Associate Vice President of Financial Planning, Data, and Analysis Lesley UniversityAssociate Vice President of Financial Planning, Data, and AnalysisCambridge, MA$171,375–$194,744 / yearAt Lesley University we strive for a supportive and equitable environment where people -- regardless of race, ethnicity, color, sex, physical ability, religion, national origin or ancestry, age, neurodiversity, sexual orientation, gender identity or expression, genetic information, veteran or military status, membership in uniformed services, and all other categories protected by applicable state and federal laws -- can participate equally and fully as their true selves in all aspects of university life. In doing so, Lesley strives for a campus culture and community that fosters a true sense of belonging for all, provides opportunity for everyone to participate equally and fully in the Lesley experience, and helps to develop each individual's capacity to confidently and competently engage within and across difference.
NewFinancial Planning Consultant MassMutualFinancial Planning ConsultantBOSTON, MAAs the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time.
Senior Financial Analyst Berkeley Research Group, LLCSenior Financial AnalystBoston, MA$80,000–$135,000 / yearComprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.
Financial Advisor JobotFinancial AdvisorMilford, MA$130,000–$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. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
Financial Reporting Analyst Kforce Inc.Financial Reporting AnalystBoston, MA$32–$36This role will partner with business units across the organization to monitor financial performance, develop forecasting models, analyze budget trends, and provide actionable insights to support strategic decision-making. Overview: We are seeking a Senior Budget and Financial Analyst to support organizational leadership by providing financial planning, budgeting, forecasting, and analytical expertise.
Chief Financial Officer (2026-2027) Match EducationChief Financial Officer (2026-2027)Boston, MAReporting directly to and partnering closely with the Chief Executive Officer (CEO), the Chief Financial Officer (CFO) serves as a trusted thought partner and integral member of the senior leadership team. The CFO will continuously analyze existing financial management systems, internal controls, and processes to ensure efficiency, compliance with relevant policies and regulations, and adherence to nonprofit financial management best practices.
NewSenior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningBoston, MA$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Financial Analyst – R&D KlaviyoSenior Financial Analyst – R&DBoston, MA$96,000–$144,000 / yearIn addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Advise Engineering, Product, and GTS leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation.
Managing Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCManaging Consultant - Corporate Finance - Turnaround & RestructuringBoston, MA$120,000–$185,000 / yearThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.
Senior Associate - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCSenior Associate - Corporate Finance - Turnaround & RestructuringBoston, MA$80,000–$135,000 / yearThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.
Consultant - Corporate Finance - Healthcare Berkeley Research Group, LLCConsultant - Corporate Finance - HealthcareBoston, MAUtilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support, and finance transformation. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Boston, MA$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Principal Financial Analyst Waters CorporationPrincipal Financial AnalystMilford, MAWe collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. The Principal Financial Analyst reports to the Director of Finance, Analytical Science Division Global FP&A, and will partner closely with the Commercial Excellence and Marketing organization to drive sustainable growth, commercial effectiveness, and ROI on strategic investments.
Financial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Boston, 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.
NewController JobotControllerNorwood, MA$110,000–$135,000 / 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. This is an excellent opportunity for a seasoned professional to take the helm of our financial operations, driving our financial planning, budget management, and cost management in alignment with our company's strategic objectives.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceBoston, MA$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewFinancial 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.
Consultant - Corporate Finance - Turnaround and Restructuring Berkeley Research Group, LLCConsultant - Corporate Finance - Turnaround and RestructuringBoston, MAThe BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.#ThinkBRGThe Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Boston, MA$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
NewFinancial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewDirector of FP&A (Tech Optimization / FinOps) Kforce Inc.Director of FP&A (Tech Optimization / FinOps)Boston, MA$160,000–$225,000This role partners closely with executive leadership and Technology teams to drive financial planning, optimize cloud and technology spend, and improve ROI across strategic investments. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Senior Managing Consultant - Corporate Finance - Healthcare Berkeley Research Group, LLCSenior Managing Consultant - Corporate Finance - HealthcareBoston, MAUtilize business, finance, accounting, and analytical skills to prepare and execute transactions using financial modeling and analysis, financial and operational process optimization, data management, analytics and visualization, business plan assessments, financial technology enablement, transaction support, and finance transformation. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges.
Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLCConsultant - Corporate Finance - Turnaround & RestructuringBoston, MA$90,000–$160,000 / yearOur unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.
Senior Manager, Supply Chain Operations SymboticSenior Manager, Supply Chain OperationsMalden, MA$135,000–$185,900The ideal candidate is a disciplined, analytical leader who thrives in cross-functional environments, proactively identifies supplier and operational risks, strengthens controls, enhances transparency, and drives supplier performance to support complex, capital-intensive project timelines. The group oversees project planning, supply planning, material and inventory management, spares/RSPL procurement and logistics, ensuring materials and equipment are available when and where needed to support installation, commissioning, and ongoing site operations.
Test Manager, Senior - TS DCS CorporationTest Manager, Senior - TSBedford, MA$96,757–$120,000 / yearThe C2ISR Division provides worldwide life cycle support across the spectrum of the C2ISR capabilities based enterprise, including supply, distribution, materiel management, acquisition, system engineering and maintenance, financial planning and budgeting, security, flight test, and contracting functions. EPASS support is required to execute the major GNS programs in support of the C2ISR Division, to include AF DCGS Network Infrastructure Transformation (NIT), Extended Tether Program (ETP), and Global Command and Control System – Air Force Infrastructure (GCCS-AF (I)).
Head of Engineering, Finance Systems KlaviyoHead of Engineering, Finance SystemsBoston, MA$184,000–$276,000 / yearThe team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. Partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to design and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.
Senior Principal, Finance Business Partner (Service Excellence) Waters CorporationSenior Principal, Finance Business Partner (Service Excellence)Milford, MAThis role partners with the Service Excellence team, service leadership across four commercial divisions, and cross-functional leaders in Finance, HR, Operations, Commercial Excellence, and IT to ensure initiatives are financially sound and deliver measurable business outcomes. You will build and maintain proforma P&Ls, partner with initiative owners to develop and monitor business cases and financial impacts, design and track KPIs that measure value realization, and translate financial performance into strategic insights for executive leadership.
NewManager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadBoston, MA$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
Family Medicine Physician- Sign On Bonus Available One MedicalFamily Medicine Physician- Sign On Bonus AvailableBOSTON, MA$252,000–$301,300 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Primary Care Provider - Sign On Bonus Available One MedicalPrimary Care Provider - Sign On Bonus AvailableBOSTON, MA$252,000–$301,275 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Per Diem Primary Care Physician (Casual Employee) One MedicalPer Diem Primary Care Physician (Casual Employee)BOSTON, MAOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Enrolled in, or have completed, an accredited Internal or Family Medicine residency program Practiced at least 2 of the last 5 years in an outpatient primary care setting.
Per Diem Family Medicine Physician (Casual Employee) One MedicalPer Diem Family Medicine Physician (Casual Employee)BOSTON, MAOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Enrolled in, or have completed, an accredited Internal or Family Medicine residency program Practiced at least 2 of the last 5 years in an outpatient primary care setting.
