- Santander Bank (Boston, MA)
- Director - Financial Planning & Analysis ( Consumer Cards, Lending, and Payments) Country: United States of America Your Journey Starts Here: Santander is a ... part of broader Retail Bank & Transformation team. Develops credit card and consumer lending financial plan and business cases. Generates forecasts and analyzes… more
- Cambridge Savings Bank (Boston, MA)
- …outstanding service , and continuously deepening our relationships with both consumer and business customers, you will be instrumental in upholding our brand ... Manager Summary: At Cambridge Savings Bank, our mission is to enhance the financial well-being of our customers, employees, and community. We are committed to… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Financial Service Representative I Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/ Consumer - Investments -- Financial - Service -Representative-I\_25020429) **Job Description:**… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/ Consumer - Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7 66-\_25018444) **Job Description:**… more
- CVS Health (Wellesley, MA)
- At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming ... heart, each and every day. **Position Summary** As Senior Legal Counsel, Ventures Investments and M&A Process, you will report to the Managing Senior Legal Counsel,… more
- Bank of America (Lincoln, RI)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JPMorgan Chase. As a Client Operations Associate within the Investment Middle Office team, your key responsibility will be...team, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery… more
- Bank of America (Norwood, MA)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Quincy/ Financial -Solutions-Advisor Consumer - Investments ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Needham, MA)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brookline/ Financial -Solutions-Advisor Consumer - Investments ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Wells Fargo (Norwell, MA)
- …Expectations:** + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with ... **About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment ...to qualify for immediate FINRA registration **Desired Qualifications:** + Full- service brokerage experience + Financial advisement or… more
- Deloitte (Boston, MA)
- …related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment ... Financial Services Senior Manager - Regulatory & ...management, wealth management, trust company, insurance provider, or related service provider + Strong relationship management skills, particularly the… more
- PNC (Boston, MA)
- …**Preferred Skills** Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue ... and have an opportunity to contribute to the company's success. As a Financial Analytics Manager within PNC's Commercial Real Estate Tax Credit organization, you… more
- JPMorgan Chase (Boston, MA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth ... building and maintaining high-net-worth client relationships across banking, lending, and investments ? This is a unique opportunity to manage and maintain… more
- PNC (Boston, MA)
- …Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments , Management Reporting, Results-Oriented ... and proprietary fund offerings from initial closing through term of the investment . + Evaluates and reports upon data consistent to fund performance. Manages… more
- TD Bank (North Attleborough, MA)
- …equivalent experience + 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching ... II develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans,… more
- PNC (Boston, MA)
- …to be successful in this position. **Preferred Skills** Capital Management, Consumer Lending, Credit Assessment, Economic Policy, Innovation, Investments , Loan ... Kansas City or DC. Job Responsibilities * Supports the Investment Syndication Group responsible for external sales of various...viability of a proposed loan. + Analyzes and understands financial statements and other documents to evaluate the risk… more
- PNC (Boston, MA)
- …Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments , Management Reporting, Results-Oriented ... aspects of new fund offerings including reviewing and approving overall investment model, distributing fund-level information to institutional investors and senior… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database + Prepare and/or review periodic Net Asset… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... to global hubs, supervise staff on treatment of complex financial transactions and arrangement to ensure proper recording of...of experience in the job offered or as Client Service , Client Service Associate, Fund Accounting Analyst,… more
- Acxiom (Boston, MA)
- …are adopted for product use and clients are maximizing value from product/ service investments . Handles escalations and coordinate across functional areas of ... achieve specific business results and maximum value from their investment in Acxiom product(s). Strong strategic mindset to be...and technology. + Deep knowledge of the application of consumer and behavioral data. + Proven track record of… more
