- Charles Schwab (Boston, MA)
- …helping us "challenge the status quo" and transform the finance industry together.** As a Senior Manager , Wealth Advisor within Schwab Wealth Advisory ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… more
- Charles Schwab (Boston, MA)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager , Sr . Wealth Advisor, you will work with ... focused, invests in your growth, and values your contributions, consider a career as a Sr . Manager , Sr . Wealth Advisor. Sr . Manager , Sr . … more
- Deloitte (Boston, MA)
- …career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform ... eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- Bank of America (Boston, MA)
- Sr . Relationship Manager - Global Commercial Banking - For Profit Healthcare Group (Boston) Boston, Massachusetts **Job Description:** At Bank of America, we are ... in order to identify cross-selling opportunities and increase overall client satisfaction. The Sr . Relationship Manager will be part of our For Profit Healthcare… more
- Bank of America (Boston, MA)
- Sr . Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Boston Boston, Massachusetts **Job Description:** At Bank of ... an impact, along with the power to make a difference. Join us! **Job Summary:** The Sr . Relationship Manager will be a key member of our Healthcare, Education &… more
- M&T Bank (Boston, MA)
- …assigned staff in the completion of timely and accurate tax returns for wealth clients. + Provide guidance and training to less experienced personnel. + Participate ... of the department. + Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management… more
- Citizens (Westwood, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- Manulife (Boston, MA)
- …advisory engagements for retail wealth and retirement related business functions. The Senior Manager may have direct responsibility for one or more projects ... Manager reports to the Audit and Advisory Services Sr . Director. Additionally, the Senior Manager...the business, specifically within the US and Europe Retail Wealth and US Retirement business units. + Lead audit… more
- Citizens (Westwood, MA)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly ... regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management. Responsibilities include: + This leader will serve as the… more
- IGT (Providence, RI)
- …play a critical role in the success of IGT's accounting organization. Reporting to the Sr . Manager of Accounts Receivable, the Sr . Accountant will be "hands ... Senior Accountant Location: Providence, RI, US, 02903 Requisition...Ad hoc reporting and projects as needed, supporting the Sr . Manager of Accounts Receivable and the… more
- HUB International (Milford, MA)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Senior Account Manager ** . The selected employee will be responsible for ... of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that… more
- HUB International (Spencer, MA)
- …own unique, regional culture. We currently have an opportunity for a ** Senior Account Manager ** with our **Client Advisory Team.** **SPECIFIC RESPONSIBILITIES** ... of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that… more
- Bank of America (Providence, RI)
- Credit Review Senior Portfolio Specialist Dallas, Texas;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island **Job ... to make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk based coverage plan for specific portfolio(s).… more
- Bank of America (Boston, MA)
- Senior Private Market Due Diligence Analyst Boston, Massachusetts;New York, New York **Job Description:** The Chief Investment Office (CIO) is the centralized ... of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118208 - 40 **Function:** Advisory **Area of Interest:** **State:** MA **City:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Boston, MA)
- **Business Title:** Senior Associate, Financial Services Banking Loan Platforms **Requisition Number:** 119122 - 40 **Function:** Advisory **Area of Interest:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...a career in Advisory. KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting… more
- KPMG (Boston, MA)
- **Business Title:** Manager , Modeling Risk **Requisition Number:** 118220 - 40 **Function:** Advisory **Area of Interest:** **State:** MA **City:** Boston ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- KPMG (Boston, MA)
- **Business Title:** Manager , Markets Compliance **Requisition Number:** 119863 - 40 **Function:** Advisory **Area of Interest:** **State:** MA **City:** Boston ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Bank of America (Boston, MA)
- … Senior Analysts, Team Leads, and Analysts; serving one or more senior executives with functional responsibility across Wealth and Consumer channels, ... Client Quantitative Analytics Manager - AML Charlotte, North Carolina;Plano, Texas; Fort...direction and decision making. Partners with P&L owners and senior executives to identify, analyze, and propose solutions to… more
- Eastern Bank (Boston, MA)
- …overall growth strategy and will report directly to the Vice President of Wealth Management & Private Banking Marketing Strategy & Marketing Technology. This person ... Bank (Consumer, Business Banking and Commercial) and Cambridge Trust ( Wealth and Private Banking) business units + Help support...platforms working closely with the SEO & Web Operations Manager + Manage user access, security, and compliance. +… more