- Sutherland Global Services (Boston, MA)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Truist (Boston, MA)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary… more
- Citizens (Boston, MA)
- …research, while intimately focusing on each client's unique circumstances. The Ultra- High Net Worth (UHNW) Wealth Advisor will collaborate closely with a ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Citizens (Weston, MA)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
- Guardian Life (Boston, MA)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Bank of America (Boston, MA)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Charles Schwab (Boston, MA)
- **Your opportunity** Wealth and Advice Solutions is Schwab's comprehensive ...Trust and Estate needs. **What you have** As a High Net Worth Trust & ... ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth ...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Bank of America (Boston, MA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... - Boston Financial Market Boston, Massachusetts **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citizens (Hingham, MA)
- … wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses are ... (PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their...life events, financial triggers, and other insights. Provide exceptional, high -tough client experiences. Engage Wealth Advisors and… more
- Citizens (Needham, MA)
- …wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses ... (PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their...events, financial triggers, and other insights. + Provide exceptional, high -tough client experiences. + Engage Wealth Advisors… more
- CIBC (Boston, MA)
- …years of experience developing and managing lending, deposit & asset management relationships with high net worth clients. + You have demonstrated experience ... trust solutions. + Ability to foster and maintain Private Wealth relationships with high level of competency....and suite of investment, trust and banking solutions to high net worth individuals, families… more
- Children's Hospital Boston (Boston, MA)
- …research services and research internet sites. + Familiarity with the billionaire and ultra- high net worth philanthropy communities. + Knowledge and ... commitments of $10M or more. + Prepare detailed research briefings, analyzing net worth , estimating gift capacity, and suggesting prospect strategy. +… more
- Citizens (Swampscott, MA)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more
- HUB International (Wilmington, MA)
- …**Account Executive** . The selected employee will be responsible for servicing assigned high net worth /private client group personal insurance accounts. ... risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of...Manager. **Qualifications:** + Five years of related experience with high net worth personal insurance… more