- HUB International (Boston, MA)
- …focused on the tomorrows for all. We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal ... management as it relates to custodial platforms. As the Product Lead, you will be responsible for driving the...Responsibilities: + Lead the configuration, & Rollout of the Wealth platform across HUB RPW + Develop… more
- TD Bank (Boston, MA)
- …This role in US Wealth works closely with the Banking and Lending Product team, Business Architecture, the Controls and Governance Team as well as other relevant ... where capacity is needed from time to time. The Wealth Operations Business Mgmt. Specialist also manages a diverse...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- S&P Global (Boston, MA)
- …core general ledger support and processing for our clients' $850B+ on the platform across a range of services and integrated data and software offerings. ... their team in the internal Ideas Committee board, collecting product and process improvements from all team members; help...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- TD Bank (Burlington, MA)
- …of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager ) based on the results of the ... to deepen relationship, manage customer service issues, and identify product needs + Actively generates sales and referrals to...Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth + Assigns SB Customers to proper TD Relationship… more
- Manulife (Boston, MA)
- …as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement plans, particularly ... to add John Hancock's retirement solutions to their respective product offerings. The ISC works to understand the needs...current 401(k) provider, analyze and compare to the JH platform to ensure the plan sponsor has appropriate and… more