31 to 45 of 49
Our Story Boston Hill Advisors is an independent, fee only Wealth Management business located in North Andover. We presently manage over $1 billion in assets for individuals, families, charities and small businesses. We specialize in financial planning, wealth management, and investment solutions and have been in business for 16 years. What You'll Do You will support two
Posted 4 days ago
The TCW Group, Inc.
- Los Angeles, CA / Boston, MA
Hybrid Wholesaler Job Location(s) US CA Los Angeles | US MA Boston Job ID 2024 1924 Category Sales/Business Development & Marketing Department Private Client Group Type Regular Full Time Position Summary This Hybrid Wholesaler within the RIA channel is responsible for driving sales and growth in assigned regions. This position plays a critical role in achieving asset grow
Posted 8 days ago
As a Client Success Manager on our Client Services team, you will be focused on managing and developing an assigned portfolio of existing accounts to achieve revenue targets and ensure client satisfaction. This role will be responsible for designing and implementing strategic plans for account growth while managing the day to day operations of their client portfolio. This
Posted 9 days ago
Ascensus
- Dresher, PA / Greensboro, NC / Lake Mary, FL / 1 more...
This position will work closely with the Client Relationship Managers and Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. Section 2
Posted 9 days ago
Reporting to the EVP, Global Head of Sales, the Director of Client Partnerships is responsible for selling the suite of EGLS consulting and FSP services to key clients/partners in the US. This role requires a seasoned professional who can drive sales growth, build strong client relationships, and contribute to the strategic direction of EGLS within the life sciences indus
Posted 10 days ago
Schedule Mon Fri 8 AM 5 PM (40 Hours) COMISSION BASED. What You'll Do Responsible for helping our members achieve their long term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the es
Posted 11 days ago
Are you an internal caregiver, student, or contingent worker/agency worker at UMass Memorial Health? CLICK HERE to apply through your Workday account. Exemption Status Non Exempt Schedule Details Monday through Friday Scheduled Hours 8 00am 4 30pm Shift 1 Day Shift, 8 Hours (United States of America) Hours 40 Cost Center 21000 5640 Patient Accounting Union SHARE Marlborou
Posted 12 days ago
of Position We are seeking a candidate with 5+ years of experience in commercial real estate to work as a Senior Financial Analyst within the Debt & Equity group in Boston. The candidate will spearhead Analysis, Operations, and Support for a high volume, industry leading team focused exclusively on the placement of debt and/or equity for commercial real estate transactions
Posted 16 days ago
Inbound/Outbound Calls Answering approximately 50 inbound calls a day to handle customer questions regarding their collateral assets. Follows up on unsecured assets to ensure liens are properly secured. Approximately 50 outbound calls per day. Titling Ensures liens are properly added to title transactions. Follows up with customers, vendors, and the DMV when needed in ord
Posted 17 days ago
Rockland Trust is currently seeking a Commercial Portfolio Manager for our Boston location. This is an exciting opportunity to work in a highly successful lending center focused on Commercial Real Estate lending. The Portfolio Manager (PM) role is a "credit oriented" role responsible for the preparation of effective analyses, risk administration, and making independent cr
Posted 17 days ago
Consistently review and/or contact patients for interview who are identified in Epic as Self Pay, Partial HSN, Non Contracted Payer, and Welfare Pending accounts, ensuring any insurance coverage is identified, payment is obtained, MassHealth Application is submitted, and/or appointments are cancelled/rescheduled prior to services being rendered or prior to patient being d
Posted 23 days ago
As a not for profit organization, Mass General Brigham (MGB) is committed to supporting patient care, research, teaching, and service to the community by leading innovation across our system. Founded by Brigham and Women's Hospital and Massachusetts General Hospital, MGB supports a complete continuum of care including community and specialty hospitals, a managed care orga
Posted 23 days ago
may evolve depending on firm projects, new systems and the development of specific skills acquired. What You'll Bring 3 5 years of experience in the finance industry Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities. Excellent verbal and written communication skills, with a commitment to providing exceptional cli
Posted 23 days ago
Manage complex and high value client relationships. Create material for use in client and prospect meetings and for other external uses. Develop content for use in team and committee meetings. Apply Nixon Peabody Trust Company's (NPTC) framework for equity research/selection process to existing and prospective holdings, including Fundamental Quality Thresholds (consistent
Posted 23 days ago
Work involves extensive communication including, but not limited to, verbal, written and electronic, interaction, and collaboration with people on a daily basis in order to provide exemplary service. Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet the
Posted 25 days ago
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