HNW Investment Consultant & Partner Development
City National Bank
A prominent financial institution seeks an Investment Consultant in Boston to enhance relationships with Independent Financial Advisors and high net worth investors. The role focuses on developing programs to increase client referrals and managing communication effectively to ensure high-level investment management services. Candidates must have a Bachelor's degree, relevant financial experience, and necessary FINRA licenses. Competitive salary offered along with comprehensive benefits and perks. #J-18808-Ljbffr City National Bank
- Alternative Investments Product Associate Alternatives Product Team Full-Time Boston... ..., and MassMutual to excel in the HNW space by offering open architecture... ...products and capabilities. Partner with internal business development teams on available alternative strategies...High net worthFull timeWork experience placement
$101.23k - $172.36k
...Investment Consultant What is the opportunity? Expand and deepen the network... ...investment services. Develop partnering relationships with... ...on sales and new business development Masters Degree preferred Working... ...years of investment and/or HNW related experience. Experience...High net worthRemote work$212k - $318k
...We are seeking a Partner, Senior Health Actuary to join our Actuarial... ...Contribute to business development by identifying growth opportunities... ...you need to have: Consulting experience with large... ...reinsurance and capital, people and investments, and management consulting,...SuggestedMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- City National Bank is seeking an Investment Consultant to expand relationships with Independent Financial Advisors and high net worth clients. Responsibilities include developing referral programs, client presentations, and ensuring smooth transitions to portfolio management...High net worth
$115k - $130k
...What you'll be doing CIBC Private Wealth’s Multi-Manager Investment Program (MMIP) team provides tailored investment solutions for... ...decisions and work closely with Relationship Managers and Business Development Officers to deliver sound investment management and advisory...High net worthFull time- Investment Quantitative Product Consultant Quantitative Research & Development Team Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity As an Investment... ..., and Investment Research teams. You’ll partner closely with QRD, Portfolio Management, and Technology...Full timeTemporary work
$80k - $300k
...looking for a skilled Account Partner to drive sales within our... ...As an educator and business consultant, you love teaching clients how... ...working with us ~ Demonstrated development of meaningful partnerships... ...during core hours. We invest in our offices to make them...Work at officeLocal areaRemote workWork from homeFlexible hours3 days per week$80k - $300k
...communities. The Role Enterprise Account Partners at Veeva are accountable globally for... ...to key decision makers across drug development and IT Requirements Minimum of 8... ...sales, account management and/or consulting services Minimum of 5 years of experience...Work at officeLocal areaWork from homeFlexible hours- ...Dormont Manufacturing Co seeks a Financial Advisor for its Merrill Advisor Development Program in Boston. This role focuses on working with high-net worth individuals, identifying needs, developing relationships, and delivering tailored financial recommendations. Ideal...High net worth
- ...Scientific Solutions Partner TetraScience is the Scientific Data and AI Company building Tetra OS, the operating system for scientific... ...assets and scientific workflows that accelerate discovery, development, and manufacturing. TetraScience's growing ecosystem of...
- ...technology company is seeking a strategic sales professional to join their R&D Sales Team as an Account Partner. The role involves selling the Veeva Vault Development Cloud to biotech customers, with a focus on developing relationships and managing complex sales cycles....Remote jobFlexible hours
- Hasbro, Inc. seeks a Learning & Development Business Partner in Boston to shape high-impact development experiences and strengthen leadership capability. This role involves consulting with leaders, diagnosing needs, and creating tailored solutions to enhance organizational...
- Hasbro is seeking a Learning & Development Business Partner to drive leadership development and organizational growth. This hybrid role based in Boston focuses on creating impactful learning experiences by collaborating with senior leaders. With 7-10 years of relevant...
