• 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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  • Citi Private Bank - UHNW Investment Counselor…

    Citigroup (Boston, MA)
    …investment advice and solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
    Citigroup (07/31/25)
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  • Business Banking Senior Relationship Manager

    Bank of America (Burlington, 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 (05/29/25)
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