Job Listings

Track Boston Private Financial hiring and firing trends, filtered by title, location, type, date, category and date of posting.
Ticker Symbol Entity Name Domain As Of Date Title URL Brand Category Location Text City State Country Posted Date Number of Openings Description Salary Salary Currency Salary Description Date Added Date Updated Sector Industry
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 25th, 2021 12:00AM Client Service Representative I Open MA-Hingham Banking Hingham, MA, 02043, USA MA Hingham USA Oct 16th, 2020 12:00AM Job Locations US-MA-Hingham Posted Date 3 months ago(10/16/2020 4:40 PM) Job Title Client Service Representative I Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.   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 at this level are expected to use some independence of thought but refer more complex transactions to other experts. Client Service Representative will identify cross-sell opportunities and make appropriate referrals.  Provide assistance to Office Manager for operational and compliance tasks in the day to day operations of the office.    *No nights or weekends required  *Great work/life balance  *No sales goals Job ID 2020-2582 Jan 24th, 2021 09:49PM Jan 24th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 26th, 2021 12:00AM Client Service Representative I Open MA-Hingham Banking Hingham, MA, 02043, USA MA Hingham USA Oct 16th, 2020 12:00AM Job Locations US-MA-Hingham Posted Date 3 months ago(10/16/2020 4:40 PM) Job Title Client Service Representative I Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.   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 at this level are expected to use some independence of thought but refer more complex transactions to other experts. Client Service Representative will identify cross-sell opportunities and make appropriate referrals.  Provide assistance to Office Manager for operational and compliance tasks in the day to day operations of the office.    *No nights or weekends required  *Great work/life balance  *No sales goals Job ID 2020-2582 Jan 25th, 2021 09:49PM Jan 25th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 25th, 2021 12:00AM Client Service Director Open MA-One Fed Client Service Boston, MA, 02110, USA MA Boston USA Aug 14th, 2020 12:00AM Job Locations US-MA-Boston Posted Date 5 months ago(8/14/2020 6:14 PM) Job Title Client Service Director Reporting to the Chief Administrative Officer with a dotted line to the Director of Operations, the Client Services Director manages the Client Advisor Associates located in all regional offices for the Wealth Management division of Boston Private. The Wealth Management business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions.   The Client Services Director is responsible for managing and training Client Advisor Associates, who support client relationships through establishing enterprise wide performance standards, protocols and procedures while managing the administration and client services support for Client Advisors. The foundation of success will be proactive client service, effective communication and efficient coordination of services. S/he will prioritize daily workflow to meet business objectives and act as an escalation point to resolve issues.     Job ID 2020-2429 Jan 24th, 2021 09:49PM Jan 24th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 26th, 2021 12:00AM Client Service Director Open MA-One Fed Client Service Boston, MA, 02110, USA MA Boston USA Aug 14th, 2020 12:00AM Job Locations US-MA-Boston Posted Date 5 months ago(8/14/2020 6:14 PM) Job Title Client Service Director Reporting to the Chief Administrative Officer with a dotted line to the Director of Operations, the Client Services Director manages the Client Advisor Associates located in all regional offices for the Wealth Management division of Boston Private. The Wealth Management business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions.   The Client Services Director is responsible for managing and training Client Advisor Associates, who support client relationships through establishing enterprise wide performance standards, protocols and procedures while managing the administration and client services support for Client Advisors. The foundation of success will be proactive client service, effective communication and efficient coordination of services. S/he will prioritize daily workflow to meet business objectives and act as an escalation point to resolve issues.     Job ID 2020-2429 Jan 25th, 2021 09:49PM Jan 25th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 25th, 2021 12:00AM Commercial Lending Team Leader Open MA-Post Office Sq Commercial Lending Boston, MA, 02109, USA MA Boston USA Jan 20th, 2021 12:00AM Job Locations US-MA-Boston Posted Date 4 days ago(1/20/2021 7:11 PM) Job Title Commercial Lending Team Leader The Team Leader is responsible for the management and ongoing professional development of a lending team.  Provide mentoring and oversight of individuals and administrative staff responsible for managing a portfolio of existing commercial and private banking relationships, originating new financing transactions, and cross-selling the Bank’s other products and services. The Team Leader is top producer in his or her product or region and/or team leader for a group. Very high level of industry/product expertise. May participate in strategic decision–making beyond their specific lending area.   The aforementioned Credit Quality/Portfolio Management and Business Development responsibilities would be evaluated on a team level.  As some team leaders also have individual loan portfolios, the aforementioned may also include evaluation at the individual portfolio level. Team Leaders are entrusted with credit approval authority and may be asked to become a voting member of the bank’s credit committee. Job ID 2021-2652 Jan 24th, 2021 09:49PM Jan 24th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 26th, 2021 12:00AM Commercial Lending Team Leader Open MA-Post Office Sq Commercial Lending Boston, MA, 02109, USA MA Boston USA Jan 20th, 2021 12:00AM Job Locations US-MA-Boston Posted Date 5 days ago(1/20/2021 7:11 PM) Job Title Commercial Lending Team Leader The Team Leader is responsible for the management and ongoing professional development of a lending team.  