- Eastern Bank (Burlington, MA)
- …work experience. + Minimum 10 years of private banking , commercial banking or business development /sales experience. + Strong knowledge of financial ... Responsibilities: + Participates in new business development activities with prospective and... partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to… more
- Eastern Bank (Burlington, MA)
- Oversees business development team and the achievement...of training and work experience. + Minimum 8+ years business banking /commercial or private ... banking , specialized deposits division. Supports the Bank's Private Banking delivery and Cross Collaboration efforts....well as an individual producer. + Participates in new business development activities with prospective and existing… more
- Citizens (Littleton, MA)
- …CRM tool to document client interactions in detail + Build an activity-based business development plan centered around proactive outreach and follow-up behaviors ... bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning… more
- UKG (Ultimate Kronos Group) (Lowell, MA)
- …Overview With 80,000 customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only getting started. Ready to ... will lead the initiative to develop and/or implement a business plan and organizational framework to support the day-to-day...CFA, CTFA) preferred. + Proven executive leadership experience in banking , with a focus on fiduciary matters at a… more