PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)Boston, MAFull timeA&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations.
Client Services Representative Marchon PartnersClient Services RepresentativeBoston, MA$18–$21 / hourThe client is seeking Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management. Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Boston, MARemoteWorking within a vibrant and passionate team of recruitment and sales professionals, you will bring your energy and thrill of the hunt to fuel our growth managing key accounts and driving the acquisition of new business opportunities in Banking, Financial Services and Insurance sector. Headquartered in the Washington, D.C. metro area, Cynet Systems is an award-winning and one of the fastest-growing workforce solutions companies that help our clients realize their talent potential through custom staffing & recruiting solutions.
NewFinancial Advisor - Hybrid (Danvers, MA) OneDigital Health and Benefits, Inc.Financial Advisor - Hybrid (Danvers, MA)Danvers, MA$80,000–$90,000 / yearThe Financial Advisor will serve as a resource for clients with complex wealth management needs and financial planning solutions, as well as, exhibiting technical knowledge and competency in Financial management, retirement and conducting retirement plan participant education meetings. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Senior Manager, Accounting And Financial Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager, Accounting And Financial Advisory ServicesTewksbury, MA$179,850–$340,970 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Oliver Wyman -Private Capital/Financial Services - Engagement Manager Marsh & McLennan Companies IncOliver Wyman -Private Capital/Financial Services - Engagement ManagerBoston, MA$225,000–$240,000 / yearWe have completed hundreds of engagements for leading private equity firms across North America, Europe, the Middle East, China and Southeast Asia creating sustainable shareholder value. At Oliver Wyman, we take a multi-specialist approach to our engagements, bringing teams comprising both deep industry and functional expertise, supported by proprietary approaches and a world-class network.
Financial Services Business Consulting, Insurance - Property & Casualty Senior Manager Ernst & Young Global LtdFinancial Services Business Consulting, Insurance - Property & Casualty Senior ManagerBoston, MA$150,400–$343,600 / yearOur Property & Casualty Transformation practice helps insurance clients improve and transform their commercial, specialty, personal and Excess & Surplus businesses in areas such as operating model redesign, capability assessment and roadmap design, business process transformation, technology and data enablement, organizational design, and post-merger integration. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Associate, Financial Advisor, Boston, MA Santander USAssociate, Financial Advisor, Boston, MABoston, MAWorking in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. + Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Associate - Transaction Advisory Group - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLCAssociate - Transaction Advisory Group - Financial Due DiligenceBoston, MAFull timeTAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services.
NewCredit Officer II-Dealer Financial Services Bank of AmericaCredit Officer II-Dealer Financial ServicesBoston, MassachusettsOversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury. Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions.
Fund Services Plus Senior Associate - Private Equity RSMFund Services Plus Senior Associate - Private EquityBoston, MA$69,800–$132,000 / yearPrepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments. At RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerBoston, MA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerBoston, MA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Executive Assistant - Financial Services The Panther GroupExecutive Assistant - Financial ServicesBoston, MAA leading financial firm is seeking an experienced Executive Assistant to support a team of senior professionals in a fast-paced, collaborative environment. This role combines traditional executive support responsibilities with opportunities to contribute to projects, process improvements, research, and other business initiatives .
Client Services Associate II First Tech Federal Credit UnionClient Services Associate IIChelmsford, MA$27.50–$33 / hourCommunicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.
55ip - Enterprise Business Development - Associate JPMorgan Chase Bank, N.A.55ip - Enterprise Business Development - AssociateBoston, MAFull timeA successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation.
Associate Director, Financial Operations and Services Mass General BrighamAssociate Director, Financial Operations and ServicesSomerville, MassachusettsJob Summary: The Associate Director, Financial Operations & Services manages key operational processes and staff-facing financial services within Development Finance, including transactional processes, financial approvals and reporting, and policy guidance and implementation. Philanthropy enables Mass General Brigham to deliver the highest quality patient care, pursue the most innovative and promising research, train the brightest minds to become the next generation of healthcare leaders, and expand and improve our world-class facilities.
Client Services Associate II First Technology Federal Credit UnionClient Services Associate IIChelmsford, MA$27.50–$33 / hourFull timeCommunicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.
Financial Advisor Northwestern MutualFinancial AdvisorWellesley, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Partner Development Manager, Financial Services DCP Partners Snowflake IncPartner Development Manager, Financial Services DCP PartnersBoston, MA$236,000–$309,750 / yearOur Data Cloud Products Team is seeking a Business Development professional with specific experience in Financial Services, strategic partner development and go-to-market (GTM) strategies to help build Snowflake's AI Data Cloud for Financial Services. The following represents the expected range of compensation for this role: This role is eligible to participate in Snowflake''s commission plan and it is common for employees in this role to receive total on-target earnings of $236,000 - $309,750.