Personal Trust Officer — Hybrid Fiduciary Role
142 SEI Custodial Operations Co
142 SEI Custodial Operations Co is looking for a motivated Trust Officer to support its Fiduciary Trust Administration Team in Oaks, Pennsylvania. The candidate will prepare administrative reviews, manage trust accounts, and cultivate relationships with clients and advisors. Exceptional communication skills and at least five years in the trust industry are essential, alongside a Bachelor's degree. The role offers a hybrid working environment and comprehensive benefits including healthcare, 401(k) match, and flexible PTO. #J-18808-Ljbffr 142 SEI Custodial Operations Co
- SEI Private Trust Company, a wholly owned subsidiary... ...to join our Fiduciary Trust... ...professional Trust Officer who thrives in an independent... ...of existing and new personal trust accounts Interprets... ...employee networks Hybrid working environment for most roles Support for working...SuggestedWork experience placementFlexible hours
- ...will partner with Relationship Managers, Portfolio Managers, and Credit Officers to underwrite $1MM-$4MM commercial exposures, using financials, cash flow, and collateral analysis. The role is hybrid and could work out of Souderton, Doylestown, King of Prussia or...Suggested
- ...This is a senior individual-contributor role. You will not have direct reports, but you... ...guiding and mentoring analysts, and being the trusted partner senior stakeholders turn to for... .... ) Work Arrangement This role offers a hybrid working model, with a mix of on-site and...SuggestedLocal areaRemote workWork from home
- ...term security while building lasting client relationships. The role requires a bachelor’s degree in finance or related fields,... ...communication skills, and licensing in state insurance. The office supports hybrid work in Radnor, PA, with opportunities for growth and...SuggestedWork at office
- ...oversight meetingsWork with the middle office teams to implement client specific... ...plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible... ...(AI) tools into individuals’ personal and professional lives. If you intend...SuggestedFull timeWork at officeFlexible hours3 days per week
$113.3k - $188.8k
Hybrid four days a week in office.Overview:The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial clients at M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio, and ensuring...Full timeWork experience placementInterim roleWork at office$200k - $250k
Fiduciary Trust International is a premier investment and wealth management... ...and families, family offices, endowments, foundations, and... ...families, and foundations. The role requires working with our business... ...reach your professional and personal potential!Our culture is shaped...Full timeLocal area- SEI is seeking a Fund Accountant Supervisor in Oaks, PA to support the Investment Fund Services division. You will act as the record keeper for funds, calculate NAVs, and communicate fund activity to investment managers and clients. You will train and supervise accounting...
- ...satisfaction, while maintaining a proactive, data-driven approach to service delivery. The role emphasizes hospitality, accuracy, and quick decision-making, with a hybrid in-office setup in multiple cities. Strong curiosity and problem-solving are highly valued. #J-1880...Work at office
$60k - $65k
...relationships with financial professionals in Wayne, PA. The role involves conducting sales calls regarding company... ...Series 7 and 63 or 66 licenses. The position adheres to a hybrid work model, requiring in-office attendance 4 days a week with an annual salary range of...Work at office$123.6k - $206k
Work Location & Arrangement: This is a hybrid position requiring four days/week of in-office work with one day/week of remote work available. Ideally, this position will be based in Downtown Buffalo, NY but may be based at another M&T corporate office in Norwalk, CT, Baltimore...Full timeWork experience placementWork at officeImmediate startRemote work1 day per week- As a trusted partner to clients, consultants, and internal stakeholders... ...the investment ecosystem, the role helps ensure investment... ...WorkVanguard has implemented a hybrid working model for the majority... ...flexibility while enabling in-person learning, collaboration, and connection...Full time
$60k - $70k
...Analyst, you'll play an important role in supporting the commercial... ...Managers, and Credit Officers to help serve our customers with... ...Univest. Please note this is a hybrid position and could work out of... ...in addition to corporate and personal tax returns and personal financial...Temporary workWork at office- ...exceptional professionals for this role. Provides senior level... ...work model. Malvern, PA; in-office Tuesday through Thursday. Special... ...Vanguard has implemented a hybrid working model for the majority... ...flexibility while enabling in-person learning, collaboration, and...Work at office
- ...Company is seeking a Fund Accounting Manager in Oaks, PA. The role entails overseeing accounting operations for hedge and... ...services, and strong communication skills. The position is hybrid with 3 days in the office and 2 days working from home. #J-18808-Ljbffr 021 SEI...Work at officeWork from home
- ...candidate will have a strong organizational skill set and experience with insurance concepts. The role offers competitive compensation, hybrid work options, and a comprehensive benefits package designed to support personal and professional growth. #J-18808-Ljbffr Acrisure
- ...Investment Manager Services Division in Oaks, Pennsylvania. In this role, you will oversee critical accounting operations, ensuring... ...leadership skills. SEI offers competitive benefits, including a hybrid work environment and extensive healthcare options. #J-18808-Ljbffr...
