- Bank of America (Fairhaven, MA)
- … Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue to practice the skills ... deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II , you will have the opportunity to advance in… more
- Bank of America (Boston, MA)
- Private Client Advisor II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private-Client- Advisor - II \_25038968) **Job Description:** At Bank of America,… more
- Bank of America (Somerville, MA)
- …Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + ... Credit Solutions Advisor - Davis Square Somerville,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Berkshire Bank (Boston, MA)
- …Success in this position depends on the ability to serve as a trusted advisor , deliver comprehensive financial solutions , and maintain high standards of ... medium in size and complexity, requiring a strong understanding of credit risk, financial performance, and tailored banking solutions . In addition to portfolio… more
- Eastern Bank (North Andover, MA)
- …services. + Maintains an extensive knowledge of all deposit, lending, and cash management solutions to serve as a "trusted advisor " to our clients. + ... are met leveraging the bank's full capabilities to provide solutions . Acts as the "quarterback" to ensure clients' banking...to assigned portfolio of clients. + Manages the client's financial circumstances with a focus on maintaining a strong… more
- Amazon (Charlton, MA)
- …conduct comprehensive risk assessments, analyze safety data, and implement practical solutions that protect associates while supporting productivity. Your ability to ... conduct comprehensive risk assessments, analyze safety data, and implement practical solutions that protect associates while supporting productivity. Your ability to… more
- Eastern Bank (Boston, MA)
- …+ Maintains an extensive knowledge of all deposit, lending and treasury management solutions to serve as a "trusted advisor " to our clients.Industry expertise ... in market site visits to prospect/client businesses required. + Strong knowledge of financial institution policies and procedures. + Must have the ability to clearly… more
- S&P Global (Boston, MA)
- …both in internal operations and client delivery models. + Experience selling financial data, analytics, SaaS, or risk/credit solutions is strongly preferred. ... Professional Services vertical is focused on driving adoption of our Credit Risk Solutions within leading consulting and advisory firms. These firms use our … more
- Wellington (Boston, MA)
- …committee meetings, townhalls, and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the ... all segments of the global capital markets. Our investment solutions , tailored to the unique return and risk objectives...is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will… more
- S&P Global (Boston, MA)
- …net revenue growth by fostering strong client relationships and delivering comprehensive solutions across the full MI product suite. **The Team:** The Strategics ... multi-threaded relationships across client stakeholders and workflows, serving as a trusted advisor for solving client's business challenges - Develop and execute on… more