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Janney Montgomery Scott LLC, 40 Park Avenue West, Mansfield, OH, USA ● Req #11918Friday, December 20, 2024As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at: Customer Se ...Read more about Registered Private Client Associate - Mansfield South, OhioMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11977Thursday, December 19, 2024The individual selected for this role will provide professional level support on all Securities Processing and Alternative Investment Product (AIP) transactions within Operations. Candidate will work closely with all Operations Teams to ensure timely and accurate posting of proceeds, delivery of time-sensitive information and will act on instructions from the branches for all physical security and AIP related communications. What you are good at: Analytical ability – Able to effectively rev ...Read more about Securities Processing AssociateMore
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Fort Lauderdale, FL, USA ● Req #11960Thursday, December 19, 2024As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – Demo ...Read more about Private Client Associate - Ft. Lauderdale, FLMore
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Janney Montgomery Scott LLC, 850 Park Shore Drive, Naples, FL, USA ● Req #11980Thursday, December 19, 2024As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – Demo ...Read more about Private Client Associate - Naples, FLMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #21Thursday, December 19, 2024Janney’s Branch Offices offer a variety of openings for talented individuals eager to learn, grow and contribute to our success. These individuals are knowledgeable of and comply with all rules and regulations of the Firm as well as the various regulatory agencies. Series 7, 63, 65, or 66 required and insurance license are required for most opportunities.#LI-DNI ...Read more about Branch Office OpportunitiesMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11981Wednesday, December 18, 2024The Senior Operations Systems Analyst will support functions associated with the development, testing, training, communication and enhancements with the SMART system and other systems as necessary. This team member will work closely with the department managers to deliver successful projects and maintain the highest standards of quality. The ideal candidate will demonstrate strong technology skills, an understanding of the financial industry, and the desire to make a significant impact on Janney ...Read more about Operations Systems AnalystMore
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Janney Montgomery Scott LLC, 800 Post Road, Darien, CT, USA ● Req #11975Tuesday, December 17, 2024As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – Demo ...Read more about Private Client Associate - Darien, CTMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11978Monday, December 16, 2024The Portfolio Implementation Associate will work in Janney’s Wealth Management department as a part of PCG Trading. The individual will hold dual responsibilities in the daily monitoring and administration of advisory accounts while providing technical help and assistance. What you are good at: Analytical Ability: Able to effectively review information and data to identify issues and opportunities. Organization and Time Management: Able to structure the timing of operational workflow to reliab ...Read more about Portfolio Implementation AssociateMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11974Thursday, December 12, 2024Private Client Group Administration (PCGA) is a team of professionals dedicated to supporting Janney’s Financial Advisors (FAs), Branch Office Managers (BOMs), and support staff. The PCGA Process Coordinator is a dynamic professional, responsible for driving the team’s effectiveness by creating and implementing communications plans; coordinating deliverables across multiple projects and processes; writing detailed procedures; and facilitating cross-functional collaboration. What you are good a ...Read more about PCGA Process CoordinatorMore
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As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – Demo ...Read more about Private Client Associate - Roanoke, VAMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11971Wednesday, December 11, 2024A highly technical and motivated professional with expertise in designing and developing data solutions for financial applications, reporting, and analytics. This role involves developing and maintaining data transformation processes for Janney's Data Warehouses, and enhancing data movement between on-premise and cloud-based data stores to ensure seamless and efficient data integration and accessibility. This role offers a hybrid work model with a minimum of one day per week in our Philadelphia ...Read more about Database DeveloperMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11972Tuesday, December 10, 2024The individual selected for this role will be responsible for analyzing data extracted from Firm records and other sources, to assess compliance with regulatory requirements and Firm policies, adherence to suitability standards, and appropriateness of rationale for account activity. This position requires the ability to grasp complex concepts and investment products coupled with understanding and analysis of wealth management strategies and risk assessment techniques and will involve basic adm ...Read more about Compliance Analyst SurveillanceMore
