Accounting Services Salary in Berwyn, IL

Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.The Client Service Associate Responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support.Job responsibilities:Manage multiple time sensitive tasks simultaneously for both internal and external clients.Other administrative tasks include coordinating with Investment Advisors, Wealth Advisors and Investment Associates on preparation and mailing of client correspondence, including Investment Policy Statements, Off-List Holdings Letters and concentrated stock position letters.Master the account opening process for all account types. Provide bill pay and cash movement services to select Wealth Advisors and Investment Advisors within the Wealth Management Division, specifically Investment Advisors and Wealth Advisors in the Berwyn location of the WMD. This service includes paying all client bills, moving cash from income to principal and vice versa and accommodating client requests for cash in a timely and accurate manner.Monitor and work to clear cash overdrafts for assigned Wealth Advisors and Investment Advisors. Coordinate client meetings for Wealth Advisors and Investment Advisors and assist in meeting preparation.Systemically tailor client presentation materials to the needs of the client and Wealth Advisor or Investment Advisor.Serve as first point of contact for many high net worth clients, as well as build and maintain those relationships by providing exceptional client service support. Answer the main WMD phone line on a rotating and recurring basis.Provide backup to sort/scan and distribute mail, as needed.Proactively anticipate the needs of Wealth Advisors and Investment Advisors and work in conjunction with Investment Associates to track/resolve account compliance issues on their behalf including, but not limited to, stale IPS, Off-List Holdings Letters, Account Reviews with exceptions, etc.Act as Secretary to one or more internal committees (account review committee, discretionary distribution committee, etc.) and prepare accurate committee minutes that track exceptions.Maintain accurate client data on FIS Addvantage (core trust accounting system), First Rate, Investor's View and Nautilus. Use each system effectively to support Wealth Advisors and Investment Advisory teams.Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.).General administrative duties, including the scanning of client materials.Minimum Requirements:Must have a high school diploma, however a 4-year college degree in business administration, finance or a business related major is highly preferred.Must have 3-5 years of experience in administrative client service. Must have general knowledge of investment markets and trust administration.Must have proficiency in Microsoft Word and Excel. Experience with a trust accounting and/or investment system is preferred.Must be able to juggle priorities, be organized and have an adjustable social style.Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.Must have knowledge, understanding and application of fiduciary and investment principles.Must have knowledge of securities processing and clearing.Must have knowledge of trust & accounting systems, knowledge of trust administration and fiduciary responsibilities, knowledge of investment systems (First Rate and Investor's View) and technology to support recordkeeping and payment history (FIS Addvantage).Must be able to prepare high volumes of account opening paperwork in an efficient manner. Must understand how fees are charged and exhibit an ability to manually calculate fees.WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected] is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Workday Success Plans Advisory Consulting Team are all about our customers and their post Go-Live journey. We create programs to help them drive business value from their Workday applications. We deliver a variety of programs and services to our customers ranging from feature demonstrations to full feature deployments. At Workday, we help the world's largest organizations adapt to what's next by bringing finance, HR, and planning into a single enterprise cloud. We work hard, and we're serious about what we do. But we like to have fun, too! We put people first, celebrate diversity, drive innovation, and do good in the communities where we live and work.About the RoleWe are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction. The ideal candidate helps people to understand tough concepts, facilitating collaboration on effective solutions. Our focus is on helping customers to get the most value from their Workday investment through the delivery of a variety of innovative services.Our team members:Expertly and consistently provide excellent customer serviceEngage customers to quickly understand business requirementsShare their broad experience with industry practicesAdapt and succeed independently in complicated situationsDevelop and demonstrate system configuration solutions, articulating product capabilities, plus the benefits and risks of design decisionsSupport multiple customers concurrently on short duration projectsEnjoy the reward of helping customers to be more self-sufficient, to stabilize and optimize their Workday applications and to learn about new features. Team members say the variety of services and unexpected challenges keeps the job exciting and fresh.Find that the highly collaborative nature of this team helps them to be productive and to demonstrate their strengths every dayPartner with an Engagement Manager to deliver services that include:Feature Adoption WorkshopFunctional ReviewHealth CheckExpert AssistAbout YouBasic Qualifications (P4):5 years of IT implementation experience5 years of functional experience in Financials in Workday 2 years