Investment Portfolio Coordinator

Envestnet is in search of a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of revolutionizing the delivery of financial advice and wellness. At Envestnet, we strive to empower financial advisors and service providers with cutting-edge technology, solutions, and insights...

About the Role:We are seeking a highly skilled and experienced professional to join our Portfolio Services team at State Street Corporation. As a key member of this team, you will play a critical role in ensuring the accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients.Responsibilities:Monitor the portfolio...

Who We Are SeekingThe Alpha Portfolio Services division is a committed global business unit collaborating with clients, operational teams, and IT to guarantee precise oversight of Front Office and Middle Office Information Delivery for our clientele. Our ResponsibilitiesThe Alpha Portfolio Services team is tasked with maintaining the integrity of the...

About the RoleEnvestnet is seeking a highly skilled and detail-oriented Tax Overlay Support Specialist to join our Trade Services team. As a key member of our team, you will be responsible for the day-to-day monitoring and administration of accounts, ensuring seamless execution of trades and portfolio management.Key ResponsibilitiesAccount Management:...

Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are revolutionizing the delivery of financial advice and wellness. Our mission is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial...

Envestnet is on the lookout for a dedicated and skilled Operations Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of reshaping the delivery of financial advice and wellness. At Envestnet, we are committed to empowering advisors and financial service providers through innovative technology and...

Position OverviewThe Alpha Account Services Associate 2 will play a crucial role in supporting and overseeing the operational processing of various client transition requests.This role requires daily interaction with the client's front office personnel, serving as the primary contact for all New Account Launches, Closures, Custody Conversions, Account...

Position Overview Join us in our mission to create a sustainable and innovative future. At Exelon, we are at the forefront of the energy sector transformation, seeking individuals who are problem solvers, innovators, and community advocates. Collaborate with us to develop solutions that enhance the resilience and health of our diverse communities. Our team...

About World Insurance Associates LLCWorld Insurance is recognized as one of the most rapidly expanding insurance brokerage firms in the United States, providing premier products and services from leading providers, complemented by dedicated support from local agents.Since our inception, we have grown to over 2,200 employees across more than 260 offices...

Job DescriptionJob Summary:We are seeking a highly motivated and experienced Internal Sales Representative to join our Sales and Business Development team at AscellaHealth. As a key member of our team, you will be responsible for researching, identifying, and developing prospects for our organization, with a focus on supporting long-term growth and...

Description Envestnet is seeking a passionate and talented Portfolio Specialist to join our Platform Operations team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...

Who we are looking forThe Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...

Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...

Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs.With Archers fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for growth.Archer...

Employment Type: Full timeShift: Day Shift Description: At Loyola, we know you're more than your job. We see you and all your potential. That's why we invest in our people. Flexible scheduling, tuition reimbursement and day one benefits... at Loyola, what's important to you, is important to us. Join our family. •Benefits from Day One •Daily Pay •Career...

Description Envestnet is seeking a passionate and talented Tax Overlay Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

About Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...

About Archer: Archer is a technology-enabled service provider that enables investment managers to manufacture solutions aligned with investor needs. With Archer's fully integrated and robust technology platform, investment managers can maintain their proven investment process while outsourcing operations and technology to create a servicing model geared for...

Description Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

Who we are looking forResponsible for Middle Office operations. Will need to manage high risk processes that span international markets. Focus will mainly be around middle office trade management, derivatives and asset valuations. Ideal candidate has varied experience across middle office functions.Why this role is important to usThe team you will be joining...

Who we are looking forResponsible for Middle Office operations. Will need to manage high risk processes that span international markets. Focus will mainly be around middle office trade management, derivatives and asset valuations. Ideal candidate has varied experience across middle office functions.Why this role is important to usThe team you will be joining...

Description Envestnet is seeking a passionate and talented Senior Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

Job DescriptionJob DescriptionEASTTOWN TOWNSHIP DIRECTOR OF FINANCEEasttown Township, located in Devon, PA in Chester County, seeks an experienced Director of Finance to lead the financial management function of a Second Class Township of approximately 10,650 residents in 8.27 square miles. The Township operates with a proposed 2024 total overall budget of...

Job DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...

Position OverviewEasttown TownshipChief Financial OfficerEasttown Township, a Second Class Township in Chester County, is seeking a seasoned Chief Financial Officer to oversee the financial operations of a community serving approximately 10,650 residents within an area of 8.27 square miles. The Township is projected to manage a total budget of around $18...

Job DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...

Job DescriptionJob DescriptionRestaurant Assistant ManagerPOSITION TYPE: Restaurant Assistant Manager - Polished Casual ConceptLOCATION: Berwyn, ILJob Summary: We are looking for a Restaurant Assistant Manager to ensure all daily activities run smoothly and efficiently. Your responsibilities include ordering kitchen utensils and equipment based on our...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

Job Summary The State Street Alpha team is comprised of four groups that provide services in support of a wide array of clients. The Alpha Professional Services and Solutions team works supporting the creation of solutions to support complex client problems as well as the evolution of the strategy in support of current and future business objectives. This...