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5 Days Ago
Remote
4 Locations
Senior level
Senior level
Financial Services
The Sr Equity Analyst will conduct extensive market and operational analysis, create financial models, and support investment recommendations. They will analyze trends, generate research reports, and manage the Equity Research Analyst team while engaging with portfolio company management and contributing to firm-wide investment strategies.
Top Skills: Financial Modeling
5 Days Ago
Wilmington, DE, USA
Senior level
Senior level
Financial Services
The Wealth Compliance Analyst will support compliance efforts by researching regulations, conducting reviews of policies across Wealth lines, and monitoring regulatory developments. Responsibilities also include vetting clients, creating training materials, and ensuring adherence to compliance standards.
Top Skills: Occ ComplianceRia ComplianceSec ComplianceTrust Compliance
5 Days Ago
Berwyn, PA, USA
Mid level
Mid level
Financial Services
The Client Services Associate provides high-level service delivery to trust and agency clients and Wealth Advisors. Responsibilities include managing account opening processes, ensuring bill payments, coordinating client meetings, maintaining client data, and providing exceptional client service support. This role requires multitasking, organization, and proficiency in Microsoft Office.
Top Skills: ExcelMicrosoft Word
5 Days Ago
Philadelphia, PA, USA
Senior level
Senior level
Financial Services
The Sr. Business Development Account Manager at NewLane Finance focuses on driving sales in equipment financing by developing key customer relationships, meeting sales targets, and utilizing Salesforce CRM for business development. This position requires making numerous outbound calls and collaborating with various teams to ensure customer satisfaction while adhering to company policies.
Top Skills: Salesforce
5 Days Ago
4 Locations
Senior level
Senior level
Financial Services
The Special Assets Relationship Manager at WSFS Bank is responsible for managing the collections and restructuring of problem Commercial Real Estate (CRE) and Commercial and Industrial (C&I) loans. Key tasks include analysing financial statements, recommending collection strategies, maintaining borrower contact, and communicating with business leaders regarding legal matters.
5 Days Ago
Wilmington, DE, USA
Mid level
Mid level
Financial Services
The Senior Small Business Relationship Manager at WSFS Bank is responsible for developing small business banking relationships, managing production sales goals, assisting branch associates with small business issues, and engaging in community networking to support business growth.
5 Days Ago
Wilmington, DE, USA
Junior
Junior
Financial Services
The Administrative Assistant provides comprehensive administrative support to the Director of Credit Risk Management and other associates. Responsibilities include scheduling, correspondence preparation, meeting minute taking, and coordinating activities. The role requires maintaining confidentiality and adapting to changing work priorities.
Top Skills: MS Office
5 Days Ago
3 Locations
Mid level
Mid level
Financial Services
The Associate Fiduciary Attorney manages legal oversight for fiduciary operations, ensuring compliance with fiduciary and regulatory laws, while supporting legal guidance and recommendations for policy updates. The role involves reviewing legal documents, overseeing fiduciary relationships, and collaborating with the legal team.
5 Days Ago
Philadelphia, PA, USA
Senior level
Senior level
Financial Services
The Integrated Communications Manager at WSFS Bank will oversee external and integrated communications, develop strategic campaigns, manage media relations, and support content marketing efforts. The role involves collaborating with various departments to enhance communication strategies and support the organization's reputation management initiatives.
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