Growth Sales Director - Revenue Cycle Operations & Managed Services Guidehouse IncGrowth Sales Director - Revenue Cycle Operations & Managed ServicesBoston, MA$155,000–$259,000 / yearPartner closely with Segment Growth Leaders, Account Partners, Regional Market Leaders, Marketing, and subject matter experts to identify high-potential prospects and stand up repeatable growth campaigns across revenue cycle domains. Serve as a growth-focused campaign leader responsible for originating and capturing new revenue cycle operations and managed services opportunities, with a strong emphasis on white-space prospecting and new logo acquisition.
Senior Manager, Sales - GIS Sales Specialist DXC Technology CoSenior Manager, Sales - GIS Sales SpecialistBoston, MARemote$157,600–$236,400 / yearRole Overview: We are seeking a high-impact sales leader with deep Financial Services expertise and a proven ability to originate, shape, and close large, complex deals across infrastructure, cloud, and managed services. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer experience.
Oliver Wyman - Associate / Engagement Manager/ Principal - Tech Innovation Practice (Technical Due Diligence & CIO Strategy Focus) Marsh & McLennan Companies IncOliver Wyman - Associate / Engagement Manager/ Principal - Tech Innovation Practice (Technical Due Diligence & CIO Strategy Focus)Boston, MA$190,000–$195,000 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. You will also guide clients on innovation and modernization, including how to use emerging technologies like AI for business advantage, balance cost and speed when moving to the cloud, and build the right skills in their teams to keep up with new technology.
Manager - Global Business Services (GBS) - Strategy Deloitte Touche Tohmatsu LtdManager - Global Business Services (GBS) - StrategyBoston, MA$155,600–$306,800 / yearOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. As a Manager in Deloitte's GBS practice, you will help clients transform how support functions operate by designing and implementing service delivery models that improve efficiency, agility, and business value.
Field Service Technician II - Boston, MA. NCR Atleos CorpField Service Technician II - Boston, MA.Boston, MA$40,800–$59,200 / yearNCR Atleos is dedicated to building a diverse community, one where employees feel a sense of belonging and teamwork, are valued for their contributions and the perspectives they bring. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe.
Associate Director Gift Planning Tufts UniversityAssociate Director Gift PlanningMedford, MAWe are seeking a motivated and results-driven individual with experience identifying, soliciting and closing planned gifts, excellent written and oral communications skills, a customer-service orientation, and the ability to cultivate collegial and productive relationships with donors, their advisors, fellow gift officers, and internal partners across the university. UA's mission is to build strong relationships with Tufts University's constituents, match donor interests with the University's needs and priorities, and secure the financial resources necessary for Tufts to achieve excellence in teaching, research and scholarship.
NewHome Lending Advisor Assistant - Boston Market, MA JPMorgan Chase & CoHome Lending Advisor Assistant - Boston Market, MABoston, MAEstablish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)''s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
Innovation Senior AI Engineer Brown Brothers Harriman & CoInnovation Senior AI EngineerBoston, MA$210,000–$260,000 / yearYou'll help the organization take the decisions that matter - LLM selection, agentic architecture, RAG design, evaluation frameworks, and the interaction model that defines what "AI-native" actually means when applied to financial data workflows. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Associate Business Broker Transworld Business Advisors of Central MassachusettsAssociate Business BrokerWestborough, MAFull timeAs a Business Broker Associate, you'll work alongside experienced advisors, learn the business brokerage industry, and gradually develop the skills needed to manage your own clients and transactions. Many of our successful Business Brokers began by learning the industry, building relationships, and working alongside experienced advisors.
Lead Client Service Coordinator Banfield Pet HospitalLead Client Service CoordinatorNorthborough, MA$20.35–$26 / hourLeadership Responsibilities (approximately 20% of time): Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, educating them about their pet's health, performing or preparing procedures that do not require veterinarian or veterinary technician assistance, completing preparatory work for other procedures, and monitoring hospitalized or surgical pets as allowed in the state practice acts.
