Scientific Advisor (Rhinology-Gastroenterology) - VIE Contract SanofiScientific Advisor (Rhinology-Gastroenterology) - VIE ContractCambridge, MAYou will partner with the Global Medical Head of Rhinology-Gastroenterology acting as a key support in driving medical affairs initiatives forward, and will work cross-functionally, helping to shape efficient and optimized global strategies while also applying your scientific expertise to critical projects. Enjoy opportunities to collaborate beyond your area of expertise, working with diverse teams across science, clinical, and digital fields to spark new ideas and drive breakthroughs.
Medical Evidence Generation Advisor Dermatology VIE Contract SanofiMedical Evidence Generation Advisor Dermatology VIE ContractCambridge, MAYou will partner with the Global Medical Evidence Generation Lead Dermatology acting as a key support in driving MEG initiatives forward, and will work cross-functionally, helping to shape efficient and optimized global strategies while also applying your scientific expertise to critical projects. As a Medical Evidence Generation Advisor Dermatology VIE within our Medical team, you will play a pivotal role in supporting the strategy and execution of the Medical Evidence Generation (MEG) plan of the Alliance Immunology Dermatology Franchise.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementBoston, MassachusettsIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Advisor for Healthcare Delivery InterSystemsSenior Advisor for Healthcare DeliveryBoston, Massachusetts$173,000–$248,000 / yearDevelop and sustain senior relationships with key provider / IDN leaders and influential industry stakeholders, including COOs, CIOs, CMIOs, CDOs, chief transformation officers, digital leaders, operational leaders, and innovation executives. The ideal candidate is a healthcare operational leader with deep understanding of how large IDNs and health systems operate who has or has had direct expertise in provider operations, health system strategy, IDN decision-making, enterprise priorities, and the operational realities that shape technology adoption.
Investment Management Consultant II - Merrimack FidelityInvestment Management Consultant II - MerrimackMerrimack, New HampshireRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
Senior Advisor For Healthcare Delivery InterSystemsSenior Advisor For Healthcare DeliveryBoston, MA$173,000–$248,000 / yearDevelop and sustain senior relationships with key provider / IDN leaders and influential industry stakeholders, including COOs, CIOs, CMIOs, CDOs, chief transformation officers, digital leaders, operational leaders, and innovation executives. The ideal candidate is a healthcare operational leader with deep understanding of how large IDNs and health systems operate who has or has had direct expertise in provider operations, health system strategy, IDN decision-making, enterprise priorities, and the operational realities that shape technology adoption.
Client Specialist Robert W Baird & Co IncClient SpecialistDanvers, MA$24.35–$36.67 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerSomerville, MA$83,000–$104,000 / yearAs a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateBoston, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MassachusettsFull timeIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning) .
Director, Technology and Product CapShift LLCDirector, Technology and ProductMA5-7 years of experience in product management, technical program management, and technology operations; preferred that some or all of the experience is in financial services Experience managing technical vendors and outsourced development teams Experience working in Agile product development environments Familiarity with Salesforce Strong project management and cross-functional leadership skills Excellent communication skills and ability to work with both technical and non-technical stakeholders Experience implementing product operations or product development frameworks Strong interest in AI and emerging technologies; experience implementing AI tools across an organizations preferred Comfortable operating in a growing, fast-moving organization Systems thinker who enjoys connecting people, technology, and strategy. The ideal candidate is a technically fluent operator and systems thinker who enjoys working across teams, managing external partners, and helping translate business needs into effective technology solutions.
Registered Client Service Associate - Boston, MA Raymond James Financial IncRegistered Client Service Associate - Boston, MABoston, MA$45,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Senior Consultant - Practice Management, VP - State Street Investment Management State Street CorporationSenior Consultant - Practice Management, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearOur work spans practice strategy, leadership, operating models, client experience, succession planning, technology adoption, scalable delivery, and investor engagement - helping clients build stronger businesses while deepening their strategic relationship with State Street Investment Management. As a Senior Consultant, you'll support leading wealth management firms, working with senior executives, advisory teams, and State Street relationship managers to address business challenges and support growth.
Tax & Wealth Planning Strategist Natixis Investment ManagersTax & Wealth Planning StrategistBoston, Massachusetts$133,900–$185,400 / yearThis highly visible role will shape sophisticated planning conversations around tax strategy, wealth transfer, liquidity events, and investment solutions, translating complex technical concepts into actionable insights that strengthen advisor relationships, elevate client engagement, and support business growth. What you will do: Serve as a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients through meetings, conferences, consultations, and customized planning.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesBoston, MA$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
VP, Assistant General Counsel - Brokerage LPL Financial ServicesVP, Assistant General Counsel - BrokerageBoston, MA$168,611–$281,087 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Director of Business Development Wright Family Law GroupDirector of Business DevelopmentTewksbury, MAYou will spend your week in rooms full of realtors, financial advisors, CPAs, estate planners, therapists, and mediators, building the kind of trust that makes people send their clients to us by name. You will also drive Morticia, our 1970 Cadillac hearse, to shows, festivals, and community events, because she is the reason people remember us and the conversation starter that opens most of those relationships.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateNorwell, Washington$49,500–$77,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts.
Associate, Internal Sales The TCW Group, Inc.Associate, Internal SalesBoston, MA$80,000–$90,000 / yearThe Internal Sales Associate partners with TCW's Regional Sales Consultants (external wholesalers) to source, develop and enhance financial advisor relationships in the National & Independent Broker-Dealer channels, RIAs, and Family Offices. They will communicate with financial professionals on a wide range of investment related topics including: portfolio process & philosophy, positioning, outlook, performance, risk metrics and related capital market developments.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyBoston, MA$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.