Janney Montgomery Scott LLC Tech Stack

Wealth management and capital markets firm serving individuals, families, and institutions

Financial Services Philadelphia 1,001–5,000 employees Founded 1832 Privately Held

Janney Montgomery Scott is a Philadelphia-based wealth management firm founded in 1832, operating across wealth management, capital markets, and institutional services. The hiring surge (68 open roles, accelerating velocity) concentrates in sales (27 roles) and finance (18 roles), with junior-to-mid seniority dominating the mix—a pattern consistent with advisor recruitment and client-facing expansion. Active projects center on lead generation, client communication, and financial planning platform adoption, while pain points reveal friction in advisor hiring, prospect conversion, and new client pipeline development.

Tech Stack 12 technologies

Core StackSalesforce Word Excel PowerPoint Outlook Webex Microsoft Office Adobe LiveCycle Dayforce DTCC Bloomberg Tradeweb

What Janney Montgomery Scott LLC Is Building

◆Challenges

Recruiting financial advisors
Inorganic growth
Growth of revenue
New client pipeline support
Convert prospects into clients
Lead generation and growth programs
Trade confirmation reconciliation
Risk-based audit planning
Budgeting and business planning
Scaling financial planning services

▲Active Projects

Digital content creation & messaging
Productivity-based campaigns
Training and marketing of our financial planning platform
Full-funnel integrated marketing campaigns
Community marketing outreach
Lead quality feedback
Resource allocation and efficiency metrics
Recruiting financial advisors in upstate ny
Client communication campaigns
Lead generation and prospecting programs

Hiring Activity

Accelerating70 roles · 30 in 30d

Department

Sales

Finance

Ops

Marketing

Executive

Operations

Support

Audit

Seniority

Junior

Mid

Senior

Manager

Director

Notable leadership hires: Complex Director

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About Janney Montgomery Scott LLC

Janney Montgomery Scott provides wealth management, capital markets, and financial advisory services to individuals, families, businesses, and institutions. The firm operates as a member of the New York Stock Exchange, FINRA, and SIPC, offering tailored financial planning and investment services across a 1,000+ person organization. Core operations span advisory teams, trading and settlement functions (DTCC, Tradeweb integration), and institutional client services. Current operational focus includes scaling financial planning delivery, strengthening lead generation and prospecting programs, and improving trade reconciliation workflows.

HeadquartersPhiladelphia

Company Size1,001–5,000 employees

Founded1832

Hiring MarketsUnited States, Brazil

Frequently Asked Questions

What is Janney Montgomery Scott's tech stack?

Primary stack: Microsoft Office suite (Word, Excel, PowerPoint, Outlook), Salesforce, Webex. Financial operations rely on Bloomberg, Tradeweb, DTCC integration, and Dayforce for HR. Adobe LiveCycle supports document workflows.

Where does Janney Montgomery Scott hire?

Primary hiring in the United States, with additional activity in Brazil. Specific geographic focus includes upstate New York for financial advisor recruitment.