Senior Client Success Specialist - Wealth Solutions Lead
Corient
Corient is seeking a Senior Client Success Specialist in Boston to manage the full client lifecycle for high-net-worth relationships. You will onboard clients, coordinate with custodians like Schwab and Fidelity, and ensure accurate money movements and documentation. Expertise with Salesforce/Addepar and Excel is essential. The role requires five years in financial services, strong confidentiality, and the ability to manage multiple priorities in a fast-paced environment. #J-18808-Ljbffr Corient
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Success Specialist - Wealth Solutions Lead in Boston, MA vacancy
$70k - $95k
Senior Client Success SpecialistSkip to main content#Senior Client Success Specialist page is loaded## Senior Client Success SpecialistApplylocations... ...them to preserve their wealth for future generations, and... ..., we deliver comprehensive solutions across investment...SeniorPermanent employmentTemporary workWork at officeFlexible hours- Paperless Parts is seeking a Manager, Solutions Architecture to lead the Solutions Architecture function and act as lead Solution Architect on strategic... ...implementation-ready solutions that drive long-term success. In this role, you’ll work across Sales, Professional...Senior
$225k - $337.5k
...Management's Investment Solutions Group (ISG).... ...delivered effectively to clients. You will have... ...contribution, and wealth. You will work... ...environment. The role will lead a global portfolio... ...and successful implementation of... ...Engagement Serve as a senior investment leader...SeniorTemporary workFlexible hours- ...role supports a seamless client experience across... ...lending, and other credit solutions.Partner with bankers,... ...relationships.To be successful in the role, we are seeking... ...private banking, wealth management, or financial... ...and success. As a leading global financial services...SeniorWork experience placementWork at officeWorldwideFlexible hours
- State Street is seeking an experienced Client Solution Lead to engage with a complex Global Asset Manager. This role involves driving strategic discussions and negotiations to shape a target operating model by 2026, ensuring alignment across various stakeholders. Ideal...SeniorWork at office
- Folia Health is looking for a Principal, Client Success in Boston to manage sponsor relationships and enhance the value of our science for life sciences partners. This role involves partnering with research teams to deliver clear commercial outputs and support account...Senior
- State Street is seeking an experienced Client Solution Lead to drive a strategic engagement with a major global asset manager. This role is critical for aligning client priorities with State Street’s commercial strategy and will involve defining a scalable model for long...SeniorWork at office
- A global research university is seeking a senior digital solutions analyst to support AI programs. This role requires collaboration with staff, faculty, and students to design and implement AI solutions, blending business analysis and solutions engineering. Candidates...SeniorWork at office
- CompassX Group is seeking a seasoned leader to guide client engagements from executive leadership through solution design. You will shape approach, validate the... ...role emphasizes building trusted relationships with senior stakeholders and delivering clear, actionable #J-...Senior
- Crowe is seeking a Lead Salesforce Consultant and Solution Architect to bridge business problems with technical solutions for diverse clients. You will engage directly with customers, design custom Salesforce-based solutions, and deliver innovative results while advising...Senior
$120k - $150k
...right for our clients.At CIBC, we embrace... ...Private Wealth Audit team provides... ...banking. As a Senior Audit Manager,... ...this role, you'll lead complex audits,... ...Risk Specialist (CFIRS), or relevant... ...interview). The successful candidate may be... ...create innovative solutions that make a...SeniorFull timeRemote workShift work2 days per week- ...This role supports a seamless client experience across deposit and... ...lending, and other credit solutions. Partner with bankers, underwriters... ...office relationships. To be successful in the role, we are seeking... ...within private banking, wealth management, or financial services...SeniorWork experience placementWork at office
$120k - $225k
...Our investment solutions, tailored to the... ...of institutional clients in more than 60... ...RoleWellington is seeking a senior commercial... ...and wealth businesses. The successful candidate will bring... ...with our product specialists including helping... ...institutional pursuits.Lead...Full timeRemote workFlexible hours1 day per week$115k - $225k
...STANLEYMorgan Stanley is a leading global financial... ..., securities, wealth management and... ...s employees serve clients worldwide including... ...leader in custom solutions for more than 30 years... ...decisions with senior executives to ensure... ...definition for successful executionEffectively...Temporary workFor contractorsWork at officeLocal areaRemote workWorldwide3 days per week$100k - $150k
