- 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
- Citizens (Westwood, MA)
- …Approved Product Committee (APC), Trust Administration Committee (TAC) and Wealth Management Operational Due Diligence *WMODDD) to track decisions being made and ... to stretch yourself! As the First Line Risk Senior Manager , you will represent the first line of defense...risk. You will provide and direct complex analysis on product and customer strategies to establish risk thresholds. While… more
- BlackRock (Boston, MA)
- **About this role** **Job Description:** BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the distribution of active and ... through intermediaries as well as sub advisory relationships. The US Wealth Advisory Strategic Accounts team is responsible for BlackRock's relationship management… more
- TD Bank (Boston, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager I develops, leads and contributes to the growth and profitability of ... and Consumer lending experience preferred + Knowledge of Bank product lines and services as well as an understanding...with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio + Manages the… 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
- 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