of software consulting experience Basic Qualifications (P3):3 years of IT implementation experience3 years of functional experience in Financials in Workday 1 years of software consulting experience Other QualificationsDemonstrated ability with one or more of the following areas: Procure to Pay, Supply Chain Management, Banking & Settlement, Contracts to Cash, or Professional Services AutomationCertified or ability to certify in Workday Financials Products and effectively deploy the solutionBachelor's degree in finance, Accounting or Economics, and/or related experienceDemonstrates an understanding of Financial ERP systems and processes. Able to gain a detailed understanding of Workday concepts and new feature releases in areas of expertise and cross application features.Experience with influencing, interacting, and collaborating with senior leaders, internally and externally.Capable of leading and influencing design meetings toward an effective and collaborative outcomeAbility to deliver and get results while managing to a project planExcellent verbal and written communication skills.The ability to work on multiple engagements simultaneously.Ability to travel up to 25%.Our Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Job DescriptionWho we are looking forIn this role, you will be responsible for Middle Office operations, work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible, and exciting environment. Position has daily Client SLA's and must ensure the team meets internal deadlines.Why this role is important to usYou will be the first line of defense in surfacing any potentially risky activity and will work collaboratively with your team members to ensure data accuracy. Join this growing high-visibility team focused on building innovative solutions to revolutionize how State Street services our customers. Builds cooperative and professional internal/external relationships and utilizes all available resources throughout the organization to achieve company, team, and client goals.What you will be responsible forAs Associate 2 you willActs as a resource within the assigned business unit to problem-solve for complex issues with clients, counterparties, and other internal teams.Responds to inquiries from clients, custodians, and brokers to ensure timely effective processing of requests.Prepares, completes, and reviews standard client reporting.Performs transaction processing tasks within the business unit as necessary to support processing routines.Consults with peers to optimize the operating model.Oversees and trains cross-cultural team daily processing.What we value These skills will help you succeed in this role.Working knowledge of Excel and other Microsoft Office applications and experience with Bloomberg is a plus.Highly self-driven sense of motivation.Naturally curious and passionate.Strong accuracy aptitude and detail orientation.Strong verbal written and interpersonal communication skills.Education & Preferred Qualifications1-3+ years' relevant experience.Bachelor's degree with a Business-related major, Accounting or Finance preferred.Knowledge of securities language preferredExperience around custody/accounting systems preferredAbility to multi-task, balance workload and work in a deadline oriented positionAbility to meet aggressive SLA DeadlinesComputer proficient including spreadsheet and database applicationsAbout State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmativSalary Range: $41,600 - $60,320 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamWorkday's Solutions Enablement teams are driven by a passion for successful, reference-able customers on Workday's oCHRO solutions. We're a diverse group of people, with an invaluable mix of experience and backgrounds, located across multiple locations around the world. We are often remote from one another but that doesn't stop our sense of teamwork, supportiveness, and fun!About the RoleWe are looking for a hardworking, innovative, and collaborative Implementation Strategy Architect to join our team. You will be guiding our sales and delivery teams to deploy the current and emerging capabilities for our Payroll products focusing on North American payroll for Workday's largest and most sophisticated customers. You will collaborate closely with the Workday product team on product issues and complex or emerging requirements. You will liaise with senior level customer contacts in escalations, deployments and sales. You are passionate about providing solutions with the next generation of product functionality in mind. Are you ready to be a game-changer and explore new possibilities?The successful candidate will work with sales, product management, product marketing, business development, customer success, and delivery to provide differentiated Workday solutions. You will help prospective customers and partners understand Workday's value and benefits, explain product capabilities and innovations, architect design and deployment strategies. You're an innovative problem solver who can quickly identify and understand issues and drive towards effective resolution!Primary ResponsibilitiesServe as the senior Workday representative for product and solution issues on large scale, complex deployments.Responsible for the high-level design and end-to-end solutions based upon product strategy and functionality and identify relevant mitigating strategiesCollaborate with product management in customer conversations to understand the strategic direction of Workday's Global Payroll solutions.Identify design and deployment obstacles and opportunities to the product team and field readiness to optimize current functionality and influence future product roadmap for the Office of the CHRO - 5 Payroll Countries.Engage with program teams to incubate and launch new products and packaged solutions with product, sales and services to drive value for the office of the CHRO - Payroll.Support strategies and guide Solutions Enablement Workforce Management team on third party payroll deployment practices.Champion Workday innovation in sales and deployment effortsPartner with Workday Product Management and Strategy to improve the value customers get with Workday products in deployment and production.