Current jobs related to Wealth Management Associate - Philadelphia, Pennsylvania - Brown Brothers Harriman

  • Client Service Associate

    3 days ago

    Philadelphia, Pennsylvania, United States Atlantic Group Full time

    Job OverviewWe are seeking a Client Service Associate to support our Wealth Management team in Philadelphia, PA. As a Client Service Associate, you will assist an independent advisor team with investment advisory and financial planning for high-net-worth clients and corporate executives.Key ResponsibilitiesAccount Management: Prepare account opening...

  • Wealth Management Specialist

    2 weeks ago

    Philadelphia, Pennsylvania, United States Truist Financial Corporation Full time

    Job SummaryServe as the primary relationship advisor for high net worth and ultra-high net worth wealth clients at Truist Financial Corporation. Develop and deepen client relationships through needs-based, high-level client service and delivery of comprehensive financial planning, business development, and management solutions.Key ResponsibilitiesProvide...

  • Business Development Director

    4 weeks ago

    Philadelphia, Pennsylvania, United States Glenmede Full time

    Join Glenmede's Team as a Business Development DirectorGlenmede is seeking a highly motivated and experienced Business Development Director to lead our wealth management business development efforts in the Philadelphia metro market.About the RoleThis is a dynamic role that requires a strong understanding of financial planning, wealth management, and...

  • Wealth Management Professional

    3 weeks ago

    Philadelphia, Pennsylvania, United States Coda Search│Staffing Full time

    Key ResponsibilitiesDevelop and maintain a portable book of high-net worth clients.Preferred qualifications include CFP and Series 65 certifications.Proven track record of business development and strong compliance history.RequirementsMust have a strong understanding of financial services and investment products.Excellent communication and interpersonal...

  • Wealth Management Operations Director

    1 month ago

    Philadelphia, Pennsylvania, United States NexWealth Full time

    Operations Manager - Wealth ManagementNexWealth, a multi-family office, seeks an experienced Operations Manager to oversee the daily operations of two separately-registered RIA firms. This role will contribute to the firm's culture and values by introducing and maintaining initiatives and policies that support the firms' visions.Key Responsibilities:Manage a...

  • Seasoned Wealth Manager

    1 week ago

    Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full time

    About the RoleAs a seasoned wealth manager, you will be responsible for driving growth in the local market by recruiting, training, and developing financial representatives. This role requires strong leadership skills, with a focus on building and nurturing a high-performing team to contribute to the success of Modern Woodmen.Key ResponsibilitiesExemplify...

  • Wealth Management Consultant

    2 days ago

    Philadelphia, Pennsylvania, United States Equitable Advisors LLC Full time

    About UsAt Equitable Advisors LLC, we are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.We have a passion to make a positive impact on the futures of individuals and businesses by...

  • Financial Planning Analyst

    2 days ago

    Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time

    At myCIO Wealth Partners, we are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team. As a key member of our wealth management team, you will be responsible for providing support to our senior analysts and advisors in the areas of daily account administration, investment proposal and performance review preparation, and...

  • Wealth Management Operations Director

    1 week ago

    Philadelphia, Pennsylvania, United States NexWealth Full time

    Job SummaryNexWealth is seeking an experienced Operations Manager to oversee the daily operations of two separately-registered RIA firms. This role will contribute to the culture and values of the organizations by introducing and maintaining initiatives and policies that support the firms' visions.Key ResponsibilitiesManage a team of 7-10 individuals,...

  • Wealth Management Operations Director

    2 days ago

    Philadelphia, Pennsylvania, United States NexWealth Full time

    NexWealth is a multi-family office seeking an experienced Operations Manager to oversee the daily operations of two separately-registered RIA firms. This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and policies that support the firms' visions.Key Responsibilities: Manage a team of 7-10...

  • Financial Planning Analyst

    2 weeks ago

    Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time

    Job Title: Financial Planning AnalystmyCIO Wealth Partners is a leading independent wealth management firm providing comprehensive investment and tax services to high net worth individuals, families, and institutions. We are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team.Key Responsibilities:Compile monthly and...

  • Senior Wealth Management Professional

    2 weeks ago

    Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team as a Regional Director at Ryabyy Region - Modern Woodmen of America.Key ResponsibilitiesExemplify leadership in the community through active involvement and engagement.Drive the growth in the local market by recruiting, training, and...

  • Senior Wealth Management Professional

    2 weeks ago

    Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team as a Regional Director at Ryabyy Region - Modern Woodmen of America.Key ResponsibilitiesExemplify leadership in the community through active involvement and engagement.Drive the growth in the local market by recruiting, training, and...

  • Financial Services Coordinator

    2 weeks ago

    Philadelphia, Pennsylvania, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized planning and investment management.Job SummaryWe are seeking a...

  • International Tax Manager

    1 week ago

    Philadelphia, Pennsylvania, United States Northwest Talent Solutions Full time

    About the JobNorthwest Talent Solutions is a leading provider of staffing and recruiting services, partnering with top clients in the private industry and public sector.We are currently working with a preferred client in the professional services industry, seeking a highly skilled International Tax Manager to join their expanding International Tax...

