Jobs in All Categories (8) Accounting & Finance (5) Marketing, Media & Design (1) Operations & General Management (1) Technology (1)
Provide appropriate training, mentoring and support for Data Architecture tools to the analysts and business users. Facilitate communication upward and across project teams.
Establish themselves with the local estate and financial planning communities to ensure favorable visibility of the Bank and its trust and fiduciary capabilities.
Actively engaged in a leadership role either internally or externally in the community (chartable and/or business organizations). Actively works with all business areas to develop and maintain cross-selling opportunities. Proficient with a variety of Bank products and services. Participates in special projects and initiatives as needed.
Perform ongoing vendor management to ensure that service level agreements are met and actions are taken when needed to enforce agreements.
Developing and managing an effective crisis and issues management process, proactively signaling when unexpected scenarios can potentially be disruptive to Boston Private.
Development of a comprehensive personal and financial wealth profile on the client and the client's family including identification of wealth related life goals.
Work in close collaboration with the Portfolio Manager, Trust Officer, Banker and other Boston Private professionals in the implementation of the client's wealth plan.
Market the Bank's Cash Management products and services. Responsible for establishing new clients along with providing expertise in demonstrations internally and externally.