wealth crossing jobs in Philadelphia

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax...

Responsibilities:Gain industry and organizational knowledge through daily business interactions and job assignments.Develop business, financial and analytical skills needed for career in global wealth management and financial services.Provide marketing and sales support to branches and their teams.Perform market research.Gain exposure to wealth management...

About Axcelus Axcelus is a market leader in the rapidly expanding Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) marketplace—an industry experiencing exceptional momentum as advisors, family offices, and institutions increasingly turn to insurance-based structures for efficient access to alternative investments. With...

University OverviewThe University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for...

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth...

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this...

Vice President, Growth Enablement & Operations About the Company Expanding investment management firm Industry Investment Management Type Privately Held, Private Equity-backed Founded 1985 Employees 501-1000 Categories Investing Finance Financial Advisers Consulting & Professional Services Financial Services Investment Services Specialties ...

PRIVATE EQUITY/M&A ASSOCIATE ATTORNEYOur client, a global AmLaw 50 law firm, with a globally recognized private equity platform that advises clients across all phases of the investment life cycle. The firm is seeking a talented M&A/Private Equity Associate Attorney to join its sophisticated corporate practice. This role offers the opportunity to work closely...

Episcopal Community Services (ECS) empowers individuals and families to determine and follow their paths. Our mission is to challenge and reduce intergenerational poverty. We envision a world where the path to prosperity is available to all. ECS provides a motivating work environment and encourages individual professional development.JOB SUMMARYEmploying the...

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this...

Vice President, Payroll AdministrationPhiladelphia, Pennsylvania, United StatesThe Vice President, Payroll Administration leads the enterprise payroll function and is accountable for the accurate, timely, and compliant payment of all employees across the organization. The role owns end-to-end payroll operations, including processing, off-cycle filings,...

PM University City Full time JR University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded...

Business Analyst (ETF Focused)The pay range for this position at commencement of employment is expected to be between $100,000 and $120,000/year (see below footnote for additional compensation and benefits information).Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets...

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global...

The Head of Strategic Partnerships is responsible for identifying, developing, negotiating, and scaling strategic partnerships that enhance Janney's value proposition, accelerate organic growth, and expand opportunities for client acquisition, advisor recruiting, and advisor success. Reporting to the Chief Wealth Solutions Officer, this strategic individual...

: University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide...

Job Description: Penn Mutual is seeking a Senior DevOps Engineer (Internal Title: Senior Site Reliability Engineer) to help evolve reliability practices across business-critical systems in a highly regulated financial services environment. This role is a hands-on technical leader responsible for designing, implementing, and advancing reliability across...

Job Description Job Description Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across...

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax compliance and strategic consulting. Within our Tax practice, you will help...

We are currently looking for an experienced and dynamic Senior Operations Management Director who will play a crucial role in leading and optimizing our operations. The ideal candidate will have a wealth of experience in operational strategy, process improvement, and cross-functional leadership, and will be responsible for overseeing all operational...