- Citigroup (Boston, MA)
- …, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...FINRA Licensed Series 7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Bank of America (Boston, MA)
- …Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...and understanding the impact on clients. + Engages Merrill market leaders to drive ultra-high net worth client… more
- Eastern Bank (Boston, MA)
- …increase market share and achieve growth targets in deposits, wealth and revenue. Supports the bank's target verticals including professionals, Not-For-Profit, ... + Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the… more
- Wellington (Boston, MA)
- …+ Establish and lead a new sales enablement function, initially focusing on the US Wealth market , with plans to expand support to Global Wealth and ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...of asset management and deep knowledge of the US Wealth market . + Proficient in related technology… more
- City National Bank (Boston, MA)
- …and services offered. WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products… more
- S&P Global (Andover, MA)
- …to both the private and broadly syndicated sides of the lending market incorporating various financial instruments and lending structures * Be a part of a ... as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both...working as part of a global team + S&P Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio,… more
- S&P Global (Boston, MA)
- …and to the execution of our broader Energy Transition team's projects for private and public sector clients by providing analytical rigor, expertise in model ... development, and the ability to manage entire workstreams and develop client -ready deliverables. The Principal Consultant, focused primarily on critical minerals but… more