Associate Manager SS&C Technologies Holdings IncAssociate ManagerBraintree, MA$70,000–$135,000 / yearOur Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Associate, Human Capital Summit PartnersAssociate, Human CapitalBoston, MA$100,000–$120,000 / yearSummit Partners is seeking an Associate, Human Capital to support the Talent team in building exceptional management teams and underwriting talent decisions across the firm’s Healthcare, Technology, and Growth Products & Services (GPS) practices. The Talent team operates as a centralized resource across practices, and this role will support a broad range of initiatives spanning executive hiring, talent diligence, portfolio monitoring, compensation benchmarking, network development, and firmwide talent programs.
Global Employer Services-Workforce in Transactions Manager BDO USA PCGlobal Employer Services-Workforce in Transactions ManagerBoston, MA$79,800–$168,000 / yearJob Summary: A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Securities Services Sales - Asset Owners - Executive Director JPMorgan Chase & CoSecurities Services Sales - Asset Owners - Executive DirectorBoston, MAAdditionally, candidates should meet the following criteria: Possess strong client-facing skills able to interact at different levels of a client organization; Possess strategic, creative and problem solving skills as well as executive written and verbal communication skills; Ability to help identify innovative solutions to best serve customers and manage risk. Familiarity with the financial markets and investment products including traditional asset classes and alternative products; Strong quantitative and analytical skills as well as proficiency in Excel, PowerPoint; Demonstrate excellent time management, organizational, team building and planning skills.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PwCAsset & Wealth Management - Renewable Energy Tax Senior AssociateBoston, MA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Sales Executive - Commercial Lines World Insurance Associates LLCSales Executive - Commercial LinesBoston, MA$60,000–$200,000 / yearFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. In addition to developing expertise in commercial insurance solutions, Producers are expected to build specialization in one or more industry verticals, enabling them to provide deeper insights, understand industry-specific challenges, and deliver tailored solutions to their clients.
Sales Executive - Personal Lines World Insurance Associates LLCSales Executive - Personal LinesWakefield, MA$60,000–$200,000 / yearFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. With access to industry-leading resources, market expertise, and a broad portfolio of solutions, you'll have the opportunity to build a substantial personal lines book of business, maximize your earning potential, and make a meaningful impact on your clients’ financial security and lifestyle protection.
Senior Financial Analyst - Close & Consolidations Boston Scientific CorpSenior Financial Analyst - Close & ConsolidationsMarlborough, MAThe role serves as a key liaison between Finance, Corporate Accounting, FP&A, and IT, supporting current-state Oracle Hyperion Financial Management (HFM) operations while driving the transition to Oracle Financial Consolidation and Close Cloud Service (FCCS). The anticipated compensation listed above and the value of core and optional employee benefits offered by Boston Scientific (BSC) - see www.bscbenefitsconnect.com-will vary based on actual location of the position and other pertinent factors considered in determining actual compensation for the role.
Sales And Service Banker, Billerica, MA Banco Santander BrazilSales And Service Banker, Billerica, MABillerica, MASales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results- Required.
Sales And Service Banker, Smithfield, RI Banco Santander BrazilSales And Service Banker, Smithfield, RISmithfield, RISales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results- Required.
Senior Manager, Financial Change Order CVS Health CorpSenior Manager, Financial Change OrderMA$75,400–$182,549 / yearThe team's primary goal is to ensure proper financial controls and improve CVS Caremark client level financial performance by placing proper controls around implementation of programs or changes to a client's benefit or formulary design. Coordinate the efforts across company teams that can include Sales, Analytic Consulting Services, Clinical Operations, Underwriting, and other departments to ensure proper controls are in place to review changes to a client's benefit design, formulary, or implementation of a product.
Manager - Financial Reporting Vanguard RenewablesManager - Financial ReportingWeston, MA$83,430–$182,310 / yearResponsible for helping to manage the audit requirements; lead coordination of fiscal audit(s) by independent audit firm; responsible for helping manage all aspects of the audit, including deliverables, audit schedule, meeting deadlines for deliverables, complete and accurate preparation of deliverables; effective communication with auditors at all times. Business partner supporting segment leadership delivering reporting and analysis necessary to manage business and drive informed decision making which include monthly reporting and analysis, forecasting, ownership of sales commission plan, and ad hoc customer / vendor analysis.
