- 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
- Citizens (Westwood, MA)
- Description Citizens Wealth Management offers industry-leading, innovative solutions crafted for the complex needs of high-net-worth individuals, families, and ... In this role, you will own the end-to-end experience for Citizens Wealth Management's Portfolio Management and Trading Platform, leading an Agile Pod and… more
- Eastern Bank (North Andover, MA)
- …of private banking clients. Actively collaborates with internal business partners ( wealth , commercial, business banking, retail) to identify and nurture new private ... of the relationship with assigned client team. Meets deposit, wealth , lending and fee revenue goals for assigned portfolio...and cash management solutions to serve as a "trusted advisor " to our clients. + Participates in tactical programs… more
- Eastern Bank (Boston, MA)
- …prescribed goals in deposit and revenue growth and as well as referring wealth management opportunities. The position will also support the bank's CRA efforts and ... to increase market share and achieve growth targets in deposits, wealth and revenue.Supports the bank's target verticals including professional services businesses,… more