- JPMorgan Chase (Boston, MA)
- …and/or related sales leadership experience + Preferred experience in asset and wealth management - including consulting with financial advisors + ... at the intersection of finance and technology-and at the cutting-edge of wealth and asset management . We've been making rapid progress on our mission:… more
- Wells Fargo (Boston, MA)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management . **In this role, you will:** + Provide ... asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies +… more
- JPMorgan Chase (Boston, MA)
- …years in product management , quantitative research, or portfolio analytics within asset / wealth management or FinTech + Experience building products with ... means 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… more
- Manulife (Boston, MA)
- …you'll have the opportunity to conduct audits of our North American Insurance and Wealth and Asset Management businesses. At Manulife John Hancock, we ... + 3 to 5 years of internal audit, risk management , operations or equivalent business, advisory or consulting...is preferable, but not essential for candidates with good wealth management industry experience. + Knowledge of… more
- Manulife (Boston, MA)
- …governance and risk management . You'll conduct audits of our North American Wealth and Asset Management businesses. At Manulife John Hancock, we ... Qualifications:** + 5 to 8 years of internal or external audit, risk management , operations or equivalent business, advisory or consulting experience +… more
- Manulife (Boston, MA)
- …risk management . You'll conduct audits of our General Account Investments and Global Wealth and Asset Management businesses. At Manulife John Hancock, we ... Qualifications:** + 5 to 8 years of internal or external audit, risk management , operations or equivalent business, advisory or consulting experience +… more