Financial Advisor JobotFinancial AdvisorLynn, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Sr. Family Office Financial Planner Adviser Investments, LLCSr. Family Office Financial PlannerBoston, MA$115,000–$150,000 / yearThey will be a member of the RWA Family Office Financial Planning team, advising clients with net worths in excess of $10,000,000 on all aspects of financial planning and supporting the team in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships. ESSENTIAL FUNCTIONS: The Family Office Financial Planner will lead clients with planning and analysis in areas including, but not limited to, income taxes, insurance, equity compensation, trust and estate planning, Social Security, Medicare, retirement planning, educational funding, and investment planning.
Senior Financial Planner/Relationship Manager Claire Myers ConsultingSenior Financial Planner/Relationship ManagerWellesley, MassachusettsThe ideal candidate is an experienced wealth management professional who is energized by client relationships and takes pride in helping people make better financial decisions. Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England.
Assistant Financial Planner/CFP SDL Search PartnersAssistant Financial Planner/CFPBoston, MassachusettsThis role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting). Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances.
NewSenior Financial Planner LPL Financial ServicesSenior Financial PlannerBoston, MA$76,323–$127,205 / 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.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, MassachusettsSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Financial Solutions Advisor - Newtonville Financial Center Bank of AmericaFinancial Solutions Advisor - Newtonville Financial CenterNewton, MassachusettsKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Sr. Merchandising Planner Rue La La, Inc.Sr. Merchandising PlannerBoston, MA$95,000–$110,000 / yearRue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully considers a wide range of compensation factors, including but not limited to, prior experience, education, certification(s), license(s), skills and expertise, location, internal equity, and other factors that are job related and consistent with business need. About the Role: As a Senior Planner, you will lead a talented team of planners, collaborate with cross-functional departments, and leverage advanced analytics to support high-level strategic direction.
Planner - Merchandising Rue La La, Inc.Planner - MerchandisingBoston, MA$75,000–$90,000 / yearRue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully considers a wide range of compensation factors, including but not limited to, prior experience, education, certification(s), license(s), skills and expertise, location, internal equity, and other factors that are job related and consistent with business need. Build and foster effective relationships and collaborate closely with Merchandising, Financial Planning, Programing and other cross-functional teams to ensure alignment of Merchandising strategies to support overall business objectives.
Senior Store Planner GTT, LLCSenior Store PlannerMarlborough, MAThis Fortune 100 off-price retail organization is the world's leading off-price apparel and home fashions company, operating more than 5,200 stores across ten countries under iconic retail brands, and employing buyers, merchants, store planners, retail professionals, and corporate specialists across merchandising, operations, supply chain, finance, marketing, and technology. Assist Store Planning Management in training and providing technical guidance to Store Planners and outside consultants with regards to implementation of planning guidelines and chain-specific prototype requirements for new stores, relocations, expansions, remodels, and special projects for designated client chains.
Supply Chain Product Planner SanofiSupply Chain Product PlannerFramingham, MA$105–$151.67 / hourSole accountable for the master data values owned and to be entered in workflows, according to site Master Data governance; Documenting the way and potential calculation to determine Master Data Values they own; Contributes to Master Data CI loop in coordination with Master Data Stewards and the Data & Process Manager (sites) and SC Centers of Excellence; Adhere to the governance of meetings established in playbooks of reference to ensure regular revision of MD values; Responsible for ensuring that the value of the Master Data they own comply with the business rules featured in the M&S Master Data Playbook, and are reviewed when the triggers specified in the M&S Master Data Playbook occur. Product Strategy Support: Assists in product-driven strategic and budget planning, provide data-driven insights for long-term decisions, and incorporates strategic changes into planning systems.
Planner Jill Acquisition LLCPlannerQuincy, MAThe Planner will be responsible for the complete financial management of assigned areas of responsibility, including the creation of financial and merchandise plans, actualization of results, and a keen ability to identify, communicate, and implement strategic business opportunities at the category, style/choice, and season code levels. With competitive pay and benefits, a supportive culture, and the chance to make a real impact, this is more than a job, it's an opportunity to bring our ethos keep it simple, make it matter to life in new and inspiring ways.
NewSr. Material Planner, Apparel Global Planning New Balance, IncSr. Material Planner, Apparel Global PlanningBrighton, MA$82,000–$105,800 / yearWe also proudly offer a slate of more nontraditional perks - opportunities like online learning and development courses, tuition reimbursement, $100 monthly student loan support and various mentorship programs - that encourage our associates to grow personally as they develop professionally. MAJOR ACCOUNTABILITIES: Develop and maintain global material plans utilizing line plans, forecasts, BOMs, production schedules, and demand signals to ensure material availability and support business objectives.
