Wealth Advisory: Business & Quality Analyst
EROS Technologies Inc.
A technology solutions provider located in Oaks, Pennsylvania is seeking a SWP Business and Quality Analyst. This role emphasizes active participation in wealth advisory services, building relationships, and gathering client requirements. The ideal candidate will complete complex assignments independently and collaboratively while driving quality assurance efforts. The position involves interaction with clients to ensure deliverables meet expectations, recommending process improvements, and documenting key decisions. Candidates who meet these criteria are encouraged to apply. #J-18808-Ljbffr EROS Technologies Inc.
- ...unique needs of each client.Job DescriptionPosition: SWP Business and Quality AnalystLocation: Oaks PA Interview Mode: Face to Face (We... ...distance)Responsibilities include:· Active participation on the Wealth Advisory Services Implementation and Configuration teams. ·...Suggested
$100k
OverviewAt Girard, a Univest Wealth Division, we’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead...SuggestedTemporary workApprenticeshipWork experience placementPrivate practiceWork at office- Univest Wealth Division (Girard) seeks a Strategic Advisor to grow into a lead advisor role for business owners and high-net-worth families. You will work in a collaborative environment with senior guidance and a clear path to independent client management within 18-24...Suggested
- Business System Analyst is responsible for a set of features within, and integrations to, PDLM that manage product and process knowledge to deliver... ...analytical or regulatory teams on method/specification or quality data problems.Experience defining and prioritising epics,...SuggestedFull timeLocal area
- ...Position Overview: Vanguard’s Cash & Savings business is growing, and we’re looking for a Business Unit Strategy Analyst Specialist to join our Rate Strategy team.The... ...to enhance process execution, documentation, quality assurance, and efficiency with appropriate oversight...SuggestedFull timeContract work
- ...us.Job DescriptionAECOM is seeking a remote Digital Solutions Business Analyst for our Conshohocken, PA office. The position is flexible and... ...resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction...Work at officeLocal areaRemote workWorldwideFlexible hours
- The Corrections and Reversals Analyst works in SEI Private Trust... ...correct transactions on the SEI Wealth Platform. What you will do:... ...highest level of confidentiality, quality and privacy. Manage a time-... ...in: Accounting, Finance or Business related field. Knowledge of...Work experience placementWork at officeFlexible hours
- Senior Business Analyst with Data Governance Position: Business Analyst with Data Governance Location: Oaks, PA (Hybrid). Only locals. Duration... ...Key Responsibilities Lead initiatives to enhance data quality, implement governance processes, and drive adoption across multiple...Contract workLocal area
- ...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...on all policies, procedures and new platforms Business Development Support: • Assisting the FA/PWA/team in organizing...Full timeWork experience placementLocal area
- Business Systems Analysts Must Have: Financial domain and EDM Experience Experience setting up security, equities, pricing SQL skills (for a BA to do data discovery) AGILE skills and tools like jira/confluence Candidate must have strong knowledge in investment management...
