- Aztec (Boston, MA)
- …Global Markets division in addition to the broader global services and asset management divisions to ensure that the sales team is maximizing opportunities ... across a variety of outsourced solutions for both asset owners and asset managers.Driving regional sales team revenue production in order to meet budgeted… more
- Fidelity TalentSource LLC (Boston, MA)
- …support, client asset movements, and reporting. You will work alongside Prime Services account managers, Institutional Trading, and Sales in the support of ... the development of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation of such… more
- Broadridge Financial Solutions (Boston, MA)
- …along the way, come join the Broadridge team. The Head of North America Securities Finance Product Services will be responsible for developing the strategic ... direction and business development initiatives for our Securities Finance business. This role is pivotal in driving...Job Description In this role, youll collaborate with the Sales team to cultivate and enhance relationships within the… more
- JPMorgan Chase (Boston, MA)
- …team responsible for the end-to-end management of the global custodian bank tax service offering. You will leverage your tax technical knowledge and experience by ... business requirements and by setting, maintaining, and owning tax service definitions for the custody business in the Americas...Partnering with JP Morgan Corporate Tax, Legal, Product and Sales / New Business teams to develop new tax… more
- JPMorgan Chase (Boston, MA)
- Platform Sales - Securities Services combines...suite of end-to end capabilities for our clients. The Asset Manager team works with the top asset ... 3+ years of experience in sales or client management and/or securities services or investment management Preferred qualifications, capabilities and skills: +… more
- JPMorgan Chase (Boston, MA)
- …provides an opportunity to work across business stakeholders, including Operations, Technology, Sales , and Service to design and implement an accounting roadmap. ... service delivery + Work across business stakeholders, including Operations, Technology, Sales , and Service to design and implement accounting roadmap +… more
- Deloitte (Boston, MA)
- …advice and management, financial planning, asset protection, risk transfer services , customized securities -backed credit and lending, and tax services ... investment management, wealth management, trust company, insurance provider, or related service provider + Demonstrated knowledge within asset management, wealth… more
- Morgan Stanley (Boston, MA)
- …(MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence in ... packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Asset /Investment Management* **Title:** *National Accounts - Intermediary Sales … more
- Morgan Stanley (Boston, MA)
- …(MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence in ... - Serve as liaison for multiple departments such as operations, legal, client services , portfolio managers, Eaton Vance Sales , and product management. - Be… more
- Bankers Life (Boston, MA)
- …Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers ... Team comes from a variety of backgrounds including, but no limited to, sales , athletics, military, client services , or client-facing roles. Regardless of your… more
- Bankers Life (Boston, MA)
- …Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers ... Team comes from a variety of backgrounds including, but not limited to, sales , athletics, military, client services , or client-facing roles. Regardless of your… more
- CIBC (Boston, MA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) JOB PURPOSE The Client Service Manager is a critical point of contact for all ... service -related needs of a CIBC Private Wealth client. This...invoices, investment capital calls and other recurring transaction + Securities processing and pricing of off-list holdings + Handle… more
- TD Bank (Concord, MA)
- …with Retail and Commercial **Education & Experience:** + 10+ years of Wealth financial services sales experience + BA / BS degree in finance/marketing or ... (IWIPS). The IWIPS team is focused on driving overall sales proficiency for investment management, annuities and the adoption...competence + Through initiatives, IWIPS team's efforts grows new asset inflows, NAG and revenue + Focus is on… more
- TD Bank (Andover, MA)
- …financial planning guidance. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) ... role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping… more
- Morgan Stanley (Boston, MA)
- …(MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence in ... March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a… more
- Lincoln Financial Group (Boston, MA)
- …* You will review, reconcile, track, and provide feedback to third party service providers on deliverable reporting support received * You will resolve discrepancies ... on the General Account Invested Assets from portfolio management and multiple asset managers. * You will collaborate effectively with team members and applicable… more
- Lincoln Financial Group (Boston, MA)
- …inquiries on the General Account Invested Assets from portfolio management and multiple asset managers. * You will support an effective function for your assigned ... accounting systems is needed # * 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for… more
- Lincoln Financial Group (Boston, MA)
- …Bachelor's) - Minimum Required * 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for ... (eg management, peers and colleagues) and external parties (auditors, regulators, asset managers, reinsurers, other external partners); proven ability to develop… more
- Lincoln Financial Group (Boston, MA)
- …GAAP, Management, and Tax basis. S/he will be responsible to perform securities research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) ... inquires on General Account Invested Assets from portfolio management and multiple asset managers. * Supports an effective function for his/her assigned area(s) by… more
