- JPMorgan Chase (Boston, MA)
- As a Customer Success Manager in (Insert team name or Sub-LOB), you develop and maintain customer relationships that make our product value propositions a ... and skills:** + 5+ years of experience or equivalent expertise in customer success roles in product or technology. + Demonstrated ability to influence product… more
- JPMorgan Chase (Boston, MA)
- …products that resonate with clients. As a Product Manager in Investment Middle Office Services (IMOS), you are an integral part of the team that innovates new ... are responsible for acting as the voice of the customer and developing profitable products that provide customer...+ Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk… more
- TD Bank (Boston, MA)
- …Commercial leadership as well as with other potential partners such as TD Securities , and TD Wealth Canada + Provides accurate, organized and efficient operational ... well as responding to any identified issues and recognizing success . + Responsible for Field Leadership and execution of...of current compliance and regulatory issues related to US Securities and financial markets (OCC, SEC, FINRA, and State… more
- Bank of America (Acton, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- Bank of America (Bellingham, MA)
- …Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your ... Securities Industry Essentials [SIE], Series 7 and Series 66...through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- Wells Fargo (Boston, MA)
- …The Senior Supervisory Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. ... addressing concerns and issues as it relates to the Wells Fargo Clearing Services (WFCS) Financial Advisors and associated Brokerage locations. Learn more about the… more
- Wells Fargo (Boston, MA)
- …focus on providing the full suite of commercial and investment banking products and services with an emphasis on debt and equity capital raising and M&A solutions + ... disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems + Strategically lead and support Business… more
- Citizens (Westwood, MA)
- …knowledge of internal or external business issues to improve products or services . The RCO works independently, and receives minimal guidance when solving complex ... degree + 5+ years of compliance supervision + Demonstrate broad knowledge of securities and investment products and ability to assess risk - such as alternative… more
- Wells Fargo (Boston, MA)
- …to manage multiple and competing priorities + 2+ years of financial services industry experience + Experience in compliance or broker-dealer governance **Job ... acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required + Ability to… more
- JPMorgan Chase (Framingham, MA)
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service . You are energetic and enthusiastic as the face ... lives of customers easier by sharing and setting up self- service options to access their accounts 24 hours a...relationship sales role in a related industry, with proven success in establishing new clients, deepening customer … more