Church Mutual: Provides specialized insurance for religious organizations and nonprofits.
3+ YOEBachelor's degree or 3+ years insurance/sales experience; Pennsylvania insurance licenses for Accident & Health, Life & Fixed Annuities, and Property & Casualty; Microsoft Office proficiency; strong communication and project management skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
5+ YOERequires 5+ years in client service or relationship management within wealth management or financial services, a bachelor's degree, Series 7 and 66, and strong communication, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, AI
Customers BankNYSE: CUBI: Provides commercial and consumer banking and digital financial solutions.
5+ YOEBachelor's degree and 5+ years real estate lending or commercial banking experience; strong credit analysis, loan structuring, underwriting, relationship management, and business development skills.
Ephrata National BankOTCQX: ENBP: Community bank providing personal, business, and mortgage financial services.
4+ YOEBachelor’s degree and 4–6 years of relevant experience required, including trust or wealth management experience with complex client relationships. Requires fiduciary, investment, regulatory, communication, and problem-solving skills.
Senior Relationship Manager - Annuities Distribution
Newark or Pennsylvania or Maine or Delaware or New Jersey or District of Columbia or Massachusetts or Connecticut or New York or Shelton or Fort Washington
Bachelor's degree in a related business field and extensive financial services experience in relationship management, distribution, sales, business development, or partner management; annuity or retirement product experience required.
PTMA Financial Solutions: Provides treasury and investment services to public sector entities.
5+ YOEDevelop and execute sales strategies for municipal clients; bachelor’s degree, 5+ years experience, Series 7/63/50 required, strong interpersonal and municipal finance knowledge.
CubeSmartNYSE: CUBE: Owns and operates self-storage facilities across the United States.
Bachelor's degree; proficiency in Microsoft Word, Excel, PowerPoint, Outlook, data entry, and spreadsheet software; accounting and financial statement knowledge; strong communication, customer service, analytical, problem-solving, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
3+ YOERequires 3+ years in financial services client sales and service, a bachelor's degree, Series 65 or 66 license, consultative sales experience, financial technology knowledge, and strong communication and organizational skills.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree typically required, 3+ years relevant experience, client acquisition and relationship management, financial analysis, credit risk assessment, decision making, and strong communication skills.
10+ YOE10+ years corporate trust experience, strong knowledge of corporate trust products and governing documents, MS Office proficiency, ability to manage complex accounts and multiple priorities.
Firstrust Bank: Provides community banking and commercial financial services in Philadelphia.
5+ YOEDevelop and grow commercial client relationships (clients with $20M–$150M revenue); commercial lending, underwriting, and sales experience; 5+ years commercial lending required; bachelor's preferred; Microsoft Office proficiency; ability to travel locally and drive.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOE5+ years SBA lending experience, deep knowledge of SBA products (7(a),504,Express), strong credit/underwriting skills, proven sales and relationship management, consultative selling, and regulatory compliance.
Merchant Services Relationship Manager - Vice President
Plano or Chicago or Tampa or Jersey City or Palo Alto or Wilmington or Brooklyn
$115k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in payments relationship management or business development, contract negotiation, experience with complex Fortune 500 clients and C-suite engagement, strong presentation and communication skills.
Franklin Mint Federal Credit Union: Member-owned financial cooperative providing banking and lending services
3+ YOEBachelor's degree in business, finance, or related field; 3+ years of relevant experience; commercial industry knowledge; business development track record; referral network; sales, analytical, presentation, and Microsoft Office skills.
7+ YOEBachelors or four years relevant experience; minimum seven years commercial portfolio management; financial analysis and credit knowledge; strong sales, communication, and presentation skills.
Deep commercial lines insurance expertise, Maryland P&C license, proficiency with Applied Epic and Microsoft Office, strong client management, presentation, analytical, and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Applied Epic
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.