend work- Overview:Personal Wealth is transforming how investors access personalized... ...to comprehensive wealth, trust, and family office services. Serving... ...portfolio. As a trusted advisor to business leadership, the Risk... .... You build buy‑in across senior leaders while navigating complexity...PersonalFull timeWork at office
$10 - $19 per hour
...Selling Advisor Salary Range $10.00 - $19.00* WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides... ...elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Selling Advisor will service...PersonalFull timeSeasonal workRemote workFlexible hours- ...Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual...PersonalFull timeWork at office
- Vanguard’s Personal Wealth Marketing team is looking for our next Senior Manager of Product Marketing. In this role, you’ll lead... ....Act as a strategic marketing advisor to Personal Wealth business leadership... ...and optimize marketing ROI.Trusted advisor to senior leaders,...PersonalSeniorFull timeWork experience placementWork at officeRemote workMonday to Friday
- Overview:Personal Wealth is transforming how investors access personalized financial advice... ...financial planning to comprehensive wealth, trust, and family office services. Serving... ...stakeholders along. You build buy‑in across senior leaders while navigating complexity with...PersonalFull timeWork at office
- ...Certified Financial Advisor Are you a Certified Financial Planner... ...Financial Advisor and Senior Certified Financial Advisor opportunities... ...planning support. Develop personalized investment strategies and... ...and loyalty. Apply trust and estate planning knowledge...PersonalWork at officeRemote workRelocationMonday to Friday
- ...is hiring caregivers in the Montgomery County area to support seniors across the greater Philadelphia region. You will drive to clients... ...closely with a dedicated team, providing companionship and personal care to clients while using our mobile app to manage #J-18808-...PersonalSeniorFull time
- ...application and interview process:SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview...PersonalFull timeFlexible hours
- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years...Senior
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...PersonalWork at officeShift workDay shift
- As a Senior Communications Strategist at Vanguard, you will join a highly respected Corporate... ...Communications team that operates as trusted advisors to senior leaders across the enterprise... ...to long term impact.To support our Personal Wealth business, you will help Vanguard...PersonalSeniorFull timeWork experience placementWork at officeRemote workRelocation packageMonday to Friday
- ...so patients can resume their lives as quickly as possible. The Senior Software Engineer will be a part of our rapidly growing surgical... ...workshops, reviewing professional publications, establishing personal networks, and participating in professional societiesIs able to...PersonalSeniorFull timeWork at office
$225k - $300k
Executive Advisor- Water Economics & Infrastructure Investment Strategy... ...NYC Metro Area. This is a senior, client-facing leadership... ...mobilization. You will serve as a trusted intermediary between... ...information on client issues. Personal Capability Building: Act as subject...PersonalWork at officeLocal areaWorldwide3 days per week- JPMorgan Chase is seeking a Senior Home Lending Advisor to guide clients through the life of their loan, leveraging home lending knowledge to meet regulatory requirements and promote Chase products. You will train and support branch teams while building client relationships...Senior
- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to manage municipal bond portfolios, perform issuer due diligence... ...compliance knowledge. You will collaborate with Investment Advisors and trade on Bloomberg, Tradeweb and other platforms. #J-18808...Senior
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