- M&T Bank (Boston, MA)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... all necessary information and materials. + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- Grant Thornton (Boston, MA)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- BlackRock (Boston, MA)
- **About this role** **About this role** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- Equitable (Boston, MA)
- Wealth Management Associate - Retirement Benefits Group - MA, Boston (3884) ( 200000JA ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Boston, MA)
- Wealth Management Associate - MA, Boston (4054) ( 220000E8 ) **Primary Location** : UNITED STATES-MA-Boston **Organization** : Equitable Advisors **Description** ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** * Client … more
- Manulife (Boston, MA)
- …aspire to be, you'll thrive as a Financial Consultant at Manulife John Hancock Wealth : + Demonstrates curiosity in exploring client needs + Efficient and ... Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized investment recommendations using our Manulife John Hancock… more
- Manulife (Boston, MA)
- …when appropriate, you will refer customers who require more sophisticated advice to an Associate Wealth Consultant or Wealth Advisor. + Stay informed of ... Supported with an array of resources, the Wealth Specialist at Manulife John Hancock Wealth...demonstrated ability to quickly uncover the needs of the client . + Manages time and resources efficiently and effectively… more
- Nuveen Investments (Andover, MA)
- ** Wealth Advisor** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- S&P Global (Boston, MA)
- …of the world's largest financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global Client ... will provide application and technical support for our global client base. Client Success is a critical...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- CIBC (Boston, MA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored wealth ... full-time._ **What you'll be doing** We are seeking a highly motivated Investment Associate to join the Multi-Manager Investment Program (MMIP) team. You will be… more
- JPMorgan Chase (Boston, MA)
- … Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management ... of finance and technology-and at the cutting edge of wealth management. We've been making rapid progress on our...are using 55ip. As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you… more
- JPMorgan Chase (Boston, MA)
- …standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to ... experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, JP Morgan,… more
- JPMorgan Chase (Boston, MA)
- **Job Description** Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and ... technology-and at the cutting- edge of wealth management. We've been making rapid progress on our...discretionary assets (and counting) are using 55ip. Platform Management Associate As a Platform Management Associate within… more
- Wellington (Boston, MA)
- …ABOUT THE ROLE We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's US ... Wealth business. Key responsibilities will include: + Support fulfillment...+ Support negotiation of investment management agreements for subadvisory client relationships + Providing advice and/or escalating issues to… more
- S&P Global (Boston, MA)
- …The Agent Services team is a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. ... within the team administering the lending portfolios for our client base. The individual will be responsible for the...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (Boston, MA)
- …company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy ... becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets.… more