Financial Services Relationship Specialist

About the RoleWe are seeking a highly skilled Financial Services Relationship Manager to join our team at First Citizens Bank. This is a unique opportunity to work with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient Acquisition: Acquire new clients for our...

Job Summary:The Senior Relationship Manager will play a pivotal role in our Healthcare, Education & Not-for-Profit Team, serving clients and prospects in the Northeast region. This unique team is part of the Global Commercial Bank and specializes in providing value-added products and solutions to Not-for-Profit Healthcare, Private Higher Education, and...

About the OpportunityNorthwestern Mutual offers a rewarding career path for entrepreneurial individuals looking to build a client base and provide personalized financial planning services.As a Financial Representative, you will have the opportunity to work with clients to understand their financial goals and develop customized plans to achieve them. You will...

Overview: Diverse Lynx LLC is seeking a highly skilled Financial Services Data Mapping Specialist to join their team.Estimated Salary: $120,000 - $180,000 per year, based on the location and requirements of the role.Job Description: As a key member of our data management team, you will be responsible for mapping complex business concepts and reconciliations...

About the CompanyCreative Financial Staffing is a well-established firm in the real estate industry, offering a range of services from construction to property marketing. With almost three decades of experience, they have established themselves as a leading player in the Boston area.Job DescriptionThe Property Accountant will play a crucial role in...

We are seeking a highly skilled Financial Services Associate to join our team at Oppenheimer & Co. As a Financial Services Associate, you will provide administrative support to our Financial Advisors, assist with sales, marketing, and day-to-day operations, and develop knowledge of account procedures. The ideal candidate has 5+ years of experience in a sales...

Job SummaryA Financial Services Representative plays a key role in delivering exceptional customer experiences at our store locations. This role is accountable for accurately completing everyday banking transactions, providing advice and educational support on services, products, and tools to help customers achieve their financial goals.About TD BankTD Bank...

As a Senior Client Service Specialist at Oppenheimer & Co., you will play a critical role in supporting Financial Advisors in sales, marketing, and day-to-day operations of our growing wealth management practice. This position requires strong interpersonal and organizational skills, ability to maintain confidentiality, and work effectively in a pressurized...

At Klaviyo, we foster a culture of inclusivity and appreciation for the unique perspectives each team member brings to our workplace. We believe everyone deserves a fair shot at success, regardless of traditional job requirements. If you're close but not an exact match with the description, we hope you'll still consider applying.Klaviyo empowers companies of...

**About the Role**We are seeking an experienced Cloud Financial Services Sales Strategist to help shape and deliver on a strategy to build mindshare and adoption of Amazon Web Services in the Financial Services industry. This is an exciting opportunity to work with a talented team and contribute to the growth of Amazon Web Services.**Key...

Job DescriptionSalary: $80,000 - $110,000 per yearThe ideal candidate will have 1-5 years of experience in account management, customer success, or relationship management, preferably within the financial services industry. Relevant postgraduate qualifications are ideal, but a BA/BS from a top-tier university is also acceptable.You must possess strong...

Account Manager Position OverviewWe are seeking a skilled and experienced Account Manager to join our team at the Master of Finance program at a prestigious university. As an Account Manager, you will be responsible for maintaining relationships with recruiters at the analyst level and ensuring a strong program-to-leading financial institution link. This...

Job OverviewAs a key leader at Intermountain Health, the Chief Financial Strategist for Pharmacy Services will be responsible for driving financial management and oversight of pharmacy services across 33 hospitals, specialty pharmacies, home delivery, and retail locations. The ideal candidate will have a proven track record in financial analysis and strategy...

Role OverviewWe are seeking a highly skilled Senior Financial Reporting Specialist to join our team at State Street Corporation. As a key member of our financial reporting team, you will be responsible for performing 1st level or 2nd level reviews on client financial statements, Form N-MFP, and Form N-PORT Part F.

About the JobThis is a hybrid role based in Boston, MA, requiring 3 days of on-site work per week. The ideal candidate will have prior experience in financial services and strong technical skills in data integration.Responsibilities:Analyze business requirements and develop solutions using Jira.Work closely with the team to refine and enhance business...

Job OverviewWe are seeking an experienced Financial Services Product Manager Lead to join our team at Fidelity Investments. This role will lead the development and execution of our financial services product roadmap, working closely with cross-functional teams to deliver high-quality products that meet the evolving needs of our clients.About the RoleAs a...

Seeking a skilled Financial Operations Specialist to join Fanning Personnel's team in delivering exceptional services to our clients. As a key member of our operations team, you will be responsible for providing critical support to our private investment fund clients.About the RoleThis role is ideal for a detail-oriented individual with experience in...

Creative Financial Staffing is proud to partner with an internationally recognized, award-winning professional services company based in Europe.The company seeks a Senior Financial Analyst to join their Boston team, offering a unique opportunity for growth and development in a fast-paced entrepreneurial environment.Key Highlights of the Senior Financial...

We are seeking a Certified Financial Operations Specialist to join our team at Synectics. This role involves overseeing financial statements, managing journal entries, and handling bookkeeping tasks.About the Role:This is a full-time position with an estimated annual salary of $60,000-$80,000.In this role, you will be responsible for ensuring accurate...

Oppenheimer & Co. seeks a Client Relationship Manager to support our Financial Advisors in sales, marketing, and day-to-day operations of our wealth management practice. This role requires strong communication and interpersonal skills, ability to maintain confidentiality, and work effectively in a team environment. The ideal candidate has 5+ years of...