- TD Bank (Boston, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the ... is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- Citizens (Westwood, MA)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... Description Citizens employs a group of experienced advisors that help individuals and...individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand… more
- Citizens (Boston, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and...based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington ... location, however, must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business Development, Relationship… more
- HNTB (Boston, MA)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
- Bank of America (Boston, MA)
- Treasury Sales Officer - Transformative Technology Group (Mid-Market) Boston, Massachusetts **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Treasury-Sales-Officer Transformative-Technology- Group --Mid-Market-\_25021551) **Job Description:** Don't miss this opportunity to join… more
- Public Consulting Group (Boston, MA)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... Public Consulting Group LLC (PCG) is a leading public sector...Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions… more
- WTW (Boston, MA)
- **Description** As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and ... **The Role** Serve as the strategic partner and trusted advisor to clients in the design and management of...in the design and management of their health and benefits programs. Responsibilities include: + Leading the client… more
- WTW (Boston, MA)
- …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: + Executive compensation benchmarking + Short… more
- WTW (Boston, MA)
- …reflect the client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation… more
- CoStar Realty Information, Inc. (Boston, MA)
- …position offers a base salary of $80,000 and includes a generous bonus and benefits plan. \#LI-PG1 \#LoopNet CoStar Group is an Equal Employment Opportunity ... LoopNet Digital Advertising - Boston, MA Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of...in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news,… more
- CoStar Realty Information, Inc. (Boston, MA)
- …position offers a base salary of $70,000 and includes a generous bonus and benefits plan. \#LoopNet \#LI-PG1 CoStar Group is an Equal Employment Opportunity ... - LoopNet Digital Advertising - Boston Job Description CoStar Group (NASDAQ: CSGP) is the world's leading global provider...in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news,… more
- WTW (Boston, MA)
- …budget, timeline, deliverables and quality standards + Develop a trusted advisor relationship with client contacts through effective communication and ... clients and their program vendors, collaborate with junior colleagues to create client deliverables drafts for review by senior colleagues, contribute to client… more
- Avanade Inc. (Boston, MA)
- …end-to-end sales process from origination to close. * Ability to act as a trusted advisor to C-Suite in addressing our client 's business needs. * Proven ability ... business growth, and lead with a forward-thinking approach to client satisfaction and success. Together we do what matters....to technical and skilled resources globally. * Dedicated career advisor to encourage your growth. * Engaged and helpful… more
- Citizens (Boston, MA)
- …liquidity goals of Commercial Banking. The role sits within the Treasury Solutions group with the broad objective to drive revenue growth by optimizing customer ... prospects and calling plans. + Act as a trusted advisor to clients through direct engagement; understand their needs...Leaders on market & industry trends, product enhancements, and client issues. + Partner with Division Executives to align… more
- HNTB (Boston, MA)
- …Approach (SSA) process. This position plays a central role in facilitating client service planning, leading sales meetings, and monitoring sales and marketing ... needed to adhere to the established process. Participates in client service action plans. + Develops and delivers on...pursuits and pursuit budget. + Acts as a trusted advisor to the Office Leader, serving as a member… more
- Wellington (Boston, MA)
- …**Investment products & Strategies - EQUITY** The Equity Product Management ("EPM") group at Wellington Management works closely with our equity investment teams, ... three main objectives: **Product Development and Marketing** EPM contributes to client growth and retention by assessing business opportunities and leading business… more
- Avanade Inc. (Boston, MA)
- …sound but ethically grounded and commercially viable. If you're a trusted advisor with a passion for data-driven transformation, a track record of winning ... business growth, and lead with a forward-thinking approach to client satisfaction and success. Together we do what matters....to technical and skilled resources globally * Dedicated career advisor to encourage your growth * Engaged and helpful… more
- Avanade Inc. (Boston, MA)
- …can close and help prospects make decisions. * Ability to act as a trusted advisor in addressing our client 's business needs. * Driving sales in a ... to technical and skilled resources globally * Dedicated career advisor to encourage your growth * Engaged and helpful...in you Find out more about some of our benefits [1] Employee Benefits at Avanade |… more
- NTT America, Inc. (Boston, MA)
- …review and negotiate a variety of commercial agreements including MSAs ( client and vendor), complex commercial lease documents, sales orders, change orders, ... throughout the world. + Respond promptly to the demands of multiple internal client groups. + Manage risk and ensure business and compliance needs are accurately… more