Senior Retirement Service Consultant Ascensus LLCSenior Retirement Service ConsultantBoston, MA$60,000–$80,000 / yearThe Client Services Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. The Client Services Consultant will demonstrate their thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues and delivering consultative service to help clients manage their retirement plans.
Vice President, Portfolio Management- ABL/Tech Western Alliance BancorpVice President, Portfolio Management- ABL/TechBoston, MA$121,870–$150,546 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Director, Alliance Management Beacon Biosignals IncDirector, Alliance ManagementBoston, MAInstead, this position embeds deeply in the client organization, operating comfortably at all levels from leadership to working teams, to deliver cross-functional coordination, executive-level engagement, long-range planning, and best-in-class execution across multiple parallel workstreams. This role is unlike traditional business development, focused on pipeline generation and closing new partnerships, and is unlike traditional account management, focused on expansion across multiple accounts and delivery success at a high level.
Global Custody / Offshore Fund Client Service, Officer State Street CorpGlobal Custody / Offshore Fund Client Service, OfficerBoston, MA$60,000–$101,250 / yearFor managing Japanese clients based in Japan or their affiliates located in North America supporting and working with relationship managers, operations teams to deliver consistent high quality of client service to these important and strategic clients of the bank. Must be fluent in Japanese and have strong English language skills, team player working with broader range of internal/external stakeholders and have knowledge of computer systems, financial operations and/or global custody, offshore funds.
VP, Community Bank- East Fiserv IncVP, Community Bank- EastMA$133,100–$283,300 / yearAbout your role: Lead a relationship management organization supporting the East Coast-based portfolio of financial institution clients by leading a team of Directors who manage client-facing Relationship Managers. Experience you'll need to have: 10+ years of experience in relationship management, account management, banking, financial services, or sales within complex client portfolios.
Commercial Merchant Sales Consultant II M&T Bank CorpCommercial Merchant Sales Consultant IIBoston, MA$119,500–$199,100 / yearPartner with Relationship Managers, Treasury Management Consultants, and other line-of-business partners to identify opportunities, develop joint calling strategies, and increase merchant services penetration within the commercial banking portfolio. Overview: Responsible for developing new business, expanding existing client relationships, and providing strategic consultation to the Bank's Commercial Merchant Services clients, including high-value and complex commercial relationships.
Director, Alliance Management Beacon BiosignalsDirector, Alliance ManagementBoston, MassachusettsInstead, this position embeds deeply in the client organization, operating comfortably at all levels from leadership to working teams, to deliver cross-functional coordination, executive-level engagement, long-range planning, and best-in-class execution across multiple parallel workstreams. This role is unlike traditional business development, focused on pipeline generation and closing new partnerships, and is unlike traditional account management, focused on expansion across multiple accounts and delivery success at a high level.
Director, Alliance Management Beacon Biosignals, IncDirector, Alliance ManagementBoston, MAInstead, this position embeds deeply in the client organization, operating comfortably at all levels from leadership to working teams, to deliver cross-functional coordination, executive-level engagement, long-range planning, and best-in-class execution across multiple parallel workstreams. This role is unlike traditional business development, focused on pipeline generation and closing new partnerships, and is unlike traditional account management, focused on expansion across multiple accounts and delivery success at a high level.
Credit Officer II-Dealer Financial Svs Bank of AmericaCredit Officer II-Dealer Financial SvsBoston, MassachusettsOversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury. Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions.
Credit Officer II-Dealer Financial Services Bank of America CorpCredit Officer II-Dealer Financial ServicesBoston, MA$119,000–$200,000 / yearResponsibilities:Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and TreasuryExercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actionsActs as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolioLeads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partnersNegotiates and structures legal documentation related to loans and derivativesEstablishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycleTrains, coaches, and mentors Credit Analysts and AssociatesServes as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationshipWorking closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationshipUnderwrite and structure complex credit transactions with minimal oversightSome travel time with face-to-face interaction with our dealer clientsInvolved in the negotiation and closing process for transactions in portfolioOversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reportsRequired Qualifications:7+ years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization.
Director/Strategic Alliances Rockland Federal Credit UnionDirector/Strategic AlliancesCanton, MA$135,000–$150,000 / yearAs the Director, Strategic Alliances, you will lead the Credit Union's strategic partnership and Select Employee Group (SEG) initiatives to drive membership growth, deepen community relationships, and expand lending and deposit opportunities. Deliver a concierge-level partnership experience by collaborating with Retail Banking, Lending, Marketing, Business Services, and other internal teams to provide customized financial solutions.
