NewInsurance and Financial Services Audit Consultant MassMutualInsurance and Financial Services Audit ConsultantBOSTON, MAIf you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. Effectively communicates and collaborates across all organizational levels, including senior leadership, to drive alignment, share insights, and influence decision-making.
NewSenior Associate, Financial Due Diligence - Financial Services KPMGSenior Associate, Financial Due Diligence - Financial ServicesBoston, MACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
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.
NewFinancial 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.
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 (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.
Sr Manager of Accounts Payable, Shared Services JobotSr Manager of Accounts Payable, Shared ServicesDedham, MA$125,000–$150,000 / yearManager of Accounts Payable, you will be responsible for managing a centralized AP team and the full AP lifecycle including, invoice intake and processing, approval workflows, vendor payments (check, ACH, wire), vendor master data and management. 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.
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.
NewAssociate 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.
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.
Transaction Services Senior Associate (M&A) JobotTransaction Services Senior Associate (M&A)Boston, MA$100,000–$130,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Vice President of Transaction Services JobotVice President of Transaction ServicesBoston, MA$130,000–$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. The Transaction Services team supports private equity firms, founder-led businesses, and investors across all phases of the deal process.
Interim, Hospital, Systems, CFO ConfidentialInterim, Hospital, Systems, CFOBoston, MAContractorOur client is seeking an Interim System CFO who is accomplished and experienced in this area to perform the Services described below. · Fiscal year is from October to September so budgeting will occur Feb/March within the 6-month duration.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesBoston, MA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Senior Financial Analyst Kforce Inc.Senior Financial AnalystBoston, MA$90,000–$115,000Kforce's client, a growing financial institution located in the Boston, MA area, is seeking a Senior Financial Analyst to support senior leadership, including the CFO and Controller. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesBoston, MA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Manager, Core Tax Services bdo consultingTax Manager, Core Tax ServicesBoston, MA$112,000–$150,000 / yearThe Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesBoston, MA$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. 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.
NewDirector - Liquid Alts Portfolio Services Fidelity InvestmentsDirector - Liquid Alts Portfolio ServicesPawtucket, RIRemote$103,000–$211,000Please 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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.
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.
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.
Tax Manager, Core Tax Services, ASC 740 & Corporate Tax bdo consultingTax Manager, Core Tax Services, ASC 740 & Corporate TaxBoston, MA$102,300–$150,000 / yearThe Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewPractice Management Consultant - Financial Management MassMutualPractice Management Consultant - Financial ManagementBOSTON, MAProvide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession.
NewActuary – Financial Projection Modeling (Modeling Center of Excellence) MassMutualActuary – Financial Projection Modeling (Modeling Center of Excellence)BOSTON, MAAs the Actuary for Financial Projection Modeling, you’ll join the Modeling Center of Excellence (COE)—the team powering enterprise‑wide insights across FP&A, ALM, ERM, Treasury, and Capital Management. The team operates as a high‑impact Modeling Center of Excellence, bringing together advanced modeling expertise, strong business partnership, and technical innovation.
NewLending Transaction Manager – Lending and Banking Services MassMutualLending Transaction Manager – Lending and Banking ServicesBOSTON, MAYou will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
NewSenior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceBoston, MACreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
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.
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.
NewLead Auditor of Financial Reporting Controls MassMutualLead Auditor of Financial Reporting ControlsBOSTON, MADevelops, executes and manages risk-based audit plan, focusing on financial reporting controls, working with business management and other risk/control functions to ensure that controls are effective in managing risks. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you.
NewManager, Business Tax Services Insurance KPMGManager, Business Tax Services InsuranceBoston, MALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewSenior Director of Premium Services - Fenway Park AramarkSenior Director of Premium Services - Fenway ParkBoston, MA$140,000–$145,000This role will provide strategic leadership and operational oversight for premium hospitality experiences across suites, clubs, restaurants, and catering operations throughout the New England District. The ideal candidate combines deep expertise in premium hospitality operations with strong business acumen, successfully balancing operational excellence, client relationships, and premium experiences.
Antitrust Litigation Associate (3-6 Yrs Exp) JobotAntitrust Litigation Associate (3-6 Yrs Exp)Boston, MA$275,000–$400,000 / 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 offices worldwide and a collaborative culture, we combine deep industry knowledge with innovative strategies to help clients navigate complex legal challenges.
