Top 3464 Strategy manager Jobs in Philadelphia, Pa

Client Administrative Manager
Steward Partners Global Advisory LLC —Conshohocken, PA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
12d
Property Manager
The Philadelphia Housing Authority —Philadelphia, PA
- $80,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Portfolio Manager - Stores IT
The Judge Group —Burlington, NJ
- $135,000 - $150,000 a year
- Full-time
- Office
- Mentoring
- Senior level
Quick Apply
Program Manager Data & Analytics Healthcare
Partners Consulting, Inc. —Philadelphia, PA
- Contract
- Hybrid work
- Computer science
- Computer Science
- 5 years
Quick Apply
Client Success Manager / Account Manager
TeamLogic IT —Langhorne, PA
- $65,000 - $85,000 a year
- Full-time
- Remote
- 7 years
- 6 years
- Marketing
- Disability insurance
- Health insurance
Quick Apply
District Manager
Gap —King of Prussia, PA
- $91,100 - $123,000 a year
- Weekends as needed
- Management
- Merchandising
- Travel
- Store discount
- Employee stock purchase plan
Education Manager
Historic Philadelphia —Philadelphia, PA
- Weekends as needed
- Hybrid work
- School experience
- Mid-level
- Office
- Health insurance
- Paid time off
12d
Sales Manager, Netflix House - Philadelphia
Netflix House —King of Prussia, PA
- $142,000 - $194,000 a year
- Monday to Friday
- 18 years or older
- 5 years
- Mid-level
Experience Strategy Manager
Accenture —Philadelphia, PA
- $87,400 - $266,300 a year
- Full-time
- 3 years
- Bachelor's degree
- Product management
- Paid holidays
- Disability insurance
National Account Manager - Foodservice - Remote
Georgia-Pacific —Philadelphia, PA
- $80,000 - $150,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Paid parental leave
- Health savings account
11d
Operations Manager
Divicun LLC —Philadelphia, PA
- $88,000 - $108,000 a year
- Full-time
- Mid-level
- Analysis skills
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
Strategy& - Operations Strategy Consulting, Manager
PRICE WATERHOUSE COOPERS —Philadelphia, PA
- $99,000 - $232,000 a year
- Computer Science
- 5 years
- Finance
- Paid holidays
- Health insurance
Strategy & Growth Manager
Abby Care —Philadelphia, PA
- $100,000 - $125,000 a year
- Full-time
- Background check
- Mid-level
- Analysis skills
- Commuter assistance
- Paid parental leave
8d
Strategy Manager
Burlington Stores —Burlington, NJ
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Manager Strategy & Planning
Amerihealth Caritas —Newtown Square, PA
- Full-time
- Hybrid work
- 3 years
- Master's degree
- Analysis skills
- Paid holidays
- Health insurance
Office Manager of Research
Rothman Orthopaedics —Philadelphia, PA
- $75,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Program Manager, College of Arts and Sciences
Widener University —Chester, PA
- Weekends as needed
- Hybrid work
- Mid-level
- Office
- Analysis skills
3d
Area Manager
NAYA Pennsylvania —Philadelphia, PA
- $90,000 - $110,000 a year
- Full-time
- 7 years
- Sales
- Project management
- Commuter assistance
- Health insurance
Quick Apply
Space Administration Manager
University of Pennsylvania —Philadelphia, PA
- $57,500 - $75,000 a year
- Full-time
- Background check
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Strategy & Transformation Senior Manager
Baker Tilly Advisory Group, LP —Philadelphia, PA
- $133,120 - $312,030 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Bachelor's degree
Quick Apply
8d

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strategy manager jobs near philadelphia, pa

Client Administrative Manager

Steward Partners Global Advisory LLC -
Conshohocken, PA

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

strategy manager jobs in philadelphia, pa

Client Administrative Manager

Property Manager

Portfolio Manager - Stores IT

Program Manager Data & Analytics Healthcare

Client Success Manager / Account Manager

District Manager

Education Manager

Sales Manager, Netflix House - Philadelphia

Experience Strategy Manager

National Account Manager - Foodservice - Remote

Operations Manager

Strategy& - Operations Strategy Consulting, Manager

Strategy & Growth Manager

Strategy Manager

Manager Strategy & Planning

Office Manager of Research

Program Manager, College of Arts and Sciences

Area Manager

Space Administration Manager

Strategy & Transformation Senior Manager

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