- 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
- JPMorgan Chase (Boston, MA)
- …effectively manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum. It ... The VP, Life Insurance Specialist will work with and support the Head...includes the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth … more
- Citizens (Westwood, MA)
- …preferred + Knowledge of federal (FINRA) and state (Insurance) requirements, preferred + Wealth Management sales support or middle office operations, preferred + ... Description As a Transition Operations Specialist at Citizens Private Wealth , you will be a crucial part of a newly recruited Wealth Advisor(s) teams. The… more
- TD Bank (Boston, MA)
- …NJ, New York, NY and Boston, MA. The Wealth Operations Business Mgmt. Specialist manages a diverse portfolio of business management activities for complex or ... and implement policies / processes and/or initiatives to meet business management , strategy and governance objectives. Interfaces regularly with management … 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
- US Coast Guard (Boston, MA)
- …Boston, MA. Responsibilities This role of this position supports the Supervisory Bridge Management Specialist in directing and coordinating the operation of the ... for all qualifying experience, including volunteer experience. The Office of Personnel management (OPM) must authorize employment offers made to current or former… more
- Federal Emergency Management Agency (Cambridge, MA)
- …after disasters, and every employee at FEMA has a role in emergency management . Every FEMA employee has regular and recurring emergency management ... sites. All positions are subject to recall around the clock for emergency management operations, which may require irregular work hours, work at locations other than… more
- TD Bank (Burlington, 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
- Zurich NA (Boston, MA)
- Workforce Lead Generation Specialist 113503 **Who we are:** At ZRS / Zurich we aspire to be one of the most responsible and impactful businesses in the world and the ... to provide the best advice and access to a wealth of lifestyle support. We're also committed to continuous...travel to industry events/conferences. Working with an award-winning Risk Management team as part of a Global insurer will… 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
- 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 ... This is an exciting opportunity for two candidates from the Rollover Education Specialist role to join a dynamic team within Personal Investing that will be… 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
- 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
- Boston University (Boston, MA)
- …within broader professional networks devoted to academic library collection management . + Pursue professional engagement opportunities through meetings, publication, ... for faculty and students, and access point to a wealth of timely scholarly resources. Recognizing this central role...in numerous vibrant regional and national library and information specialist networks. The BU Libraries are active members within… more
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... questions about Initial Loan Estimate. + Working closely with the Lending Specialist to obtain additional needed documentation. + Working closely with their… 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