...bodies and daily lives.WHOOP is hiring a Senior Lead, Advanced Design to shape the future... ...materials, manufacturing methods, and wearable solutions to identify and develop breakthrough... ...office located in Boston, MA. The successful candidate must be prepared to relocate...SeniorFull timeWork at officeRelocation- A leading tech company is seeking a Senior Engineering Manager to lead the Customer Agent team in Boston, MA. This role involves owning the... ...collaborating with cross-functional teams, and ensuring the success of AI-driven solutions for customer engagement. Candidates should have...Senior
$212k - $333.19k
...patients worldwide.Join Takeda as a Senior Director, Global Regulatory Lead - Oncology, where you will be part... ...developments that may impact regulatory success, exercise sound judgement and... ...opportunities.Identify and propose solutions to management for any resource gaps...SeniorMinimum wageTemporary workLocal areaRemote workWorldwide- Syneos Health, Inc. in Boston, MA is seeking a senior, client-facing leader to drive our RPO partnerships and shape the future of talent... ...engage with C-suite and HR leaders, design world-class talent solutions, and coordinate with delivery teams to ensure flawless execution...Senior
- A leading energy technology company based in Boston is seeking a Battery Product Development Leader to drive customer-facing product development... ...the product lifecycle from conceptualization to customer-ready solutions while integrating R&D with customer needs. The ideal candidate...Senior
- CVS Health is seeking a Senior Manager for the Client Success team to manage relationships with health plan partners and drive strategic opportunities in Supplemental Benefits and Directed Spend. You will lead programs in B2B, VAB and Targeted Kits, transferring insights...Senior
- ...seeking experienced Senior Wealth Advisors to join... ...relationships with clients. The role partners... ...an industry-leading strategic platform... ...largest and most successful RIAs in the country... ...Collaborate with internal specialists to deliver integrated solutions Identify and...Senior
Beacon Pointe Advisors
Boston, MA2 days ago - Galderma seeks a 3PL Client Success Senior Manager to drive compliant distribution and cost performance across the prescription network. You will manage KPI-based vendor relationships, lead cross-functional projects, and ensure smooth specialty order fulfilment. You will...Senior
- ...President to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial plans, and... ...ideal candidate has a BA, CFP or CFA preferred, 5-7+ years in wealth management or related fields, and strong communication,...SeniorWork at office
$119.7k - $222.3k
...PK Sciences representative to lead the development and use of... ...transformative new medicines. The successful candidate will offer insight... ...focus on developing AI-based solutions to enhance the automation,... ...experience to be considered for Senior Principal Scientist. ~...SeniorResearch
Cambridge, MAmore than 2 months ago- ...insurance Senior Sales Executive... ...Risk Analytics Solutions Location: New... ...We are a leading provider of institutional... ..., insurers, wealth managers, and... ...solutions help clients better... ...Collaborate with product specialists, quantitative... ...research, customer success, and...SeniorBase plus commissionContract workFlexible hours
Risk Analytics Company
Cambridge, MA2 days ago - ...New Hampshire seeks an experienced Appian Consultant to lead delivery teams and provide expert guidance on Appian solutions. The role includes mentoring and implementing best practices to ensure successful client outcomes in complex projects. Qualified candidates will...Senior
- Principal or Senior Principal, Anthropic AI Solutions (East Region)AI Systems & Platforms |... ...willing to be onsite at the client and/or Slalom office when... ...Partner Solution Lead, you’ll partner with cross... ...across the Global 1000, many successful enterprise and mid-market...SeniorTemporary workWork at officeLocal area
$120k - $225k
...Our investment solutions, tailored to the... ...of institutional clients in more than 60... ...Wellington is seeking a senior commercial... ...and wealth businesses. The successful candidate brings... ...with our product specialists including helping... ...institutional pursuits. Lead commercialization...Remote workFlexible hours1 day per week$120k - $225k
...Our investment solutions, tailored to the... ...institutional clients in more than 60... ...About the Role Senior Commercial Leader... ...with product specialists, originating, shaping... ...pursuits. Lead... ...institutional and wealth businesses to improve... .... Demonstrated success commercializing...Work at officeRemote workFlexible hours$196k - $294k
...everyone deserves a fair shot at success and appreciate the... ...the RoleKlaviyo is seeking a Senior Lead Product Manager to drive our... ...Engineering, Design, Sales, Solutions, Customer Success, Security,... ...such as new hire onboarding, client or partner work if applicable...SeniorWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Success Specialist - Wealth Solutions Lead. Be the first to apply!
Related searches
- inbound call center customer service representative Boston, MA
- work from home customer service advisor Boston, MA
- card services representative Boston, MA
- customer relations specialist Boston, MA
- customer happiness specialist Boston, MA
- customer service associate Boston, MA
- e-commerce customer service representative Boston, MA
- customer service representative remote Boston, MA
- client service representative Boston, MA
- full time customer service associate Boston, MA