- The Hartford (Boston, MA)
- Client Advisor Priority Business - SA08DE We're...team as we help shape the future. The Hartford's Group Benefits segment is a market leader in ... or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: *Candidate must be able to work a… more
- Citizens (Boston, 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
- 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)
- …+ Strong interpersonal skills with with a professional approach to client interactions **What We Prefer:** + Railroad industry experience **Additional Information** ... Click here for benefits information: HNTB Total Rewards Click here to learn...to be eligible for placement fees._ **Job Type:** Regular **Full/Part Time:** Part time **Job Category:** Technical Group **ReqID:**… more
- Eliassen Group (Boston, MA)
- …+ Description + Recommended Jobs **Description:** **100% Remote** Our client has an exciting opportunity for a Portfolio Manager-Veteran's Affairs. ... a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring… more
- Citigroup (Boston, MA)
- …preferred + Licenses: FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Public Consulting Group (Boston, MA)
- Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human ... a structured methodology and change management tools to advise client on strategy to support adoption of changes for...OCM Plan, and execution of the plan as lead advisor * Operate independently as a lead and Subject… more
- Compass Group, North America (Boston, MA)
- …to the Division President in pursuit of profitable growth through new business, client retention and process innovation. This position reports to the FISD Division ... leader who embraces our company culture. **Key Responsibilities:** + Act as financial advisor and business partner to the Division President by contributing to FISD… more
- WTW (Boston, MA)
- **Description** As a Health and Benefits Senior Consultant 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
- Wells Fargo (Boston, MA)
- …role, you will:** + Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… 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)
- …present hard-to-place submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong ... relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the client 's risk without… more
- WTW (Boston, MA)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a ... way that drives client action, improves plan outcomes, and strengthens WTW's value...with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty. + Thought Leadership:… more
- Avanade Inc. (Boston, MA)
- …Lead Solution Architect within our Data & AI Practice, you'll leverage a client -centric approach to understand our client 's challenges and opportunities to ... you'll do * As an architect assigned to a client project, you will typically work closely with delivery...building strong relationship with clients to become the trusted advisor . Prepare and represent the solution in Deal Reviews… more
- Insight Global (Boston, MA)
- … client teams. The Business Development Manager will serve as a trusted advisor to the firm's Strategic Transactions Group , collaborating with practice and ... commercial, and practical support on the implementation of commercial business and client development priorities. In this role, the Business Development Manager will… 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
- 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
- Charles Schwab (Boston, MA)
- …advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and ... of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and...The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and Estates that… more
- Citigroup (Boston, MA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** Private Banker ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- IQVIA (Boston, MA)
- …- all without having to pick up the phone. Platform Success is a diverse group of problem solvers with boundless curiosity. Together, we build trusted client ... **Role Overview:** The Director, Platform Services leads a team of client service professionals responsible for delivering strategic consultation and operational… more