NewManager, Financial Planning & Analysi Kforce Inc.Manager, Financial Planning & AnalysiWestborough, MA$130,000–$160,000Experience in a mid-to-large sized company environment (ideally $500M+ revenue) with experience from industries such as manufacturing, construction, distribution, retail, or other product-based environments strongly preferred. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewFinancial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, MA$100,000–$140,000 / yearInformation 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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
NewFinancial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. 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.
Financial Associate - Training Provided Rise North CapitalFinancial Associate - Training ProvidedBraintree, MARemoteWe will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
NewTax Accountant JobotTax AccountantNorwood, MA$80,000–$100,000 / yearInformation 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. The successful candidate will be responsible for preparing and reviewing corporate tax returns, managing state and local tax obligations, and implementing tax strategies to optimize our financial performance.
NewSenior Tax Accountant JobotSenior Tax AccountantNorwood, MA$80,000–$100,000 / yearInformation 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. The successful candidate will be responsible for preparing and reviewing corporate tax returns, managing state and local tax obligations, and implementing tax strategies to optimize our financial performance.
NewCommercial Finance Manager Vaco LLCCommercial Finance ManagerMiddleborough, MA$150,000–$185,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewController Vaco LLCControllerBridgewater, MA$150,000–$170,000This position ensures the accuracy and integrity of the company’s financial results, leads monthly/quarterly/annual close processes, manages the accounting team, and partners with executive leadership on strategic initiatives, including active M&A activity. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Financial Planning Engagement Desk - Associate Planning Director (Northeast Region) Morgan StanleyFinancial Planning Engagement Desk - Associate Planning Director (Northeast Region)Worcester, MA$90,000–$120,000 / yearQualifications: • Series 7, 66 licenses required • CFP Preferred • Bachelor's degree required • 2+ years of financial services experience or related industry • Exemplary in communication, presentation, time-management and organizational skills • Detail oriented with an ability to handle multiple priorities • Ability to work efficiently under pressure, with a focus on the client experience • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions • Successful completion of background check and pre-employment assessments • Knowledge of Money Guide Pro preferred but not required. Our 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 whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSalesPlease 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. Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Financial Analyst, Corporate Financial Planning & Analysis Evenflo Company, Inc.Financial Analyst, Corporate Financial Planning & AnalysisCanton, MADecision Making - Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing a course of action or develops appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. The individual will regularly research and communicate monthly results to Finance Management, prepare month-end financial reporting, and perform monthly reviews of Actuals and variance analysis with department heads.
Director of Financial Planning & Analysis Gilbane Building CoDirector of Financial Planning & AnalysisProvidence, RI$155,000–$190,000 / yearThis role partners closely with senior leadership to provide data-driven insights, support decision-making, and ensure alignment of financial plans with business objectives. Collaborate with all enterprise financial functions (Treasury, Payroll, Accounts Receivable, Accounts Payable, etc.) to develop insights and efficiencies in both reporting and predictive analysis.
Director, Cost & Financial Planning Sensata Technologies Holding plcDirector, Cost & Financial PlanningAttleboro, MAParticipate as a key thought leader of the global finance team, influencing decision making, identifying finance priorities, managing directly and indirectly - finance staff in multiple locations. Demonstrated experience partnering with strategic sourcing, category management, and supply chain leadership; direct experience supporting procurement, supply chain or operations in manufacturing equipment.
Lead Financial Planning Analyst Point32HealthLead Financial Planning AnalystCanton, MassachusettsTreat business partners as clients with a focus on returning phone calls and emails timely, setting up meetings to discuss critical topics, sharing processes before executing and allowing ample time to review draft documents. We value the rich mix of backgrounds, perspectives, and experiences of all of our colleagues, which helps us to provide service with empathy and better understand and meet the needs of the communities where we serve, live, and work.
Financial Planning & Analysis Manager (FP&A) Pearl Meyer & Partners LLCFinancial Planning & Analysis Manager (FP&A)Wellesley, MA$140,000–$150,000 / yearThis person will partner directly with the CFO, practice group leaders, and the executive team to drive financial insight, reporting excellence, and data-driven decision-making. Serve as the primary liaison between Finance and IT/Data Engineering to ensure financial data pipelines, definitions, and hierarchies are accurate and audit-ready.
Director, Supply Chain Financial Planning & Analysis Panera Bread CompanyDirector, Supply Chain Financial Planning & AnalysisNewton, MA$155,477–$186,572 / yearp>Financial Planning & Forecasting Lead the planning and forecasting processes for supply chain and inflation, playing a pivotal role in the annual budgeting cycle and long-range planning. This role is a strategic partner to our Supply Chain leadership, leveraging data-driven insights to forecast and optimize food cost and performance across our bakery-cafés.
