- Wellington (Boston, MA)
- …view that aligns our perspectives with those of our clients. **About the Role** The Senior Process Design Analyst is a member of the Strategic Design & Delivery ... markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as ... developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice… more
- Wellington (Boston, MA)
- …markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Santander US (Boston, MA)
- …interpersonal and communication skills; ability to engage with front office and senior management. **Certifications:** + Certified Fiduciary & Investment Risk ... risk lens, particularly for complex structures (trusts, family offices, offshore entities, private placements). + Develop and maintain risk reporting and metrics for… more