- Wellington (Boston, MA)
- …Serve as a lead spokesperson and primary media contact for journalists covering wealth management , investment strategy, and market trends. complex issues, ... and media contacts, especially with top-tier financial, business, and trade media covering wealth management and investment strategy. + Exceptional written… more
- Wellington (Boston, MA)
- …sales with financial advisors and wire houses in region + Proven background in asset management and alternative investments + Expertise in managing a large ... **About Us** **Wellington Management ** offers comprehensive investment management...are seeking a talented, driven individual to fill a Wealth Management , Alternatives distribution role in the… more
- JPMorgan Chase (Boston, MA)
- …financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management . **Job Responsibilities:** ... The Private Wealth Alternatives market, with an estimated $2 Trillion...growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager, we oversee… more
- Citizens (Boston, MA)
- …and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate ... senior management and the business generally supporting the entirety of the Citizens Wealth Management business in partnership with the Head of Wealth … more
- Santander US (Boston, MA)
- …for leading the investment vision, philosophy, and strategy for the wealth management business. This role oversees asset allocation, investment ... management of the firm's wealth management product platform. This includes investment products...client events. + Identify emerging trends across traditional and alternative asset classes. ** Investment Product Oversight:** +… more
- Deloitte (Boston, MA)
- Senior Manager, Industry Solutions, Investment Management , Real Estate What we do Join our AI & Engineering team in transforming technology platforms, driving ... technology, and the changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from every sector of the… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... content to the full range of clients across both wealth and institutional markets + Content Creation & Oversight...Management is one of the world's largest independent investment management firms. We serve as a… more
- Berkshire Bank (Boston, MA)
- Division: Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer, Wealth Management ... is integrated. + Provide oversight to the internal bank controls that Berkshire Banc Investment Services and Berkshire Wealth Management is monitored on and… more
- Bank of America (Boston, MA)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- M&T Bank (Danvers, MA)
- …partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs ... best interest of clients and within regulatory requirement. + Increase assets under management by offering investment and insurance solutions to clients and… more