Client Relationship Director - Boston

Only for registered members Boston, United States

2 weeks ago

Default job background
$95,000 - $110,000 (USD)
+Job summary

This is an excellent opportunity to join a growing and entrepreneurial company that operates within a unique and dynamic space of the financial services industry.


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Qualifications

  • Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
  • Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
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Responsibilities

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    You'll serve as the primary contact for clients and their advisors...

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    You'll drive business development by attending industry events...

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