Provide mentoring and oversight of individuals and administrative staff responsible for managing a portfolio of existing commercial and private banking relationships, originating new financing transactions, and cross-selling the Bank’s other products and services. The Team Leader is top producer in his or her product or region and/or team leader for a group. Very high level of industry/product expertise. May participate in strategic decision–making beyond their specific lending area.   The aforementioned Credit Quality/Portfolio Management and Business Development responsibilities would be evaluated on a team level.  As some team leaders also have individual loan portfolios, the aforementioned may also include evaluation at the individual portfolio level. Team Leaders are entrusted with credit approval authority and may be asked to become a voting member of the bank’s credit committee. Job ID 2021-2652 Jan 25th, 2021 09:49PM Jan 25th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 25th, 2021 12:00AM Credit Analyst II Open CA-Chatsworth Credit Chatsworth, CA, 91311, USA CA Chatsworth USA Nov 18th, 2020 12:00AM Job Locations US-CA-Chatsworth Posted Date 2 months ago(11/18/2020 9:43 PM) Job Title Credit Analyst II Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.   Individual with essential analytical skills to independently and objectively evaluate the creditworthiness of current and prospective commercial borrowers and external Bank vendors and perform various administrative duties and projects to support the Bank’s ongoing credit and risk administrative functions. The incumbent must have strong writing skills and possess prior accounting, financial analysis or commercial lending credit analysis background. Additionally, the ideal candidate should be naturally inquisitive with problem-solving mindset, be flexible and able to adapt to frequently changing priorities, have a positive attitude and ability to complete work within the required, often fast-moving timelines. Good organizational skills and ability to multi-task are essential. Position requires the capacity to provide guidance to more junior credit analysts and interns. Job ID 2020-2600 Jan 24th, 2021 09:49PM Jan 24th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 26th, 2021 12:00AM Credit Analyst II Open CA-Chatsworth Credit Chatsworth, CA, 91311, USA CA Chatsworth USA Nov 18th, 2020 12:00AM Job Locations US-CA-Chatsworth Posted Date 2 months ago(11/18/2020 9:43 PM) Job Title Credit Analyst II Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.   Individual with essential analytical skills to independently and objectively evaluate the creditworthiness of current and prospective commercial borrowers and external Bank vendors and perform various administrative duties and projects to support the Bank’s ongoing credit and risk administrative functions. The incumbent must have strong writing skills and possess prior accounting, financial analysis or commercial lending credit analysis background. Additionally, the ideal candidate should be naturally inquisitive with problem-solving mindset, be flexible and able to adapt to frequently changing priorities, have a positive attitude and ability to complete work within the required, often fast-moving timelines. Good organizational skills and ability to multi-task are essential. Position requires the capacity to provide guidance to more junior credit analysts and interns. Job ID 2020-2600 Jan 25th, 2021 09:49PM Jan 25th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 25th, 2021 12:00AM Call Center Representative Open MA-Post Office Sq Deposit Management Boston, MA, 02109, USA MA Boston USA Oct 22nd, 2020 12:00AM Job Locations US-MA-Boston Posted Date 3 months ago(10/22/2020 1:45 PM) Job Title Call Center Representative Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.  Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company Job ID 2020-2587 Jan 24th, 2021 09:49PM Jan 24th, 2021 09:49PM Financials Banks
nasdaq:bpfh careers-bostonprivate.icims.com careers-bostonprivate.icims.com Jan 25th, 2021 12:00AM Client Service Representative I Open CA-Santa Monica Deposit Management Santa Monica, CA, 90401, USA CA Santa Monica USA Nov 13th, 2020 12:00AM Job Locations US-CA-Santa Monica Posted Date 2 months ago(11/13/2020 5:37 PM) Job Title Client Service Representative I Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.     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 at this level are expected to use some independence of thought but refer more complex transactions to other experts. Client Service Representative will identify cross-sell opportunities and make appropriate referrals.  Provide assistance to Office Manager for operational and compliance tasks in the day to day operations of the office.    *No nights or weekends required  *Great work/life balance  *No sales goals Job ID 2020-2603 Jan 24th, 2021 09:49PM Jan 24th, 2021 09:49PM Financials Banks

Request a demo to view additional historical data, and much more.

Make fast
queries

No longer rely on engineers to access data; build and share queries with intuitive tools, and derive insights in real time.

Bookmark queries with your team

Save and share custom queries using a private bookmarking feature, accessible to your whole team.

Be first to know with alerts

Scan data points across millions of companies and receive emails when relevant metrics cross critical thresholds.

Visualize data for quick insights

Create custom keyword-based word clouds, charts, and advanced visualizations to quickly analyze the data.

Map competitor locations

Analyze competitor presence and growth over time by overlaying store locations with the Nearby Competitor feature.

Add widgets to your dashboards

Access existing maps, charts, word clouds, and other visualizations to understand your data quickly. Or build custom widgets to view data just the way you want it.