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I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client/ Portfolio Associate. With that being said, this role is a FANTASTIC opportunity for an individual who offers 2+ years of experience working at a wealth management firm, asset management firm, or the custody side in an Investment Operations, Client Service, or Client Reporting themed role who is seeking this type of multi-discipline position to provide a catalyst to continue to learn and grow.
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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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MERGE promotes health, wealth and happiness in the world by merging storytelling with technology and offers marketing and technology clients full-service capabilities including strategy, creative communications, experience engineering, performance marketing, media and digital platform development.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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The Prospect Research Analyst will work in partnership with members of the Research team to review and validate results from a wealth screening. Identify, analyze, and evaluate information yielded from a variety of sources to determine a potential donor's wealth capacity, philanthropic interests, and relationship to Wellesley.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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Jefferies is seeking an Investment Banking Vice President (or Senior Associate) to lead transactions in a highly active capital markets environment - this team executes the full suite of investment banking services including M&A (predominately sell-side), debt financings utilizing Jefferies committed syndicated and direct lending capabilities, and equity capital markets transactions including IPOs, follow-on and growth raises.
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Partner across TDI and with HR Strategy and Operations and Wealth Communication to drive consistent routines building awareness and understanding of TDI initiatives with key stakeholder groups (HRLT deep-dives, HRLT/Talent QBR updates, SLT and ELT TDI updates/spotlights.
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Fans of the performing arts can take in a show at one of several theaters in the area, including the Brattle Theatre and The Lily Pad. Outdoors types can visit the city's parks for canoeing, hiking and cycling.
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3 - 5 years of wealth management, trust administration and relationship management experience. Understand the fundamentals of wealth management and trust administration. Responsible for duties and tasks as they relate to the Bank Secrecy Act, (“BSA”), the Anti-Money Laundering Act (“AML”) and the Office of Foreign Assets Control Regulations (“OFAC.
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Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies. Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
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Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience. Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
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2+ years of experience in sales & distribution related business processes and technologies, including at least one of the following sub-domains: Marketing, Wealth Management, Distribution Management, Incentive Management (compensation, recognition), Broker Dealer Administration, Insurance Distribution.
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About AMN Healthcare AlliedEmbarking on an allied travel career with AMN Healthcare means a wealth of resources at your fingertips and a vast array of exciting opportunities across all allied healthcare disciplines, settings, and practice areas.
$1,801.67 - $2,075.84 a weekFull-timeExpandApply NowActive JobUpdated Today
wealth job Title: cardiology in Cambridge, MA
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