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.About YouBasic Qualifications8+ years delivering large-scale consulting engagements with a combination of Workday Payroll, Time Tracking and Absence Management. (Must be certified in Workday Payroll)10+ years proven domain experienceAdvanced understanding of US and Canada Workday PayrollOther QualificationsExcellent communication skills with the ability to simplify complex concepts, and tailor messages to the higher levels within an organization.Ability to work independently and lead multiple customer projects simultaneouslyProven experience working within a quick response timeDelivery Assurance experience preferredAbility to travel on potentially short noticeWorkday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.IL.Home OfficePrimary Location Base Pay Range: $130,500 USD - $195,700 USDAdditional CAN Location(s) Base Pay Range: $127,900 - $191,800 CADOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Vision Research is a Business Unit in the Materials Analysis Division of AMETEK, Inc. Vision Research manufactures industry leading high-speed digital cameras. Our cameras are primarily sold into industrial, academic, defense and government research facilities. We also have a smaller entertainment oriented camera business. Although not our primary focus, Vision Research has received both an Academy Award and an Emmy for our technical contribution to the entertainment industry. To learn more about Vision Research, Phantom cameras and to get a good idea of the type of images we can collect please go to www.phantomhighspeed.com.Job OverviewThe Technical Sales Manager for the Western Region will be responsible for the technical sales support of and growth of our world-class Phantom Cameras. This person will be responsible for qualifying sales leads as well as developing them into specific customer growth opportunities. The Technical Sales Manager will also build and nurture existing key account relationships towards mutually productive and commercially beneficial partnerships. The responsibilities include, but are not limited to: Help develop sales strategies and initiatives for the Western Region to achieve growth, maximize sales revenue and profitability. Manage and nurture key accounts directly to maximize customer satisfaction and future sales opportunities. Effectively demonstration the benefits of Phantom cameras in a variety of applications and end users. Provide input to Product Marketing, Engineering and Operations teams to help direct the development of new products that reflect market trends and customer needs in the region. Provide accurate sales forecasting for budget planning to the Director of Sales, Americas. Collaborate with our factory marketing team, to propose and help manage key marketing activities in Western Region intended to build the Vision Research's Phantom Brand. Liaison with customer support and service to ensure thorough knowledge of territory/customers and potential problem issues and opportunities. Positively represent Vision Research and the Phantom brand at all times. Required Skills: Technical degree or background in technical field(s) 2+ years sales experience working in a fast-paced technological environment. Proven sales track record, delivering outstanding results in prior positions in a high-tech product environment Capacity to build creative sales plans and sales initiatives, capable of having a long-term vision of the business. Proven track record in business development, particularly in acquiring new business in large accounts from scratch. Good negotiator with excellent customer relation skills. Good English oral and written communication skills are required. Technical knowledge of digital imaging, photography and/or optical systems would be a plus, but is not a requirement Ability to travel upwards of 50-70%. USA Citizen CompensationSalary Minimum: Salary Maximum: Incentive: Yes Disclaimer: Where a specific pay range is noted, it is a good faith estimate at the time of this posting. The actual salary offered will be based on experience, skills, qualifications, market / business considerations, and geographic location.AMETEK, Inc. is a leading global provider of industrial technology solutions serving a diverse set of attractive niche markets with annual sales over $7.0 billion.AMETEK is committed to making a safer, sustainable, and more productive world a reality. We use differentiated technology solutions to solve our customers' most complex challenges. We employ 21,000 colleagues, in 35 countries, that are grounded by our core values: Ethics and Integrity, Respect for the Individual, Inclusion, Teamwork, and Social Responsibility. AMETEK (NYSE:AME) is a component of the S&P 500. Visit www.ametek.com for more information.We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should call 1 (866) 263-8359.

