Ultra High Net Worth Client Case Representative, Senior Associate
Malvern, Pennsylvania, United States · Hybrid
$70k–$92k/yr
Mid level
In this role, you will: Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. Use the Professional Selling Skills framework to identify client needs and share …
Business Analytics Consultant Senior - Data, Modeling & Analytics
Pittsburgh, Pennsylvania, United States · On-site
$75k–$125k/yr
Mid level
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Skills: Python, SQL, Tableau, Data analysis, Data modeling
Nurse Manager - Med Surg/Telemetry - Jefferson Bucks
Bucks County, Pennsylvania, United States · On-site
Mid level
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Keystone Human Services is currently seeking Program Supervisors to join our team in providing individualized, person-directed support in the areas of intellectual disabilities, mental health, and autism. Our work focuse…
Skills: Leadership, Program management, Budgeting, Regulatory compliance, Direct support
Intellectual Disability - Advanced Program Specialist
Mountain Top, Pennsylvania, United States · On-site
Mid level
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Conshohocken, Pennsylvania, United States · Hybrid
Mid level$3.6B raised
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Skills: Attention to detail, Customer focus, Problem solving, Relationship building, Risk management
Environmental Services Associate Lead (Housekeeping-FT Evening) Saint Vincent Hospital
Erie, Pennsylvania, United States · On-site
Mid level$3M raised
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Skills: Housekeeping, Floor care, Supervision, Quality assurance, Cleaning protocols
Collegeville, Pennsylvania, United States · On-site
Senior+$129M raised
At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal disorders. Our team is inspired by the needs of these patients, and the surgeons…
2nd Assistant Superintendent - Royal Manchester Golf Links
East Manchester Township, Pennsylvania, United States · On-site
$20/hr–$24/hr
Mid level
GreatLIFE Golf is one of the largest Golf Course Ownership / Management Companies in the country with over 50 golf courses in multiple states. If you’re looking for a fun and casual career in sports and entertainme…
Bethel Park, Pennsylvania, United States · On-site
Mid level$190M raised
Operations Lead Salary commensurate with experience PLP Company (PLP Co.) is seeking an Operations Lead to join our operations team in their Bethel Park, PA office. The candidate will be responsible for operations/projec…
Philadelphia, Pennsylvania, United States · On-site
Mid level$9.0B raised
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Skills: Security supervision, Team leadership, Customer service, Crisis management, Written reporting
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Skills: Customer service, Facility management, Subcontractor management, Work order management, Microsoft Excel
Pequea Township, Pennsylvania, United States · On-site
$90k–$110k/yr
Mid level
Susquehanna Ford is looking for an individual to fill the role of Sales Manager. The right individual will have a well-rounded experience level in automotive sales, will need to show the ability to meet and exceed goals,…
Philadelphia, Pennsylvania, United States · On-site
Mid level
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Allentown, Pennsylvania, United States · Remote OK
Mid level
Our Company PharMerica Overview The Director of Business Development role leads business development efforts for PharMerica Senior Living by driving customer acquisition strategies in the Assisted Living market and advan…
Philadelphia, Pennsylvania, United States · On-site
$44/hr–$56/hr
Mid level$112M raised
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Skills: Nursing, Pediatric Nursing, Primary Care, Supervisory, Leadership
Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location…
Skills: Store Management, Merchandising, Customer Service, Team Leadership, Inventory Management
Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location…
Skills: Retail management, Inventory management, Team leadership, Customer service, Merchandising
3003 - Ross Park Mall - Pittsburgh, PA Who Are We? Altar’d State is a rapidly growing women’s fashion brand with 130+ locations in 40 states. It feels like a sanctuary - a place of beauty from the inside out. From welcom…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$70k–$92k/yr
Full-time
bachelor degree
Health insurance, Dental coverage, Vision coverage, Retirement savings plan, Employer matching contributions, Paid time off
Posted 10d ago
~40 hrs/week
Responsibilities
Serve as the primary point of contact for UHNW clients to resolve complex account issues and provide investment guidance. Collaborate across teams to deliver proactive solutions and maintain a high-quality client experience.
Requirements
Requires a minimum of three years of experience in the financial services industry and an undergraduate degree. Candidates must hold or be able to obtain FINRA Series 7 and Series 66 licenses.
Full job description
In this role, you will:
Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.
Collaborate across teams to maintain and enhance the UHNW client experience.
Document client and team feedback to support continuous service improvement with the business.
Build expertise in Vanguard products, services, and industry trends to guide clients effectively.
What It Takes
Minimum of three years’ experience in Financial Services; client service experience preferred.
Undergraduate degree or equivalent combination of training and experience.
Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining.
Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions.
Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics.
How We Will Support You
Fully paid training and coaching to help you obtain required licenses.
Dedicated onboarding to Vanguard’s Advice & Wealth Management business and working model.
Access to development resources, mentorship, and corporate learning opportunities—including support for professional designations such as the CFP—to help you build expertise and grow your career within Advice & Wealth Management
Qualifications:
Minimum of three years related work experience in the Financial Services industry.
Experience in client services preferred.
Undergraduate degree or equivalent combination of training and experience required.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Why Vanguard
At Vanguard, we believe in supporting our “crew” personally through all life stages.
Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. If you are bringing your active SIE, Series 7 & Series 66 licenses into the role, you will receive a $20,000 licensing bonus
In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include:
World class training and development programs to equip you with the tools to take the FINRA Series 66.
A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses.
An annual bonus (known internally as Partnership) based on company performance.
18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition.
Best-in-class medical, dental, and vision coverage with on-site health perks:
CrewCare: our own onsite health-clinic for you and your loved ones.
ShipShape: onsite fitness center.
LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you.
Education benefits including tuition reimbursement designed to support you in furthering your education.
Strong parental leave, including adoption and surrogacy, benefits – because we know every family looks different!
For a deeper look into our benefits, please visit our Why Vanguard page!
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
How much do Management & Leadership jobs in Pennsylvania pay?
Based on 4535 listings with disclosed salaries, most management & leadership jobs in Pennsylvania pay between $65k–$175k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in Pennsylvania right now?
There are currently 19,053 open management & leadership positions in Pennsylvania listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Pennsylvania?
Companies currently hiring include Domino's, UPMC, CVS Health, PNC, Aramark Healthcare+, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Pennsylvania?
Yes — 3723 of the 19053 open management & leadership positions offer remote or hybrid work (1040 remote, 2683 hybrid).
How do I apply for Management & Leadership jobs in Pennsylvania?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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