• Portfolio Advisor…

    Wellington (Boston, MA)
    …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales ... professional will be responsible for generating investment/ alternatives sales to financial advisors across wire houses, independent and regional broker dealer and… more
    Wellington (06/18/25)
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  • Marketing Strategist, Advisor Education

    Wellington (Boston, MA)
    …Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and ... including defining the Continuing Education (CE) and accreditation approach; + Developing Wellington's advisor education program for the US Wealth channel; and +… more
    Wellington (06/28/25)
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  • Business Banking Senior Relationship Manager

    Bank of America (Boston, MA)
    …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50… more
    Bank of America (05/13/25)
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