Manager of Financial Planning & Analytics Encore Fire Protection LLCManager of Financial Planning & AnalyticsPawtucket, RIThis individual will own key elements of the monthly close-to-reporting cycle, lead budgeting and forecasting processes, and provide decision support to senior leadership, including the CFO, VP of Finance, and operational executives. This role is highly visible within the organization and plays a key part in supporting a PE-backed growth strategy, including M&A integration, margin expansion, and operational efficiency initiatives.
Manager of Financial Planning & Analysis - Curry College Curry CollegeManager of Financial Planning & Analysis - Curry CollegeMilton, MALocation: Milton, MA Category: Staff Job Type: Exempt Posted On: Wed May 27 2026 Job Description: Under the supervision of the Executive Vice President for Administration and Finance/CFO, the Manager of Financial Planning and Analysis is responsible for overseeing the prospective financial management functions. Essential Functions: Working with the AVP for Finance/Controller, planning, coordinating and controlling the annual budget pr.
Director, Financial Planning & Performance B. E. Smith, Inc.Director, Financial Planning & PerformanceBrockton, MAKey responsibilities include leading financial planning and performance initiatives, overseeing reimbursement and budgeting functions, supporting monthly financial close activities, monitoring budget variances, preparing reimbursement-related audit documentation, and partnering closely with Revenue Cycle leadership to analyze financial performance and identify opportunities for improvement. Governed by a 17-member Board of Trustees made up of local civic and community leaders, Signature Healthcare is focused on delivering high-value care and fostering a close connection to the communities it serves.
Manager of Financial Planning and Analysis Milton CATManager of Financial Planning and AnalysisMilford, Massachusetts$130,000–$160,000 / yearThis is an exceptional opportunity for a technically strong, business-minded finance leader who thrives in a fast-paced environment, is comfortable working with complex data sets and technology tools, and can influence decision-making across the organization. The ideal candidate brings strong financial modeling capability, strategic thinking, and the ability to translate data into clear insights for leaders across the business.
SVP / VP, Financial Planning and Analysis AvidSVP / VP, Financial Planning and AnalysisMassachusettsRemoteAvid's industry-leading hardware and software solutions are used by the world's top creative professionals — from Hollywood studios and major broadcasters to independent artists and musicians — across audio and video production, post-production, and media management. Demonstrated experience building or rebuilding a financial close process and FP&A reporting infrastructure — including close books, QC frameworks, hard monthly closes, and management reporting packs — not just inheriting and running an established one.
Finance Manager - Financial Planning and Analysis DSI Winddown IncFinance Manager - Financial Planning and AnalysisPawtucket, RI$80,000–$140,000 / yearThis is a senior individual contributor role with no direct reports responsible for owning the budgeting and forecasting process, providing deep cost and variance analysis, and partnering closely with operations and senior leadership to drive financial performance. This role requires a CPA-certified finance professional with strong manufacturing finance expertise who can translate complex financial data into actionable insights that improve profitability, capital efficiency, and operational execution.
Manager Financial Planning & Analysis Evenflo Company, Inc.Manager Financial Planning & AnalysisCanton, MADevelop and improve key management reports and gain user input and acceptance to templates for business management reporting, including consistent and accurate reporting of profitability by customer, product category, and key initiatives. Examples of Typical Activities: Provide strong financial business partnership support to functions including Product Development, Marketing, Commercial Insights, etc. and support strategic decision making with data & analytics.
Manager, Financial Planning and Analysis (FP&A) CVS Health CorpManager, Financial Planning and Analysis (FP&A)Cumberland, RI$66,330–$145,860 / yearDrive enhancements to current reporting and analysis processes to increase efficiency and shorten timelines; Focus on implementing artificial intelligence (AI) solutions into daily work and on supporting finance transformation initiatives. Manage all aspects of the Business Unit P&L, including model and assumption maintenance, quarterly reporting and variance analysis, and various ad hoc requests requiring Business Unit financial data and reporting.
Director, Financial Planning - Boston, MA Edelman Financial Engines LLCDirector, Financial Planning - Boston, MAboston, MAToday, we are America's top independent financial planning and investment advisory firm, recognized by\u202fBarron's\u202f1\u202fwith 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets\u202f2\u202fOur unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningProvidence, RI$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate Vice President, Financial Planning and Business Transformation Emerson CollegeAssociate Vice President, Financial Planning and Business TransformationBoston, MA$196,750–$255,700 / yearRepetitive movements, occasional lifting of up to 10 pounds, reaching, lifting, stooping and the ability to read a computer screen, detect color-coding and read fine print will be expected. The Associate Vice President, Financial Planning and Business Transformation reports to the VP of Finance and CFO and will manage the budget, procurement, and business intelligence functions at the college.
