- M&T Bank (Boston, MA)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- TD Bank (Boston, MA)
- …model to advise and service the unique and complex lending needs of Wealth qualified TD Ameritrade Retail clients. The Senior Wealth Lending Advisor ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth...of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains and… more
- Charles Schwab (Boston, MA)
- …on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice ... the status quo" and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,… more
- Eastern Bank (Saugus, MA)
- …May directly supervise work of Client Service Associates and/or Senior Client Service Associates. **Education and Experience** **CFP Preferred** ... wealth management products.** + Strong business development, marketing, and client service skills; + Strong analytical, time management, and decision-making… more
- Eastern Bank (Lynn, MA)
- …strategy. **Stakeholder Engagement:** + Serve as a liaison between the Head of Wealth , Senior Director Operations, Management Team , and other stakeholders. + ... The Director of Wealth Operations will play a pivotal role in...implement operational policies and procedures to enhance productivity and client satisfaction. + Oversee day-to-day operations, ensuring efficiency and… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a ** Senior Client Relationship Executive -- Employee Benefits** . **Overview:** Responsible ... in concert with the Client Relationship Manager in maintaining client relations, providing service and consultation, monitoring compliance, assisting in… more
- TD Bank (Boston, MA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the ... other staff, internal departments and outside professionals to resolve more difficult Client Customer service issues, problems and requests + Communicates and… more
- Wells Fargo (Boston, MA)
- …Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. This role is ... are in adherence with regulatory, compliance and legal requirements. The Senior Supervisory Control Specialist understands the complexity, partnership needs and… more
- Broadridge Financial Solutions (Andover, MA)
- …you. The Senior Business Analyst will be responsible for understanding client needs and translating them into clear, actionable strategies that enhance client ... the way, come join the Broadridge team. We are seeking a dynamic Senior Business Analyst who will work closely with project stakeholders including management, IT,… more
- Cherry Bekaert (Waltham, MA)
- …tax staff, seniors, and managers in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's ... development. Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager** to support our Boston, MA market on a… more
- Needham Bank (Needham, MA)
- Job Descriptions: Job Summary: The Senior Business Development Officer is responsible for the development and cultivation of a variety of business relationships ... and state and federal regulations + Identify opportunities to deepen existing client relationships by offering additional products and services that align with their… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... regional culture. We currently have an opportunity for a ** Senior Account Manager** . The selected employee will be...and maintain relationships with clients to ensure that all service needs are met. + Develop new business from… more
- HUB International (Wilmington, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... their own unique, regional culture. We currently have an opportunity for a Senior Account Manager - Large & Complex. **SUMMARY OF RESPONSIBILITIES** : Responsible to… more
- Cherry Bekaert (Waltham, MA)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help… more
- Cherry Bekaert (Waltham, MA)
- …Collaborate with Tax Staff and Managers in a dynamic environment. + Provide excellent client service . Qualifications for this role include: + A Bachelor's degree ... **Core Tax Services (https://www.cbh.com/services/tax/)** team is currently seeking a Tax Senior with experience in pension plan administration and form 5500… more
- Broadridge Financial Solutions (Boston, MA)
- …others along the way, come join the Broadridge team. We are looking for a Senior Lead Software Engineer to join our top notch financial applications team. This role ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- BlackRock (Boston, MA)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client -facing sales professionals with a proven successful track record ... of engaging with Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is seeking to hire across** **several… 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 ... deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products,...markets and targeted prospect base. + Viewed by the client as a senior financial strategist and… more
- S&P Global (Boston, MA)
- …and presentations for financial institutions and corporate sector. + Engage with client leaders, from senior economist, corporate strategic planners and ... our customers' strategies and planning. The successful candidate will lead client engagements, developing technical and strategic solutions together with fellow… more
- Citigroup (Boston, MA)
- …investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more