- WuXi AppTec (Natick, MA)
- …existing clients via email, phone, and web-conferencing systems. Travel to local client meetings where possible. + Participates in tradeshows to raise the profile ... regulatory influence, mergers and acquisitions, in-out licensing of products/technologies, government/ private grants and contacts, new drug development and approvals,… more
- WuXi AppTec (Natick, MA)
- …influence, mergers and acquisitions, in-out licensing of products/technologies, government/ private grants and contacts, new drug development and approvals, ... and drive personal and team goals. + Document information in Client Relationship Management (CRM) including contacts, pre-screened/qualified leads, and new … more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Account Manager - VIP - Private Client Group** . **Overview** : Responsible ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- HUB International (Wilmington, MA)
- …**.** **Overview** : Responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and the development ... for you.** We currently have an opportunity for an ** Account Manager ** to join our **Personal Lines**...data in the agency management system. + Complete annual client reviews for all Private Client… more
- Manulife (Boston, MA)
- Reporting to AVP - Private Markets Operations, the Director, Private Markets, Timber and Agriculture, will oversee the accuracy of the books and records of the ... to maintain operational excellence and deliver accurate, high-quality reporting. The Private Markets Investment Operations team supports operations for private … more
- Deloitte (Boston, MA)
- Private Equity M&A IT Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational ... major transformational projects or transactions creating lasting impact. Navigating today's private equity (PE) market with confidence takes more than good insights.… more
- HUB International (Wilmington, MA)
- …their own unique, regional culture. We currently have an opportunity for a ** Account Executive -- Private Equity** . **Overview** : Responsible for servicing ... assigned commercial accounts with designated Producer. Account rounding and development of new wholesale and retail...underwriters for both new and renewal business. + Prepare client proposals based on client 's needs, rates… more
- Bank of America (Boston, MA)
- Private Wealth Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private -Wealth- Client -Associate\_25048316) **Job Description:** Merrill Wealth Management is… more
- CIBC (Boston, MA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Relationship Manager ** within CIBC's Private Wealth organization **,** you'll ... work collaboratively with a Senior Relationship Manager to support a book of business, focusing on retaining and deepening high-net-worth client relationships.… more
- Wellington (Boston, MA)
- …Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager of the Private Funds' Fund Control & Operations team. **RESPONSIBILITIES** ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… more
- Manulife (Boston, MA)
- …to spearhead these activities. Today, HCM, is known as Manulife Investment Management Private Equity & Credit ("PE&C"), and for the last 22 years PE&C has ... PE&C currently manages over $17 billion on behalf of institutional and private capital investors by providing meaningful exposure to sponsor-led opportunities in… more
- Eastern Bank (Wakefield, MA)
- …SVP, Treasury Services Manager and with support from the Treasury Services Client Delivery Manager , this role manages a portfolio of corporate clients ... Services. A key focus of this role is to retain and grow client deposit balances while identifying and executing opportunities to drive additional revenue through… more
- World Wide Technology (Boston, MA)
- …happen for its customers, partners and communities. **What will you be doing?** The Client Manager will sell broad technical services, solutions and products to ... presentations, and bringing customer requests to the WWT technical teams for scoping. The Client Manager will team with local Engineers and Architects, as well… more
- Citizens (Medford, MA)
- …and will perform these functions under the supervision of a Team Leader and/or Manager . As part of the Business Banking Operations team, you will thrive in this ... business partners, legal counsel and clients. + Reconcile Loan Accounting Recon account for assigned loans. + Manage and clear post-closing legal documentation… more
- Oracle (Boston, MA)
- …Oracle Products, both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and translates Customer ... build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst, Integration Specialist,… more
- Wellington (Boston, MA)
- …with transition manager asset-in-kind coordination and asset carve out for client flows, including: creating a representative account or reviewing client ... control environment. The CTA will work closely with the Client Integration Manager , Client Group...for:** . Ensuring the timely and consistent delivery of account opening documentation for new client accounts;… more
- CIBC (Boston, MA)
- …be strongly encouraged. This position offers a unique opportunity to work in manager research while supporting all aspects of private wealth portfolio ... to enhance available investment solutions + Analyze and prepare reports on manager performance, benchmark comparisons, and market risk ** Client & Internal… more
- Wellington (Boston, MA)
- …Services Group within Client Operations has an open position for a manager based out of the Boston office overseeing the Fixed Income Product Reporting Team. ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...Specifically, the manager will be responsible for overseeing a team of… more
- Deloitte (Boston, MA)
- Life Sciences M&A IT Integration & Divestitures Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... returns, and help them accelerate their transformation. This Senior Manager role is ideal for M&A IT professionals who...embrace new care models. They advise both corporate and private equity buyers with M&A transactions across the full… more
- Wellington (Boston, MA)
- …that reflect both firmwide research insights and the specific objectives of FRM custom client mandates. This portfolio manager will also be a strategic thought ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...platform, we are seeking a Fixed Income (FI) Portfolio Manager (PM) to work with the FRM team and… more
