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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.
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Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate.
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Professional Registration in Architecture or Interior Design or Certification in Corporate Real Estate, LEED, or Facilities Management is preferred. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions.
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At least 3-5+ years of relevant experience in the commercial real estate lease administration industry and/or paralegal, accounting or property management fields having worked in either (or both) the Landlord or Tenant sector.
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Graduate degree in Real Estate Finance / Development, Urban Planning / Policy, Affordable Housing, Community Development, or similar discipline preferred. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy.
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Recent relevant investment experience in US commercial real estate across various asset classes; Asset Management experience a plus. Assume asset management responsibilities for initial acquisitions and partner with the broader Real Estate to build an in-house asset management team.
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As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are a Registered Investment Advisor (RIA), offering extraordinary client service in private wealth management. Best-in-class Client Services is a cornerstone of Ashton Thomas Private Wealth Management and the ideal candidate will be intelligent, organized, energetic, friendly, take a great deal of pride in their work and will communicate well.
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Manage and evolve the MFS Model Risk Management Program. Oversee and continue to enhance the MFS' vendor risk management program including vendor on-boarding and annual due diligence requirements.
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Ensure that all donor interactions, forecasts, and strategies are recorded in the Atlas (CRM) database as outlined by the Development Systems Team. ·Work with Development colleagues and Spaulding leadership to oversee the ongoing implementation and management of the grateful patient fundraising program.
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The position requires a high degree of flexibility, independence and willingness to participate in multiple activities and provide support to all members of the Case Management Department. Works collaboratively with the Case Manager, Brewster Ambulance Services Transportation Coordinator and the VPNE care van ambassador to coordinate the various modes of discharge transportation.
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Small office moves/re-locations of individuals at the request of Real Estate and only if scope is reviewed and approved by Office Services Manager; projects can be completed off-hours depending on other competing duties and whether there is a paying sundry/grant # for the work; projects can be completed within shift hours if related to core hospital business needs and/or Office Services Manager approves.
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Our client is seeking an experienced HR Director to lead their people strategy and initiatives in the field of Real World Evidence. Luminary Group, a leading Life Sciences Consultancy is partnered with a world leader in Real World Evidence.
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Prepare, review and approve monthly and quarterly NAV packages and allocations for funds investing in equity, fixed income, fund-of-PE-funds, fund-of-hedge-funds, private debt, syndicated debt, private equity, real estate funds, OTC and various other financial instruments.
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management real estate wealth jobs in Boston, Norwood, Massachusetts
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