  • Associate Director and CRM Manager

    4 weeks ago

    Philadelphia, Pennsylvania, United States University of Pennsylvania Full time

    Job Title: Associate Director and CRM ManagerThe University of Pennsylvania seeks a highly skilled and experienced Associate Director and CRM Manager to join our team. As a key member of the Alumni Relations department, you will be responsible for managing the university's largest single alumni volunteer effort, the Alumni Ambassador Program.Key...

  • Financial Services Professional

    2 days ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor Job DescriptionArdent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market conditions and financial products.Key...

  • Associate Director, Global Events and CVENT Management

    2 weeks ago

    Philadelphia, Pennsylvania, United States University of Pennsylvania Full time

    Job Title:Associate Director, Global Events and CVENT ManagementJob Summary:The University of Pennsylvania seeks a highly skilled and experienced Associate Director to lead the planning and execution of global events that enhance the fundraising and engagement goals of the External Affairs office at the Wharton School.Key Responsibilities:Plan, manage, and...

  • Associate Territory Manager

    6 days ago

    Philadelphia, Pennsylvania, United States ZOLL Cardiac Management Solutions Full time

    Job SummaryThe Associate Territory Manager is a field-based role that encompasses both sales and sales support responsibilities. This position reports to and will work under the direction of the Regional Management.The ATM Position may be a path to Territory Manager with strong performance and achievement of objectives.Key ResponsibilitiesPersuading...

  • Associate Director, Global Events and CVENT Management

    2 weeks ago

    Philadelphia, Pennsylvania, United States The University of Pennsylvania Full time

    Job Title: Associate Director, Global Events and CVENT ManagementThe University of Pennsylvania, a world-renowned leader in education, research, and innovation, seeks an Associate Director, Global Events and CVENT Management to join its Wharton School External Affairs team. This dynamic role will play a critical part in planning, managing, and executing...

Wealth Management Associate

2 months ago

Philadelphia, Pennsylvania, United States Brown Brothers Harriman Full time
Join Brown Brothers Harriman as a Client Associate

At BBH, we embrace diverse backgrounds and experiences. If your qualifications differ from our outlined requirements but you believe you can contribute meaningfully to this role, we encourage you to apply.

What You Can Expect at BBH:

By becoming a part of BBH, you will enter a collaborative atmosphere that empowers you to extend your role and provide value wherever possible. You will gain direct access to clients, insights, and specialists across various business sectors globally.

BBH is committed to fostering your professional growth, offering opportunities to enhance your skills, face new challenges, and evolve within the firm.

We promote an inclusive culture that appreciates each employee's unique viewpoint. Our comprehensive benefits program emphasizes well-being, financial stability, and peace of mind.

Ultimately, we aim for you to experience fulfilling work while enjoying the flexibility to balance personal and family commitments at every stage of your career.

Our BBH Cares initiative provides avenues for community engagement, allowing you to give back and positively impact the lives of others.

Key Responsibilities:

  • Relationship Management: Collaborate with the Relationship Manager (RM) to serve as a trusted advisor to clients, integrating asset allocation and investment guidance with trust and estate planning considerations.
  • Enhance client relationships by executing flawlessly, maintaining extensive communication, and participating in client meetings.
  • Oversee daily operations for a dedicated client base, ensuring that client needs are met and BBH services are delivered effectively.
  • Assist the RM in organizing marketing events and expanding personal and professional networks to attract prospects.
  • Prepare and present client meeting materials, focusing on specific client information such as holdings and performance.

Investment Execution:

  • Coordinate essential portfolio activities, including those related to Core Select, Fixed Income, and Cash Management.
  • Act as the primary liaison for clients with BBH's central management teams.
  • Identify accounts needing rebalancing or documentation updates in preparation for reviews.
  • Create materials for client meetings and manage non-strategic decisions like fund transfers.

Risk Management & Administration:

  • Serve as the main contact for clients, escalating any at-risk issues to the RM or Office Manager.
  • Ensure compliance at the account level and address all compliance reports.
  • Initiate account maintenance activities, including reviews and documentation updates.
  • Supervise the Administrative Assistant's efforts in fulfilling client requests.

Business & Professional Leadership:

  • Be the go-to resource for questions from Relationship Associates and Administrative Assistants, providing mentorship and training.
  • Foster a positive work environment and encourage teamwork while supporting business objectives.
  • Exemplify professional behavior and serve as a role model for colleagues.
  • Manage personal development through self-assessment and utilizing internal resources.
  • Stay informed about market trends and maintain a high level of knowledge in investment management and related services.

Qualifications:

  • Bachelor's degree required.
  • A minimum of 2 years of experience in the industry.
  • Strong interest in Wealth Management.
  • Client service experience is highly preferred.
  • Excellent organizational, analytical, and communication skills.
  • Detail-oriented with the ability to work effectively in a team.
  • Proficiency in MS Office, especially Excel.

BBH is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to any protected status.