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Specifically, the associate will identify and report on business and civic affiliations, wealth indicators, interests, foundation grant making, and philanthropic giving. 1–2 years of experience in Prospect Research, including familiarity with targeted Google searches, LexisNexis, I-Wave, Foundation Directory Online, and other common sources required.
$56,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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In collaboration with the Associate Director of Prospect Development and Stewardship, ensure timely wealth screening of outpatients, identification of wealthy and high-philanthropic-potential prospects, and distribution of regular outpatient reports to develop and maintain a steady pipeline of new grateful patient prospects for the entire Major Gifts Team.·Serve as Development staff liaison to one or more outpatient sites for purposes of grateful patient strategy and coordination.
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In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services.
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Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971 , Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
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The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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As the IMC Director, Wealth Management you will have a national presence, responsible for a team of Investment Management Consultants with deep investment expertise. Relevant HNW client experience in dealing with complex wealth management issues.
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8 to 10 years of experience in thought leadership and applied research, ideally in the wealth management sector, with a proven track record of success in building sales enablement initiatives. The Research Center undertakes significant research that confronts the pivotal issues shaping today’s intricate wealth management landscape, delving into key aspects such as investment solutions, investor sentiment and behavior, advisory experiences, personal wealth structure, market outlook, and risk perceptions.
$185,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Your background should demonstrate a solid understanding of the wealth management industry and a proven ability to develop actionable thought leadership resources, leveraging compelling research to drive change and deliver educational value.
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Minimum five years of related work in a regulatory compliance and/or risk management function, capital markets organization (Asset Management Firm/Investment Adviser, Broker Dealer, Wealth Management Firm, Swap Dealer, Securities-based Swap Dealer, Capital Markets or Asset/Wealth Management Division of a Large Diversified Bank), regulatory agency, or consulting firm.
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As part of the United Way of Mass. Bay’s New Way Forward Partnership, Midas co-convenes a coalition of advocates, practitioners and others focused on passing Matched Savings legislation in MA. We are a “small but mighty” nonprofit, committed to systems change to ensure successful asset-building and intergenerational wealth solutions for BIPOC community members and others who have historically been marginalized.
$135,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Knowledge of data sources for performance, flows and relevant competitive information is a plus (Morningstar, Lipper, FactSet, Bloomberg, eVestment.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Cambridge is the home of two of America's most prestigious and famous universities, Harvard and MIT. While residents find themselves in prime position to take advantage of all the cultural and entertainment options in Boston, Cambridge proper offers a wealth of leisure activities, sights and sounds.
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Our practice areas include wills, trusts, asset protection, wealth preservation, probate, MassHealth Medicaid applications, guardianship, and conservatorship. Training in drafting complex estate planning documents, MassHealth Medicaid applications, elder law practices, and legal marketing processes.
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TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.
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wealth job Company: The Judson Group in Boston, MA
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