- JPMorgan Chase (Cambridge, MA)
- …joint meetings with colleagues and worked as part of a team to achieve business results. As a Senior Private Client Banker in a JP Morgan Branch, you are ... growth in their balances. **Job Responsibilities** + Shares the value of the new Private Client tiered product suite, relationship program with clients that may… more
- Citigroup (Boston, MA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citizens (Boston, MA)
- …and research, while intimately focusing on each client 's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager ... Description Citizens Private Bank has accelerated its strategy...gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages… more
- Citizens (Boston, MA)
- …and research, while intimately focusing on each client 's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager ... Description Citizens Private Bank has accelerated its strategy...gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages… more
- Citizens (Boston, MA)
- …+ Hours per Week: 40 + Work Schedule: Monday - Friday + Location: Citizens Private Bank , 2nd Floor; Boston, MA Some job boards have started using ... Description The Private Wealth, Senior Financial Planning Analyst...teams by providing expert analysis, customized planning, and proactive client engagement. The ideal candidate is a seasoned financial… more
- Citizens (Westwood, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more
- PNC (Boston, MA)
- …contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Boston, MA. The position ... remotely, at the manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… 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 ... and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking...markets and targeted prospect base. + Viewed by the client as a senior financial strategist and… more
- Citizens (Westwood, MA)
- …The role will cover strategy for all international payment use cases covering Private Bank , Commercial, and Business Banking applications. The role will require ... Product management with an emphasis and focus on driving client value by leveraging the ongoing payments / digital...offerings, customer needs, ROI, and the ability for the bank to differentiate itself and be seen by the… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are looking for a Senior Corporate Accountant to join a dynamic Corporate Finance Group within a global private investment firm based in Boston, ... completeness. * Record and reconcile monthly cash activity for corporate-managed bank accounts, improving processes as needed. * Collaborate with international… more
- M&T Bank (Boston, MA)
- …of the Bank 's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently and in ... **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and… more
- Huntington National Bank (Boston, MA)
- Description Summary: The Senior Manager - CML Demand & Lead Generation is responsible for orchestrating and leveraging a complex mix of marketing tools, industry ... Head of Demand & Lead Generation and various key stakeholders across the commercial bank to generate, strategize, develop, and execute on of a range of demand and… more
- Eastern Bank (Saugus, MA)
- …development support to other team members. + May directly supervise work of Client Service Associates and/or Senior Client Service Associates. **Education ... to offer full array of financial services. Develops new client relationships that can benefit from one or more...and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services. + Manages… more
- Huntington National Bank (Boston, MA)
- …Qualifications: + Leveraged deal underwriting and execution experience, with an expertise in senior bank financing along with a working knowledge of other ... private equity and corporate clients across multiple specialty industry and client coverage groups, delivering the Bank 's balance sheet capital commitments… more
- UMB Bank (Boston, MA)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... have a single relationship for their banking and HSA needs. As a Senior Healthcare Services Business Development Officer, you will be responsible for lead… more
- CIBC (Boston, MA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** The Sr . Analyst, Fund Administration will be responsible for the review… more
- Citizens (Boston, MA)
- Description The Managing Director will be a senior coverage banker within the Corporate Banking Division with Client and Prospect activities focused on ... sheet negotiation, underwriting, documentation, and closing the transaction. This senior Banker will also be responsible for...profitability and will be cross-selling the full slate of bank products. + Interact with senior management… more
- Feeney Brothers Utility Services (Boston, MA)
- Senior Estimator - Utility Construction Category Construction Position Senior Estimator Description **Job Summary/Objective:** The Senior Estimator plays a ... alternative energy , steel pipe installation and other specialty projects. As a senior leader, this role is expected to help build, mentor, and eventually lead… more
- JPMorgan Chase (Boston, MA)
- …maintain knowledge of client base and industry standards, serve as senior client escalation, assist with training initiatives, lead special projects, and ... JP Morgan's Corporate & Investment Bank , a global leader in investment banking, wholesale...and communicate with clients most effectively + Serve as senior client escalation; anticipate and proactively communicate… more
- Wellington (Boston, MA)
- …across sectors and countries. **RESPONSIBILITIES** Key responsibilities will include: * Work with senior high yield and bank loan analysts to analyze bonds ... successful investment ideas, and provide monitoring of positions across client strategies; * Work closely with colleagues as part...Sell side with an asset manager, hedge fund, investment bank or private credit firm, with a… more