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Janney Montgomery Scott LLC, 818 North Highway A1A, Ponte Vedra Beach, FL, USA ● Req #11961Tuesday, December 10, 2024As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Ser ...Read more about Registered Private Client Associate - Ponte Vedra, FLMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11969Monday, December 9, 2024The Director of Internal Audit will work with the Head of Risk Management to create the appropriate framework and strategy for Janney’s Internal Audit function. Key areas of focus will be establishing clear and independent reporting lines for the Internal Audit function, including access to the Firm’s President and other members of the Executive Leadership Team as well as the audit committee of the board of directors; developing a formal audit committee charter; and a specific risk assessment t ...Read more about Director of Internal AuditMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11968Friday, December 6, 2024The individual selected for this role will provide strategic managerial support to a staff of 12 professionals within Operations. Candidate will work closely with all Operations Teams, Risk and Compliance, Securities Lending and Trade Support to ensure timely and accurate postings of proceeds, timely and accurate delivery of time-sensitive information and will act on instructions from the field for all client accounts. What you are good at: Organization and Time Management: Possessing the ab ...Read more about Dividend Reorg ManagerMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #22Friday, November 29, 2024Janney is seeking talented individuals eager to learn, grow and contribute to our success.#LI-DNI ...Read more about Future OpportunitiesMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11955Monday, November 25, 2024The Director of Investment Solutions will require a versatile professional who can manage partner relationships, support financial advisors, and drive product development initiatives for a variety of investment solutions such as Investment Company Products, 529 plans, donor-advised funds, alternative investments, and the cash sweep program. The Director of Investment Solutions will be primarily located in the Philadelphia, PA office and report to the Head of Investment Company Products. This pos ...Read more about Director of Investment SolutionsMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11788Monday, November 25, 2024Janney Client Service Center (JCSC) Representatives partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. If you have a passion for providing exceptional client service, building your industry skillset, and being part of a highly collaborative team, the JCSC representative role may be the next step in your career. What you are good at: Client Service – Meeting and exceeding custo ...Read more about Client Service Center RepresentativeMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11950Thursday, November 21, 2024Janney’s Wealth Management Advisory Solutions team is comprised of several key business areas that assist in delivering high quality investment product, services and technology to our Advisors. The Wealth Management Technology Business Analyst will work with the Director of WM Technology and key stakeholders to further develop the long-term strategic roadmap for the advisory platform and oversee suite of Advisor facing technology initiatives incorporating the holistic Wealth Management proces ...Read more about Wealth Management Technology Business AnalystMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11954Wednesday, November 20, 2024This position oversees all operations in support of Janney’s Wealth Management business and leads a team of 11 Operations Associates. The Department Manager will function as a contributing member of the Operations Management team and work closely with other departments within Operations and across the firm as necessary. What you are good at: Effective project management skills as evidenced by successful project implementations. Superior time management and organizational skills. ...Read more about Wealth Management Operations ManagerMore
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In this role you will be responsible for the Boston office administration and will work closely with the Operations Team to provide support for the Investment Banking Department. You will be working on an array of tasks across a range of administrative functions and other operations initiatives. In this fast-paced role, projects will vary throughout the week, and often throughout the day. You will have the opportunity to explore various administrative and other operational avenues and learn new ...Read more about Administrative AssistantMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11951Tuesday, November 12, 2024The Janney Information Technology department has been a major contributor toward Janney productivity with successive years of record enterprise growth. The culture focuses on valuing individual contributions toward team accomplishments where employees have much say in their job. Janney IT has been recognized within the financial services industry including: a CIO 100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in th ...Read more about CRM Product ManagerMore
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Janney Montgomery Scott LLC, 2385 NW Executive Center Drive, Boca Raton, FL, USA ● Req #11945Tuesday, November 12, 2024As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – Demo ...Read more about Private Client Associate - Boca Raton, FLMore
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Newtown, PA 18940, USA ● Req #11930Thursday, November 7, 2024Janney Montgomery Scott LLC, a leading full-service financial services firm, is seeking a Private Client Associate to join our team in Newtown/Yardley PA. As part of our commitment to providing advice beyond investments, we focus on building a diverse workforce that empowers our employees to thrive both professionally and personally. In this pivotal role, you will support a highly regarded team of Financial Advisors (FAs) by providing exceptional customer service, managing client relationships, ...Read more about Private Client Associate - Newtown, PAMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11939Tuesday, November 5, 2024The individual selected for this role will be primarily responsible for ensuring their designated branch offices are examined according to the Financial Industry Regulatory Authority's (FINRA) Office of Supervisory Jurisdiction (OSJ and Non-OSJ) requirements. Branch Examinations can be virtual or on-site depending on certain considerations. Although the Branch Examinations team works collaboratively and covers branch phone inquiries as a team, the Branch Examinations Analyst is largely expected ...Read more about Retail Compliance AnalystMore