- Citizens (Boston, MA)
- …with regulatory requirements and internal policies and procedures. + Interact with private equity and venture capital clients and understand operating models ... Description Description Citizens Private Bank has accelerated its strategy ...& Work Schedule Hours per Week: 40 Work Schedule: M -F Location: Boston, MA (Boylston St), Westwood, MA or… more
- Citizens (Boston, MA)
- …and make an impact. As the Head of Pricing & Profitability for the Private Bank, you will be responsible for providing strategic and analytical thought leadership on ... analysis, and modeling to optimize risk adjusted profitability and return on equity . Additionally, you will work to ensure pricing strategies and new initiatives… more
- Santander US (Boston, MA)
- …+ Supervise due diligence on third-party investment products (ETFs, mutual funds, SMAs, private equity , alternatives, etc.). + Serve on the COI/FIDO committee. + ... executive responsible for leading the investment vision, philosophy, and strategy for the wealth management business. This role oversees...or CIO function at a large wealth management firm, private bank, or RIA. + Strong understanding of capital… more
- Robert Half Finance & Accounting (Boston, MA)
- …are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play ... financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy . * Partner with the compensation and corporate finance teams to… more