Wealth Management Client Relations Lead
JPMorgan Chase & Co.
J.P. Morgan Advisors in Boston, MA is seeking a Senior Client Associate to provide dedicated support to Financial Advisors and their clients. You will onboard new clients, maintain accounts, and deliver exceptional service while coordinating with multiple teams. In this role you will interact with clients on investment recommendations, execute trades, and support a broad suite of wealth management products and digital offerings. #J-18808-Ljbffr JPMorgan Chase & Co.
- Join Winthrop Wealth as the Senior Business Development Specialist. This senior role focuses on disciplined prospect engagement and documented... ..., serving as a primary point of contact for high-net-worth clients while building long-term advisory relationships. Located...SuggestedRemote job
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A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services, preparing client financial plans, and managing client relationships. Candidates should have a Bachelor's degree and 4-8 years...Suggested$142k - $180k
..., collaborative, and field-oriented Wealth Platform Enablement Lead-Private Wealth. In this role, you will... ...use Wealth systems and workflows to manage client activity, referrals, pipeline... ...platform tools by embedding Salesforce and related platform capabilities into day‑to‑...SuggestedPrivate practiceWork at officeLocal areaWork from homeFlexible hoursShift work- ...Services, Inc. is seeking a Marketing Professional in Boston, MA. The role will focus on developing marketing strategies, strengthening client relationships, and supporting business growth. Key responsibilities include creating marketing materials, coordinating events, and...Suggested
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STATE STREET CORPORATION is seeking an Officer - Asset Owner Relationship Manager in Quincy, Massachusetts. This role focuses on managing relationships with Asset Owner clients, ensuring top-level service delivery, and responding to client needs. The ideal candidate should...Suggested$132.42k - $217.55k
...Team Leader for Guardian Wealth Partners is a... ...responsible for building, leading, and scaling a team of... ...). This role owns the client journey for prospects... ...fee-based investment management offerings Partner closely... ...'s known limitations related to pregnancy,...Full timeVisa sponsorshipWork visaFlexible hours$92.5k - $110k
Morgan Stanley is looking for a Portfolio Management Associate Director in Boston, MA, serving the Wealth Management team. This role entails crafting investment strategies with Financial Advisors and ensuring client engagement through direct communication. Candidates should...- ...brokerage experience. This position requires FINRA Series 7 and 24, strong communication skills, and ability to manage multiple tasks efficiently. Join us in advancing our regulatory oversight efforts within TD Private Client Wealth. #J-18808-Ljbffr TD Bank Group (TD)
- Citizens Bank is searching for a Wealth Platform Enablement Lead in Boston, MA. This role focuses on enhancing Private Wealth team workflows and usage of Wealth systems to effectively manage client interactions and business execution. Key responsibilities include defining...
- Citizens in Boston, MA is looking for a Wealth Platform Enablement Lead-Private Wealth to enhance how Private Wealth teams utilize wealth systems in managing client activities. This strategic role will work cross-functionally to set standards for usage, improve workflows...Full time
$90k - $120k
CircleBlack is looking for a Client Success Lead to own the day-to-day success of a portfolio of... ...portfolio, reporting, CRM, billing, document‑management, and workflow processes. At the... ..., relationship management, wealth management, financial services, B2B SaaS...$90k - $150k
BDO USA Experienced Career Site is seeking a Nonprofit Tax Manager responsible for advising clients on tax implications, ensuring compliance, and managing complex tax issues. Ideal candidates will have five or more years of nonprofit tax experience, be proficient in Microsoft...Work at office- Citizens Bank is seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should...
$110k - $207.5k
...are looking forGlobalLINK is seeking a Client Acquisition Team Lead - Americas, Vice President to... ...Economics, Business, Technology, or related fieldSalary Range:$110,000 - $207,500... ...institutional investors rely on us to help them manage risk, respond to challenges, and...Temporary workFlexible hoursShift work- Securitas Global Clients America is actively looking for a Security Supervisor in Cambridge, MA. The role involves supervising and training... ...High School Diploma or G.E.D. along with at least two years of related experience. The position comes with a comprehensive benefits...
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...number one priority. With a wealth of learning and career... ...training facility, and leading market tools, we help... ...is currently seeking a Manager, SAP S4 Public Cloud... ..., solution design, and client presentations that align... ...support integration with related modules such as Finance...Full timeH1bLocal area$120k - $150k
Masis Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves collaborating with advisory staff to guide elite clients on portfolio management, tax, and estate planning, requiring over 8 years...- ...Bachelor's degree in Accounting, Finance, or a related field, and possess over 3 years of... ...accounting. Key responsibilities include managing cash-basis accounting, preparing cash flow... ...summaries, and using QuickBooks to handle client records. Strong Excel skills and...
- ...A leading professional services firm in Boston seeks a Client Engagements Business Continuity Leader to ensure that services... ...disaster recovery programs while managing risks and providing... ...experience in business continuity or related fields, strong communication skills...
$100k - $140k
...per year. This role is ideal for those with 3-10 years of experience in wealth management or financial planning, aiming for a career as a lead advisor. The successful candidate will manage client relationships, provide financial planning across investments, retirement,...Work at office$52.5 per hour
Lead Systems Analyst - Client Content & Reporting Remote position. Overview We are seeking a Lead Systems... ...business stakeholders on reporting and data‑related initiatives. Qualifications 7+ years of experience in investment management, asset management, financial services,...Remote job- ...seeking an experienced eDiscovery Analytics Lead to utilize legal expertise for a federal... ...handling strategic legal aspects using Relativity. Candidates should have over 5 years of relevant... ...communication skills, and the ability to manage complex relationships within a fast-paced...
- Isabella Stewart Gardner Museum in Boston seeks a Board Relations Manager to support governance and engagement. Reporting to the Chief Development Officer, you will coordinate board and committee meetings, prepare materials, and foster constructive relationships with Trustees...Afternoon shift
- Audley is seeking a Client Experience Executive to support the management of client experience and service scores through effective complaint management. This role requires strong customer focus and excellent communication skills to interact with clients and sales teams...Flexible hours
- Databento is seeking a professional to manage exchange onboarding and licensing requirements for new data feeds, ensuring compliance... ...will facilitate customer onboarding and guide internal teams on related policies. The ideal candidate will have prior experience in exchange...Remote job
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Altera Digital Health APAC is seeking a Client Success Executive who will serve as a strategic partner for clients to ensure their satisfaction and success. The role requires 2-4 years of experience in client-facing positions, excellent communication skills, and expertise...Remote job- BANC OF CALIFORNIA, INC. is seeking a VP, Client Manager to own borrower relationships within an assigned portfolio, driving retention through financing expertise and coordinated service delivery. You will collaborate with Originations to manage VC-sponsored borrowers...
- A consultancy firm in life sciences is seeking a Client Partnerships Manager to lead growth initiatives in MedTech and Pharma sectors. Responsibilities include business development through consultative selling, relationship management, and cross-functional collaboration...Full time
$120.97k
Job Title Industrial Client Service Leader - Industrial Water/Wastewater... ...capital projects, meet water management objectives, comply with... ..., or address other related needs. As an integral member... ...contributes by: Responsibilities Leading business development, client...Temporary workVisa sponsorship- ...Barry’s studios and corporate offices. About the Role The Client Facilities Lead is essential to the operation of our studios. They serve as... ...standards and support business objectives. With strong time management skills, they will efficiently prioritize urgent maintenance...Full timePart timeFor contractorsLocal areaImmediate startShift workWeekend workDay shiftAfternoon shift
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