- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a ** Account Manager - Private Client Group** . **Overview** : Responsible for ... servicing assigned high net worth/ private client group personal insurance accounts. Account rounding...to profit objectives. + Other responsibilities as assigned by Manager . **Qualifications** : + Three years of related experience… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for an ** Account Manager VIP -- Private Client Group.** **Overview** : Responsible for ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- Bank of America (Boston, MA)
- Private Client Manager II...+ Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private - Client - Manager -II\_25039613) **Job Description:** At Bank… more
- Bank of America (Boston, MA)
- Private Wealth Client Associate Boston, Massachusetts;Miami, Florida; New York, New York; Atlanta, Georgia **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private -Wealth- Client -Associate\_25041144-1) **Job Description:** Merrill Wealth Management is… more
- Deloitte (Boston, MA)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... major transformational projects or transactions creating lasting impact. Navigating today's private equity (PE) market with confidence takes more than good insights.… more
- Deloitte (Boston, MA)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
- CIBC (Boston, MA)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored ... commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and… more
- Wellington (Boston, MA)
- …Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations team. **RESPONSIBILITIES** ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- PNC (Boston, MA)
- …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Boston,...acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically… more
- Citizens (Medford, MA)
- …and will perform these functions under the supervision of a Team Leader and/or Manager . As part of the Business Banking Operations team, you will thrive in this ... business partners, legal counsel and clients. + Reconcile Loan Accounting Recon account for assigned loans. + Manage and clear post-closing legal documentation… more
- Banc of California (Boston, MA)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund ... TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member...vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending … more
- FranklinCovey (Boston, MA)
- …shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit ... franklincovey.com. **Title:** Major Market Account Executive **Payroll Title:** Account Executive - Major Market **Division & Department:** Enterprise Sales… more
- Qualtrics (Boston, MA)
- …over 5,000 people across the globe who think that's work worth doing. **Enterprise Account Executive - Retail, Travel, & Hospitality** **Why We Have This Role** Our ... Enterprise Account Executive team is a group of highly driven...promotion process/auto promotion process + Career Action Planning with Manager + Qmobility **Things You'll Do** + Quarterback strategic… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... expectations, we are seeking to recruit an experienced Portfolio Manager to join our EMD portfolio management team to... will manage emerging market debt portfolios across various client mandates and will need to demonstrate an understanding… more
- Insight Global (Boston, MA)
- …world-class people, and supporting growth in its portfolio companies and communities. Our client sponsors investment funds that invest in private equity, credit ... responding to any ad-hoc tax-related requests. POSITION SUMMARY Our client is seeking a Manager (Individual Contributor...is to work on the Firm's Credit's Real Estate private credit funds with a focus on the publicly… more
- Deloitte (Boston, MA)
- …should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31, 2026. What You'll Do Deloitte Tax ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax… more
- Nelnet (Boston, MA)
- …Needs Assessment. This position works collaboratively with other departments (eg, RVP's, Account Managers) to create client strategy to leverage FACTS best ... position + Facilitate timely communication with FACTS Sales and Account Managers regarding client related issues. +...and/or technology. **EXPERIENCE:** + 3-5 years of sales and account management experience. + Background in Private … more
- WSP USA (Boston, MA)
- …WSP is currently initiating a search for a **Senior Geotechnical Engineering Manager ** for our **Merrimack, NH** office. Candidate will be involved in projects ... transportation (bridge and highway), pipelines, dams, mining, buildings, and private development. The ideal candidate will have demonstrated education, engineering,… more
- Deloitte (Boston, MA)
- …for this role ends on 10/29/2025. Work You'll Do As an IT Diligence Senior Manager , you will lead multiple client engagements that help refine the client ... Mergers and Acquisitions IT Diligence Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and… more
- Deloitte (Boston, MA)
- Mergers & Acquisitions IT Integration & Divestitures Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... emerging opportunity, enhance their returns, and help them accelerate their transformation. This Manager role is ideal for IT professionals who lead in this space!… more