- HUB International (Boston, MA)
- …Bachelor's degree. JD a plus. + Relevant compliance experience with a Registered Investment Advisor , including at least 5-7 years supporting a compliance program ... and enforcing appropriate policies and procedures. + Fluent in all SEC-registered investment advisor rules and regulations, including the Investment … more
- Berkshire Bank (Boston, MA)
- **Position** : VP , Wealth Advisor **Location** : Boston, MA **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports to:** SVP, ... in implementing and delivering a full range of services to clients, including financial planning and fiduciary services. Should also enjoy and thrive in a growth… more
- Manulife (Boston, MA)
- … Advisors and Registered Investment Advisors. + Partner with a Regional Vice President in the field to create, develop and implement programs that ... are aligned with the company key decision makers, the financial advisor and John Hancock. **Responsibilities** +...you create impact?** Working in conjunction with a Regional Vice President , this individual will proactively manage… more
- Bank of America (Boston, MA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... offering competitive benefits to support their physical, emotional, and financial well-being. Our Global Payments Solutions (GPS) team shapes...Join us! **How you'll make an impact:** As a VP or Director Treasury Sales Officer (TSO) aligned to… more
- Amazon (Boston, MA)
- …beta customers. About the team Amazon Business Healthcare is part of a growing investment at Amazon in the healthcare industry, which is ripe for disruption. We are ... record, ability to navigate across the customer in a trusted advisor /consultative approach, and establishing credibility quickly with senior level executives across… more