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company:(boston private financial holdings inc)
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The Wealth Strategist provides expert advice and thought leadership in specialty areas for high net worth clients ($5+mm in liquid assets). They are responsible for the development of a wealth..
The Commercial Loan Officer III works with a large degree of independence, but requires management oversight on most complicated issues/situations. The Commercial Loan Officer III may have primary responsibilities for..
This position has the overall responsibility for creating and driving the Information Security Architecture for Boston Private. This includes the creation and ongoing management of the overall security structures with..
Reporting to the Director, Operations the Senior Operations Specialist will provide day-to-day ongoing operational support for the Wealth Management division of Boston Private. The Wealth Management business is an SEC..
The Family Office Accountant works with high-net-worth families to satisfy daily financial needs. This position is responsible for reconciling operating cash and personal investment accounts. The Family Office Accountant will..
The Family Office Associate works with high-net-worth families to satisfy daily financial needs. This position is responsible for payments and controls expenses by receiving, processing, verifying and reconciling invoices. The..
Individual with essential analytical and management skills to independently and objectively evaluate the creditworthiness of current and prospective commercial borrowers as well as external Bank vendors, and perform various administrative..
Provides a variety of activities to support the processing of transactions and payments on loan accounts. Performs a variety of loan operations activities in accordance with department policies and procedures...
Boston Private’s Specialty Lending Group seeks an experienced relationship manager adept at both sourcing and managing client relationships in the private partnership sector (private equity and venture firms) in California...
As a member of a Commercial Banking Team, the Commercial Loan Administrator II is responsible for providing administrative and client service support to the Loan Officers and Team Leader in..
The Client Service Representative II position requires a high level of client interaction in providing exceptional sales and service. Will handle many of the more routine and complex transactions within..
The Deposit Management Relationship Officer is responsible for generating new core deposit business. The emphasis is to establish Deposit Management relationships. This position requires an expertise in private banking as..
• Design and production of monthly portfolio reporting for the Chief Credit Officer, the Co-President of the Private Banking Group and the Group and Team Leaders of Commercial Banking. Development..
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals..
As a Senior Business Development Officer at Boston Private Wealth LLC, you will work within a designated territory to drive new sales of the firm’s investment and wealth advisory services...
The Private Banking Associate II will provide sales and service excellence to clients and prospective clients of the Bank. Build strong client relationships and assist the Client Service Manager with..
Located in the Bank’s San Francisco office, the Residential Loan Officer is responsible for originating new residential financing transactions with an emphasis on assisting First Time Homebuyers as part of..
As a member of a Commercial Banking Team, the CLA I is responsible for providing administrative and client service support to the Loan Officers and Team Leader in support of..
Manages a single branch with deposits of less than $100 million. Day-to-day focus is on resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines..
This position will encompass all phases of teller operations. The Client Service Administrator will be responsible for providing superior client service and professional assistance to our clients, prospective clients and..
Third-Party Risk Manager Sector: Consulting Sub Sector: Risk & Performance / Pension The Third-Party Risk Manager oversees Boston Private Bank's Third-Party Risk Management Program. In administering the Program, he/she ensures..