- Citigroup (Boston, MA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... to lead and oversee external communications for our US Wealth Management business at a strategic level. As a... management. This role will serve as a key advisor to the C-suite and other senior executives, shaping… more
- Eastern Bank (Boston, MA)
- …goals in deposit and revenue growth and as well as referring wealth management opportunities. Supports the bank's CRA efforts and target verticals. Responsibilities: ... to increase market share and achieve growth targets in deposits, wealth and revenue. Supports the bank's target verticals including professionals, Not-For-Profit,… more