NewSr. Material Planner, Apparel Global Planning New BalanceSr. Material Planner, Apparel Global PlanningBrighton, MA$82,000–$105,800 / yearWe also proudly offer a slate of more nontraditional perks - opportunities like online learning and development courses, tuition reimbursement, $100 monthly student loan support and various mentorship programs - that encourage our associates to grow personally as they develop professionally. MAJOR ACCOUNTABILITIES: Develop and maintain global material plans utilizing line plans, forecasts, BOMs, production schedules, and demand signals to ensure material availability and support business objectives.
Americas - Inventory Planner - Women's Clark's ShoesAmericas - Inventory Planner - Women'sNeedham, MAWhat You'll Bring: Experience in footwear demand and supply planning, merchandising, buyingKnowledge of different business operating models - Retail, Franchise, Factory, MCR, WholesaleSuccessful Demand and Supply Planning, Buying, and Merchandising experienceExperience in key distribution channels - wholesale, retail, franchise and digitalUnderstanding of overall business operations and supply chainsStrong organizational skills to coordinate feedback from a variety of sourcesPractical understanding of demand planning and inventory management processesStrong computer skills including the following tools: Advanced Microsoft Excel (statements, linking, pivot tables, etc.)Data warehouse/data mart query and report development tools. Ability to analyze trends and use that information to effectively plan and forecastStrong analytical and verbal skillsStrong decision-making skillsDemonstrated expertise in planning systems and analytics platforms (SAP, Demand Manager, MFP, Business Objects, Power BI, D360)Commercial AwarenessAnalytical/ highly numerate and able to identify key informationAbility to problem solve and manage conflict situationsExcellent interpersonal and motivational skillsTeam player, goal orientedAbility to analyze, interpret and act on market intelligenceCommercial skills to maximize opportunities that ariCustomer FocusDelivering ResultsPlanning and Organizing.
New Product Planner (Teradyne, North Reading, MA) TeradyneNew Product Planner (Teradyne, North Reading, MA)North Reading, MA$66,500–$95,400 / yearLastly, as an NPIManufacturing Planner, you will be responsible for planning works orders, many multi-level, through our prototype and preproduction builds, which includes managing deviations and engineering change on the product. As an NPI Material Planner, you will be responsible for material deliverables to build new product, ensuring a timely material pipeline for products that span from Prototype through Production release.
NewLead Planner Memory and Compute Supply Continuity (Teradyne, North Reading, MA) Teradyne IncLead Planner Memory and Compute Supply Continuity (Teradyne, North Reading, MA)North Reading, MA$125,040–$190,760 / yearThe role manages end-to-end planning, allocation management, forecast translation, inventory strategy, and shortage mitigation across DRAM, NAND, SSD, DIMM, CPU, and related compute components. The planner coordinates supply across semiconductor suppliers, DIMM partners, motherboard manufacturers, EMS providers, computer aggregation partners, and their sub-tier suppliers.
Discharge Planner University Health Services IncDischarge PlannerJAMAICA PLAIN, MAOperating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located in 40 U.S. states, Washington, D.C., Puerto Rico and the United Kingdom. About Universal Health Services One of the nation's largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (NYSE: UHS) has built an impressive record of achievement and performance, growing since its inception into a Fortune 500 corporation.
NewMedia Planner Allen & GerritsenMedia PlannerBoston, MAFull timeCollaborate cross-functionally with media, analytics, creative, account, and project teamsMaintain clear and professional communication with vendors and partnersDemonstrate accountability, positivity, and a team-first mindsetBring energy, humor, and a willingness to learnWhat You Bring:Bachelor's degree in Advertising, Marketing, Communications, Media, or related field1+ year of media planning and buying experience in an agency or brand environmentHands-on digital trafficking experienceExperience building campaigns in Facebook Ads ManagerExperience with Excel and/or Google SheetsStrong attention to detail and organizational skillsClear verbal and written communication skillsAbility to manage multiple priorities in a fast-paced environmentPreferredExperience with Google Campaign ManagerExperience creating UTM parameters and supporting tagging processesStrong quantitative and problem-solving skillsFamiliarity with Microsoft Office and/or Google WorkspaceWhy A&G?Join a vibrant team that values creativity, innovation, and making a positive impact. Support development of media plans aligned to client objectives and media briefsConduct channel, audience, and competitive researchReview and evaluate vendor proposalsAssist with budget allocation and media mix planningBuild Insertion Orders within AdvantageTranslate media plans into trafficking documentationExecute QA across platforms and internal documentation prior to launchMonitor pacing and support optimizations based on performanceCuriosityStay relentlessly curious about the changing media landscape and use insights to fuel smarter client work.