- Citizens (Boston, MA)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private ... customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the operational… more
- US Bank (Boston, MA)
- …new skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for ... developing, managing, and retaining full service relationships with high income/high net worth ...for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National… more
- HUB International (Boston, MA)
- …currently have an opportunity for a **Relationship Manager - Retirement and Private Wealth .** **Overview:** Responsible for servicing retirement plans including ... of the Company. **Responsibilities:** Relationship Manager - Retirement Plan and Private Wealth : **Build and foster relationships with clients.** **Effectively… more
- JPMorgan Chase (Somerville, MA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- HUB International (Wilmington, MA)
- …We currently have an opportunity for a **Account Manager - Retirement and Private Wealth ** . **Overview:** Responsible for servicing retirement plans including ... of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that… more
- Bank of America (Boston, MA)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both… more
- Eastern Bank (Saugus, MA)
- …can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, ... and wealth management. Oversees general administration of client relationships and...of accounts + Provides expertise, guidance, and skill development support to other team members. + May directly supervise… more
- TD Bank (Andover, MA)
- …who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager I (RM) is a ... Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job...Relationship Manager I is at the center of the Private Client Services model supporting an integrated Wealth… more
- KeyBank (Boston, MA)
- **Location:** 225 Franklin Street - Boston, Massachusetts 02110 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- HUB International (Norwell, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... have an opportunity for an **Associate Account Manager - Private Equity** . The selected employee will be responsible...for supporting Account Managers on all aspects of client service , marketing, and renewal of commercial insurance accounts in… more
- JPMorgan Chase (Boston, MA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... through exceptional service and targeted advice, providing a path for accessing...deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses:… more
- Citizens (Boston, MA)
- …a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in ... Description Citizens Private Bank has accelerated its strategy to build...work independently and receive minimal guidance while maintaining client service and compliance standards as new wealth … more
- Eastern Bank (Lynn, MA)
- …of CRM initiatives. + Collaborate with cross-functional stakeholders across Retail, Private Banking, Wealth Management, Loan Operations, Treasury Management, ... the strategic direction, implementation, and enhancement of CRM systems to support business objectives. Extensive experience in CRM systems management, particularly… more
- City National Bank (Boston, MA)
- …and services offered. WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose ... of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship… more
- Lincoln Financial (Boston, MA)
- …initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding ... Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales… more
- DXC Technology (Boston, MA)
- …IT, optimizing data architectures, and ensuring security and scalability across public, private , and hybrid clouds. Many of the world's largest companies and public ... sector organizations trust DXC to deliver exceptional service across the Enterprise Technology Stack, driving performance, competitiveness, and customer experience.… more
- Wellington (Boston, MA)
- …**About the Role** In support of the firm's growth in the US Wealth channel, we are currently seeking to recruit a high-quality US Registered Fund Accounting ... control * Develop and manage relationships with Welington's centralized teams and service providers * Support other Fund Operations and Control responsibilities… more
- Federal Emergency Management Agency (Maynard, MA)
- …position will possess strong oral/written communication skill, excellent customer service skills, experience providing technical assistance and serve as programmatic ... (SME) to internal/external stakeholders, able to identify gaps, barriers, and delays of service delivery. Responsibilities What will I do in this position if hired?… more
- Eastern Bank (Boston, MA)
- …the overall growth strategy and will report directly to the Vice President of Wealth Management & Private Banking Marketing Strategy & Marketing Technology. This ... documentation of the marketing technology processes, integrations and trainings. + Help support the Marketing strategy team develop and optimize the lead nurturing… more
- ZOLL Medical Corporation (Boston, MA)
- …hospital setting. This includes the initial sales call as well as support activities to promote consistent use (Local Medical Education Programs, Tradeshows, ... sell and grow the ZOLL CMS products. This individual will need a wealth of experience and knowledge selling clinically in the academic hospital space.Essential… more