- HUB International (Wilmington, MA)
- …to maintain their own unique, regional culture. We currently have an opportunity for an 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 with… more
- TD Bank (Andover, MA)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager I (RM) is a high touch ... of clients in the high net worth segment. The Private Client Relationship Manager I...supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and… more
- HUB International (Wilmington, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Account Manager - Retirement and Private Wealth** . **Overview:** ... plan reviews with the trustees/plan sponsors, building and maintaining positive client relationships in accordance with the practices, policies and procedures of… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for an ** Account Executive** . The selected employee will be responsible for servicing assigned ... commercial accounts with designated Producer. Account rounding and development of new wholesale and retail...underwriters for both new and renewal business. + Prepare client proposals based on client 's needs, rates… more
- Deloitte (Boston, MA)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Jacobs (Boston, MA)
- …optimism, we shape the future, ensuring every project makes a meaningful difference As a Client Account Manager for Higher Education for our Cities & Places ... this role, you will lead select top-tier public and private research institutions Higher Education client accounts,...to serve as a business leader by leading an account team. * Ability to set a vision and… more
- Deloitte (Boston, MA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- HUB International (Boston, MA)
- …unique, regional culture. We currently have an opportunity for a **Relationship Manager - Retirement and Private Wealth.** **Overview:** Responsible for ... with the practices, policies and procedures of the Company. **Responsibilities:** Relationship Manager - Retirement Plan and Private Wealth: **Build and foster… 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
- C-4 Analytics (Wakefield, MA)
- Digital Marketing Account Manager : Wakefield, MA- C-4 Analytics C-4 Analytics is a fast-growing, private , full-service digital marketing company that excels ... service. We are currently hiring for a Digital Marketing Account Manager : Wakefield, MA as we look...to succeed: Must-Haves + 1-plus years of Digital Marketing, Account Management or direct Client -Facing experience +… more
- FranklinCovey (Boston, MA)
- …schools and institutions. To learn more, visit franklincovey.com . **Title:** Mid-Market Account Manager **Payroll Title:** Client Partner - Major ... is $120-180k* OTE split 60/40 between base/commission. **Job Summary** As the Mid-Market Account Manager , you will focus on cultivating, nurturing, and expanding… 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
- 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
- UKG (Ultimate Kronos Group) (Lowell, MA)
- …Us:** As part of the Creative Experiences Inhouse Agency, the Lead Creative Partnerships Account Manager will advocate for both internal clients and the creative ... customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only...and demonstrate added value * Ensure creative work meets client needs and overall business strategy * Work with… 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:** Mid-Market Account Executive **Payroll Title:** Account Executive - Major Market **Division & Department:** Enterprise Sales… 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:** Enterprise Account Executive **Payroll Title:** Account Executive - Enterprise **Division & Department:** Enterprise Sales… more
- EFI Global (Boston, MA)
- …equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including ... a variety of industries in both the public and private sectors. Over the last four decades, we have...within the Eastern region.** **PRIMARY PURPOSE** : To determine account management strategies related to client service… more
- Wellington (Boston, MA)
- …the firm's client service capabilities/gaps and related risks driven by client /distributor requirements. The Relationship Manager will be a member of the ... ensure client /distributor expectations are met and exceeded. This Relationship Manager will be expected to understand industry best practice by participating in… more
- Compass Group, North America (Boston, MA)
- …, students, and community + Drives and develops self and team at the account towards building strong relationships with the client (s) and achievement of key ... Chartwells K12 Position Title: RESIDENT DISTRICT MANAGER - K12 FOOD SERVICE POTENTIAL NEW BUSINESS...ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of… more
- Deloitte (Boston, MA)
- …consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . What You'll Do Deloitte Tax Managers use their experience in accounting and ... 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