- Sutherland Global Services (Boston, MA)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Truist (Boston, MA)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- Citizens (Framingham, MA)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... that stands and grows with its clients. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class...Manager, you will engage directly with our affluent and high - net - worth clients to exceed their… more
- Guardian Life (Pittsfield, MA)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by...KPIs through consistent and timely activity tracking. + Closely worth with regional wealth management teams to… more
- Citizens (Boston, MA)
- …of a broad range of highly technical estate, tax and financial advice to Ultra High Net Worth individuals/ families, including succession advice to business ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are...of High Net and Ultra High Net Worth Financial Instruments… more
- JPMorgan Chase (Boston, MA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- M&T Bank (Boston, MA)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as… more
- Truist (Boston, MA)
- …Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader 5. Maintain a positive working relationships… more
- JPMorgan Chase (Boston, MA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources of one...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- TD Bank (Springfield, MA)
- …point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act...contact for HNW clients across banking, lending and High Net Worth Investing with… more
- Bank of America (Boston, MA)
- …associates and COIs (Centers of Influence.) Works with typically large and complex high net worth clients and beneficiaries involving multi-generational ... / new business opportunities, and provide trust, estate, and wealth transfer planning advice + Proactively engage other specialists... High level of savvy and sophistication re: high net worth clients' concerns… more
- MassMutual (Boston, MA)
- …Planning & Practice Management team to drive simplification and enable capabilities that drive High Net Worth Client Acquisition, Net Flows, and ... needs of advisors and clients change and demand more wealth management and planning products and services, MM ...wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively… more
- Bank of America (Wellesley Hills, MA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Manulife (Boston, MA)
- …marketing, and other communications materials for Manulife Investment Management institutional (and high net worth ) business divisions. + Provide regulatory ... groups who support our different businesses - insurance, retirement, wealth and asset management - and will gain a...corresponding matters related to the distribution of institutional and high net worth products is… more
- M&T Bank (North Andover, MA)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- MassMutual (Boston, MA)
- …including the post-launch monitoring. You'll work across multiple initiatives and processes, driving High Net Worth Client Acquisition, Net Flows, ... **The Team** As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater… more
- Citizens (Boston, MA)
- … Wealth offers innovative solutions crafted for the sophisticated needs of high - net - worth individuals, families and foundations and has cultivated ... Description Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP(R)s provide full… more
- JPMorgan Chase (Boston, MA)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high -network worth client relationships across banking,...help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and… more
- HUB International (Wilmington, MA)
- …**Account Executive** . The selected employee will be responsible for servicing assigned high net worth /private client group personal insurance accounts. ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...Manager. **Qualifications:** + Five years of related experience with high net worth personal insurance… more
- Citizens (Boston, MA)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and ... administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management...retain new clients. They will perform these duties with high proficiency and integrity acting in accordance with the… more