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Philadelphia family office accountant Pennsylvania

7 family office accountant jobs found in Philadelphia, PA

Mar 07, 2026  
Associate, Portfolio Manager Featured
About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are looking for a personable Portfolio Manager (PM) to join our Portfolio Management team. The PM will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The position requires solid verbal and written communication aptitude and the ability to work directly with clients on complicated tax- and risk-modeling problems. The PM must be able to manage...
BlackRock Philadelphia, PA, USA Full-Time
Mar 10, 2026  
Regional Processing Manager
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary Monitors the pipeline and metrics for a region to ensure timely loan turnarounds and closures. Coach and review the work of Loan Processors to ensure compliance with Company, secondary market investor, and government agency standards. Update internal procedures and train processing staff on existing, new and changed federal and state regulations. Ensure overall quality and integrity of loan files while maintaining quality customer service. Essential Functions Works directly with sales leaders and operation leaders to build a strong partnership of support and care for our team members and customers...
Professional Diversity Network Philadelphia, PA, USA Full-Time
Mar 10, 2026  
Lead Management Specialist, ORM (Operational Risk Management) - Hybrid
Transamerica Job Family Operational Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...
Professional Diversity Network Philadelphia, PA, USA Full-Time
Mar 06, 2026  
Lead Financial Analyst - Distribution
Transamerica Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of...
Professional Diversity Network Philadelphia, PA, USA Full-Time
Mar 04, 2026  
Director, Portfolio Financial Management - Hybrid
Transamerica Job Family Program and Project management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and...
Professional Diversity Network Philadelphia, PA, USA Full-Time
Mar 03, 2026  
Director of Competitive Retirement Intelligence
Transamerica Job Family Research & Analytics - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and...
Professional Diversity Network Philadelphia, PA, USA Full-Time
Mar 03, 2026  
Director, Business Risk
Transamerica Job Family Operational Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...
Professional Diversity Network Philadelphia, PA, USA Full-Time