Senior Analyst, Financial Planning & Analysis CVS Health CorpSenior Analyst, Financial Planning & AnalysisCumberland, RI$46,988–$112,200 / yearOur teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do.
Oracle PBCS EPM Planning Consultant - Hybrid NTT DATAOracle PBCS EPM Planning Consultant - HybridWorcester, MAThis role partners closely with Finance, Accounting, and IT stakeholders to optimize existing Oracle EPM solutions, deliver system enhancements, support cloud transformation initiatives, and provide ongoing functional and technical leadership across the planning ecosystem. We are seeking an experienced Oracle PBCS Specialist to support and enhance enterprise planning, budgeting, forecasting, financial reporting, and close processes through deep expertise in Oracle Planning and Budgeting Cloud Service (PBCS), Oracle Essbase, and Hyperion Planning.
Sr. Planning Operations CoE Manager Deckers Outdoor CorpSr. Planning Operations CoE ManagerMARemote$137,500–$185,600 / yearYour focus will be on orchestrating Supply & Demand Matching, channel segmentation strategies, and planning cadence, providing visibility across the global order book and proactively addressing gaps through supply and buying actions. Your success will be measured by your ability to strengthen global planning, improve forecast alignment, optimize inventory, and drive OTIF performance through structured governance and data-driven insights.
Workday Adaptive Planning Senior Manager Baker Tilly Advisory Group, LPWorkday Adaptive Planning Senior ManagerProvidence, Rhode IslandBaker 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.
Oracle PBCS EPM Planning Consultant - Hybrid NTT DATA Group CorpOracle PBCS EPM Planning Consultant - HybridWorcester, MA$130,969–$172,543 / yearThis role partners closely with Finance, Accounting, and IT stakeholders to optimize existing Oracle EPM solutions, deliver system enhancements, support cloud transformation initiatives, and provide ongoing functional and technical leadership across the planning ecosystem. We are seeking an experienced Oracle PBCS Specialist to support and enhance enterprise planning, budgeting, forecasting, financial reporting, and close processes through deep expertise in Oracle Planning and Budgeting Cloud Service (PBCS), Oracle Essbase, and Hyperion Planning.
Workday Adaptive Planning Senior Manager Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning Senior ManagerMA$178,310–$338,030 / 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.
Oracle PBCS EPM Planning Consultant - Hybrid NTT DATA Services, LLCOracle PBCS EPM Planning Consultant - HybridWorcester, MA$130,969–$172,543 / yearThis role partners closely with Finance, Accounting, and IT stakeholders to optimize existing Oracle EPM solutions, deliver system enhancements, support cloud transformation initiatives, and provide ongoing functional and technical leadership across the planning ecosystem. We are seeking an experienced Oracle PBCS Specialist to support and enhance enterprise planning, budgeting, forecasting, financial reporting, and close processes through deep expertise in Oracle Planning and Budgeting Cloud Service (PBCS), Oracle Essbase, and Hyperion Planning.
Cranston, RI - IT - EOHHS - Policy, Planning, and Strategy - RHTP RICEFW Technologies IncCranston, RI - IT - EOHHS - Policy, Planning, and Strategy - RHTPCranston, RIRemote$70.73–$70.73With a high level of project leadership expertise, undertake complex professional assignments involving planning and policy, program development and implementation, data analysis, research, and stakeholder engagement related to improving the accessibility of rural health care services for individuals with disabilities of all types in Rhode Island. Education: Such as may have been gained through the possession of a Masters degree from a program of recognized standing with specialization in a relevant field of Public Health, Healthcare Administration, Law, Health Policy, Public Policy, Human Services, Environmental Sociology, Social Work, a licensed health profession, or a closely related field; and .
Manager - Company Planning KnitWell GroupManager - Company PlanningMassachusettsThe ideal candidate is a highly analytical and strategic business partner with strong omni-channel planning expertise, exceptional communication skills, and the ability to influence decision-making across the organization. The Manager of Company Planning is responsible for driving enterprise-level financial and inventory planning strategies that support the company’s sales, margin, and profitability objectives across channels.
NewSenior Analyst, Distribution Capacity Planning FidelitySenior Analyst, Distribution Capacity PlanningSmithfield, Rhode IslandRemoteBusiness AnalysisPlease 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. You will also lead projects with broad scope and impact to provide business leadership with new perspectives and innovative ways to further optimize the workforce to allow us to help more people plan, invest, and navigate important financial decisions.
