Top 53 Wealth advisory manager Jobs in Philadelphia, Pa

Manager, Financial Due Diligence
KPMG —Philadelphia, PA
- $131,005 - $251,965 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Manager, SAP FICO - Transfer Pricing
KPMG —Philadelphia, PA
- $145,350 - $253,230 a year
- Full-time
- 7 years
- System design
- Finance
- Disability insurance
- Health insurance
1d
Relationship Manager, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- CPA
- Office
- Business development
- Commuter assistance
- Health savings account
Management Associate, Wealth Advisory
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
OCIO Portfolio Manager
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Commuter assistance
- Health savings account
Advisory Accounts Coordinator
Janney Montgomery Scott LLC —Philadelphia, PA
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid time off
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Philanthropic Strategist, Vice President - Philadelphia
Goldman Sachs —Philadelphia, PA
- 7 years
- Sales
- Office
- Disability insurance
- Health insurance
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Goldman Sachs —Philadelphia, PA
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
5d
Corporate Advisory & Banking Relationship Manager
Brown Brothers Harriman —Philadelphia, PA
- Full-time
- Bachelor of Science
- Office
- Business development
- Health insurance
Wealth Manager
Alloy Silverstein —Cherry Hill, NJ
- From $100,000 a year
- Overtime
- 7 years
- Computer literacy
- Mid-level
Management Associate, Portfolio Construction
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health savings account
Mason-Chimney Installation
The Chimney Scientist —Norristown, PA
- $80,000 - $95,000 a year
- Full-time
- Background check
- Construction site
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Senior Tax Manager
Everforth —King of Prussia, PA
- $150,000 - $210,000 a year
- Full-time
- CPA
- Research
- Analysis skills
Quick Apply
2d
Investment Management - Business Strategy Manager
Deloitte —Philadelphia, PA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
Senior Relationship Manager Business Banking - Philadelphia, PA
Bank of America —Philadelphia, PA
- Full-time
- 5 years
- Office
- Finance
Sales Director, Wealth
WTW —Philadelphia, PA
- $200,000 - $250,000 a year
- Full-time
- Office
- Travel
- Fair chance
- Paid jury duty
- Health savings account
OCIO Client Service
Glenmede Trust Co —Philadelphia, PA
- Full-time
- Hybrid work
- 7 years
- Microsoft Excel
- CPA
- Commuter assistance
- Health savings account
Investment Consultant, Endowment & Foundations
Mercer —King of Prussia, PA
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Director, Financial Planning (Conshohocken, PA)
Edelman Financial Engines, LLC —Conshohocken, PA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Investment Specialist - RIA Channel
The Hartford —Wayne, PA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Senior level

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Manager, Financial Due Diligence

KPMG -
Philadelphia, PA

Apply Now

Job Details

Full-time
$131,005 - $251,965 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Accounting firm experience
Managing projects

Full Job Description

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 ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

KPMG is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice.

Responsibilities :

Manage buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 and middle market companies and private equity investors
Manage and coordinate approach of client, KPMGs engagement teams, and third party diligence providers throughout the transaction process
Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, and indebtedness considerations

Qualifications :

A minimum of five years applicable work experience including four years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience
Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA/equivalent certification is preferred
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
Strong current knowledge in one of the following: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions, or transaction services
Strong verbal and written communication skills
Willingness and ability to travel
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.

Follow this link to obtain salary ranges by city outside of CA:

https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M145DAS_3_26 California Salary Range: $131005 - $251965

KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Apply Now

Refine Your Search

wealth advisory manager jobs in philadelphia, pa

Manager, Financial Due Diligence

Manager, SAP FICO - Transfer Pricing

Relationship Manager, Wealth Advisory

Management Associate, Wealth Advisory

OCIO Portfolio Manager

Advisory Accounts Coordinator

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Philanthropic Strategist, Vice President - Philadelphia

Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia

Corporate Advisory & Banking Relationship Manager

Wealth Manager

Management Associate, Portfolio Construction

Mason-Chimney Installation

Senior Tax Manager

Investment Management - Business Strategy Manager

Senior Relationship Manager Business Banking - Philadelphia, PA

Sales Director, Wealth

OCIO Client Service

Investment Consultant, Endowment & Foundations

Director, Financial Planning (Conshohocken, PA)

Investment Specialist - RIA Channel

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