- Intuit (Brockton, MA)
- …- Seasonal Local Service Associate, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's ... and self-driven with a business ownership mindset to grow your customer portfolio . Exceptional customer service skills, high empathy, and a friendly, professional… more
- Unknown (Boston, MA)
- Senior Wealth Advisor About the Company Nationally acclaimed accounting firm Industry Accounting Type Privately Held About the Role The Company is in search of a ... Senior Wealth Advisor to join its team. The successful candidate will be responsible for inheriting a portfolio of clients as part of a succession plan and will… more
- Aptitude Software (Boston, MA)
- …reporting directly to the Head of Sales. You'll be a trusted advisor , driving direct and partner-led sales of Aptitude's solutions-primarily Fynapse, our ... You'll also have the opportunity to support sales across our broader product portfolio . You'll own the full sales cycle, from identifying and qualifying leads… more
- Unknown (Boston, MA)
- …& Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco ... Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers… more
- Unknown (Boston, MA)
- …driving strategic vision, operational excellence, and business growth across a significant portfolio of biotech clients. This pivotal role involves serving as a ... trusted advisor to C-suite clients, leading high-performing cross-functional teams, and...proven track record in managing and growing a substantial portfolio of business, a deep understanding of the biotech… more
- Unknown (Boston, MA)
- …with a specific emphasis on open-source software, and overseeing a small patent portfolio . The successful candidate will also be involved in running and managing ... of new technologies and regulations. The successful candidate will be a trusted advisor to the company's leadership, product, and technical teams, and will work… more
- Unknown (Boston, MA)
- …providing legal advice on software licensing, and overseeing a small patent portfolio . This role also involves managing and supporting litigation, particularly in ... impact of new technologies and regulations. The ideal candidate will be a trusted advisor to leadership and technical teams, with a proven track record of effective… more
- Parexel (Boston, MA)
- …strategies + Understand the clients' development and commercial strategy, product development portfolio , and pain points + Project confidence and expertise in the ... maintain high visibility within client organization and become the trusted advisor + Develop a strong understanding of clients' organizational structures and… more
- Unknown (Boston, MA)
- …trends into next-generation offerings, and leading the strategic expansion of the company's portfolio . This role requires a proven track record in public health IT, ... will also be tasked with serving as a trusted advisor to senior public health leaders, fostering long-term partnerships,...a leader with a strong background in financial and portfolio management, a systems thinker, and a proven ability… more
- Unknown (Boston, MA)
- …the future of the business. The successful candidate will be a trusted advisor , leading strategic planning, and overseeing the execution of priority goals. They will ... also be responsible for managing a portfolio of strategic projects, preparing board-ready materials, and leading the end-to-end M&A lifecycle, from deal sourcing to… more
- Unknown (Boston, MA)
- …of digital assets, customer data, and critical infrastructure across a diverse portfolio of venues and services. The successful candidate will be responsible for ... security measures that align with business objectives, serving as the primary advisor on cybersecurity risks to executive leadership, and leading a team of… more
- Unknown (Boston, MA)
- …transformative technologies. Additionally, the role involves acting as a trusted advisor to senior executives at leading global brands, ensuring client satisfaction ... and retention, and expanding the client portfolio . The ideal candidate will have a strong background in digital strategy, technology, and analytics, with the ability… more
- Unknown (Cambridge, MA)
- …for Wind Quality, who will serve as a strategic execution partner and trusted advisor to the Wind Quality Leader. The successful candidate will be responsible for ... operating rhythm, governance, and program management across the Wind Quality portfolio . This includes structuring and accelerating the delivery of key initiatives,… more
- Unknown (Boston, MA)
- …departmental resource planning and contributing to R&D and business development portfolio strategy. The role also involves leading engagement with professional ... life-cycle management, and healthcare compliance is essential. The role requires a trusted advisor with the ability to influence at all levels, strong leadership and… more
- Unknown (Boston, MA)
- …the development and oversight of IP strategy, licensing, and handling a small patent portfolio . A key aspect of the role is managing IP and competition litigation, ... in global standards bodies, supporting advocacy efforts, and serving as a trusted legal advisor to both leadership and technical teams. Applicants must have a JD and… more
- BC Platforms (Somerville, MA)
- …critical part in expanding our sales pipeline and driving revenue growth across our portfolio of Life Science customers. As Sales Director, you will lead the sales ... account plans and nurture strategic client relationships Act as a trusted advisor to stakeholders through a consultative, value-based sales approach Engage with a… more
- Wellington (Boston, MA)
- …clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington Management investment ... in location, however, must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business Development, Relationship… more
- Cardinal Health (Boston, MA)
- …new merchandising and supplier opportunities. + Provides guidance to less-experienced Advisor , Portfolio Management within products division based on category ... experience and skills and an evaluation of internal pay equity. **What Portfolio Management contributes to Cardinal Health** Portfolio Management is responsible… more
- Red Hat (Boston, MA)
- …the impact of telco engineering initiatives aligned with Red Hat technology and portfolio vision. The Technical Advisor will engage deeply in complex telco ... We are seeking a highly skilled and strategic Technical Advisor to partner closely with the Vice President of...Do** + Technical Advisory: Act as the primary technical advisor to the Vice President of Telco Engineering, aligning… more
- BlackRock (Boston, MA)
- …sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is ... + Deliver subject matter expertise on BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals +… more
