- Guardian Life (Pittsfield, MA)
- As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth ... and setting up standing ACH instructions + Monitor an agency 's book of business through management of...Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able… more
- Bank of America (Boston, MA)
- …array of critical functions managed in the Bank's Consumer, Small Business, Commercial, Wealth Management , Private Bank and Operations business units. The ... Attorney - Commercial Banking & Wealth Management Fraud & Claims Charlotte,...judgment or inference + Supports company responses to government agency examinations and investigations, enforcement actions, private complaints, and… more
- TD Bank (Boston, MA)
- …strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/ Wealth management business and functional areas + Provides ... tracking data, and researching information, etc. to ensure effective operations of the business supported + Assesses risks and...+ MBA preferred + 15+ years Must have extensive Wealth Management leadership experience with a proven… more
- TD Bank (Boston, MA)
- …store managers + Requires deep expert knowledge of the business, banking and bank operations + Requires deep expert process management knowledge and deep expert ... growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees...and services as well as an understanding of Store operations and security + Proven ability to manage competing… more
- Guardian Life (Pittsfield, MA)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... In support of the firm's growth in the US Wealth channel, we are currently seeking to recruit a...and team managers and will be responsible for vendor management , board reporting and presenting in board meetings, and… more
- M&T Bank (Boston, MA)
- …Experience Required:** Bachelor's degree and a minimum of 4 years' digital, product management , financial, strategy and/or operations experience, or in lieu of a ... a written submission by the company to a government agency , or the need for the company to make...experience, including a minimum of 4 years' digital, product management , financial, strategy and/or operations experience Strong… more
- Boston University (Boston, MA)
- …economy. Questrom generates scholarly knowledge and insights that advance management practice through research, teaching, and community engagement. Students come ... the faculty ranks and was named Questrom Professor in Management in 2013. She has been an influential member...the benefit of an inside perspective. She brings a wealth of personal experience in academia with over 24… more
- S&P Global (Andover, MA)
- …use):** 09 **The Team:** The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to ... mechanics. **The Impact:** We are seeking a motivated Senior Operations Specialist to lead a team within the Agent...to ensure accruals and pricing mechanics are correct + Management of outstanding work items in line with expected… more