wealth management Jobs in pennsylvania

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ETL IDMC Developer

Mass Mutual Financial Group

Remote or Springfield, Massachusetts, USA

Full-time

ETL Developer - Mastery Level Wealth Management Technology Full-time, Hybrid, Springfield, MA The Opportunity We are seeking a Mastery-Level ETL Developer to lead the design, build, and optimization of scalable ELT/ETL pipelines that deliver business-critical data to the MassMutual Data Platform. This is a highly technical leadership role requiring hands-on experience with Informatica (IICS/IDMC), Python, advanced SQL, cloud data platforms, orchestration frameworks, and data governance. You will

W2- King of Prussia, PA (Hybrid) :: Dot NET Solutions Architect/Developer Investment Banking Sector

Bitsoft International, Inc.

King of Prussia, Pennsylvania, USA

Full-time

.NET Solutions Architect/Developer Investment Banking Sector 6+Months (Contract to Hire) King of Prussia, PA (Hybrid, 2-3 days Onsite/Week) Client: Fintech company specializing in integrating annuities and insurance solutions into wealth management platforms Engagement Description: Join a pioneering fintech entity that is at the forefront of incorporating innovative annuity and insurance products into sophisticated wealth management systems. We are on the lookout for a .NET Solutions Architect/D

MS Dynamics Architect or Lead - Phoenixville, PA (Onsite)

Smart Caliber Technology

Pennsylvania, USA

Third Party, Contract

Role Name: MS Dynamics Architect or Lead Location: , PA (Onsite Day 1) Duration: 6+ months Financial Insurance client exp highly preferred JOB DESCRIPTION: "We are seeking a seasoned Microsoft Dynamics Architect to lead the design, development, and optimization of Dynamics 365 solutions tailored for our Advice and Wealth Management business. This role will be instrumental in aligning technology with business strategy, enhancing advisor and client experiences, and driving digital transformation a

MS Dynamics Architect

Cynet Systems

Pennsylvania, USA

Contract

Job Description: Pay Range: $75hr - $80hr Responsibilities: Architecture And XXgn: Lead the end-to-end architecture of Microsoft Dynamics 365 (CRM and related modules) for wealth management use cases and advisor journeys. XXgn scalable, secure, and high-performance solutions integrating Dynamics with financial planning tools, portfolio management systems, and client portals. Define data models, workflows, and automation stXXgies to support advisor-client interactions. Stakeholder Collaboration:

Business Systems Analyst (BSA)

MASH Pro Tech

Remote or Ohio City, Ohio, USA

Contract

Business Systems Analyst (BSA) They can be anywhere in below locations Cleveland, OH/ Columbus, OH/ Buffalo, NY, Remote Below any of the tools experience is a must. Global Plus, Charles River, Pershing Job Summary: We are seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing. The ideal candidate will have a deep understanding of wealth

Enterprise Sales Manager

Prelude Systems, Inc.

Remote or California City, California, USA

Full-time

Job Title: Enterprise Sales Manager Location: Remote Must-Have Qualifications 10+ years of enterprise sales experience in selling IT professional services, managed services, or cloud/digital transformation solutions. Proven track record in consistently achieving 6- to 7-figure, multi-year contracts within large enterprise accounts. Strong industry knowledge in at least one of these verticals: Manufacturing, High-Tech, or Wealth Management. Platform sales proficiency in at least four (4) of the

Solutions Architect - Azure - REMOTE

JSR Tech Consulting

Remote

Contract

Summary - The ideal candidate will define the creation of the solution architecture and supporting low level component design with data flows to deliver business requirements and support the delivery of high-value solutions aligned with SAFe (Scaled Agile Framework) principles in a fast-paced environment. The individual will work closely with Chief Architect, Product Owners, Solution Architects, Business owners and cross-functional Agile teams.Key Responsibilities Responsible for creating the Lo

Salesforce Functional Architect

CSS Tec

Remote

Full-time

Direct Hire Remote- occasional travel to PA Must be eligible for hire without sponsorship No 3rd party consultants Job Title: Salesforce Functional Architect Job Overview: We are seeking an experienced and strategic Salesforce Functional Architect to lead the design and implementation of scalable solutions within the Salesforce Financial Services Cloud environment. This is a remote, direct-hire position with occasional travel required based on business needs. The ideal candidate will bring deep

Junior UI/UX Designer - hybrid location position in Philadelphia

Janney Montgomery Scott LLC

Philadelphia, Pennsylvania, USA

Full-time

Established in 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate, and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships. Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and fa

Engagement Manager (PySpark Data and Solution Architect)

ClifyX

Remote

Full-time

ClifyX group is an award winning IT Consultancy formed in 1998. Our Mission is to provide our clients with Optimal Technology solutions that are effective and within budgets. We specialize in helping Organizations to review their strategic SOW Projects/Talent needs and implement high value and cost effective solutions to increase profitability and efficiency. Our consulting capabilities include expertise in Cloud, Artificial Intelligence, Data Analytics and compliance aspects of Cyber Security d

Robotics Process Automation (RPA) Analyst - hybrid Philadelphia

Janney Montgomery Scott LLC

Philadelphia, Pennsylvania, USA

Full-time

Established in 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate, and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships. Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and fa

Technology Manager - Wealth

M&T BANK CORPORATION

Remote or Wilmington, Delaware, USA

Full-time

Overview: We are seeking a manager for our Investment Management Technology Team to solve technical problems, develop new applications, and enhance asset and investment management. The candidate will improve the Wealth Investment Management Team's capabilities, streamline processes, upgrade systems for new investment products, and implement technologies using Agile best practices. Reporting to the Head of M&T Wealth Technology, the successful candidate will be a key member of the M&T Tech team;

Full-Stack Application Developer (Hybrid position - Philadelphia)

Janney Montgomery Scott LLC

Philadelphia, Pennsylvania, USA

Full-time

Established in 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate, and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships. Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and fa