Director (Financial Restructuring) J.S. Held LLCDirector (Financial Restructuring)Boston, MA$140,000–$180,000 / yearWe are seeking a Director to join our dynamic team in Boston, servicing the Northeast region (Boston, Philly, New York, etc.) providing support across a wide range of projects and industries, with a primary focus on distressed real estate projects. Act as "boots on the ground" support for initial takeover engagements as well as routine/maintenance meetings and activities including managing physical on-site property operations and deploying operational changes.
Director, Financial Crime Compliance, US Manulife Financial CorpDirector, Financial Crime Compliance, USBoston, MA$128,550–$222,820 / yearRequired Qualifications: Significant Financial Crime Compliance leadership experience within a large insurance or diversified financial services organization, with the ability to oversee Financial Crime risks across multiple business models, including insurance, wealth, and asset management. This is a highly visible leadership role that offers the opportunity to influence strategy, strengthen regulatory relationships, and help shape the future of Financial Crime risk management within a global financial services organization.
Financial Planning & Analysis Director AspenTech CorpFinancial Planning & Analysis DirectorBedford, MA$146,900–$183,600 / yearMaintain long-term financial projection models (including income statement, balance sheet, and cash flow); refine calculations to incorporate changes in accounting rules and business plans; integrate the models with operating data. You will experience these qualities of passion, pride and aspiration in many ways - from a rich set of career development programs to support of community service projects to social events that foster fun and relationship building across our global community.
Vice President, Executive Planning Consultant - Northeast Market FidelityVice President, Executive Planning Consultant - Northeast MarketMassachusettsRemotePlease 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. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.
Principal, CFO Advisory Baker Tilly Virchow KrauseLLPPrincipal, CFO AdvisoryTewksbury, MABaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Vice President, Regional Branch Manager LPL Financial Holdings IncVice President, Regional Branch ManagerBurlington, MA$300,000–$350,000 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Managing Director, CFO Accounting Advisory Baker Tilly Virchow KrauseLLPManaging Director, CFO Accounting AdvisoryTewksbury, MA$275,930–$413,900 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Market Director – Large Market RIA, New England The Vanguard GroupMarket Director – Large Market RIA, New EnglandBoston, MassachusettsOur sales team serves broker dealers, RIAs, and bank clients by consulting them on their business and offering up investment products, research, and non-investment solutions to our clients, both to home office decision makers and advisors alike. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Director, Accounting and Financial Advisory Services Baker Tilly Virchow KrauseLLPDirector, Accounting and Financial Advisory ServicesTewksbury, MA$215,950–$409,420 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
SVP, Head of Investment Sales Desk FidelitySVP, Head of Investment Sales DeskSmithfield, Rhode IslandRemoteSales 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. As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels.
M&A Financial Due Diligence Data Analytics Senior Consultant DeloitteM&A Financial Due Diligence Data Analytics Senior ConsultantBoston, MA$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
NewIntern, Financial Planning - Boston, MA MarinerIntern, Financial Planning - Boston, MABoston, MassachusettsThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Manager - LSHCBoston, MA$141,200–$278,300 / yearYou will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.
Registered Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Registered Client Service Associate (Boston, MA)Boston, MA$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Clinical Advisor - Oncology & Rare Disease Products (BCOP) CVS Health CorpClinical Advisor - Oncology & Rare Disease Products (BCOP)MARemote$135,575–$228,800 / yearDevelop cost management and population health programs such as formulary and coverage strategies, prior authorization programs, care management programs, patient and provider engagement programs, value-based arrangements, and more to promote the delivery of high-quality, safe, and effective programs which optimize health outcomes, improves the provider and member experience, and reduces costs for clients and members. This position will be responsible for driving growth in Specialty by 1) building innovative products that secure our position as the market leader in payor focused Specialty solutions and 2) creating disruptive and holistic solutions to address oncology, rare disease, and other high-cost therapies to ensure best in class management of cost and quality of care.
Vice President, Assistant General Counsel - Retirement LPL Financial Holdings IncVice President, Assistant General Counsel - RetirementBoston, MA$168,611–$281,087 / yearResponsibilities: Advise on impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian and record keeper, in particular, regulatory developments from the Department of Labor (DOL), Internal Revenue Service (IRS), the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA) and state regulators. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Principal - Cloud Engagement Lead, Microsoft - Financial Services EPAM Systems IncPrincipal - Cloud Engagement Lead, Microsoft - Financial ServicesBoston, MABuild deep, durable relationships with Microsoft account teams, industry teams, and M1/M2 leadership; conduct joint account planning, schedule recurring cadences, meet face-to-face, and lead joint customer events (including ABM-style executive sessions for top accounts). Act as pursuit leader and player-coach on strategic deals, coordinating solution architects, practice leaders, delivery leadership, and pricing and commercial teams to deliver clear value articulation, competitive differentiation, and strong executive messaging.
Senior Sales Desk Manager FidelitySenior Sales Desk ManagerSmithfield, Rhode IslandRemoteSales 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. The company offers Fidelity Advisor Funds, ETFs, SMAs, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Institutional Money Market funds, a suite of alternative investments, and more.
Account Executive – Financial Services SageAccount Executive – Financial ServicesBoston, MAWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATBoston, MA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.