- Bank of America (Boston, MA)
- Registered Wealth Management Client Associate (FP) Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Beverly, MA)
- Wealth Management Client Associate Beverly, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Equitable (Boston, MA)
- Wealth Management Associate - NEW ENGLAND (5050) ( 230000LF ) **Primary Location** : UNITED STATES-MA-Boston **Other Locations** : UNITED STATES-CONNECTICUT ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We… more
- BlackRock (Boston, MA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- Citizens (Westwood, MA)
- …research, while intimately focusing on each client 's unique circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client ... Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits,...Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in… more
- BlackRock (Boston, MA)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- HUB International (Boston, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... preparation of quarterly meeting materials for existing clients. + Maintain various client relationship management systems and investment monitoring tools. +… more
- Nuveen Investments (Boston, MA)
- …License (may be attained in role) Related Skills Business Development, Client Relationship Management , Influence, Market Research Competitive Analysis, Nuveen ... plans, delivering Income Alliance Partner enablement programs, jointly advancing new client opportunities to successful close, and leveraging networks to achieve… more
- BlackRock (Boston, MA)
- …years investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate /VP eligible role in US Wealth Advisory. The team is… more
- WTW (Boston, MA)
- …**Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...client relationship skills: the ability to influence senior management and the ability to work across all levels… more
- Broadridge Financial Solutions (Andover, MA)
- …a related field + 5 to 7 years experience in Business/Systems Analysis, Project Management , or a similar technical, client -facing role + Solid understanding of ... Senior Business Analyst who will work closely with project stakeholders including management , IT, and both internal and external business teams. In this role,… more
- S&P Global (Andover, MA)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... Impact:** **The Impact:** S&P Global is seeking a motivated Associate for Agent Services to work within the team...within the team administering the lending portfolios for our client base. The individual will be responsible for the… more
- Robert Half Finance & Accounting (Boston, MA)
- Description Great opportunity for a Public Accounting professional ( Associate /Sr Associate ) looking to transition into a diverse, challenging role! + Private ... + $80-110k base + bonus + good benefits Our client is a private investment and holding company family...owned assets and funds. They are seeking a Financial Associate to add value to the team by providing… more
- Broadridge Financial Solutions (Andover, MA)
- …assess key risks and controls and develop effective test plans for senior management ; + Document work in accordance with internal team and corporate quality ... risks are consistent with risk tolerance and prudent risk management ; + Prepare and present audit results in an...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Boston, MA)
- …on-prem systems and multiple cloud environments (AWS, Azure, or GCP). Platform Management + Oversee administration and operational management of Confluent ... experience with Infrastructure as Code (Terraform, CloudFormation) for Kafka resource management in both cloud and on-prem. + Familiarity with Chef, Ansible,… more
- Broadridge Financial Solutions (Boston, MA)
- …and application development groups to resolve issues promptly. + Apply performance management tools and techniques to ensure optimal response times in high-volume ... Assembler, PL/I, and Rexx. + Effectively utilize change, incident, and problem management tools in accordance with data center standards and practices, actively… more