- KeyBank (Boston, MA)
- **Location:** 225 Franklin Street - Boston, Massachusetts 02110 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor… more
- TD Bank (Manchester, NH)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work...the division's Clients, products and strategic objectives + Reviews key income tax issues on a regular basis +… more
- Citizens (Boston, MA)
- …Committee Members and counterparts within Citizens Bank . + Engage with CFOs and senior level Private Equity professionals on a regular basis. + Execution of ... face the evolving demands and challenges of their industry. KEY RESPONSIBILITIES: + Responsible for the overall administrative, marketing,...within Citizens Bank . + Liaise with Citizens Private Bank and Citizens Commercial Bank… more
- JPMorgan Chase (Salem, NH)
- …and performance of assigned portfolio. + Partner effectively with Merchant Services, Investment Bank , Credit Card, Private Bank and Consumer Bank ... clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Senior Banker in Chase… more
- Wells Fargo (Boston, MA)
- …lending investment opportunities + Provide value added advice and enhance strategic dialogue with key clients and top prospects of the bank + Lead and ... will cultivate strong internal and external relationships to deliver access to private credit and other long-term capital solutions, for middle-market clients and… more
- Citigroup (Boston, MA)
- …track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Wellington (Boston, MA)
- …sectors and countries. **RESPONSIBILITIES** Key responsibilities will include: * Work with senior high yield and bank loan analysts to analyze bonds across a ... the Buy or Sell side with an asset manager, hedge fund, investment bank or private credit firm, with a commensurate level of understanding of company financial… more
- Beth Israel Lahey Health (Charlestown, MA)
- …structuring, negotiation, execution and placement of selected funding strategies, such as bank financing, public debt issuance, private debt issues, equity ... Finance organization and will be responsible for the Cash Management & Commercial Bank , Capital Markets, Debt & Financing teams. In this capacity, the Assistant… more
- Harvard University (Cambridge, MA)
- …with relevant administrative offices at Harvard Kennedy School (HKS). + Manages the bank of offices used by Senior Fellows, coordinating office assignments and ... + Strong interpersonal skills and ability to interact professionally with senior -level professionals, faculty, and students. + Ability to remain calm under… more
- Arup (Boston, MA)
- …delivers within scope, and to agreed commercial metrics. . Establishes most senior client relationships, deriving joint understanding of goals, and creating tailored ... within Arup and externally across both the public and private sector client organizations. . Manages team performance and...the team. . Acts as a role model for junior/ senior consultants, creating a climate of trust, openness and… more