Manager - Capital Markets Operations and Technology Deloitte Touche Tohmatsu LtdManager - Capital Markets Operations and TechnologyBoston, MA$151,800–$265,600 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 8+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
Product Associate [Multiple Positions Available] JPMorgan Chase & CoProduct Associate [Multiple Positions Available]Boston, MA$120,058–$150,000 / yearQUALIFICATIONS: Minimum education and experience required: Master''s degree in Analytics, Accounting, Data Analytics, Economics, Finance, or related field of study plus 3 years of experience in the job offered or as Product Associate, Product Analyst, Assistant Manager, Data Analyst, or related occupation. The employer will alternatively accept a Bachelor''s degree in Analytics, Accounting, Data Analytics, Economics, Finance, or related field of study plus 5 years of experience in the job offered or as Product Associate, Product Analyst, Assistant Manager, Data Analyst, or related occupation.
Senior Associate - Capital Planning and Treasury Banco Santander (Brasil) SASenior Associate - Capital Planning and TreasuryBoston, MASupport the end-to-end capital planning process, including scenario design, forecasting of capital and risk-weighted assets (RWAs), and assessing impacts under various economic conditions. Familiarity with Vena (Excel-based performance management software), Python and/or SaaS programming, Hyperion, FR Y14-A reporting, and/or working knowledge of Power BI preferred but not required.
Senior Associate, Corporate Accounting | North of Boston (Hybrid) | 115K + bonus Daley and AssociatesSenior Associate, Corporate Accounting | North of Boston (Hybrid) | 115K + bonusPeabody, MAOur client, a highly regarded publicly traded investment management organization, is seeking a Senior Associate, Corporate Accounting to join its high-performing finance team. This is an excellent opportunity for an accounting professional looking to gain broad exposure across corporate accounting, financial reporting, liquidity management, internal controls, and process improvement initiatives within a collaborative and entrepreneurial environment.
NewAssociate Principal Analyst, Surveillance Financial Industry Regulatory Authority IncAssociate Principal Analyst, SurveillanceBoston, MAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Senior Associate, FP&A SCS FinancialSenior Associate, FP&ABoston, MA$90,000–$110,000 / yearSCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Compliance Associate - Hybrid Torrance, Boston, Salt Lake City, Media EP Wealth Advisors LLCCompliance Associate - Hybrid Torrance, Boston, Salt Lake City, MediaBoston, MA$65,000–$73,000 / yearAssist in day-to-day monitoring of all compliance related policies and procedures; Assist with compliance program reviews and audits; Heavy data entry, filing and maintenance duties involving the firm's Compliance Management Software systems; Familiarity with firm related compliance policies and procedures, and a willingness to learn governing regulations and best practices, which include, amongst others, The Investment Advisers Act of 1940, Securities and Exchange Act of 1934; Effectively communicate regulatory and procedural changes and/or important issues to firm employees and/or management and any affected business units; Assist in implementing and enforcing compliance policies and procedures; Running reports and retrieving documents and files when requested; Implement and monitor projects and tasks as directed by AD; Assist with new compliance initiatives; and other special projects and ad hoc duties as assigned by the AD & CCO. his is a hybrid position requiring a combination of on-site and remote work, based out of one of the following locations: Torrance, CA; Salt Lake City, UT; Boston, MA; or Media, 2+ years' experience in an administrative capacity, in the Registered Investment Adviser space preferred.
Accounting And Finance Consulting Senior Associate (Gaming And Hospitality) RSMAccounting And Finance Consulting Senior Associate (Gaming And Hospitality)Boston, MA$69,800–$132,000 / yearActively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.
Clinical Analyst Appeals (Remote) Lahey Hospital and Medical CenterClinical Analyst Appeals (Remote)MARemote$93,142–$124,800 / yearThe Clinical Analyst will perform high-level clinical appeal for services in the inpatient and outpatient hospital setting, to ensure that Beth Israel Lahey Health (BILH) is in compliance with all applicable federal and state laws and regulations as they pertain to coding, billing, and documentation. Actual compensation is determined based on several factors, that may include seniority, education, training, relevant experience, relevant certifications, geography of work location, job responsibilities, or other applicable factors permissible by law.
