Advisor Growth Lead - Alternative Investments
SEI
SEI seeks an Investment Specialist to join the SEI Access Team in Oaks, PA. You will drive advisor acquisitions and allocations in alternative investment products via calls, emails, and campaigns, while maintaining ongoing advisor relationships to expand alts allocations across the Marketplace. You will collaborate with senior leaders and fund managers, deliver presentations, manage pipeline in Salesforce, and educate advisors about strategy, risks and benefits of various asset classes. #J-18808-Ljbffr SEI
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Advisor Growth Lead - Alternative Investments in Oaks, PA vacancy
- 186 SEI Backbone Holding Company, LLC is seeking an Investment Specialist to join the SEI Access Team. This role focuses on advisor acquisition and the sales of alternative investment products. The ideal candidate will develop relationships with advisors, communicate strategies...Suggested
- The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...seeking new members on our Alternative Investment Funds Investor... ...years in business, SEI remains a leading global provider of investment... ...is key to our continued growth. At SEI, we’re (literally) invested...SuggestedFull timeFlexible hours
$65k - $70k
CCR Management Services, Inc. is seeking a Portfolio Community Manager to join our team in Exton, PA. You’ll work closely with volunteer boards, homeowners, and vendors to help communities thrive. We offer a competitive salary of $65,000-$70,000, comprehensive medical/dental...SuggestedRemote jobFlexible hours- Overview The Investment Manager Services Division (IMS) at SEI is expanding its Alternative Investment Funds team. The Fund Accounting Supervisor will serve as the official record keeper for hedge and private equity funds, providing timely pricing, reconciliations, and...SuggestedFlexible hours
- PNC Wealth Management in Phoenixville, PA seeks a Premier Client Financial Advisor to manage an assigned book of business and deliver holistic investment and insurance strategies. The role emphasizes building long-term client relationships, providing comprehensive financial...SuggestedWork at office
- We are seeking a Lead Investment Risk & Controls Auditor to join our Internal Audit team. This role is responsible for owning end-to-end audit engagements across the investment lifecycle, providing independent challenge to front-, middle-, and back-office functions, and...Full timeWork at office3 days per week
$65k - $70k
...Paid professional development and real opportunities for career growth What We Offer ~$65,000–$70,000 salary (based on experience... ...If you're looking for a company that values its people, invests in technology, and supports your professional growth, we'd love...Work at officeRemote workFlexible hoursAfternoon shiftCCR
Exton, PA17 days ago- ...efforts of our various mutual fund and alternative investment clients. You will be responsible for... ...over 50 years in business, SEI remains a leading global provider of investment... ...motivated workforce is key to our continued growth. At SEI, we're (literally) invested in...Work experience placementFlexible hours
$225k - $300k
Executive Advisor- Water Economics & Infrastructure Investment Strategy KING OF PRUSSIA, PA, United States... ..., enabling resilience, growth and sustainability.... ...Investment Strategy to lead and grow our water sector... ...understanding of international alternative delivery and investment...Work at officeLocal areaWorldwide3 days per week- SEI in Oaks, Pennsylvania is seeking an experienced marketing professional to support the development and execution of product marketing strategies in financial services. The candidate will be responsible for identifying market opportunities and overseeing product launches...
- SEI is seeking a Specialist for the Collective Investment Trust Admin team in Oaks, PA. You will oversee investor onboarding for CIT funds... ...in a collaborative environment with a hybrid work model and opportunities for professional growth. #J-18808-Ljbffr Sei-Investments
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. The primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned...Permanent employmentWork experience placementInternship
- Univest's Girard Wealth Division is hiring a Wealth Advisor Associate to join our Souderton-based team. This role is designed for an early-career professional eager to deepen investment knowledge, obtain securities licenses, and grow into a client-facing advisor. You'll...
- ...financial planning process for clients with revenues between $2MM to $8MM, ensuring exceptional service and generating innovative investment ideas. Qualified candidates will hold a Bachelor’s Degree in finance and have at least three years of relevant experience. The...
