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Confidential
Boston, MA, United States
Senior Vice President, Commercial Relationship Management About the Company Globally-renowned commercial & investment banking company Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & Mortgages Consulting & Professional Services Brokerage Bu
Job Source: ConfidentialMorgan Stanley & Co.
Norwell, MA, United States
Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success. Our investment teams bring signific
Job Source: Morgan Stanley & Co.Morgan Stanley
Boston
DescriptionMorgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 21 countries, with a proven long‐ term track record of success. Our investment teams bri
Job Source: Morgan StanleyOnto Innovation
Wilmington, MA, United States
Onto Innovation is a leader in process control, combining global scale with an expanded portfolio of leading-edge technologies that include: 3D metrology spanning the chip from nanometer-scale transistors to micron-level die-interconnects; macro defect inspection of wafers and packages; metal interconnect composition; factory analytics; and lithogr
Job Source: Onto InnovationOnto Innovation Inc.
Wilmington, MA, United States
Onto Innovation is a leader in process control, combining global scale with an expanded portfolio of leading-edge technologies that include: 3D metrology spanning the chip from nanometer-scale transistors to micron-level die-interconnects; macro defect inspection of wafers and packages; metal interconnect composition; factory analytics; and lithogr
Job Source: Onto Innovation Inc.HarbourVest Partners, LLC
Boston, MA, United States
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and
Job Source: HarbourVest Partners, LLCHarbourvest Partners (U.K.) Limited
Boston, MA, United States
Vice President, Quant Platform Manager page is loaded Vice President, Quant Platform Manager Apply locations Boston time type Full time posted on Posted 30+ Days Ago job requisition id R1426 Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entr
Job Source: Harbourvest Partners (U.K.) LimitedConfidential
Boston, MA, United States
Vice President, Account Manager About the Company Top-tier life insurance & annuity services provider Industry Insurance Type Subsidiary of a Public Company Founded 2004 Employees 1001-5000 Categories Robotics Financial Services Insurance Life Insurance Specialties Life Insurance Annuities Reinsurance Preneed Funeral & Memorial Planning Final Exp
Job Source: ConfidentialBoston, MA, United States
Vice President, Relationship Manager
About the Company
Profitable broker & financial advisory firm
Industry
Financial Services
Type
Public Company
Founded
1989
Employees
5001-10,000
Categories
Financial Services
Consulting & Professional Services
Brokerage
Finance
Investment Banking
San Diego
Employee Advisor
Financial Advisor
Financial Professional
LPL
LPL Financial
Linsco Advisor
Linsco Private Ledger
RIA
Registered Investment Advisor
Strategic Wealth Services
Strategic Wealth Services Advisor
Investing
Financial Advisers
Specialties
Independent Broker/Dealer
Institution Services
RIA
Independent Advisors
Custom Clearing Services
and Financial Services
Business Classifications
B2B
About the Role
The Company is seeking a VP, Relationship Manager with a strong background in financial services, particularly in sales and client service/relationship management. The successful candidate will be responsible for managing and growing relationships with top-producing advisors and enterprise offices. This role requires the ability to engage in high-level strategic discussions, act as the primary point of contact between the advisors and the company, and provide direction to a dedicated internal support team. The VP, Relationship Manager will be tasked with understanding the advisors' business goals and aligning them with the company's strategic initiatives, as well as educating the advisors on the value and features of the company's platform.Applicants should have a Bachelor's degree in business, finance, or a related field, a minimum of 10 years of experience in the financial services sector, and the ability to travel as needed. Strong collaboration, client focus, and the ability to thrive in a fast-paced, team-oriented environment are essential. While not mandatory, preferences include a Series 7/63/65 (or 66) and a strong knowledge of RIA's. The ideal candidate will be adept at analyzing situations, applying solutions, and balancing the needs of multiple stakeholders. A deep understanding of financial markets, industry best practices, and regulatory requirements is also required to optimize results in this role.
Hiring Manager Title
Vice President, Relationship Manager
Travel Percent
25%
Functions
Finance
Account Management/Optimization
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Email Alert for Vice President, Relationship Manager jobs in Boston, MA, United States
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