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Keywords: Strategies for Wealth, Location: Boston, MA

Page: 2

Senior Claims Advocate

At Risk Strategies, our Sr. Claims Advocate will handle large & complex client Workers Compensation, Automobile... and assertive; ability to multi-task and maintain organization in a fast paced, changing environment Risk Strategies is the 9th...

Location: Boston, MA
Posted Date: 31 May 2025
Salary: $75000 - 90000 per year

NEW ENGLAND Commercial Account Manager-Small Business

under pressure, handling multiple tasks with interruptions and changing priorities Risk Strategies is the 9th largest privately... & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions...

Location: Boston, MA
Posted Date: 18 Apr 2025
Salary: $65000 - 80000 per year

VP of Strategic Carrier Partnerships

and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits... strategies that align with the Employee Benefits Practice overall business objectives. This includes maintaining key long-term...

Location: Boston, MA
Posted Date: 16 Apr 2025

Tax Manager, Tax Automation & Innovation

current business Understands the full picture of a clients tax functions and develops unique strategies aligned with business... their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions...

Company: BDO
Location: Boston, MA
Posted Date: 03 Jul 2025
Salary: $79800 - 168000 per year

Head of Strategic Transformation – Executive Vice President

that will emphasis the strategies, optimize business processes, support business growth, enhance customer experience, reduce risk..., and personalized experiences. Partner with product, marketing, and technology teams to enhance digital banking, wealth management...

Company: State Street
Location: Boston, MA
Posted Date: 03 Jul 2025

Tax Manager, Tax Automation & Innovation

current business Understands the full picture of a clients tax functions and develops unique strategies aligned with business... their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions...

Company: BDO
Location: Boston, MA
Posted Date: 02 Jul 2025
Salary: $79800 - 168000 per year

Senior Events Manager, North America Events, VP

communications strategies across event lifecycle including client communications, agenda programming and promotions – all aligned... to help you match your needs. And our wealth of development programs and educational support will help you reach your full...

Company: State Street
Location: Boston, MA
Posted Date: 02 Jul 2025
Salary: $110000 - 177500 per year

Financial Planning Consultant

. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Join Voya Retail Wealth... Management in Boston — Shape the Future of Wealth Advisory Are you a forward-thinking financial advisor ready to make your mark...

Company: Voya
Location: Boston, MA
Posted Date: 01 Jul 2025
Salary: $92690 - 115860 per year

Private Client Relationship Manager

. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client... personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound...

Company: Citizens Bank
Location: Boston, MA
Posted Date: 29 Jun 2025

HR Business Partner(SSGA), Vice President

growth strategies across global ETFs, index, cash and defined contribution. Key Responsibilities Partner with global... and regional business leaders to develop and execute both long-term and short-term HR strategies that directly support and enable...

Company: State Street
Location: Boston, MA
Posted Date: 29 Jun 2025
Salary: $115000 - 190000 per year

Securities Finance, Agency Lending Trading, Vice President

active clients, including some of the world’s largest sovereign wealth funds, asset managers, and pension funds, who entrust... you will: Lead and manage the agency lending program, including oversight of lending strategies, collateral management, and client...

Company: State Street
Location: Boston, MA
Posted Date: 28 Jun 2025
Salary: $195000 - 198750 per year

Global Content & Campaign Manager

team. This role involves developing global content strategies that align with broader commercial priorities and managing... promotional campaigns to enhance brand awareness, engagement, and conversion among target audiences (Institutional and Wealth...

Company: TeamPeople
Location: Boston, MA
Posted Date: 27 Jun 2025
Salary: $44 - 55 per hour

Investment Analyst

, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment... with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients’ investment...

Location: Boston, MA
Posted Date: 27 Jun 2025
Salary: $65000 per year

Operations Client Service, VP

: Contributing to the development and implementation of strategies to improve client satisfaction, retention, and revenue growth... Programs to help you match your needs. And our wealth of development programs and educational support will help you reach...

Company: State Street
Location: Boston, MA
Posted Date: 27 Jun 2025
Salary: $110000 - 170000 per year

Financial Planning Consultant

. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income... planning and wealth accumulation. Maintain and apply expertise in financial securities and investments, insurance and related...

Company: Voya
Location: Boston, MA
Posted Date: 26 Jun 2025
Salary: $92690 - 115860 per year

State Street Global Advisors - DC Investment Strategy, Officer

. You will support our sales effort to increase the adoption of our investment strategies, including our platform of Target Date funds.... As an Officer on the DC Investment Strategy team, you will: Support the retention and adoption of SSGA’s investment strategies...

Company: State Street
Location: Boston, MA
Posted Date: 26 Jun 2025
Salary: $65000 - 102500 per year

Technology Infrastructure Audit, Vice President

effective audit coverage strategies. Regulatory expertise, with a strong understanding of compliance requirements for the... and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth...

Company: State Street
Location: Boston, MA
Posted Date: 25 Jun 2025
Salary: $115000 - 190000 per year

National Accounts Manager

teams and home office contacts to generate revenue across traditional alternative strategies. Responsible for selling RBC... Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-06-23 Application...

Location: Boston, MA
Posted Date: 25 Jun 2025
Salary: $136531 per year

Hybrid Distribution - Americas International Group, AVP - State Street Global Advisors

. In this role, you will work to support the relationships with top wealth financial institutions as well as provide valuable client..., we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio...

Company: State Street
Location: Boston, MA
Posted Date: 25 Jun 2025
Salary: $80000 - 132500 per year

Global Head of Index Business Strategy, Managing Director - State Street Global Advisors

, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio..., and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies...

Company: State Street
Location: Boston, MA
Posted Date: 22 Jun 2025