Relationship Manager IV
4 days ago
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others. Join us as a Relationship Manager IV Brown Brothers Harriman is currently recruiting a Relationship Manager IV to join our Private Banking Wealth Management team in Boston. In this role you will serve as the point person for high-net-worth clients, including business development, client service and portfolio management. You will manage your client accounts individually but may take junior employees to account meetings to provide career development opportunities. If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you Some of your key responsibilities include: Relationship Management and Business Development Focus a significant amount of time on business development. Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs - integrating Wealth Planning, as appropriate. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities within Private Banking (outside of Investment Advisory). Develop and implement long term new business strategy in coordination with other Relationship Managers. Investment Execution Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients. Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant's efforts relating to the completion of client requests on behalf of the client base. Business and Professional Leadership Demonstrate external "draw" because of personal and professional networks resulting in the ability to source and close business. Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM's. Be perceived by client as a BBH executive and the senior RM on the team. Qualifications: BA / BS required 10 years relevant portfolio management experience involving equities, bonds, or both Excellent client services skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust, and fiduciary principles Strong team player Strong work ethic CFA, CFP, and/or MBA a plus We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
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Relationship Manager IV
6 days ago
Boston, United States Brown Brothers Harriman Full timeAt BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...
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Relationship Manager
7 days ago
South Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group. The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new...
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Institutional Relationship Manager
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South Boston, United States FundFire Full timeInstitutional Relationship Manager - US 9106 Federated Hermes is seeking an Institutional Relationship Manager- US to join its Global Institutional Client Group. This is a unique opportunity to join a large, global team in a newly established role The successful candidate will leverage extensive experience in institutional client relations in order to ensure...
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Relationship Manager
1 week ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group. The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new...
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Relationship Manager
1 week ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group. The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new...
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Software Developer IV
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Boston, United States Global Channel Management Full timeSoftware Developer IV needs 5-7 years of hands-on experience with .NET technologies, database management, and web application development.. Software Developer IV requires: • .NET Framework 4.8, ASP.NET, Windows Services, VB.NET/C# • Proficient in SQL Server (Database design, stored procedures, triggers) • Hands-on experience with SQL Server Reporting...
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Software Developer IV
1 week ago
Boston, United States Global Channel Management Full timeSoftware Developer IV needs 5-7 years of hands-on experience with .NET technologies, database management, and web application development.. Software Developer IV requires: •.NET Framework 4.8, ASP.NET, Windows Services, VB.NET/C# •Proficient in SQL Server (Database design, stored procedures, triggers) •Hands-on experience with SQL Server Reporting...
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Relationship Manager
2 months ago
boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new...
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Relationship Manager
1 month ago
boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new...
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Relationship Manager
2 months ago
Boston, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group.The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new...
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Nurse, Staff- Pediatric IV
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Boston, United States Partners Healthcare System Full timeVascular Access/IV Therapy The Vascular Access Nursing Team's Mission is to create an inclusive environment that is sensitive to the cultural diversity and individual needs of all our patients. We aim to excel as an outstanding team in offering: patient and family-centered, quality, and innovative intravascular therapy that promotes best practice and...
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SVP, Strategic Relationship Manager
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South Boston, United States The TCW Group Full timeSVP, Strategic Relationship Manager (RIA Enterprise) Job Location(s): US-CA-Los Angeles | US-MA-Boston | US-NY-New York Job ID: 2024-2079 Category: Sales/Business Development & Marketing Department: US Strategic Accounts Type: Regular Full-Time Position Summary The Strategic Relationship Manager role focuses on leading client experience by driving,...
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Relationship Manager
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Boston, United States HSBC Full timeOur purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world...
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South Boston, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring...
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Clinical IV Nurse Specialist
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Boston, Massachusetts, United States Centers Plan for Healthy Living Full timeCenters Plan for Healthy Living seeks a skilled Clinical IV Nurse Specialist to join our team.About the RoleThis is a fee-for-service position, with travel required 100% of the time. The successful candidate will have extensive experience in infusion and home health care, as well as excellent communication skills and the ability to meet...
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IV Team Nurse
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Boston, United States Brigham and Women's Faulkner Hospital Full timeJob DescriptionSchedule: 32 hours, 4 8-hour shifts, days and evenings. Every other weekend. Holiday commitment.The Staff Nurse is a professional nurse registered in Massachusetts who is responsible and accountable for planning and providing patient care for assigned patients in accordance with Nursing Standards of Care as set forth in the Nursing...
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South Boston, United States M&T Bank Full timeIdentifies customers' needs through the banks retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and...
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IV Team Nurse
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Boston, United States Brigham and Women's Faulkner Hospital Full timeJob DescriptionSchedule: 32 hours, 4 8-hour shifts, days and evenings. Every other weekend. Holiday commitment.The Staff Nurse is a professional nurse registered in Massachusetts who is responsible and accountable for planning and providing patient care for assigned patients in accordance with Nursing Standards of Care as set forth in the Nursing...
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Relationship Manager
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South Whitley, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering an exciting opportunity for a Office Manager that will also support the Executive team with Administrative duties to join our team in Fort Wayne, Indiana. This role is crucial to our operations in the construction industry, where you will be in charge of and coordinating administrative tasks, purchasing office...
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Client Relationship Manager
3 weeks ago
boston, United States Franklin Fitch Full timeExecutive Client Relationship Manager Location: Hybrid - Boston, MAPosition: Full time, permanentI'm working with a leading global consulting firm specializing in digital transformation, experiencing significant growth in both the UK and US.You would be supporting their US operations, primarily focused on managing and expanding an executive relationship with...