Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWestborough, MA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Wealth Management Client Associate - Resident Director’s Assistant Bank of AmericaWealth Management Client Associate - Resident Director’s AssistantMassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. 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.
Wealth Management Advisor (Waltham. MA) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Waltham. MA)Waltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth Management AdvisorWaltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor TIAAWealth Management AdvisorWaltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (Waltham. MA) TIAAWealth Management Advisor (Waltham. MA)Waltham, MA$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Advisor - Johnston, RI Citizens Financial Group IncWealth Advisor - Johnston, RIJohnston, RI$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Finance Manager - ACURA Westwood Group 1 Automotive, Inc.Finance Manager - ACURA WestwoodWestwood, Massachusetts$175,000–$250,000 / yearFull timeAbout Us: Group 1 Automotive, Inc. (NYSE: GPI) is a Fortune 250 leader in global automotive retail, operating more than 250 dealerships and collision centers across the United States and United Kingdom. As the 4th largest dealership group in the U.S., Group 1 delivers a fully integrated automotive experience, including vehicle sales, financing, aftersales service, and digital retail solutions.
HR Director, AI Organization Transformation Boston Scientific CorpHR Director, AI Organization TransformationMarlborough, MAThis role requires a leader who can operate simultaneously at the strategic and operational levels, shaping how the enterprise adopts AI while redesigning the structures, roles, and workflows that make that adoption real and sustainable across a highly matrixed, global organization. Demonstrated experience in operating model design and/or organizational design, including developing governance structures, role frameworks, and decision rights in complex organizations, with exposure to AI-enabled or automation-driven operating models.
Wealth Advisor Washington Trust Bancorp, Inc.Wealth AdvisorProvidence, RI$125,000–$175,000 / yearCFP designation preferredBachelor's degree in Finance, Business, or a related fieldMinimum of 10 years of experience in financial planning, wealth advisory, trust services, or related fieldStrong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategiesDemonstrated ability to build and sustain client relationshipsExcellent communication, presentation, and interpersonal skillsCommitment to providing exceptional client service and putting clients' best interests first. Passion for helping clients achieve long-term financial well-beingStrong emotional intelligence and relationship management skillsAbility to integrate planning strategies with trust and fiduciary considerationsClear communicator who can simplify complex financial conceptsProactive and service-oriented mindset.
Divisional Retirement Plan Counselor - New England The Capital Group Companies, Inc.Divisional Retirement Plan Counselor - New EnglandMA$121,000–$152,000 / yearAs one of our Divisional Retirement Plan Counselors, you'll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives' needs and coordinating efforts to serve those needs. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
Associate Insurance Adjuster GTT, LLCAssociate Insurance AdjusterWorcester, MAThis client is a U.S. property and casualty insurer providing comprehensive coverage for homes, autos, and businesses, with a workforce that includes claims adjusters, underwriters, customer service representatives, and insurance professionals supporting policyholders across the country. Within specific guidelines, conduct outbound calls with a level of satisfaction that meets or exceeds customers' expectations by responding in a polite, professional, and empathetic manner, matching their needs with the company's services.
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerWaltham, Massachusetts$71,300–$80,500 / yearRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Regional Insurance Sales Manager (Life And Annuity) Integrity Marketing GroupRegional Insurance Sales Manager (Life And Annuity)Needham, MA$65,000–$75,000 / yearFor more than 35 years, First American Insurance Underwriters (FAIU), an Integrity company, has been a leading national insurance brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions. The brokerage manager will own the full selling lifecycle, which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities.
Regional Insurance Sales Manager (Life and Annuity) Integrity Marketing Group, LLCRegional Insurance Sales Manager (Life and Annuity)Needham, MA$65,000–$75,000 / yearFor more than 35 years, First American Insurance Underwriters (FAIU), an Integrity company, has been a leading national insurance brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions. The brokerage manager will own the full selling lifecycle, which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities.
Commercial Relationship Manager Mutual Bancorp and its SubsidiariesCommercial Relationship ManagerLeominster, MassachusettsPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
Commercial Relationship Manager Cape Cod Five Cents SavingsCommercial Relationship ManagerLeominster, MAPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
Commercial Relationship Manager The Cape Cod Five Cents Savings BankCommercial Relationship ManagerLeominster, MAPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
NewAssociate Director, Fund Administration SS&C Technologies Holdings IncAssociate Director, Fund AdministrationWaltham, MA$125,000–$190,000 / yearAssociate Directors perform in a high-level contributor role demonstrating expertise in the mutual fund (registered funds) industry, multiple lines of business, business processes and the customers' business. Coordinate with internal teams at ALPS to facilitate implementation of new industry regulations or special projects for client initiatives and provide general assistance to clients on accounting and reporting matters.
Part Time (30 Hours) Associate Banker, West Concord Branch, Concord, MA JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, West Concord Branch, Concord, MAConcord, MACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.