Portfolio Manager III Bank of AmericaPortfolio Manager IIIBoston, MassachusettsKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Home Lending Advisor - Hudson MA - Hudson Branch JPMorgan Chase & CoSenior Home Lending Advisor - Hudson MA - Hudson BranchMAJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Financial Analyst- Store Operations HomegoodsSenior Financial Analyst- Store OperationsFramingham, Massachusetts$85,600–$109,200 / yearThis role partners closely with leadership to develop and manage monthly sales, labor, and controllable expense plans for each location, leveraging performance trends, complex store-level metrics, and annual planning assumptions. As a key member of the finance team, the Senior Financial Analyst – Store Operations provides critical analytical support to drive cost-effective performance across store operations and inform strategic decision-making.
Relationship Manager I Brown Brothers Harriman & CoRelationship Manager IBoston, MABBH Capital Partners is the firm's multi-family office division, serving ultra-high-net-worth individuals, families, and private business owners across investment management, private markets and alternatives, wealth planning, estate and trust services, tax strategy, philanthropic advisory, commercial lending, and family business advisory. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Solutions Manager, Fintech SoftworldSolutions Manager, FintechWaltham, MassachusettsIndividuals in this role will be accountable for business development in the IT Banking/Financial Services space including the following: territory management, lead identification and qualification, cold calling, setting appointments, creating and developing proposals and pricing models, making presentations, documenting customer agreements (e.g., contract, service agreement), closing sales through effective negotiation, documenting sales activities, and conducting business reviews. Successful business development will result in cost-effective, quality solutions for our customers for staffing, consulting, and other client-centric professional services within the IT Banking and Financial Services space.
Director/Sr. Director, Financial Planning & Analysis Rapport Therapeutics IncDirector/Sr. Director, Financial Planning & AnalysisBoston, MA$220,000–$240,000 / yearServe as a finance representative on cross functional program development teams to assist with managing program budgets, scenario plan and help determine optimal allocation of program resources both as part of formal forecast cycles and to meet ad hoc needs. Your impact: Reporting to the VP Finance, the Director of Financial Planning and Analysis will be a critical leader within our finance team and a key business partner for leadership, our program teams, and for all functional areas within the Company.
Addiction Specialist (Behavioral Health Services) Vinfen CorpAddiction Specialist (Behavioral Health Services)Somerville, MAKnowledge and Skills:• Sensitivity to cultural, religious, racial, disability, and gender issues• Knowledge and use of advocacy techniques• Knowledge and use of different communication styles• Skills and competence to establish supportive trusting relationships with program persons served• Respect for person served rights and personal preferences in treatment• Knowledge of human, legal, civil rights, community, and other resources• Skills and competence in the use of formal and informal assessment tools and practices• Ability to work independently as well as part of a multi-disciplinary team• Skills and competence to use crisis intervention techniques• Strong commitment to the right and ability of program persons served to live, work, and seek supports as the general population at large• Knowledge of therapy and teaching modalities• Clinical skills. The essential job duties/responsibilities of the position include but are not limited to the information listed below:• Provide case management for an assigned group of persons served, including coordinating and monitoring the activities of the individual treatment team (ITT); assume primary responsibility for developing, writing, implementing, evaluating, and revising overall Individual Action Planning (IAP) goals and plans in conjunction with the ITT, providing individual supportive therapy and symptom management, ensuring immediate changes are made in the treatment plans as persons served needs change, educating and supporting persons served families, and advocating for persons served rights and preferences.•
Director Emergency Services and Respiratory Therapy Lahey Hospital and Medical CenterDirector Emergency Services and Respiratory TherapyMilton, MA$155,000–$211,000 / yearActual compensation is determined based on several factors, that may include seniority, education, training, relevant experience, relevant certifications, geography of work location, job responsibilities, or other applicable factors permissible by law. Reporting to the Vice President of Nursing/Chief Nursing Officer, this position provides strategic leadership and operational oversight for all nursing services within the Emergency Department and Respiratory Therapy.
