- Baylor Scott & White Health (Boston, MA)
- **JOB SUMMARY** The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides ... and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system...serve as support for system leadership, regional and entity financial officers, and others as directed or required, to… more
- Baylor Scott & White Health (Boston, MA)
- **JOB SUMMARY** The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas. Serves as the key financial resource for the ... Health Care System (BHCS). **ESSENTIAL FUNCTIONS OF THE ROLE** + Provides financial study support to administrators, department directors, and others as directed or… more
- Bank of America (Boston, MA)
- … Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue to practice the ... and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II , you will have the opportunity to advance… more
- Bank of America (Boston, MA)
- Private Client Advisor II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private-Client- Advisor - II \_25038968) **Job Description:** At Bank of America,… more
- Bank of America (Somerville, MA)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - Davis Square Somerville, Massachusetts **To proceed...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Principal Financial Group (Boston, MA)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Berkshire Bank (Boston, MA)
- …Success in this position depends on the ability to serve as a trusted advisor , deliver comprehensive financial solutions, and maintain high standards of client ... in size and complexity, requiring a strong understanding of credit risk, financial performance, and tailored banking solutions. In addition to portfolio management,… more
- Eastern Bank (Boston, MA)
- …high level servicing to assigned portfolio of clients. + Manages the client's financial circumstances with a focus on maintaining a strong relationship with the ... and cash management solutions to serve as a "trusted advisor " to our clients. + Participates in tactical programs...wealth opportunities. + Must be able to analyze complex financial information and implement recommendations. + Use of Salesforce… more
- Eastern Bank (Boston, MA)
- …all deposit, lending and treasury management solutions to serve as a "trusted advisor " to our clients.Industry expertise in key verticals is preferred. + Assists ... in market site visits to prospect/client businesses required. + Strong knowledge of financial institution policies and procedures. + Must have the ability to clearly… more
- Amazon (Wilmington, MA)
- …change and drive strategic decision-making. Establish yourself as a trusted advisor who balances safety excellence with operational demands. Oversee recordkeeping, ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Wellington (Boston, MA)
- …committee meetings, townhalls, and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the ... is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will...bring others along through an evolution of the business, ii ) identify and develop talent; iii) communicate and execute… more
- S&P Global (Boston, MA)
- …Solutions for internal firm use cases (supplier and counterparty risk management, financial planning, compliance). + Partner with consultants to embed our tools into ... managing both subscription renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping them showcase our… more