- Equitable (Boston, MA)
- …deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own ... Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services * Work-Life Balance:… more
- APTIM (Canton, MA)
- …capture teams in pursuit planning; development of win themes; and preparation of compelling proposals, presentations, and marketing materials. + Identifies and ... with developing deep client relationships. + Work with Marketing Manager in the development of collateral pieces and client...systems to support the success of the business development program . Lead by example in use of CRM systems… more
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