- 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
- TD Bank (Boston, MA)
- …team supporting other initiatives where capacity is needed from time to time. The Wealth Operations Business Mgmt. Specialist also manages a diverse portfolio of ... who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** This role in US Wealth works closely with the… 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
- TD Bank (Foxborough, MA)
- …and directs others as necessary; acts as a specialist resource to support all wealth management areas + Keeps others on the team informed about status of ... administration, retention, specialized services and other responsibilities in accordance within wealth management area of specialization + Maintains various… more
- Federal Emergency Management Agency (Cambridge, MA)
- …if hired? In this position, you will complete the duties of an Emergency Management Specialist (Mitigation) in support of the Infrastructure Investment and Jobs ... position will possess knowledge of and experience with Federal resource management and administration. This experience will include analyzing grant proposals, making… more
- Bank of America (Boston, MA)
- …and donor-advised funds + Bachelor's degree preferred + Expertise and knowledge around wealth management practices, wealth planning and the charitable sector ... Endowment and Foundation Specialist Boston, Massachusetts **Job Description:** At Bank of...and driving engaged partnership with our critical internal (eg Wealth Strategists) and external (eg Charitable Solutions, National Philanthropic… 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
- 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
- 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
- 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
- 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
- Customs and Border Protection (Boston, MA)
- …expertise in administration to provide advisory and technical services to CBP management . Apply for this exciting opportunity to strengthen the Department's ability ... or enhance current services and to ensure that such services meet management 's business objectives; assesses situations that are complicated by conflicting and/or… more
- Customs and Border Protection (Boston, MA)
- …use your expertise in administration to provide advisory and technical services to CBP management . This position starts at a salary of $81,963.00 (GS-11, Step 1) to ... include: Coordinating and performing a wide variety of administrative and management services Advising management on assigned administrative matters Conducting… 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
- 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
- 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