Financial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. 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.
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.
Financial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, MA$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / 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 nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.
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.
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.
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.
Manager, Financial Planning & Analysi Kforce Inc.Manager, Financial Planning & AnalysiWestborough, MA$130,000–$160,000Experience in a mid-to-large sized company environment (ideally $500M+ revenue) with experience from industries such as manufacturing, construction, distribution, retail, or other product-based environments strongly preferred. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
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.
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.
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.
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.
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.
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.
NewSenior Manager, Asset Management – Financial Reporting, Accounting & Regulatory Policy Fidelity InvestmentsSenior Manager, Asset Management – Financial Reporting, Accounting & Regulatory PolicyNewton, MARemote$89,000–$180,000Please 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. As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management’s Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity’s evolving alternative and digital asset products.
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.
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.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Needham, MA$20The individual selected for this role will be expected to work at Store #5697, located at: 1068 Great Plain Avenue, Needham, MA 02492 This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewBilingual Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish or Portuguese)Framingham, MA$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBilingual Multi-Location Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish or Portuguese)Fall River, MA$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
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.
Director of Investment Op's (Strategy/Projects) Kforce Inc.Director of Investment Op's (Strategy/Projects)Boston, MA$170,000–$235,000Overview: A highly respected investment organization is seeking a strategic leader to join a key team responsible for driving operational excellence, managing critical investment workflows, and leading business-enhancing initiatives across the investment platform. Provide oversight of complex investment-related activities including portfolio data governance, reconciliations, cash management, and risk-focused operational processes.
NewPrincipal Quant Developer Fidelity InvestmentsPrincipal Quant DeveloperCranston, RIRemote$107,000–$216,000Please 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.
Mortgage Loan Originator (Brockton Region) North Easton Savings BankMortgage Loan Originator (Brockton Region)Brockton, MAThe essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors®, builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience.
NewSenior Brokerage Product Business Analyst, Alternative Investments Fidelity InvestmentsSenior Brokerage Product Business Analyst, Alternative InvestmentsCranston, RIRemoteProduct Management 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. You will support delivery of Digital Brokerage products and experiences by: Refining product requirements, communicating into clear and concise stories with acceptance criteria, building backlogs, conducting extensive and detailed testing, and supporting product releases.
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.
NewSenior Manager, Asset Management Compliance - Alternatives Manager Oversight Fidelity InvestmentsSenior Manager, Asset Management Compliance - Alternatives Manager OversightProvidence, RIRemote$85,000–$171,000Please 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.
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.
NewAlternative Investments Private Markets Business Analyst Fidelity InvestmentsAlternative Investments Private Markets Business AnalystNewton, MARemote$89,000–$180,000Please 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. As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements.
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.
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.
NewInternal Wholesaler MassMutualInternal WholesalerBOSTON, MA$75,000–$95,000 / yearThe Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. In partnership with your Internal Wholesaling and Advances Sales team, you build your knowledge of life insurance products, riders, concepts while gaining industry knowledge and insights on market trends.
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.
NewInformation Technology Auditor MassMutualInformation Technology AuditorBOSTON, MAIf you are a technology audit/risk professional who is looking to leverage and grow your technology skills, operate at the nexus of technology and business at a company that is leading a technology transformation of the life insurance business while focusing on helping people secure financial freedom and protect the ones they love, then please read further. Knowledge of technology risk concepts including inherent and residual risks as well as how to assess the design and effectiveness of internal controls in the execution of audit field work, primarily focused on Cybersecurity and Cloud technologies.
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.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateMA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist The Federal Reserve SystemFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistMAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Financial Services Representative The Moody Street GroupFinancial Services RepresentativeNewton, MASSACHUSETTSThe Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices.
NewStrategic Account Executive - Financial Services WorkivaStrategic Account Executive - Financial ServicesMassachusetts$212,000–$344,000 / yearThe Strategic Account Executive will work closely with internal partners, including Solution Sales, Solution Engineering, Customer Success, Services, Partners, and Marketing, to develop and execute account strategies that support multi-solution growth across Workiva’s largest Financial Services customers. Success in this role will be measured by the ability to create and execute strategic account plans, expand Workiva’s presence across existing relationships, generate new subscription growth, and drive broader adoption of the Workiva platform through software, services, delivery, and training opportunities.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesMAThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Providence, RIWorking within a vibrant and passionate team of recruitment and sales professionals, you will bring your energy and thrill of the hunt to fuel our growth managing key accounts and driving the acquisition of new business opportunities in Banking, Financial Services and Insurance sector. Headquartered in the Washington, D.C. metro area, Cynet Systems is an award-winning and one of the fastest-growing workforce solutions companies that help our clients realize their talent potential through custom staffing & recruiting solutions.
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.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerMA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. Within our Tax practice, you will assess state and local tax burdens and recommend strategies that align with clients'' business objectives, addressing issues such as unclaimed property, income and franchise tax, and employment tax.
Account Executive – Financial Services SageAccount Executive – Financial ServicesProvidence, RIWorking 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.
Academic Services Specialist/Financial Aid - Quincy College Quincy CollegeAcademic Services Specialist/Financial Aid - Quincy CollegeQuincy, MALocation: Quincy, MA Category: Staff Job Type: Full-time Posted On: Tue Jun 30 2026 Job Description: POSITION SUMMARY: Under the direction of the Associate VP, the Academic Services Specialist/Financial Aid is responsible for day-to day activities to administer and oversee of the Federal, State and Institutional Student Aid including but not limited to the certification of Private loan programs, processing of loan applications; entrance and exit counseling or Master Promissory Notes (MPN) for groups and individuals. The Financial Aid Specialist is a student facing role, who also works closely with our Enrollment team.
Solution Sales - Financial Services FICOSolution Sales - Financial ServicesWork from Home, MassachusettsRemoteCollaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. Enterprise Solution Sales Expertise: A track record of structuring and closing complex, multi-million-dollar deals, including SaaS-based solutions that expand existing offerings or integrate into larger solution bundles.
Client Service Specialist - Ameriprise Financial Advisors - Newton MA AmeripriseClient Service Specialist - Ameriprise Financial Advisors - Newton MANewton, MassachusettsGeneral administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
Financial Services Contact Center Team Lead SS&C Technologies Holdings IncFinancial Services Contact Center Team LeadBraintree, MA$24–$37.63 / hourThe Financial Services Contact Center Team Lead provides high-quality support for mutual fund transaction processing while delivering a strong customer experience. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.