NewTax Manager - Business Tax Services KPMGTax Manager - Business Tax ServicesBoston, MA$107,160–$226,320 / yearLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewCounsel/Senior Fellow (Capital Markets) JobotCounsel/Senior Fellow (Capital Markets)Boston, MA$100,000–$300,000 / 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 world-renowned and prestigious think tank on Finance/Cap Markets is looking for a corporate attorney to change their career from one of many in an AM Law firm to a leader in policy-making throughout the world.
NewManager, Business Tax Services - Employee Benefits Compliance KPMGManager, Business Tax Services - Employee Benefits ComplianceBoston, MA$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. 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.
NewSenior Accountant Kforce Inc.Senior AccountantNewton, MA$40–$45What we're looking for: The ideal candidate is a proactive, detail-oriented Senior Accountant who can quickly step into a collaborative environment and take ownership of billing, reconciliations, month-end close, financial reporting, and audit support. This role will provide critical support during a planned leave of absence and offers the opportunity to make an immediate impact while working alongside an experienced accounting leadership team.
NewAccounting Manager Hilton Boston Back BayAccounting ManagerBoston, MAEmbrace a continuous growth environment by actively assisting in recruiting, reviewing, recommending and maintaining an inventory of Directors of Financial Services, Assistant Directors of Financial Services, Assistant Directors of Financial Services Trainees, Accounting Managers, and other managers for the organization. Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsBoston, MA$190,000–$335,000 / yearThe 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. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
NewPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
NewSalesforce Solutions Architect MassMutualSalesforce Solutions ArchitectBoston, MAJob Description The Opportunity: We are seeking a highly skilled Salesforce Solutions Architect with deep expertise in Salesforce Financial Services Cloud (FSC) and a strong background in the insurance industry. Provide technical leadership to Salesforce development teams, ensuring adherence to Apex, Lightning Web Components (LWC), and API best practices.
Life Insurance Sales Agent New York Life - Rob WardLife Insurance Sales AgentProvidence, RIImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Fast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RINew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .
NewSenior Manager, Advisor Oversight - Alternative Investments Fidelity InvestmentsSenior Manager, Advisor Oversight - Alternative InvestmentsNewton, MARemote$85,000–$171,000The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please 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.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)N/A, MAOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewTrust Officer MassMutualTrust OfficerBOSTON, MASeek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients care about.
NewHead of Engineering for Wealth Management MassMutualHead of Engineering for Wealth ManagementBOSTON, MAThis leader will be responsible for building and leading high-performing engineering organizations that deliver innovative, secure, and scalable technology solutions supporting advisors, clients, and business partners across the wealth management ecosystem. · Lead and develop a global engineering organization consisting of software engineering, quality engineering, architecture, platform engineering, and engineering management teams in support of a financial services business - ideally for the wealth and asset management division.
NewPractice Management Consultant - Successions & Acquisitions MassMutualPractice Management Consultant - Successions & AcquisitionsBOSTON, MAProvide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession. Lead the Continuity, Succession, & Acquisition strategic imperative, helping financial advisors plan for continuity, succession, and growth through acquisition by: Creating educational/ training content on Continuity, Succession, & Acquisition topics including valuation, acquisition sourcing strategies, deal structure and execution, exit planning, and transition support.
NewInternal Wholesaler MassMutualInternal WholesalerBOSTON, MA$70,000–$80,000 / yearIn this role, Annuity Internal Wholesalers support an assigned territory and partner closely with External Wholesalers to drive sales of MassMutual’s annuity products tothird‑partydistributors. 2+ years' working experience; inclusive of at least 1+ years' experience with annuity or investment solutions in the insurance/financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers).
NewDigital Marketing Automation Consultant, CRM MassMutualDigital Marketing Automation Consultant, CRMBOSTON, MAWorks cross-functionally with various teams including Distribution Marketing Partners, internal Creative teams, Marketing Data & Analytics, Martech, SF CRM and various development teams to activate, maintain, and innovate campaign activations and technical processes. Manages direct-to-consumer marketing campaigns for the Customer Relationship Management digital marketing team, primarily via email, direct mail, mobile, and SMS, while ensuring proper functioning of all response channels.