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The Junior Investment Advisor supports Senior Investment Advisors in client and portfolio management and helps formulate investment plans documented on the Investment Policy Statement. Responsibilities include managing client portfolios, maintaining client relationships, reviewing investment goals, identifying new business opportunities, and contributing to the development of investment offerings.

The Senior Investment Advisor manages client relationships and delivers investment management services. Responsibilities include formulating investment plans, managing portfolios, communicating with clients, conducting annual reviews, identifying new business opportunities, and mentoring less experienced colleagues. The advisor must have extensive knowledge of investment principles and strong client communication skills.

The Customer Experience Business Intelligence Leader at WSFS Bank manages analytics for the CX team, connects client experiences to business outcomes, and presents insights for strategic decisions. Responsibilities include leading a team, developing KPIs, improving reporting processes, collaborating with marketing analytics, and supporting data governance.

The Operations Specialist at NewLane Finance is responsible for accounts receivable management, payment processing, customer statement preparation, cash management functions, and workflow improvement initiatives. The role requires strong organizational and communication skills, attention to detail, and a customer-centric attitude in a finance-oriented environment.

The Director of Small Business and SBA Operations will lead the Loan Closing Team, ensuring timely and accurate closings for Small Business and SBA loans. Responsibilities include collaborating with various teams to enhance customer experience, refining policies and procedures, and maintaining regulatory compliance. A key focus is on leading a specialized team to optimize workflows and financial outcomes.

The Cyber Threat Intelligence Manager at WSFS Bank oversees cybersecurity operations, leads a team of professionals, develops and implements strategies to counter cyber threats, manages incident response, conducts risk assessments, and collaborates with stakeholders to improve security practices and training.

The Commercial Credit Analyst at WSFS Bank is responsible for underwriting commercial credits, preparing credit memorandums, analyzing financial statements, and assisting Relationship Managers with loan packages. The role involves conducting preliminary underwriting analysis and verifying financial data for credit approval processes.