Sr. Manager, Sales Planning Home Market Foods, Inc.Sr. Manager, Sales PlanningNorwood, MA$150,000–$180,000 / yearManager, Sales Planning, is responsible for leading sales planning, trade promotion analysis, forecasting, and commercial insights for a fast-paced food manufacturing organization serving grocery, convenience, and foodservice channels. This role partners closely with Sales, Marketing, Supply Chain, Finance, and Demand Planning teams to optimize promotional effectiveness, improve forecast accuracy, and drive profitable growth across key customer accounts.
Executive Assistant to the Director of Infrastructure, Planning & Environment Warwickshire County CouncilExecutive Assistant to the Director of Infrastructure, Planning & EnvironmentWarwick, RI$31,022–$33,699 / yearp>The benefits we offer include agile working, a valuable part of the pay and reward package for employees working in local government, generous annual leave entitlement, plus bank holidays and an additional day at Christmas, and access to Vivup benefits and discounts platform. You will also play a pivotal role in supporting the wider service area and senior leaders within the Communities Directorate to achieve business excellence through comprehensive and high-quality support.
Senior Manager, Portfolio Strategy & Planning, Companion Animal Group Business Unit Idexx Laboratories IncSenior Manager, Portfolio Strategy & Planning, Companion Animal Group Business UnitMA$150,000–$170,000 / yearIn This Role: You will be responsible for Portfolio Productivity and Effectiveness: Partner with portfolio leadership, finance, and HR to increase productivity by driving a cohesive approach to key business activities, including strategic planning, budget development, resource allocation, communications strategy, and stakeholder management. As the Senior Manager, Portfolio Strategy & Planning, you will act as an integrator and influencer - bringing clarity, focus, and momentum across the organization - and is a primary author of the materials, briefs, and presentations that shape how the business unit communicates with the Executive Leadership Team, the CEO, the Board, and the investor community.
Senior Planning Officer Warwickshire County CouncilSenior Planning OfficerWarwick, RI$44,075–$46,142 / yearThe role offers a unique opportunity to handle a varied caseload which would include EIA screening/scoping opinions, providing pre-application advice, conducting site visits, negotiating with applicants, advising internal departments and liaising with the general public, operators and elected Members. The benefits we offer include agile working, a valuable part of the pay and reward package for employees working in local government, generous annual leave entitlement, plus bank holidays and an additional day at Christmas, and access to Vivup benefits and discounts platform.
Lead Director, Workforce Budgeting, Demand Planning & Forecasting CVS Health CorpLead Director, Workforce Budgeting, Demand Planning & ForecastingRI$100,000–$231,540 / yearOwn labor budgeting and P&L support, including building and refreshing labor budgets, coordinating accurate budget submissions/forecasts with Finance and field leaders, and leading ongoing performance management through scenario modeling, variance analysis, and quarterly/annual business reviews. This position is one of three Lead Directors, working in close partnership with the Lead Director of Engineering and the Lead Director of Scheduling & Innovation, and maintains a strong, ongoing relationship with field partners to ensure solutions are practical, impactful, and colleague-centric.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterMA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Senior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningProvidence, RIIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.
Business Planning Manager-Ops OracleBusiness Planning Manager-OpsProvidence, RI$79,100–$158,200 / yearOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.
Manager, Corporate Finance & Planning Liberty Utilities (Canada) Corp.Manager, Corporate Finance & PlanningMA$130,000–$155,000 / yearFull base salary range $130,000.00- $155,000.00 per year*Liberty considers several factors when extending an offer, including but not limited to, the role and responsibilities, a candidates work experience, education, training and skills, and geographic location. Acting as a central coordination point across FP&A functions, the position applies advanced financial analysis and modeling to challenge assumptions, identify risks and opportunities, and support enterprise decision-making.
Planning and Advice Associate - Smithfield, RI FidelityPlanning and Advice Associate - Smithfield, RISmithfield, Rhode IslandRemoteSalesPlease 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. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools.
Retail Planning & Analytics - Manager CVS Health CorpRetail Planning & Analytics - ManagerWoonsocket, RI$66,330–$145,860 / yearThis position serves as a trusted advisor to Category Managers and leadership, delivering accurate, compliant, and ready executive insights that inform business decisions, identify risks and opportunities, and improve financial outcomes. The Manager, Retail Planning & Analytics independently owns complex, high-impact analytical and operational workstreams supporting front store merchandising categories.
Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.
Trade Planning Manager Ocean Spray Cranberries IncTrade Planning ManagerMA$105,800–$145,420 / yearTeam members, farmers, consumers and communities alike--we value what makes us unique and strive to connect our farms to families for a better life by living our values: Grower Mindset - We embrace our grower-owners innovative spirit and heritage through confidence, learning and focus on the future. This position partners closely with Sales, Finance, Demand Planning, Marketing, Revenue Growth Management (RGM), Advanced Analytics, and Technology teams to optimize trade spend, improve ROI, and ensure alignment with company objectives.