NewDirector of Services DSD Vinfen CorpDirector of Services DSDCambridge, MA$115,000–$120,000 / yearKnowledge and Skills:Knowledge of human services relative to current assignmentAbility to provide leadership and team management to staffKnowledge of funding sources and project development opportunitiesExcellent writing skillsGood proposal development skillsKnowledge of operations management procedures and practicesKnowledge of financial management practices in human service organizationsSensitivity to cultural, religious, racial, disability, and gender issues Knowledge and use of advocacy techniquesKnowledge of risk managementAbility to negotiate, mediate and resolve conflictsKnowledge and use of different communication and learning stylesKnowledge of organizational, strategic, team, collaborative skillsKnowledge of empowerment and self-advocacy techniquesKnowledge of formal and informal assessment practicesKnowledge of participatory planning techniquesKnowledge of crisis intervention techniquesKnowledge of human, legal, civil rights, community, and other resourcesAbility to balance many competing prioritiesAbility to work in a professional and confidential capacityKnowledge of personal computer applications and equipmentKnowledge of documentation requirements. Established in 1977, Vinfen is a nonprofit, health and human services organization and a leading provider of community-based services to individuals with mental health conditions, intellectual and developmental disabilities, brain injuries, and behavioral health challenges.
NewClient Principal - Professional Services Iron Mountain IncClient Principal - Professional ServicesBoston, MARemote$93,400–$124,500 / yearLLM Integration & Prompt Engineering for Document Extraction: Experience integrating Large Language Models (e.g., OpenAI GPT, Anthropic Claude, or open-source equivalents) into document processing pipelines to enhance extraction accuracy, handle ambiguous layouts, and generate structured outputs (JSON/XML). Iron Mountain helps lower cost and risk, comply with regulations, recover from disaster, and enable digital and sustainable solutions, whether in information management, digital transformation, secure storage and destruction, data center operations, cloud services, or art storage and logistics.
NewDirector and Head, Advisor Training and Practice Management ManulifeDirector and Head, Advisor Training and Practice ManagementBoston, Massachusetts$128,550–$222,820 / yearThe role will define priorities, establish governance, manage execution through cross-functional partners, and influence sales leadership, product, compliance, marketing, operations, technology, and learning teams to ensure advisors have the knowledge, tools, routines, and coaching needed to serve clients effectively and grow their practices. 10+ years of experience in wealth management, financial advice, advisor development, sales enablement, practice management, learning and development, or related financial services leadership roles, including experience leading enterprise or channel-level programs with broad business impact.
NewDirector And Head, Advisor Training And Practice Management ManulifeDirector And Head, Advisor Training And Practice ManagementBoston, MA$128,550–$222,820 / yearThe role will define priorities, establish governance, manage execution through cross-functional partners, and influence sales leadership, product, compliance, marketing, operations, technology, and learning teams to ensure advisors have the knowledge, tools, routines, and coaching needed to serve clients effectively and grow their practices. 10+ years of experience in wealth management, financial advice, advisor development, sales enablement, practice management, learning and development, or related financial services leadership roles, including experience leading enterprise or channel-level programs with broad business impact.
Professional Services Strategy & Operations Sr Program Manager Dynatrace IncProfessional Services Strategy & Operations Sr Program ManagerBoston, MA$130,000–$155,000 / yearKey Responsibilities Include: Leading transformation projects/programs, of varying scale, end-to-end across people, process, data and technology (with potential for multi-phase and/or multi-workstream delivery, complex dependencies, and change enablement). You will lead enterprise-wide, cross-functional transformation programs (business/process and technology/platform) from strategy through execution-aligning stakeholders in a matrixed organization, establishing governance, driving adoption/change, and measuring outcomes.
EY-Parthenon Manager - Financial Diligence Ernst & Young Global LtdEY-Parthenon Manager - Financial DiligenceBoston, MAAs you progress your career with EY, you will have the opportunity to work on more complex transactions, increasingly lead teams, begin to build relationships with our clients and other members of the corporate finance community and take on broader roles within our business. As a Manager in Financial Diligence, you will be working with experienced due diligence professionals, where you will learn and develop the skills you need to perform due diligence in a range of situations and sectors.
Analyst - Global Fund Services Operations Service Delivery JPMorgan Chase & CoAnalyst - Global Fund Services Operations Service DeliveryBoston, MAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Boston The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - BostonBoston, MA$85,000–$160,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Director, Financial Planning & Analysis (Sales and Marketing) Rapid7Director, Financial Planning & Analysis (Sales and Marketing)Boston, Massachusetts$163,200–$220,800 / yearProven experience in leading and developing a team, instilling a Never Done mindset while managing multiple high-priority projects, and working effectively across diverse cross-functional teams. Excellent verbal and written communication skills, with the ability to clearly and persuasively present complex financial information to executive leadership and non-financial stakeholders, and support Board deck preparation.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsBoston, MACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.