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamAccount Executives are key players in our go to market team, who fuel growth by acquiring new customers. Our Account Executives are change agents who drive change and business outcomes for prospective customers. Our enterprise applications are positively disrupting the industry and transforming how businesses operate and make decisions in today's ever changing global market. If you are passionate about leveraging your strategic and relationship skills to transform some of today's biggest brands, a career in enterprise account management is a highly rewarding and growing career path.About the RoleHere at Workday, our Account Executives are key players in our Field Sales organization. With a net new revenue focus, they are the fuel for Workday's new customer growth. This fantastic team of hardworking professionals play a key role in guiding new customers on a journey that can see them leave the limitations of legacy platforms behind and move forward with a new class of enterprise management cloud. As a team, we believe that in partnering with our customers to craft relevant solutions that deliver long lasting value is super important. We want to make sure that our customers are positively satisfied from day one and forever ongoing. In this role, you will:*Develop strategy for prioritizing, targeting, and closing key opportunities in assigned territory*Perform account planning for assigned accounts, coordinating with pre-sales and other resources to ensure strategic alignment*Initiate and support sales of Workday solutions within Medium Enterprise prospects and shares Workday value propositions*Maintain accurate and timely customer/prospect, pipeline, and service forecast dataAbout YouBasic Qualifications*~5+ years of experience selling SaaS/Cloud based ERP / HCM / Financial / Planning / or Analytics solutions to C-levels from a field sales position.*Experience negotiating deals with a variety of C-Suite Executives to close opportunities*Experience in engaging in a programmatic approach to generate and develop leads within your territoryOther Qualifications*Proven track record in a high-velocity sales cycle, including prospecting for a portion of opportunities*Proven success in the FSI sector*Understanding of the strategic competitive landscape of the industry by staying up to date with trends and customer needs so you can effectively position Workday solutions within accounts*Experience leveraging and partnering with internal team members on account strategies*Excellent verbal and written communication skills*Ability to thrive both independently and in a team in a dynamic, rapidly evolving environment.*Deep understanding of financial and human resources processes.*Strong analytical and problem-solving skills.*Expertise in managing complex sales cycles from inception to completion, with a history of consultative and transformational sellingOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.The Financial Advisor is responsible for maintaining ongoing relationships with endowment, foundation and charitable clients and managing the delivery of wealth management services to those clients. With their specialized knowledge of the needs of endowment and foundation clients, the Financial Advisor will connect clients to resources that help build long-term financial sustainability; they will also look for opportunities to enhance and grow the existing relationship with the bank. The Financial Advisor will oversee RFP processes, ensuring all responses to RFPs represent the best of BMT's offering tailored to the needs of the prospect. Lastly, the Financial Advisor will actively build and maintain a broad network in the nonprofit and charitable arena, attending events and screening prospective client opportunities.Job Responsibilities:Manages a client base consisting of endowment, foundation and charitable wealth relationshipsManages client relationships ensuring that fiduciary standards and BMT's policies are observed. Assumes responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate bank resources to ensure the timely delivery of quality service, issue resolution, and effective communication with clients and other team members.Cultivates strong working relationships with clients and their outside advisors in order to develop a complete understanding of clients' needsResponds to RFPs and/or coordinates teams of advisors completing RFP processes, ensuring responses are timely and completeActively seeks to identify new business opportunities from the existing client base, prospects and centers of influenceRegularly attends gatherings of nonprofit and foundation organizations and leaders, contributing own thought leadershipBuilds and maintains own knowledge base of nonprofit needs, trends and resourcesRepresents BMT at outside/professional organizationsSupports the mission, strategy and values of BMTAdditional responsibilities as requiredMinimum Qualifications:Must have a College degree.Must have at least 5 years of experience in a role serving nonprofit and/or charitable constituents.Must have or acquire relevant advisory licenses within 1st year.Must get or have CFP or ChFC within 2 years of hire or equivalent designation.Must have a general knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing, portfolio and client management systems.Must have demonstrated success in a role with sales and/or fundraising responsibility.Must have strong knowledge of nonprofit business models, landscape and needs.Must have strong customer service skills and commitment to delivering excellent customer service.Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.Must be comfortable with solving complex internal and external issues as it relates to the Bank's clients, processes and procedures.Experience with custodian platforms and/or investment system is preferred. Must have no disclosures on Form U-4.WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected] is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Who we are looking forThe position will support and maintain the production processing of multiple client'sNew Accounts, Transfers, Terminations, Maintenance setup and or changes. The position will interface daily with the client's front office management and act as a subject matter expert and escalation point. Position has daily Client SLA's and must ensure the team meets internal deadlines in order for the client to trade on time.Why this role is important to usPosition will interact and provide support to numerous teams and departments within the organization, including Portfolio Services, Trade Settlement, Performance, Reconciliation and others, and act as a subject matter expert for T3. The position will also liaise with external custodians. Builds cooperative and professional internal/external relationships and utilizes all available resources throughout the organization to achieve company, team, and client goals.What you will be responsible forOversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. Take a lead role in any internal or external audits.Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls. Assist in the review and verification process as needed. Ensure documentation protocols are followed.Act as instructed by client. Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement.Perform a team lead function. Act as a subject matter expert and provide guidance to other employees; including training for new team members, and cross training for existing team members.Take active role in new employee onboarding. Ensure adequate access is set up for new employees and assist in the development of a training schedule.Research complex issues and inquiries. Resolve discrepancies and take action on complex and escalated matters from external clients and internal departments.Approve documented workflow, procedures and controls. Ensure documented procedures and checklists are maintained and up to date.Determine impact of activity to other areas.Make proactive recommendations and solutions for problem resolution.Interface with senior level internal and external clients and other departments on complex matters and inquiries.Ad-hoc reporting, including daily, weekly and monthly metrics.Engage in complex special projects and assignments including new client onboardings.What we value Performs work independently and analyzes and recommends solutions to complex and non-routine issues and special projects. Develops processes, procedures and controls. Handles regular independent interaction with client contacts.Focus of job on performing complex tasks and providing business and technical expertise in support of multiple clients. Acts as an advisor to other areas of the organization.Education & Preferred Qualifications• Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting.• 6-8 plus years related industry experience including 4 years of operational experience• Working knowledge of Domestic and International financial and all related instruments.• Detailed understanding of operations.• Strong leadership and attention to detail.• Ability to develop business relationships within and outside the organization.• Excellent interpersonal, communication, organizational and problems solving skills. • Ability to multi-task, balance workload and work in a deadline oriented position.• Ability to meet aggressive SLA Deadlines.• Computer proficient including spreadsheet and database applications.About State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careersSalary Range: $80,000 - $132,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Who we are looking forTo support the lifecycle of Transaction Management; involves the capture, validation, confirmation and settlement of transactions instructed by the primary investment manager and any sub advisors. The process begins when we receive executed transaction instructions from the investment manager via one of several standard message formats. Manages the day-to-day activities and controls and monitors the decisions of subordinate managers and staff to ensure consistency of policies adherence to procedures and compatibility of services to clients.Why this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.Join us if making your mark in the financial services industry from day one is a challenge you are up for.What you will be responsible forAs an AVP in Invest Management Services you willDevelops and ensures the effectiveness of the unit's plan of organization.• Responsible for the direction and training activities of the staff through subordinate managers.• Conducts periodic performance reviews; provides ongoing counsel, training, development and motivation.• Participates in the hiring, salary, promotional and termination recommendation process.• Manages the day-to-day activities and controls and monitors the decisions of subordinate managers and staff to ensure consistency of policies adherence to procedures and compatibility of services to clients.• Serves as lead for operations in client presentations or for projects that influence operations.• Proposes and works to implement workflow changes and supporting technical solutions leading to improved productivity and profitability.• Participates in the development and management of the departmental annual budget.• Keeps abreast of regulatory compliance and developments for the assigned area and apprises staff as necessary. Recommends procedural changes as needed to support prescribed requirements and risk mitigation.• Represent the corporation by serving on the internal and external committees and industry associations• Ensure that a robust control environment is created and maintained for all groups• Evaluate current operational and technical infrastructure and define strategic direction for development and change; including opportunities for efficiency and quality improvements.• Understand current service offering related to market requirements and define and recommend service changes as appropriate• Drive execution of internal projects and divisional goals related to the operations & client service departments• Execute overall business plan in assigned areas.