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Senior Administrative Assistant (Boston)We arelooking for an experienced Senior Administrative Assistant with strong calendarmanagement skills and past experience booking domestic and international travelfor 2 Senior Investment Directors at a well-respected wealth management companyin downtown Boston.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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Privately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.
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We advise, design, implement, and deploy innovative and technology enabled solutions focused on “heart of the business” issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.
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Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates.
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Partner with Product Manager, Portfolio Manager, Private Wealth sales team, and firm operations leaders to ensure the effective operational execution and risk management of the Funds. Support Private Wealth sales, Product Management, and other relationship leads in the production and creation of all marketing content, coordination of RFP responses, product development, and distributor onboarding and management.
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The position will focus on the Wealth Management line of business audit portfolio, which includes fiduciary account administration, investment management, and private banking. Banking industry experience and exposure to the Wealth Management function a plus.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Minimum of 3-5 years of experience in wealth management, estate planning, and trust administration. Job Overview: A leading law firm is currently seeking a qualified Wealth Management Attorney.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion.
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Job Description About this role: Wells Fargo is seeking a Counsel - Assistant Vice President to join the Wealth & Investment Management (WIM) section of the Wells Fargo Legal Department.
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You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
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Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
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