• Account Manager - Private…

    HUB International (Wilmington, MA)
    …own unique, regional culture. We currently have an opportunity for a ** Account Manager - Private Client Group** . **Overview** : Responsible for ... servicing assigned high net worth/ private client group personal insurance accounts. Account rounding...to profit objectives. + Other responsibilities as assigned by Manager . **Qualifications** : + Three years of related experience… more
    HUB International (10/04/25)
    - Related Jobs

  • Account Manager VIP - Private…

    HUB International (Wilmington, MA)
    …own unique, regional culture. We currently have an opportunity for an ** Account Manager VIP -- Private Client Group.** **Overview** : Responsible for ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
    HUB International (09/25/25)
    - Related Jobs

  • Private Client Manager II

    Bank of America (Boston, MA)
    Private Client Manager II...+ Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private - Client - Manager -II\_25039613) **Job Description:** At Bank… more
    Bank of America (09/27/25)
    - Related Jobs

  • Private Equity M&A IT Senior Manager

    Deloitte (Boston, MA)
    Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... major transformational projects or transactions creating lasting impact. Navigating today's private equity (PE) market with confidence takes more than good insights.… more
    Deloitte (10/03/25)
    - Related Jobs

  • Tax Manager - Private Equity

    Deloitte (Boston, MA)
    …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the… more
    Deloitte (08/18/25)
    - Related Jobs

  • Senior Investment Analyst, Private Equity…

    CIBC (Boston, MA)
    …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored ... commitment to excellence, we provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise and… more
    CIBC (08/08/25)
    - Related Jobs

  • Lead Fund Controller, Private Funds

    Wellington (Boston, MA)
    …Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations team. **RESPONSIBILITIES** ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
    Wellington (09/20/25)
    - Related Jobs

  • Senior Relationship Strategist - PNC…

    PNC (Boston, MA)
    …the manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Boston,...acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically… more
    PNC (08/26/25)
    - Related Jobs

  • VP, Client Manager

    Banc of California (Boston, MA)
    …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund ... TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member...vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending … more
    Banc of California (09/30/25)
    - Related Jobs

  • Private Bank Commercial Operations Loan…

    Citizens (Medford, MA)
    …and will perform these functions under the supervision of a Team Leader and/or Manager . As part of the Business Banking Operations team, you will thrive in this ... business partners, legal counsel and clients. + Reconcile Loan Accounting Recon account for assigned loans. + Manage and clear post-closing legal documentation… more
    Citizens (10/04/25)
    - Related Jobs