• Set and monitor departmental productivity, efficiency and quality measures.• Assess measure and manage risk exposure as part of standardized business practices; immediately address and escalate issues, as appropriate, to sustain strong financial performance.• Creates and manages relationships with key contacts in departments that interact with the operations assuring they are satisfied with their level of serviceWhat we value These skills will help you succeed in this roleDemonstrated managerial, leadership and decision-making abilities.• Extensive knowledge of all products services and processes.• Working knowledge of financial securities markets, language and products as well as legal and regulatory requirements• Detailed knowledge of Investment Instruments such as: Equity, Fixed Income, Foreign Exchange, Exchange Traded Derivatives, Liquidity• Excellent communications, organization, interpersonal planning, and analytical skillsEducation & Preferred QualificationsBachelor's Degree or its equivalent in Finance, Accounting, Business or related field• Ten or more years of management experience, preferably in a financial services organization much of which must have been in a management or supervisory capacityAdditional requirementsManaging the Business: The ability to take a broad perspective, seeking and identifying opportunities for new initiatives and the ability to evaluate and improve processes in order to add value to the business. Goal driven with a desire to succeed.• Analytical Thinking: The ability to gather information, test propositions and connect related and unrelated matters in preparation for decision-making. The ability to clearly present the rationale for decisions and question/challenge feedback received if not clear.• Decision-Making: The ability to use sound judgment to provide recommendations and make decisions that add value to the business.• Initiative: Display pro-activeness and the ability to organize work effectively, plan ahead and consider alternative options or strategies• Technical Ability: The ability to apply well developed technical skills to meet all the needs of the role• Communication: The confidence to present information effectively and to provide written reports and communicate effectively at all levels of the business.• Team Work: The ability to work effectively as part of a team, but also the ability to lead and motivate. Ability to resolve conflicts. Generates enthusiasm among team members and challenges others to develop as leaders.• Organization & Administration: The ability to organize, work effectively, plan ahead and consider alternative options or strategies.About State StreetWhat we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Discover more at StateStreet.com/careersSalary Range: $90,000 - $142,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Principal Financial Implementation Consultant is a member of the Professional Services Healthcare Industry organization passionate about implementing Workday's Foundation Data Model and Accounting solutions for our customers. We work alongside our Healthcare customers to build effective and efficient solutions in Workday!About the RoleAs a Principal Functional Consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers. You will have the opportunity to work with a diverse and inclusive team, collaborating with sales, project management, product, and fellow consultants to deliver outstanding results. The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas.Key Areas of Responsibility:Contribute and help maintain healthcare standard practices to reflect new industry requirements and trends.Determine client requirements and design tailored Workday financial solutionsDemonstrate the configurations through the development of prototype systems and assist the client in testing.Participate in updated training and other events that help share one's product and industry skills with other consultants.Partner with the Engagement Manager by providing status reports and keep them informed of overall project status.Participant in customer prospect discovery sessionsMentor less experienced consultants.About YouP57+ years of implementation or functional experience in Financial Management software solutions or systems such as Workday, Lawson, Oracle, or PeopleSoft7+ years of consulting experience6+ years of financial consulting experience with at least 3 full-cycle healthcare industry implementations OR 6+ years of financial or accounting operational experience in healthcare organizations.Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management and Banking & SettlementP44+ years of implementation or functional experience in Financial Management software solutions or systems such as Workday, Lawson, Oracle, or PeopleSoft3+ years of consulting experience4+ years of financial consulting experience with at least 3 full-cycle healthcare industry implementations OR 6+ years of financial or accounting operational experience in healthcare organizations.Experience with General Ledger along with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management and Banking & SettlementOther QualificationsBachelor's degree or equivalent experience - preferably in Finance or AccountingPassion for customer service and project management experienceExperience architecting Workday Foundation Data Model (FDM) and FIN Accounting solutionsAbility to connect with all levels of customer/prospect leadershipAbility to learn technology quickly through instruction and self-training.Experience with multiple financial applicationsAbility to balance multiple project engagements at a timeAbility to travel up to 50%Our Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!