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Full-service Regional Brokerage and Investment Banking Firm jobs - Boston, MA

Viewing 1 - 10 of 13 jobs

  • Retail Investment Sales Manager

    Santander Bank - Lexington, MA

    coach, motivate and train staff, and direct reports and Licensed Bankers supporting staff Demonstrated analytical and ... of the investment and insurance business Strong communication, organization, entrepreneurial and leaderships...

    30+ days ago from Santander Bank

  • VP-Trust Specialist-Nationwide

    Bank of America - Boston, MA

    and FAs. • Partner with Insurance Specialist and Wealth Strategist in territory to deliver "one firm" to FA's and ... and estate planning background and knowledge of fiduciary investing preferred, brokerage environment experience a plus...

    11 days ago from Bank of America

  • Contract Business Systems Analysts

    Acadian Asset Management - Boston, MA

    and collaboration with end users, excellent analytical and communication skills, and outstanding domain knowledge. ... solid understanding of system development methodologies and techniques, and an excellent grasp of database concepts and...

    30+ days ago from Acadian Asset Management LLC

  • Manager, Intermediary Services-Fidelity Capital Markets

    Fidelity Investments - Boston, MA

    fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued ... investment advisors (RIAs), including strategic acquirers and professional asset managers, and retirement...

    8 days ago from Fidelity Investments

  • Ultra High Net Worth Senior Sales Specialist

    Morgan Stanley - Boston, MA

    tosupport the Firm’s goal of providing private banking products to Ultra High NetWorth clients and/or prospects ... identify and analyze business opportunities and build productawareness in order to succeed in growing new banking...

    30+ days ago from Morgan Stanley

  • Sr. Audit Manager - IDEA, Audit Control Language

    Cybercoders - Boston, MA

    of internal audit engagements and projects in line with firm risk management practices -Develop and lead audit ... Visio -Working knowledge of business processes, key risks and controls in the investment banking and broker dealer...

    30+ days ago from CyberCoders

  • Managing Director - Compliance Control Group(20150818-3013)

    Charles Schwab Corporation - Boston, MA

    and maintaining program policies and procedures and relevant sections of firm’s Compliance Manuals. * Developing and ... and regulatory requirements applicable to the brokerage/investment advisory and banking industries, particularly...

    30+ days ago from Charles Schwab Corporation

  • Advisory Services Manager - Financial Services - IT Risk & Assurance Services

    Ernst & Young - Boston, MA

    asset management , banking and capital markets , insurance and private equity , we provide integrated advisory , ... banks, broker-dealers, asset managers (traditional and alternative), insurance and energy trading companies, and...

    30+ days ago from Ernst & Young

  • Complex Administrative Manager

    UBS Financial Services - Wellesley, MA

    understanding of firm policies and procedures, brokerage operations principles, and regulatory rules ... • Communicate, implement and ensure compliance with firm administrative and risk management guidelines and...

    11 days ago from UBS Financial Services

  • Financial Services Office - Accounting Advisory Services Manager ...

    Ernst & Young - Boston, MA

    actuarial advisory, technology enablement, risk and security, program advisory, and process and controls. ... to identify client objectives and issues and to create and recommend approaches. Develop and maintain productive...

    30+ days ago from