- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as ... well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth … more
- M&T Bank (Boston, MA)
- …worth and ultra-high net worth clients and prospects by working with other wealth management team members and partners such as Private Client and Investment Advisors ... and other planning specialists to identify, evaluate, implement, and administer wealth management strategies, tactics and solutions. Serves as subject matter expert… more
- Wellington (Boston, MA)
- …positioning into the development of product marketing materials + Partner with US Wealth Marketing Strategist to identify opportunities for new content for ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Specialist will combine strong investment knowledge, product marketing… more
- KeyBank (Boston, MA)
- …specific markets and targeted prospect base. + Viewed by the client as a senior financial strategist and shares a skilled financial perspective. Conducts client ... and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, consultation and… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our mission: to break down ... trillion in assets (and counting) are using 55ip. As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing the pre-trade analysis of… more