- Citizens (Boston, MA)
- …FINRA rules. + Experience working with a range of issues affecting private wealth and institutional clients, with demonstrated experience advising on alternative ... and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate General… more
- Wellington (Boston, MA)
- …Serve as a lead spokesperson and primary media contact for journalists covering wealth management, investment strategy, and market trends. complex issues, market ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...especially with top-tier financial, business, and trade media covering wealth management and investment strategy. + Exceptional… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
- Wellington (Boston, MA)
- …our perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
- JPMorgan Chase (Boston, MA)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- Wellington (Boston, MA)
- …strategy. This role is key to our goal of providing differentiated, high quality investment content to institutional and retail audiences globally. As a firm ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...content to the full range of clients across both wealth and institutional markets + Content Creation… more
- JPMorgan Chase (Boston, MA)
- …Bachelor's degree in finance or economics + 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client ... portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience...financial data + Ability to manage multiple projects and work well under pressure while handling large workloads and… more
- Wellington (Boston, MA)
- …will support legal coverage for client-facing activities across institutional and wealth channels, with a focus on complex investment management agreements ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...of the firm. This role offers the opportunity to work within a global investment advisory firm… more
- Wellington (Boston, MA)
- …industries and investment types. They will also have interest in wealth -oriented product and more complex investment vehicles like evergreen funds. **OTHER ... PE co- investment or secondary investing. + Demonstrable ability to work both independently and to collaborate with experienced, cross-functional deal teams +… more
- JPMorgan Chase (Boston, MA)
- …the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate has ... **Join Us at 55ip & Help the Wealth Management Industry Move Forward** Working at 55ip...team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent… more