- JPMorgan Chase (Boston, MA)
- …will also be a plus. As a Vice President, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...transaction planning + Partner with field leadership and Practice Management to integrate estate and tax planning… more
- Eastern Bank (Boston, MA)
- …that 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...on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops… more
- JPMorgan Chase (Boston, MA)
- …means standing at the intersection of finance and technology-and at the cutting-edge of wealth management . We've been making rapid progress on our mission: to ... in product management , quantitative research, or portfolio analytics within asset/ wealth management or FinTech + Experience building products with… more
- JPMorgan Chase (Boston, MA)
- …means standing at the intersection of finance and technology-and at the cutting-edge of wealth management . We've been making rapid progress on our mission: to ... global team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and...& capabilities:** + 8-10 years of experience in Product Management + 5-8 years' experience working on consumer-facing or… more
- Deloitte (Boston, MA)
- …of Accelsior products for our clients in the Financial Services and Investment Management markets. Project management including oversight of a team of ... to deliver scalable, high-quality solutions across operational finance, accounting, tax , and reporting. + Cross-Functional Interaction: Collaborate with technology,… more
- JPMorgan Chase (Boston, MA)
- …industry, offering solutions to a diverse group of Enterprise RIA and Wealth Management clients. A successful candidate must demonstrate their capabilities ... and the financial markets - understanding the value of tax management + Proven results shown through...sales leadership experience + Preferred experience in asset and wealth management - including consulting with financial… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management . We've been making rapid progress on our mission: to break ... York, and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and intelligent automation.… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... our private credit offering and designing innovative solutions for the insurance and wealth channels. The experienced Fund Controller will play a crucial role in… more
- HUB International (Wilmington, MA)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... critical client service team initiatives. + Other responsibilities as assigned by Manager . **Qualifications:** + Juris Doctor (JD) degree required with at least 8… more