- Bank of America (Boston, MA)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II Boston, Massachusetts **To proceed...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Citizens (Westwood, MA)
- Description Citizens Wealth Management offers industry-leading, innovative solutions crafted for the complex needs of high-net-worth individuals, families, and ... role, you will own the end-to-end experience for Citizens Wealth Management 's Portfolio Management and... workflows, improves operational efficiency, and supports scalable investment management capabilities. As an Experience Owner II … more
- Principal Financial Group (Boston, MA)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- Eastern Bank (North Andover, MA)
- …advisory services. + Maintains an extensive knowledge of all deposit, lending, and cash management solutions to serve as a "trusted advisor " to our clients. + ... of private banking clients. Actively collaborates with internal business partners ( wealth , commercial, business banking, retail) to identify and nurture new private… more
- Eastern Bank (Boston, MA)
- …achieve prescribed goals in deposit and revenue growth and as well as referring wealth management opportunities. The position will also support the bank's CRA ... client. + Refers clients and prospects to Commercial Lending, Wealth Management , Treasury Services, Residential Lending, as...an extensive knowledge of all deposit, lending and treasury management solutions to serve as a "trusted advisor… more
- S&P Global (Boston, MA)
- …**Internally** : to strengthen their own credit, supplier, and third-party risk management practices. + **Advisory** : to embed our analytics into client-facing ... Risk Solutions for internal firm use cases (supplier and counterparty risk management , financial planning, compliance). + Partner with consultants to embed our tools… more