Private Wealth Management Administrative Assistant

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a...

YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Investment, Manager, Wealth, Senior, Financial Advisor, Private, Banking

Client Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who...

Summary: Through both personal and professional relationships, acquires and develops new high net worth and institutional relationships. The incumbent will work with wealth management professionals to develop a network of attorneys, accountants, and other centers of influence to build the Cambridge Trust brand in the greater Boston market. As the central...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

**Summary**: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. **Responsibilities**: - Manages assigned client relationships, including all aspects of opening, administering, and closing of client...

Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary...

Director of Investor Relations - Private DebtA leading Private Debt Firm is looking for a dynamic and experienced individual to join their team as the Head of Capital Formation with a focus on cultivating and managing relationships within the private wealth sector. As a vital member, you will be responsible for driving capital formation initiatives and...

Job Description:The RoleAs a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find opportunities, and recommending a solution that supports our offering. The Wealth...

A global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and Series 66 are required for this position. As a Wealth Strategy Associate, your...

United States - Massachusetts - Business management, administration and support - Global Wealth Management **Job Reference #** - 291404BR **City** - Boston **Job Type** - Full Time **Your role** - We're looking for a [Wealth Strategy Associate] to: [- assist financial advisors in client conversations, providing analytic information and aiming to...

A global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and Series 66 are required for this position. As a Wealth Strategy Associate, your...

A global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and Series 66 are required for this position. As a Wealth Strategy Associate, your...

The Wealth Communications team is part of the Associate and Leadership Communications organization within Corporate Affairs. Working closely with the most senior leaders within the Fidelity Wealth organization, we develop communications programs that Manager, Wealth, Communication, Communications, Senior, Technology

Job Description: The Role As a Senior Communications Manager for Fidelity Wealth, you will work directly for the Head Fidelity Wealth Communications supporting the development and execution of internal communications programs that support business objectives and align with Fidelity enterprise priorities. While aligned to internal communications initiatives...