- Citigroup (Boston, MA)
- …the capital markets on behalf of our clients. **Job Family Group:** Institutional Sales **Job Family:** Institutional Sales Support **Time Type:** Full ... sales enablement team works closely with the Securities Services Sales , Client Executives and Account...+ The opportunity to build deep knowledge of the Securities Services Business + Support of an… more
- Guardian Life (Boston, MA)
- **Wealth Management Specialist ** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy ... Management Associate is an integral part of Park Avenue Securities . Reporting to the Head of Wealth Management Associates,...for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in… more
- JPMorgan Chase (Boston, MA)
- The VP, Life Insurance Specialist will work with and support the Head of JPMA Life Insurance. The candidate will provide support to advisors across JPMorgan ... and the retirement industry, and can effectively manage between sales and service support needs of the...wealth spectrum. It includes the Private Bank, JP Morgan Securities , and Chase Wealth Management. The Wealth Management Insurance… more
- Lincoln Financial Group (Boston, MA)
- …GAAP, Management, and Tax basis. S/he will be responsible to perform securities research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) ... investment positions to support strategic investment operations and initiatives. **What you'll be...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Bank of America (Waltham, MA)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... join Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day… more
- Truist (Boston, MA)
- …work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more