- Citizens (Boston, MA)
- Description As a Transition Operations Specialist at Citizens Private Wealth , you will be a crucial part of a newly recruited Wealth Advisor(s) ... Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams + Shepherds the end-to-end onboarding process for newly acquired… more
- HUB International (Boston, MA)
- …for their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to ... on the tomorrows for all. We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal candidate will have… more
- S&P Global (Boston, MA)
- …**Grade Level (for internal use):** 09 **The Team:** The Solutions Operations division is seeking a professional with excellent interpersonal communication, ... Preferred Qualifications:** + WSO and/or LoanIQ processing experience + Private debt and broadly syndicated loan processing experience +...possibility and change the world. Our world is in transition and getting more complex by the day. We… more
- S&P Global (Boston, MA)
- …+ Expand your business knowledge across multiple business verticals covering private markets, credit, asset management, banking, with some potential exposure to ... outside of the immediate professional services team, to ensure the successful transition between project phases, and service onboarding + Proactively identify risks,… more
- S&P Global (Boston, MA)
- …management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions. EDM business within Software segment is an ... extract value out of their data and streamline their operations by pulling disparate data types from multiple sources...possibility and change the world. Our world is in transition and getting more complex by the day. We… more
- Cherry Bekaert (Boston, MA)
- …practice's industry-focused teams (Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality ... professional fascinated by process improvement and the opportunity to tinker with operations , processes and systems, marshalling your creativity to prove that "good"… more