$111.44k - $183.08k
...Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ...to the Director of Fixed Income. This role is responsible for all areas of the firm'... ...of Fixed Income and Chief Investment Officer. Maintain compliance with all firm and...Full timeWork at officeFlexible hours$111.44k - $183.08k
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ...to the Director of Fixed Income. This role is responsible for all areas of the firm’... ...Director of Fixed Income and Chief Investment Officer. Minimum Qualifications: Bachelor’s...Work at officeFlexible hours- ...across our Marketplace. This role is directly accountable for... ...-solving skills ~ Highly personable, with a genuine interest in people... ..., tuition reimbursement, a hybrid working environment for most... ...and financial technology our offices encompass an open floor plan...Remote workFlexible hours
$94.88k - $151.8k
...Carolina) Work Arrangement:Hybrid : Employee will work 3... ...#: 76399The Role at a GlanceThe Analyst... ...proprietary variable insurance trust mutual funds.What you'll... ...PowerPoint, and other Microsoft Office applications.•... ...protect their sensitive personal information from scams...Work experience placementWork at office3 days per week- This role offers a chance to make a meaningful impact on investment system access risk... ...best.How We WorkVanguard has implemented a hybrid working model for the majority of our... ...of enhanced flexibility while enabling in-person learning, collaboration, and connection....Full timeWork experience placement
- ...Hybrid Position The Credit Officer is responsible for independently underwriting, approving, and managing credit... ..., and regulatory expectations. The role is intended for an experienced credit... ...structures. The role serves as a trusted risk partner to Relationship Management...Local area
- ...clients achieve their financial goals through personalized strategies, informed decision-making, and a commitment to fiduciary excellence. Position Overview We are seeking an... ...Financial Planner (CFP) designation . This role involves working closely with clients to develop...Temporary work
- ...guidance and financial planning. Lead client engagements, maintain relationships, and coordinate events to expand wallet share. The role emphasizes delivering thoughtful advice, retaining clients, and mentoring junior staff while leveraging Salesforce and advanced planning...
$67k - $134k
...Mercer, a Marsh business . This role can be based in New York City... ...King of Prussia and offers a hybrid work arrangement, requiring a... ...of three days per week in the office. As an Institutional... ...nationality, parental status, personal or social status, political affiliation...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...manage time-sensitive tasks in a fast-paced environment and support plan onboarding and ongoing administration. The role is based in Vestwell's hybrid offices (New York, Austin, King of Prussia, Scottsdale). The position offers a base salary with a company bonus pool and...
- ...of employment. ~2 Weeks after three years of employment. ~4 Personal days, accrue 1 every 3 months of employment. Responsibilities... .... Prior experience as a Title Clerk or in a similar role. Strong knowledge of vehicle title processes and documentation...Local area
- Overview:Personal Wealth is transforming how investors access personalized... ...to comprehensive wealth, trust, and family office services. Serving investors... ...-dealer capabilities. The role requires deep business... ...WorkVanguard has implemented a hybrid working model for the majority...Full timeWork at office
- ...understanding of private investments and their role in portfolio construction. As a... ....This role follows Vanguard's hybrid work model, with in-office collaboration required Tuesday through... ...enhanced flexibility while enabling in-person learning, collaboration, and connection...Full timeWork at officeRemote workRelocation packageMonday to Friday
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