Per Diem Nurse Practitioner or Physician Assistant (Casual Employee) One MedicalPer Diem Nurse Practitioner or Physician Assistant (Casual Employee)BOSTON, MAOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Nurse Practitioner or Physician Assistant- Sign On Bonus Available One MedicalNurse Practitioner or Physician Assistant- Sign On Bonus AvailableBOSTON, MA$145,400–$173,800 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
NewPer Diem Family Nurse Practitioner or Physician Assistant (Casual Employee) One MedicalPer Diem Family Nurse Practitioner or Physician Assistant (Casual Employee)BOSTON, MAOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Family Nurse Practitioner or Physician Assistant- Sign On Bonus Available One MedicalFamily Nurse Practitioner or Physician Assistant- Sign On Bonus AvailableBOSTON, MA$145,400–$173,812.50 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+). Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Virtual Family Nurse Practitioner - MA Licensed One MedicalVirtual Family Nurse Practitioner - MA LicensedBOSTON, MA$59.10–$65.50 / hourIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Senior Director, Program Leader, Corporate Strategy Agios PharmaceuticalsSenior Director, Program Leader, Corporate StrategyCambridge, MA$229,562–$344,345 / yearDemonstrated ability to drive successful product launch and commercialization of innovative, first-in-class therapies, including lifecycle management (LCM) planning and execution; experience leading programs from late-stage development through commercial readiness and post-launch LCM strategies strongly desired. Define and continuously evolve the Target Product Profile, Clinical Development Plan, regulatory pathway, market access strategy, and commercial positioning in close partnership with cross-functional leaders and aligned with patient needs.
Digital Finance Manager Waters CorporationDigital Finance ManagerMilford, MAThe Digital Finance Manager will report to the Director of Finance, Analytical Science Division Global FP&A, and will partner closely with the Digital business unit to drive sustainable growth and profitability. This role is critical in shaping enterprise-level financial strategy for eCommerce and eProcurement channels, providing insights that influence commercial, product, and technology decisions.
Director, Strategy Finance Waters CorporationDirector, Strategy FinanceMilford, MAAct as a trusted finance partner and advisor to the Head of Transformation, Integration & Transformation Office, and senior functional leaders, providing financial insight and challenge to support decision-making, prioritisation, and execution of integration and transformation initiatives. • Support the development and monitoring of integration and value capture business plans, including synergy initiatives, operational improvement actions, investment prioritisation, and financial delivery milestones across cost and revenue programmes.
Principal Data Engineer (Service) Waters CorporationPrincipal Data Engineer (Service)Milford, MADesign and build scalable, reliable data platforms that integrate service delivery data (work orders, cases, products, geography), service team member data (roles, locations, workloads), service revenue and cost data, and proforma P&L information to enable strategic decision-making. You will bring deep technical expertise in service business data domains, operate with a high degree of independence, and contribute to the design and delivery of scalable data platforms that enable strategic decision-making for revenue growth, margin expansion, and operational excellence initiatives targeting $200M+ in EBIT improvement.
Finance Manager / Director Page GroupFinance Manager / DirectorNewton, MA$110,000–$125,000 / yearFull timeThis individual will serve as a key member of the Senior Leadership Team, partnering with leadership to drive financial performance through budgeting, forecasting, reporting, cash management, and operational planning. A well-established private educational institution is seeking a strategic and hands-on Finance Director to oversee all financial operations and support the organization's long-term financial success.
NewVP Finance/Controller JobotVP Finance/ControllerCanton, MA$140,000–$150,000 / 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. Oversee the preparation of all financial reports, including profit and loss statements, balance sheets, and reports for government regulatory agencies.
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.
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.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesBoston, MA$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.
NewProject Accountant JobotProject AccountantWakefield, MA$75,000–$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. A successful individual in this role will be someone who develops strong relationships, both internally and externally, completes work thoroughly and timely, and upholds budgetary financials.
NewSVP, Sr. Wealth & Trust Management Officer Bluestone BankSVP, Sr. Wealth & Trust Management OfficerRaynham Center, MA$220,000–$240,000 / yearPromotes Bank and Wealth and Trust services within the community by joining and participating in civic groups and clubs and establishing and cultivating a network of contacts with peers at other organizations: American Bankers Association, Massachusetts Bankers Association, government agencies, and other potential business sources. This role has a focus on business development for Bluestone Wealth and Trust and ensures that the Bank and its various lines of business are promoted throughout the marketplace through the development and expansion of new business and referral sources.
NewVice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesBoston, MA$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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 Planning Engagement Desk - Associate Planning Director (Northeast Region) Morgan StanleyFinancial Planning Engagement Desk - Associate Planning Director (Northeast Region)Boston, 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.