Director Startup Banking- Life Sciences First Citizens BankDirector Startup Banking- Life SciencesBoston, Massachusetts$156,675–$205,000 / yearFull timePrimary responsibilities of the Director are to build, maintain, and engage strategic relationships within the LSHC investor community to help scale and grow SVB's businesses; be an SVB ambassador; cross-sell the SVB platform by winning and retaining the best opportunities; provide strategic insight and advice to critical investor relationships and internal bank stakeholders. The Director – Business Development works closely with Startup Banking Relationship Managers to collectively convert prospects into clients, as well as support Relationship Managers by delivering market insights and Value Beyond Banking to their clients and collaborate to provide a best in class client experience.
Associate Client Advocate Willis Towers Watson PLCAssociate Client AdvocateBoston, MA$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.
Institutional FX & Streetfx Solutions, Assistant Vice President - State Street Global Markets State Street CorporationInstitutional FX & Streetfx Solutions, Assistant Vice President - State Street Global MarketsBoston, MAThe successful candidate will help expand State Street's FX franchise, deepen client relationships, and accelerate adoption of StreetFX among leading asset managers and asset owners globally. This individual will partner closely with FX Trading, Relationship Management, Investor Services, Alpha, CRD, Product and Technology teams to deliver innovative foreign exchange solutions and support strategic business growth.
Institutional FX & StreetFX Solutions, Assistant Vice President - State Street Global Markets State Street CorpInstitutional FX & StreetFX Solutions, Assistant Vice President - State Street Global MarketsBoston, MAThe successful candidate will help expand State Street's FX franchise, deepen client relationships, and accelerate adoption of StreetFX among leading asset managers and asset owners globally. This individual will partner closely with FX Trading, Relationship Management, Investor Services, Alpha, CRD, Product and Technology teams to deliver innovative foreign exchange solutions and support strategic business growth.
NewAssociate, Gift Processing/NAT Cradles to CrayonsAssociate, Gift Processing/NATNewton, MACradles to Crayons takes a two-pronged approach to mitigating Clothing Insecurity: In-person Engagement-through tens of thousands of children and adults volunteering at our Giving Factory warehouses to sort and package high volumes of new and like-new donations from our communities for our Service Partners to distribute to the children they serve. Reporting to the Development Operations Manager, this position plays a critical role in ensuring donors are accurately recognized, acknowledged promptly, and reflected correctly in the organizations fundraising systems.
Managing Director- Investor Coverage, Innovation Banking- Life Sciences First Citizens BankManaging Director- Investor Coverage, Innovation Banking- Life SciencesBoston, Massachusetts$198,000–$252,000 / yearFull timePrimary responsibilities of the Managing Director are to build, maintain, and engage strategic relationships within the LSHC investor community to help scale and grow SVB's businesses; be an SVB ambassador; cross-sell the SVB platform by winning and retaining the best opportunities; provide strategic insight and advice to critical investor relationships and internal bank stakeholders. Responsible for delivering differentiated value and a world-class experience to the investor community, the Managing Director will work in collaboration with our broader Business Development team and Commercial Bank colleagues, upholding SVBs brand reputation and commitment to helping investors achieve their business goals.
HR Generalist, Talent Acquisition Fenway HealthHR Generalist, Talent AcquisitionBoston, MA$61,400–$76,800 / yearRepresentative Duties: Talent Acquisition: Partner closely with the HR team and hiring managers to identify workforce needs, explore creative and innovative recruitment strategies, build talent pipelines, and deliver an exceptional candidate and hiring manager experience. Serve as the primary relationship manager for ATS providers and other recruiting-related vendors, including staffing agencies, job board partners, and recruitment marketing providers.
Commercial Analyst KeyCorpCommercial AnalystBoston, MA$71,000–$125,000 / yearTake proactive approach to ongoing portfolio management of client relationships, including timely collection of borrower financial statements using the bank's secure document collection portal, ensuring loans/lines are renewed and/or extended timely, and internal risk rating findings are properly remediated and managed. Review loan requests under $10 million in credit commitments to determine required business documents and financial statements needed for loan approval; collect and upload items to Salesforce, utilizing the bank's secure document collection portal as appropriate.
NewStrategic Account Leader PSG Thermo Fisher ScientificStrategic Account Leader PSGWaltham, MassachusettsWe provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world’s toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer. As the primary relationship manager for strategic accounts, you'll guide account management teams, implement governance programs, and expand business opportunities while providing an excellent customer experience.
Commercial Analyst Keybank National AssociationCommercial AnalystBoston, MA$71,000–$125,000 / yearTake proactive approach to ongoing portfolio management of client relationships, including timely collection of borrower financial statements using the bank's secure document collection portal, ensuring loans/lines are renewed and/or extended timely, and internal risk rating findings are properly remediated and managed. Review loan requests under $10 million in credit commitments to determine required business documents and financial statements needed for loan approval; collect and upload items to Salesforce, utilizing the bank's secure document collection portal as appropriate.
