- HUB International (Wilmington, MA)
- …to maintain their own unique, regional culture. We currently have an opportunity for an 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 with… more
- TD Bank (Andover, MA)
- …more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager I (RM) is a high touch ... of clients in the high net worth segment. The Private Client Relationship Manager I...supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and… more
- HUB International (Norwell, MA)
- …their own unique, regional culture. We currently have an opportunity for an **Associate Account Manager - Private Equity** . The selected employee will ... be responsible for supporting Account Managers on all aspects of client ...of the Company + Other responsibilities as assigned by Manager /Team Leader. **Qualifications:** + Related insurance support experience. +… more
- HUB International (Wilmington, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Account Manager - Retirement and Private Wealth** . **Overview:** ... plan reviews with the trustees/plan sponsors, building and maintaining positive client relationships in accordance with the practices, policies and procedures of… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for an ** Account Executive** . The selected employee will be responsible for servicing assigned ... commercial accounts with designated Producer. Account rounding and development of new wholesale and retail...underwriters for both new and renewal business. + Prepare client proposals based on client 's needs, rates… more
- Jacobs (Boston, MA)
- …optimism, we shape the future, ensuring every project makes a meaningful difference As a Client Account Manager for Higher Education for our Cities & Places ... this role, you will lead select top-tier public and private research institutions Higher Education client accounts,...to serve as a business leader by leading an account team. * Ability to set a vision and… more
- Deloitte (Boston, MA)
- …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- 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 June 1, 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
- HUB International (Boston, MA)
- …unique, regional culture. We currently have an opportunity for a **Relationship Manager - Retirement and Private Wealth.** **Overview:** Responsible for ... with the practices, policies and procedures of the Company. **Responsibilities:** Relationship Manager - Retirement Plan and Private Wealth: **Build and foster… more
- 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