- Guardian Life (Boston, MA)
- ** Wealth Management Specialist ** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian ... grow and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part of Park Avenue Securities. Reporting… more
- Truist (Boston, MA)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...* 8 or more years of sales and client management experience in Wealth Management … more
- JPMorgan Chase (Boston, MA)
- …to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while ... a growing team. As a JP Morgan Advisors Training Specialist , you will work in an environment that offers...one-pagers, FAQs, etc) + Perform periodic training for Branch Management teams to maintain business knowledge + Partner with… more
- TD Bank (Braintree, MA)
- …Personal & Commercial Banking **Job Description:** The Small Business Specialist I proactively deepens relationships with existing Small Business customers ... within a specified territory. The Small Business Specialist I ensures equal access to banking products and...needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management , Credit Card, Retail (B@W, Money Out, Money In),… more
- MassMutual (Boston, MA)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... **Investment Accounting Data Analytics Specialist ** **Investment Controllership** **Full-Time** **Boston, MA** **About the Corporate Controller Organization:** The… more
- BlackRock (Boston, MA)
- …service delivery, and onboarding teams bringing new business onto our platform, ** Wealth -** differentiated capability for both Whole Portfolio and Wealth clients ... mission via research and competitive insights, analytics, marketing, business and change management . **Team Overview** **The Retail Service Center sits within the CX… more
- Anywhere Real Estate (South Easton, MA)
- **Field Marketing Specialist - Hybrid** Coldwell Banker Realty has been the #1 residential real estate brokerage in America for 24 years, and our 140 person plus ... are looking for an enthusiastic and strategic Field Marketing Specialist to support local real estate agents by helping...(agent production, coaching, culture and helping them build personal wealth ) . Helping real estate sales agents create a… more
- Anywhere Real Estate (South Easton, MA)
- **Field Marketing Specialist ** Coldwell Banker Realty has been the #1 residential real estate brokerage in America for 24 years, and our 140 person plus national ... are looking for an enthusiastic and strategic Field Marketing Specialist to support local real estate agents by helping...(agent production, coaching, culture and helping them build personal wealth ) + Helping real estate sales agents create a… more
- Customs and Border Protection (Boston, MA)
- …use your expertise to provide strategic, tactical and operational intelligence to management officials of The Department of Homeland Security (DHS). This position ... grade band in the federal service) by 05/31/2024. The Office of Personnel Management (OPM) must authorize employment offers made to current or former political… more
- Manulife (Boston, MA)
- …John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At ... Assist with developing comprehensive Information Risk Metrics and Technology Risk Management (TRM) strategies, frameworks and roadmaps for data monitoring and… more
- Citigroup (Boston, MA)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... Account Managers. We provide expertise in Sales Proposals (RFPs) and DDQ management and delivery - including executive summaries, proposal documents, pitches and… more
- Citizens (Boston, MA)
- …Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration of trust accounts, and for working with CCPW partners to ... tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and...years of successful fiduciary account administration and client relationship management within a Private Wealth environment. +… more
- S&P Global (Boston, MA)
- …**Responsibilities and Impact** As a Desktop & Channels (DC) Whitespace Sales Specialist for Capital Markets, you are responsible for selling a Suite of ... clients. Client segment focus will be across Investment Banking, Investment Management and Private Equity. Through proactive prospection, you are to diagnose… more
- CH Robinson (Boston, MA)
- …+ Obtain binding rulings as required + Assist Trade Policy Advisors and Management as required for client engagements and projects + Prioritize client requests for ... Microsoft Office Suite of programs + Demonstrated communication, prioritization and time management skills + Organized and able to multitask/lead complex projects in… more
- MassMutual (Boston, MA)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... MBA or equivalent preferred + Certified Public Accountant or SAP Certification ( Specialist or Professional) Other Knowledge, Skills and Abilities: + Ability to work… more
- KPMG (Boston, MA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of… more
- KPMG (Boston, MA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... Responsibilities: + Act as a solution architect and technical expert, offering specialist knowledge of SAP technology and functionality within the SAP platform for… more