NewMarketing Reporting Associate Grantham Mayo Van OtterlooMarketing Reporting AssociateBoston, MA$80,000–$95,000 / yearGMO's salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment strategy marketing content and data, all of which help GMO to communicate well with our clients and prospects.
NewMarketing Reporting Associate GMOMarketing Reporting AssociateBoston, MAGMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. Position Overview The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment strategy marketing content and data, all of which help GMO to communicate well with our clients and prospects.
Senior Banker - North Quincy Financial Center Bank of AmericaSenior Banker - North Quincy Financial CenterQuincy, MassachusettsPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Enterprise Client Executive SmartcatEnterprise Client ExecutiveBoston, MAWe're a team of 200+ people across 30+ countries, working together through a hub-and-spoke model anchored in eight key locations: New York, London, Lisbon, Costa Rica, Serbia, Armenia, Georgia, and Spain. Whether you're launching a product globally, onboarding new hires, translating learning content, or aligning legal teams across regions, Smartcat turns knowledge into action and action into scale.
NewMarketing Reporting Associate GMO LLCMarketing Reporting AssociateBoston, MA$80,000–$95,000 / yearGMO's salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. The Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment strategy marketing content and data, all of which help GMO to communicate well with our clients and prospects.
Commercial Loan Officer - CRE Rockland Trust CompanyCommercial Loan Officer - CREPeabody, MARockland Trust provides a highly supportive platform, including a strong branch network, competitive products and pricing, and experienced credit and operational teams to help you successfully originate and manage CRE relationships. The CRE Loan Officer will deliver value through expertise in structuring transactions, analyzing real estate cash flow and collateral, and aligning financing solutions with clients' acquisition, development, and refinancing goals.
CRE Commercial Loan Officer - Lowell Rockland Trust CompanyCRE Commercial Loan Officer - LowellLowell, MARockland Trust provides a highly supportive platform, including a strong branch network, competitive products and pricing, and experienced credit and operational teams to help you successfully originate and manage CRE relationships. The CRE Loan Officer will deliver value through expertise in structuring transactions, analyzing real estate cash flow and collateral, and aligning financing solutions with clients' acquisition, development, and refinancing goals.
Trust Officer MassMutualTrust OfficerBoston, MassachusettsSeek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. When joining the MassMutual Private Wealth & Trust family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity and offer a distinguished and memorable experience.
Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston The Goldman Sachs Group IncAsset & Wealth Management, Wealth Management Professional, Senior Analyst - BostonBoston, MAOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Project Lead - RUA92307 IQVIA Holdings IncProject Lead - RUA92307Boston, MA$200,000–$225,000 / yearRole Summary: We are seeking a successful, qualified, and experienced Community Medical Liaison (Regional Social Worker) Project Lead to provide director-level leadership for the IQVIA Community Medical Liaison program supporting Johnson & Johnson Innovative Medicine, Neuroscience. This role is a step up from the Community Medical Liaison Manager position and is responsible for overall project leadership, client partnership, contract performance, strategic planning, team development, hiring, coaching, mentoring, and operational execution across the national field-based CML team.
Director Startup Banking- Life Sciences First Citizens BancShares IncDirector Startup Banking- Life SciencesBoston, MA$156,675–$205,000 / yearPrimary responsibilities of the Director are to build, maintain, and engage strategic relationships within the LSHC investor community to help scale and grow SVB''s businesses; be an SVB ambassador; cross-sell the SVB platform by winning and retaining the best opportunities; provide strategic insight and advice to critical investor relationships and internal bank stakeholders. The Director - Business Development works closely with Startup Banking Relationship Managers to collectively convert prospects into clients, as well as support Relationship Managers by delivering market insights and Value Beyond Banking to their clients and collaborate to provide a best in class client experience.
Managing Director- Investor Coverage, Innovation Banking- Life Sciences First Citizens BancShares IncManaging Director- Investor Coverage, Innovation Banking- Life SciencesBoston, MA$198,000–$252,000 / yearPrimary responsibilities of the Managing Director are to build, maintain, and engage strategic relationships within the LSHC investor community to help scale and grow SVB''s businesses; be an SVB ambassador; cross-sell the SVB platform by winning and retaining the best opportunities; provide strategic insight and advice to critical investor relationships and internal bank stakeholders. Responsible for delivering differentiated value and a world-class experience to the investor community, the Managing Director will work in collaboration with our broader Business Development team and Commercial Bank colleagues, upholding SVBs brand reputation and commitment to helping investors achieve their business goals.