Senior Executive Wealth Strategist
Squillace & Associates, P.C.
Bank of America in Boston seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering tailored wealth, tax, estate and financial planning within the company’s compensation programs. You will build trusted senior-level relationships, coordinate with Advisors and specialists across investment, credit, banking and trust teams, and educate executives through personalized consultations and clear recommendations. #J-18808-Ljbffr Squillace & Associates, P.C.
$137.4k - $240.4k
...clients using leading technology and exceptional service.Wealth Strategist/Client Development Sales ExecutiveOverview:At Northern... ...and other entities. This is a client development sales executive role.As a senior member of the Northern Trust team, you will oversee new...SeniorFull timeLocal areaFlexible hours- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...Senior
- JPMorganChase in Boston is seeking experienced professionals for a Private Banking role. Your primary responsibility will be managing and nurturing client relationships, while also acquiring new assets. Applicants should have a minimum of seven years of experience in financial...Senior
$120k - $217.5k
Who we are looking forA Senior Legal Counsel (VP) - Wealth, Custody & Clearing - Retail Brokerage is a senior legal advisor within State Street’s newly... ...strategy. The position requires a sophisticated legal executive with deep expertise in relevant regulatory frameworks,...SeniorFull timeTemporary workFlexible hours- ...project management skills and abilities Experience partnering with key stakeholders including field leadership and client teams to drive positive business results Prior experience supporting wealth management deposit products and pricing a plus #J-18808-Ljbffr JobtailorSeniorTemporary work
- ...Chief Executive Officer (CEO), Wealth Management About the Company Confidential wealth management operating company division. Industry Financial Services Type Privately Held About the Role The Company is seeking a Chief Executive Officer (CEO) for...
- A leading financial services firm is seeking a Senior Legal Counsel (VP) for their Wealth business in Boston. This role requires 10+ years of legal experience in retail brokerage, with a strong understanding of SEC and CFTC regulations. The successful candidate will provide...Senior
- M&T Bank Corporation in Boston, MA, seeks an Investment Associate within Wealth Advisory Services to support integrated wealth management aligned with client goals. You will maintain market knowledge, communicate economic information to clients, develop IPS, implement...
- Goldman Sachs in Boston seeks a Private Wealth Advisor (PWM) to grow client relationships and lead analyses across portfolios, risk and asset allocation. You will monitor macro trends and collaborate with internal researchers to inform investment decisions. The role requires...
$124.28k - $186.16k
...open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying...Work at officeLocal areaFlexible hours- TD Wealth in Boston, MA seeks a Wealth Strategist to develop and deliver financial, trust and estate planning services while identifying opportunities to onboard clients for trustee appointments and estate settlements. You will collaborate with TD Wealth team members to...
$124.28k - $186.16k
TD Bank in Boston is seeking a Wealth Strategist to provide high net worth estate and business planning services. This role involves developing financial plans and collaborating with the Wealth team to deliver exceptional client service. The ideal candidate will have extensive...$120k - $217.5k
Who We Are Looking For The Senior Legal Counsel (VP) - Wealth, Custody & Clearing - Retail Brokerage is a senior legal advisor within State Street’... ...Wealth strategy. The position requires a sophisticated legal executive with deep expertise in relevant regulatory frameworks,...Senior$200k - $270k
...highly technical, strong communicator with the desire to work in a team environment on complex projects? Gilbane is seeking a Senior Project Executive - Sports to deliver large-scale, high-visibility sports facilties. The role is responsible for setting strategic direction...SeniorContract workFor contractorsFor subcontractorLocal area$200k - $250k
...partners specializing in retirement tax planning and wealth strategy solutions. Position Overview: As a Senior Wealth Strategy Consultant, you will conduct 25-3... ...trust and clarity Professionals with strong executive presence on Zoom Financial professionals who...SeniorFor contractorsRemote workFlexible hours- CarGurus seeks a Senior Internal Communications Specialist to own end-to-end internal communications programs, ensuring the employee perspective drives alignment and culture. You’ll partner with People & Talent and business leaders to craft messages that land across global...Senior
$167k - $260k
...how employees work and deliver results. This position will shape executive voice, messaging strategy, and delivery across enterprise... ...offers a hybrid work schedule. The Wells Fargo job profile is Senior Lead Communications Consultant.In this role, you will:Serve as...SeniorFull timeWork experience placement- MassMutual is seeking a Quantitative Derivative Portfolio Manager to support the management of derivative investments across ALM and product portfolios in a hybrid Boston setting. You will perform daily portfolio management activities, rebalance risk, and evaluate relative...Senior
$100k - $125k
Heidrick & Struggles is the world’s foremost advisor on executive leadership, driving superior client performance through premier human... ...teams. Learn more at Job Description:What We DoExecutive Search Senior Associates play a critical role in the execution of all facets...SeniorFull timeApprenticeshipWork experience placementWork at office- Lee Kennedy Co., Inc. in Quincy, MA is seeking a Senior Preconstruction Manager to lead preconstruction activities for complex projects... ...and engage with clients and teams to ensure successful project execution. The ideal candidate has 8-12 years of experience in...Senior
- A government services consulting firm in Boston is looking for a Senior FOIA Disclosure Product Manager. This role involves driving product management and marketing for the SecureRelease product within a federal agency. Candidates should have a Bachelor's degree in product...Senior
- Wayfair is seeking a Senior Analyst for the Sales Compensation team in Boston to design, optimize, and administer incentive plans that shape our sales engine. You will blend data architecture with business strategy, advising senior leadership and owning optimization of...Senior
- Mercer in Boston is seeking a Senior Voluntary Benefits Consultant to join our hybrid Voluntary Benefits team. The role emphasizes leadership, independent work, and strong client communication and management in delivering tailored benefit solutions. You will expand client...Senior
- Security1stconsulting seeks a Senior Data Protection Specialist to support a major public health cybersecurity and compliance initiative under the BPHC IT Security Infrastructure and Governance Improvement Program. The role emphasizes developing data classification frameworks...Senior
- ...Executive Director – Lead Community Operations and Drive Growth and Resident ExperienceAt Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day.At Sunrise...SeniorLocal area
- ...Consultant to partner with enterprise customers, designing and executing transformational SEO and GEO strategies that drive measurable business... ..., and Product to embed SEO/GEO into broader digital marketing ecosystems. This is a senior advisory role. #J-18808-Ljbffr SEMrushSenior
- Topco Associates LLC in Quincy, MA is seeking a Senior Sourcing Analyst to lead indirect logistics procurement. This hybrid role requires... ..., suppliers, and cross-functional partners to develop and execute strategic sourcing initiatives. You will analyze data, manage multiple...Senior
- Quaise Energy, Inc. in Cambridge, MA is seeking a Senior Communications Specialist to lead social media, events, and internal communications... ...external partners. You will manage editorial calendars, craft executive messaging, coordinate events, and drive the company’s public...Senior
- Lockton Northeast is seeking a Senior Financial Consultant to manage analytical responsibilities supporting producers, consultants, and client teams across Health & Welfare offerings. The role requires mentoring associates, guiding financial analytics, and driving growth...Senior
- Santander Bank in Boston is seeking a Senior Associate Portfolio Manager to lead lifecycle strategies across our Consumer Credit Card portfolio, focusing on activation, balance growth, revolving behavior, and retention. The role requires deep expertise in credit card portfolio...Senior
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