- Citizens (Westwood, MA)
- …Risk Management has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with ... the front-, middle-, and back-office products and services, including the investment management and due diligence risk governance processes. Candidate must possess… more
- Deloitte (Boston, MA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- CIBC (Boston, MA)
- …Officers, clients, and prospects providing investment expertise + Provide manager information and portfolio construction ideas to Relationship Managers and ... investment field preferred + Prior experience and expertise in performing investment manager research on private credit strategies required + Excellent… more
- Wellington (Boston, MA)
- …and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The ... experience and knowledge of clients and the market, to build a strong, trust-based relationship with colleagues across the investment team, IPFS and the Client… more
- Wellington (Boston, MA)
- …and manager research, and partner with clients on factor-based investment solutions, including strategies to pursue customized risk and alpha objectives. The ... Director. This product team works closely with members of the broader investment team, relationship teams, and business colleagues across the firm to… more
- Wellington (Boston, MA)
- …the flexibility and openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills: The ... and/or first-hand investment experience, either as an Analyst or Portfolio Manager , would be advantageous * Strong academic credentials: MBA and/or CFA/CAIA (or… more
- Wellington (Boston, MA)
- …The Hedge Fund Investor Relations group at Wellington Management works closely with investment teams, relationship teams, and business colleagues across the firm ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Citizens (Boston, MA)
- Description Citizens is seeking an experienced Investment Banking Associate to join our Industrial Corporate Finance (Industry Coverage) team focusing on ... M&A product groups, as well as Sponsor Coverage and Corporate Banking relationship teams to support origination and execution efforts for transactions. These… more
- CIBC (Boston, MA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Relationship Manager position is accountable to grow direct ... We're building a relationship -oriented bank for the modern world. We need...high net worth client group in accordance with the investment objectives of the individual clients, and the … more
- Citizens (Stoughton, MA)
- Description Private Client Relationship Manager - Randolph, MA Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and… more
- Bank of America (Boston, MA)
- Sr. Relationship Manager - Global Commercial Banking - For Profit Healthcare Group (Boston) Boston, Massachusetts **Job Description:** At Bank of America, we are ... order to identify cross-selling opportunities and increase overall client satisfaction. The Sr. Relationship Manager will be part of our For Profit Healthcare… more
- Bank of America (Newton, MA)
- Relationship Manager Newton, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the… more
- Bank of America (Boston, MA)
- Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Boston Boston, Massachusetts **Job Description:** At Bank of ... along with the power to make a difference. Join us! **Job Summary:** The Sr. Relationship Manager will be a key member of our Healthcare, Education &… more
- JPMorgan Chase (Boston, MA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business… more
- US Bank (Boston, MA)
- …**Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of account management, trust operations, ... project management, and legal regulations - Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations - Ability to develop new business - Ability to resolve complex problems with minimal… more
- UMB Bank (Providence, RI)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team ... for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of… more
- TIAA (Providence, RI)
- **Portfolio Manager ** The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while ... appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions,… more
- CIBC (Boston, MA)
- …is responsible for building and maintaining client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, ... Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales… more
- Eastern Bank (Boston, MA)
- …+ Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement ... strategic and tactical plans to meet client objectives. + Works with Relationship Managers on trust, estate, and financial planning issues for assigned clients.… more
- KPMG (Boston, MA)
- **Business Title:** Senior Manager , International Tax **Requisition Number:** 118393 - 40 **Function:** Tax Services **Area of Interest:** **State:** MA **City:** ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more