- ...strategy for Vanguard Personal Advisor Services and Wealth Management within Personal Wealth. This role is... .... Deep knowledge of financial planning, advisory services, wealth management products, advisor business models, and regulatory requirements. Proven experience...Full time
$118k - $219.1k
.../Casual: FullTimeDepartment: Enterprise Business ServicesBusiness Unit: Enterprise Business... ...serve our customers in terms of cost, quality, and capabilities, while delivering the... ...Organization is hiring an ERP Business Analyst Staff that will focus on leading Cost Accounting...Full timeTemporary workWork experience placementCasual workFlexible hours- ...Operations team. The entry-level Operations Analyst provides technical and function support... ...without sacrificing excellence or quality.Strong written and verbal communication... ...procedure, your skills have a place in our business.Someone who will embody our SEI Values of...Full timeInternshipFlexible hours
- ...where training and support will be provided. As an operations analyst, you will act as an intermediary between accounting, operations... ...Equal Opportunity Employer and so much more…After over 50 years in business, SEI remains a leading global provider of investment processing...Full timeBank staffInternshipWork at officeFlexible hours
- ...investor transactions. As an Investor Services Analyst, you are required to comply with our... .... Client engagement and a dedication to quality service is a must for successWe want you... ...and so much more…After over 50 years in business, SEI remains a leading global provider...Full timeFlexible hours
- ...IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill... ...a variable cost.Job DescriptionServes as a liaison between the business community and the IT organization in order to provide technical...Work experience placementImmediate start
- ...CBRE Transaction Management Analyst, you will provide evaluation... ...administration. Administer quality assurance program, customer... ...services and investment that helps businesses and people thrive. We are... ...four business segments: Advisory (leasing, sales, debt origination...Work at officeLocal areaVisa sponsorshipFlexible hours
$100k - $120k
...SEI's Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team! In this high-profile business development role, this professional...Flexible hours$115k - $205k
...responsible for helping to define platform strategy, conducting business & market trend analysis, managing requirement definition &... ...forAlpha Services Product team is looking to hire a lead Business Analyst to help define product strategy deliverables, design strategic...Full timeTemporary workWork at officeFlexible hours- ...Strategic Business Analyst, Office of the CEOThe Strategic Business Analyst, Office of the CEO is the analytical engine of the executive office... ...benchmarksExecutive Reporting and PresentationProduce board-quality decks, memos, and reporting packages that are complete,...Work at officeLocal areaImmediate start
$100k - $120k
...Wayne, PA Salary: $100,000.00 USD Annually - $120,000.00 USD Annually Description: Our client is currently seeking a SAP PTP Business Analyst Location: Wayne, PA(Hybrid 3 days a week) This job will have the following responsibilities: SAP S/4HANA &...Local area3 days per week- ...Description Team Lead Retirement Plan Analyst (Total Administration) Fully Remote |... ...the ability to: Deliver high-quality work while meeting deadlines. Provide... ...culture. Adapt to changing priorities and business needs. Why Join Us? This role...Remote work
$135k - $150k
...Business Development Representative – ABA Centers of Pennsylvania Downingtown, PA $135K–$150K OTE | $75K–$80K Base + Mileage Reimbursement... ...therapy. We achieve this mission by expanding access to high-quality, compassionate care while driving measurable results. We are...Local areaFlexible hoursWeekend workAfternoon shiftEarly shift- ...placement and flexible staffing. Operations Analyst - Entry Level - Paying Well! We are... ...in investment operations, securities, and wealth management while supporting high-net-worth... ...systems. Qualifications Bachelor's degree in Business, Finance, Accounting, or a related field...Work at officeLocal areaFlexible hours
$24 - $30 per hour
...are seeking a Client Operations Analyst to support a high-volume back-... ...harvest requests during the busy tax season. This role will review... ...expectations. Procedure & Quality Control: Follow detailed procedures... ...in financial services or wealth management. Experience processing...Hourly payFull timeContract workFor contractorsInternshipSeasonal workWorldwide- SEI is seeking a Free Asset Movement Analyst to join the team. The role focuses on timely, accurate handling of customer account transfers, inquiries, and documentation within SEI Private Trust Company infrastructure. Strong client service and confidentiality are essential...
- SEI is looking for an entry-level Corrections and Reversals Analyst to support the SEI Private Trust Company. The role focuses on processing and verifying client transactions, maintaining confidentiality, and ensuring timely delivery of tasks. Training will be provided...
- SEI Private Trust Company, a subsidiary of SEI, is seeking a Corrections and Reversals Analyst in Oaks, PA. This entry-level role offers full training and supports timely transaction handling and client service across multiple systems. You will review client information...
- ...Job Description Job Description BRIO is looking for a Business Analyst to join our Salesforce practice, with a focus on implementing Litify for law firms. You’ll work directly with attorneys, intake teams, paralegals, and firm operations leaders to understand how...
- SEI Private Trust Company seeks a Corrections and Reversals Analyst to manage client and internal requests to correct transactions on the SEI Wealth Platform. The role emphasizes timely, accurate processing, confidentiality, and effective communication across multiple...Work at office
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