- Bank of America (Boston, MA)
- Private Client Advisor II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private-Client- Advisor - II \_25038968) **Job Description:** At Bank of America,… more
- Eastern Bank (North Andover, MA)
- …of private banking clients. Actively collaborates with internal business partners ( wealth , commercial, business banking, retail) to identify and nurture new private ... of the relationship with assigned client team. Meets deposit, wealth , lending and fee revenue goals for assigned portfolio...and cash management solutions to serve as a "trusted advisor " to our clients. + Participates in tactical programs… more
- Eastern Bank (Boston, MA)
- …prescribed goals in deposit and revenue growth and as well as referring wealth management opportunities. The position will also support the bank's CRA efforts and ... to increase market share and achieve growth targets in deposits, wealth and revenue.Supports the bank's target verticals including professional services businesses,… more
- Coinbase (Boston, MA)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management, Corporate Fiance, Asset Management or FinTech * Understanding of… more
- S&P Global (Boston, MA)
- …managing both subscription renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping them showcase our ... for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn...Categories-United States of America), SLSOUS402.2 - Middle Professional Tier II -Ou Sales (EEO Job Group) **Job ID:** 320977 **Posted… more