- M&T Bank (Boston, MA)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Charles Schwab (Boston, MA)
- …on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice ... the status quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,… more
- TD Bank (Boston, MA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the ... other staff, internal departments and outside professionals to resolve more difficult Client Customer service issues, problems and requests + Communicates and… more
- Deloitte (Boston, MA)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... AML Project Delivery Senior Analyst-Project Delivery Senior Analyst- Regulatory,...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- Deloitte (Boston, MA)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability to share...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- Deloitte (Boston, MA)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... work with our AML and sanctions team to support client service delivery. Through your participation in...banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring,… more
- Wells Fargo (Boston, MA)
- …Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is ... are in adherence with regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist understands the complexity, partnership needs and… more
- Broadridge Financial Solutions (Boston, MA)
- …others along the way, come join the Broadridge team. We are seeking a seasoned Senior Project Manager and Scrum Lead to drive the successful delivery of large-scale ... client initiatives. This role balances strategic oversight, agile leadership,...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Cherry Bekaert (Waltham, MA)
- …tax staff, seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Boston, MA market on a… more
- Deloitte (Boston, MA)
- … wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to ... Financial Services Senior Manager - Regulatory & Financial Risk Our...Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory… more
- Bank of America (Boston, MA)
- …laws and reviewing applicable client agreements to advise the Business on client service related issues, such as Powers of Attorney, Trusts, Transfer on ... Senior Paralegal Charlotte, North Carolina;Atlanta, Georgia; Jacksonville, Florida;...providing strategic and sophisticated legal guidance to the Global Wealth and Investment Management (GWIM) businesses related to legal… more
- Cherry Bekaert (Waltham, MA)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help… more
- Cherry Bekaert (Waltham, MA)
- …Collaborate with Tax Staff and Managers in a dynamic environment. + Provide excellent client service . Qualifications for this role include: + A Bachelor's degree ... **Core Tax Services (https://www.cbh.com/services/tax/)** team is currently seeking a Tax Senior with experience in pension plan administration and form 5500… more
- Broadridge Financial Solutions (Boston, MA)
- …others along the way, come join the Broadridge team. We are looking for a Senior Lead Software Engineer to join our top notch financial applications team. This role ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- BlackRock (Boston, MA)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client -facing sales professionals with a proven successful track record ... of engaging with Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is seeking to hire across** **several… more
- Deloitte (Boston, MA)
- …have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, you ... AML Project Delivery Senior Analyst -Project Delivery Senior Analyst-...professionals with specialized skills that align to a current client need. Team members focus on delivering services to… more
- Wellington (Boston, MA)
- …The Events Manager will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships) ... and expertise of how to most effectively engage US Wealth audiences through events, including having the most impact...content, as well as outside vendors and 3rd party service providers. This individual should have solid business judgment,… more
- KeyBank (Boston, MA)
- …associations. + Serves as the Trusted Financial Advisor to clients, functions as the senior Healthcare Banking client "expert" and the go-to person for the ... deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products,...markets and targeted prospect base. + Viewed by the client as a senior financial strategist and… more
- S&P Global (Boston, MA)
- …and presentations for financial institutions and corporate sector. + Engage with client leaders, from senior economist, corporate strategic planners and ... our customers' strategies and planning. The successful candidate will lead client engagements, developing technical and strategic solutions together with fellow… more
- Citigroup (Boston, MA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more