Ideate and draft new investment product content, including but not limited to pitchbooks, sales sheets, primers, web content, podcast scripts, videos, brochures, etc. Analyze and organize data as needed to create compelling stories and unique positioning in marketing collateral. This includes leveraging performance data and charts, Morningstar Direct, and/or Bloomberg out

We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V

We are a high powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre licensing classes for those who are a good fit. Hybrid Sales Platform – Face to Face or V

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

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

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

/Objective Contribute to DCU's Success Sharing and business goals by identifying members' needs, providing service excellence and helping members achieve their financial goals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Perform Teller duties as needed. Accurately process all transact

Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of the world's top banks work with us as we lead

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works wi

Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of the world's top banks work with us as we lead

Wellington Management Company LLP – Boston, MA – Senior Systems Analyst – Contribute to the implementation of the firm’s Investment Book of Record platform. Document the requirements and functional design for new features supporting all asset classes and investment products. Position is based in Boston office, however, telecommuting from a home offi

Works with external clients to resolve day to day issues and direct them to appropriate resources at BNY Mellon Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client

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

Wealth Advisor Providence, RI, USA Westerly, RI, USA Virtual Req #1180 Thursday, April 18, 2024 Washington Trust Wealth Management has an opportunity for a Wealth Advisor to join its team of dedicated wealth management professionals. The Wealth Advisor is a major contributor to the organization's strategy, growth, and continued reputation of providing exceptional service

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's