- HUB International (Norwell, MA)
- …employee will be responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and the development of ... data in the agency management system. + Complete annual client reviews for all Private Client...to profit objectives. + Other responsibilities as assigned by Manager . **Qualifications:** + Five years of related experience with… more
- TD Bank (Foxborough, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... service to achieve greater share of wallet. The Private Client Service Associate will support other...spreadsheet reporting + May act as secondary contact for client relationships with regards to account maintenance,… more
- Deloitte (Boston, MA)
- …Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of… more
- Deloitte (Boston, MA)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Boston, MA)
- …process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As a Senior Tax Manager , ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Wellington (Boston, MA)
- …service providers (eg, Fund Administrators, Auditors, Investor Relations). The Lead Fund Controller, Private Funds will report to the team's Manager of the ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- C-4 Analytics (Wakefield, MA)
- Digital Marketing Account Manager - Onboarding: REMOTE / Hybrid (Wakefield, MA) - C-4 Analytics C-4 Analytics is a fast-growing, private , full-service ... service. We are currently hiring for a Digital Marketing Account Manager - Onboarding as we look...support, allowing you to make a substantial impact on client success with the backing of a dedicated Onboarding… more
- C-4 Analytics (Wakefield, MA)
- Digital Marketing Account Manager : Wakefield, MA- C-4 Analytics C-4 Analytics is a fast-growing, private , full-service digital marketing company that excels ... service. We are currently hiring for a Digital Marketing Account Manager : Wakefield, MA as we look...to succeed: Must-Haves + 1-plus years of Digital Marketing, Account Management or direct Client -Facing experience +… more
- CoStar Realty Information, Inc. (Boston, MA)
- Client Manager , Lender Product Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, ... available, we provide an invaluable edge in real estate. ** Client Manager , Lender Product** CoStar Risk Analytics,...line of communication with the sales representative and engagement manager on each account . **Qualifications** : +… more
- Nelnet (Boston, MA)
- …Needs Assessment. This position works collaboratively with other departments (eg, RVP's, Account Managers) to create client strategy to leverage FACTS best ... position + Facilitate timely communication with FACTS Sales and Account Managers regarding client related issues. +...and/or technology. **EXPERIENCE:** + 3-5 years of sales and account management experience. + Background in Private … more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... behavior and further best practices on issues material to client outcomes. In a newly created role for Wellington...a newly created role for Wellington Management, the Stewardship Manager will plan, manage and coordinate the execution of… more
- Deloitte (Boston, MA)
- …a career in Deloitte's Real Estate Services Tax practice as a Tax Senior Manager . What You'll Do Deloitte Tax Senior Managers use their experience in accounting and ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax… more
- AECOM (Boston, MA)
- …candidate may also be asked to manage a portfolio of projects and act as the Client Account Manager (CAM) with responsibility to grow AECOM's market share ... Design Manager or Discipline Lead Engineer. + Established contractor client relationships. **Additional Information** + All your information will be kept… more
- Deloitte (Boston, MA)
- …systems, edge-AI, graph neural networks, and other state-of-the-art applications. The Program Manager will dually focus on client - account expansion as ... Data Science Program Manager , Specialist Master - SFL Scientific SFL Scientific,...briefs, and be responsible for the quality of all client deliverables and messaging to ensure projects achieve business… more
- Citigroup (Boston, MA)
- …responsibility for acquiring new commercial banking clients and deepening existing client relationships. The Relationship Manager is responsible for evaluating ... We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within...Group within the Emerging Corporates Group. Target market includes private and public emerging growth companies in the Medical… more
- Deloitte (Boston, MA)
- Technology Strategy & Business Transformation Senior Manager Monitor Deloitte's Strategy practice brings together several key capabilities to architect integrated ... & Business Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our...stakeholder set. You will manage and deliver components of client engagements that identify, design, and implement technology solutions… more
- Deloitte (Boston, MA)
- Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice. What You'll Do...and Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design ... critical to the success of our clients. As a Manager , you will have opportunities to: + Learn how...and other digital strategies + Support the development of client deliverables or for internal business needs + Serve… more
- Deloitte (Boston, MA)
- …on process, data analytics, technology, and automation. Work you'll do As a Manager on our team, you will: + Collaborate with tax subject matter specialists ... features and products, + As an integral part of client engagement teams, oversee internal Deloitte tax team members...the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds,… more
- Deloitte (Boston, MA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit… more