- Manulife (Boston, MA)
- … Financial Services (PFS) serves as the tip of the spear for Personal Investing 's customer acquisition strategy. Reporting to the Head of Personal ... and retaining participants of its US retirement business as Personal Investing clients and retaining them as...Investing , the Head of Personal Financial Services is responsible for overseeing and delivering… more
- Eastern Bank (Boston, MA)
- …Exams and surface issues or notable items to Team Leader (TL) and Group Head (GH) as necessary **Other** **Training Responsibilities** * Ability to guide AVP/ VP ... **:** Lead business development efforts identifying appropriate prospects and make personal calls on present and prospective customers under the direction of… more