• Portfolio Advisor

    Wellington (Boston, MA)
    …**About the Role** We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales ... professional will be responsible for generating investment/ alternatives sales to financial advisors across wire houses, independent and regional broker dealer and… more
    Wellington (09/03/24)
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  • Advisor Consultant - Alternative

    TIAA (Boston, MA)
    …the private wealth channels in an effort to expand Alternative Strategies client portfolio . **Educational Requirements** + University (Degree) Preferred ... Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic… more
    TIAA (08/17/24)
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  • Sr. Relationship Manager - Global Commercial…

    Bank of America (Boston, MA)
    …the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also ... depending on experience and qualifications. **Responsibilities:** * Manages an extensive portfolio of For Profit Healthcare clients and prospects with annual… more
    Bank of America (07/16/24)
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  • Sr. Relationship Manager - Global Commercial…

    Bank of America (Boston, MA)
    …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... as focusing on overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million… more
    Bank of America (09/01/24)
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