$137.2k - $382.2k
...Global HQ Pharma clients as a trusted partner, helping them navigate complex strategic... ...You will shape and deliver high‑impact consulting engagements for VP+ stakeholders, building... ...and external engagement. Support team development through recruiting, mentoring, coaching...Full timePart timeImmediate startWorldwide- Tandym-Group is seeking an IT Business Partner - R&D in Watertown, Massachusetts to support clinical technology initiatives across research and development functions. The role partners with clinical operations, biostatistics, and data management teams to align business...
$350k - $400k
Tax Partner - Private Client Service (Hybrid) This is a unique opportunity for a senior-level tax professional with significant Private... ..., fiduciary, foundation, gift, and estate Tax compliance and consulting. Navigate the complexities of each of their individual tax...High net worthRelocationFlexible hours$120k - $130k
...Envision yourself at Barracuda: We are looking for a Partner Development Manager to join the MSP team and act as the liaison between our Marketing and Sales teams out of our Chelmsford office. In this hunter role, you will seek new business opportunities by contacting...Work experience placementWork at officeFlexible hours$125k - $180k
...Projects — Investor Services Project & Development Services Overview As a Senior Project Manager... ...tenant rep brokers, and capital markets/investment sales professionals. Capital Planning (... ...work for institutional or HNW landlord clients. Working knowledge across...High net worthDaily paidFor contractorsWork at officeLocal area$65k - $80k
...Department : Partner Development Supervisor : Senior Director, Partner Development Job Classification : Exempt Job Type : Full Time Summary: Do you have the passion for building meaningful relationships? Are you excited about driving outstanding experiences...Hourly payFull timeLocal areaWeekend workAfternoon shift- Liberty Mutual is seeking an Actuarial Analyst to join their Actuarial Development Program in Boston, Massachusetts. This role is integral to the team's economic and analytical support for the Pet Insurance line, with substantial growth underway. The ideal candidate will...
- Google is seeking a Global Data and AI Strategic Partner Development Manager located in Cambridge, MA. You will bridge business strategy with technical implementation, driving Data and AI solutions while serving as a trusted advisor in pre-sales and post-sales engagements...
- Synera in Boston is seeking a Partner Marketing Manager to lead the development of partner marketing strategies and campaigns. You will be responsible for turning a strong partner network into a major driver of awareness and pipeline, utilizing AI in your marketing efforts...Remote work
- RSM US LLP in Boston is seeking an experienced Tax Partner to drive growth for our Family Office Enterprise practice. You will lead... ...guidance. This role requires a strong track record in client development, cross-functional collaboration, and managing large teams to ensure...High net worthWork at office
$50 - $60 per hour
...Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose...Hourly payContract workFor contractorsWork experience placementRemote work- A top-tier advisory firm based in Boston seeks an experienced Tax Partner to lead tax engagements and provide strategic guidance to family offices and ultra-high-net-worth clients. The successful candidate will have over 12 years of experience in public accounting, exceptional...High net worthWork at officeFlexible hours
- Alternative Investments Product Analyst Full-time Boston MA The Opportunity As an Alternative... ...offerings, platforms, and processes Partner with operations, compliance, and... ...perspectives are welcomed Access to learning, development, and internal networks that support...High net worthFull time
$20 - $25 per hour
...assist business decision making, financial planning, and strategy development. He/she will perform statistical analysis related to insurance... ...built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering...Hourly payCasual workInternshipWork at office$80k - $90k
...comprehensive wealth management and investment products and services for... ...and effective. The Advisor Development Program is designed for... ...knowledge by using a defined consultative approach to systematically identify... ...core banking and investment partners. Connect to all the...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift$69k - $90.5k
...including Paid Parental Leave ~ Resources to promote Professional Development (LinkedIn Learning and licensure assistance) ~ Convenient... ...built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering...Work experience placement$90k - $115k
...Investment Associate When you join the growing BILH team, you're not just taking a job... ...Managers, and for meetings with our investing partners who participate in the BILH or CJP pool... ...while positively impacting the further development of the Office. Your success also...Work experience placementWork at office
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