- ...seeks a CFO-level finance leader to guide planning, reporting, and investment decisions in a defense-focused environment. You will partner with AGI executives and the parent to drive compliance, growth, and operational resilience. You will own financial planning, controls...
$55k - $156.45k
...licensed assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related experience. You'll cultivate relationships and coach bank employees on our brokerage services. The role offers a salary...- ...of BusinessEngage potential leads to understand their goals, challenges... ...more about clients’ broader investment landscape and non-Vanguard... ...a liaison between clients, advisors, and service teams to ensure... ...Deliver Personalized Value & Drive Growth Through Meaningful...Full time
- ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to... ...with portfolios of $5-15M in investable assets using Vanguard products... ...well-being. Professional Growth: Benefit from a workplace that... ...wellbeing of our clients. To lead through product and services...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$17.5 per hour
...we aim to revolutionize and lead the nation’s cannabis industry... ...SUMMARY The Lead Wellness Advisor of Sunnyside* Phoenixville, PA... ...personal and professional growth. As a Lead Wellness Advisor,... ...may access this notice in an alternative format by contacting CCPAnotice...Hourly payPermanent employmentFull timePart timeLocal areaShift workDay shiftSunnyside*
Phoenixville, PA1 day ago- ...Applicants should have prior customer service and supervisory experience, along with excellent verbal communication skills. The role requires working evenings and weekends. Join our team to be part of a company committed to diversity and continuous growth. #J-18808-Ljbffr...Weekend workAfternoon shift
Ross Stores, Inc.
Phoenixville, PA2 days ago - Fidelity Investments Inc. is hiring a Financial Representative to be the official face of Fidelity at the branch, delivering rewarding client interactions and building long-lasting relationships. You will serve as a subject matter specialist in compliance and front lobby...
$107.5k - $173.08k
...science productsExperience of identifying and developing business growth opportunities towards the delivery of profitable growthWho you... ...to portfolio plans. Ability to assess sales, margin, inventory investment, payment terms, return on sales, return on capital employed and...Full timeFor contractorsLocal areaRemote workWorldwideFlexible hours- ...Vanguard's client-first philosophy, low-cost investing expertise, and innovative technology to... ...; product and platform governance; alternative investment offerings; and emerging capabilities... ...to make risk informed decisions.Lead and oversee a team of risk practitioners...Full timeWork at office
- ...Certified Financial Advisor Are you a Certified Financial Planner... ...a rewarding career with a leading financial institution? Vanguard... .... Provide disciplined investing approaches, tax management strategies... ...well-being. Professional Growth: Benefit from a workplace...Work at officeRemote workRelocationMonday to Friday
Hackajob
Malvern, PA1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement... ...plans—including investments for growth, insurance for protection, and annuities...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
King of Prussia, PA3 days ago$1,000 per month
...experience personal and professional growth in this program. With... ...Financial Representative or Advisor role upon graduation. Qualifications... ...experience and industry-leading products to give our clients... ...strategies—insurance, investments, and annuities—built to reinforce...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
King of Prussia, PA3 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...client portfolios and driving growth Proven relationship building...Work at officeShift workDay shift
Bank of America
Wayne, PA2 days ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial... ..., entrepreneurship, and professional growth come together. Your experience matters -... ...includes: Savings/banking Investments/wealth management Insurance/risk management...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Blue Bell, PA3 days ago - ...in Phoenixville, Chester County to oversee store operations and lead a team. This role involves ensuring a safe shopping environment,... ...involves working evenings and weekends, offering opportunities for growth in a supportive environment committed to diversity. #J-18808-...Weekend workAfternoon shift
$107.5k - $173.08k
...Office Supplies strategy and executing that strategy to drive growth in the $150M portfolio of Controlled Environment Solutions and... ...you are:Financial skills - to assess sales, profits, inventory investment, payment terms, return on sales, return on capital employed and...Full timeFor contractorsWork at officeLocal areaRemote workWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Advisor Growth Lead - Alternative Investments. Be the first to apply!
