- Guardian Life (Boston, MA)
- ** Wealth Management Specialist ** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian ... grow and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part of Park Avenue Securities. Reporting… more
- Bank of America (Boston, MA)
- Private Wealth Investment Management Specialist Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... make a difference. Join us! **Job Description:** The Private WealthInvestment Management Specialists are responsible for supporting the Financial Advisor(s) and/or… more
- Truist (Boston, MA)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...* 8 or more years of sales and client management experience in Wealth Management … more
- Truist (Boston, MA)
- …procedures 4. Demonstrate strong all around product knowledge, deposits, loan products, wealth management , treasury services, operating systems unique to line of ... in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational...functions. 1. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience… more
- BlackRock (Boston, MA)
- … Wealth Advisory (USWA) team. Our USWA team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and ... **About this role** **USWA Wealth Distribution Partners Specialist ** BlackRock is seeking senior, client facing sales professionals across several Specialist … more
- Manulife (Boston, MA)
- …John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At ... Credit ("Manulife PE&C" or "PE&C") offers discretionary and non-discretionary investment management and other services with respect to private equity co-investments,… more
- JPMorgan Chase (Boston, MA)
- …to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while ... a growing team. As a JP Morgan Advisors Training Specialist , you will work in an environment that offers...one-pagers, FAQs, etc) + Perform periodic training for Branch Management teams to maintain business knowledge + Partner with… more
- TD Bank (Boston, MA)
- …Personal & Commercial Banking **Job Description:** The Small Business Specialist I proactively deepens relationships with existing Small Business customers ... within a specified territory. The Small Business Specialist I ensures equal access to banking products and...needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management , Credit Card, Retail (B@W, Money Out, Money In),… more
- MassMutual (Boston, MA)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... **Investment Data Analytics Specialist ** **Investment Controllership** **Full-Time** **Boston, MA** **About the Corporate Controller Organization:** The Controllers… more
- Federal Emergency Management Agency (Maynard, MA)
- …Make an impact; join DHS. When disaster strikes, America looks to the Federal Emergency Management Agency (FEMA). Now FEMA looks to you. Join our team and use your ... EMERGENCY ASSIGNMENT: Every FEMA employee has regular and recurring emergency management responsibilities, though not every position requires routine deployment to… more
- Manulife (Boston, MA)
- …John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At ... Assist with developing comprehensive Information Risk Metrics and Technology Risk Management (TRM) strategies, frameworks and roadmaps for data monitoring and… more
- Citigroup (Boston, MA)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... Account Managers. We provide expertise in Sales Proposals (RFPs) and DDQ management and delivery - including executive summaries, proposal documents, pitches and… more
- Citizens (Boston, MA)
- …Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration of trust accounts, and for working with CCPW partners to ... tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and...years of successful fiduciary account administration and client relationship management within a Private Wealth environment. +… more
- MassMutual (Boston, MA)
- …reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We ... MBA or equivalent preferred + Certified Public Accountant or SAP Certification ( Specialist or Professional) Other Knowledge, Skills and Abilities: + Ability to work… more
- KPMG (Boston, MA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... and post deal Purchase Price Allocations (PPA), Impairment Testing, employee or management incentive scheme valuations and recurring fund valuations. As a member of… more