- Citigroup (Boston, MA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Boston, MA)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network...or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Boston, MA)
- …+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the pre-call ... the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Boston, MA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly...a wide array of internal partners. + Leverage existing client relationships, local network and investment experience… more
- PNC (Boston, MA)
- …to contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Boston, MA. The position ... remotely, at the manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- JPMorgan Chase (Boston, MA)
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- Citizens (Boston, MA)
- …Originator in our ABL Group. The role is an integral position driving new client acquisition and business activity for the bank . The Senior Originator works ... Description About the Group Citizens Bank Asset Based Lending Group is a leading,...to support our commercial middle market and mid-corporate customers, private equity, and corporate finance clients. About the Role… more
- OptiMindHealth (MA)
- …of options when it comes to work. Hospitals, community clinics, investment bank funded group practice startups, state agencies, and more. At OptiMindHealth, we ... patients. Why bother with the endless administrative burdens and isolation of private practice? Use your highly trained interpersonal skills to change the culture… more