- 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 (Wellesley Hills, MA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… 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
- Citizens (Stoughton, 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
- 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 (Waltham, 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