- Fidelity TalentSource LLC (Boston, MA)
- …investment technology to plan and prioritize product backlog. Anticipates, discovers, and prioritizes client and partner needs, to serve as a voice, and guide ... execution of the team s projects. Collaborates and coordinates with other leaders to build capacity and capability, and enables team member growth, development, and learning. Primary Responsibilities: Collaborates with Investment Professionals -- Portfolio… more
- Creative Financial Staffing (Natick, MA)
- …monitor, and summarize time budgets. The Accounting Manager will collaborate with Partner for client retention. Assign personnel for engagements. Ensure timely ... either or both offices. There is a direct route from Manager to Partner !Responsibilities of the Accounting Manager: The Accounting Manager will supervise and review… more
- Fidelity TalentSource LLC (Hingham, MA)
- …provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, ... and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and...to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership… more
- Fidelity TalentSource LLC (Boston, MA)
- …our team is organized to focus on three key experiences: 1) We are client focused. Our work with clients is oriented around problem solving and not defined ... by products we can upsell to our client . Simply put we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success. 2) All… more
- Fidelity TalentSource LLC (Boston, MA)
- …equity compensation solutions to Fidelity corporate clients. They will meet with client contacts in their Rewards, Benefits, and Finance departments to understand ... and analytical expertise on equity plans to support our client s overall rewards strategy and their ability to...a successful workforce. The person in this role will partner with colleagues across Fidelity and the broader marketplace… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of ... provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations,… more
- TUMI (Boston, MA)
- …with a spirit of ingenuity, we're committed to empowering journeys as a lifelong partner to movers and makers in pursuit of their passions. The brand is sold ... part of our Retail team, the Assistant Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and… more
- Fidelity TalentSource LLC (Westwood, MA)
- …discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one ... appointments to make the best use of the client s time, as well as plan for post-appointment...and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 &… more
- Fidelity TalentSource LLC (Boston, MA)
- …including risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing. The Expertise ... for the following capabilities and skills: Strong orientation to client service (for internal and external clients) with an...while protecting the firm against risks and exposure.You will partner with WI business groups to develop strategies for… more
- Fidelity TalentSource LLC (Boston, MA)
- …Vice President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization.\u00A0 ICG is the institutional distribution arm ... across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and Skills You BringBachelor s… more
- Fidelity TalentSource LLC (Boston, MA)
- …the role of Senior Manager, Sales Enablement and Operations you will partner with key leadership teams across Fidelity Institutional Wealth Management Services ... on critical initiatives that drive efficiency and bring scale to a client facing organization with 150+ associates! The Senior Manager will:Support Segment… more
- Fidelity TalentSource LLC (Boston, MA)
- …and maintaining an industry wide network of relationships to assess partner vs. build approachesProviding the team strategic and day-to-day directionDeveloping and ... members to work iteratively, innovate through rapid prototyping & frequent client feedbackOverseeing the end-to-end execution associated with bringing new products… more
- Fidelity TalentSource LLC (Boston, MA)
- …units to develop and implement HR and learning programs and strategies. We also partner closely with enterprise HR teams to deploy and support central programs and ... partners and leaders to enable better insights and decisions.Program Design: Partner with Finance/Variable Compensation teams to design and develop sales incentive… more
- Fidelity TalentSource LLC (Boston, MA)
- …and product developmentLead ongoing project reporting for senior leaders and partner to provide updates on project implementationEssential team member on solution ... investment process and methodology, as well as facilitation of client requests/exceptions, reporting/analysis improvements, and ad-hoc channel needsAccountable for… more
- Fidelity TalentSource LLC (Boston, MA)
- …of time that supports each relationship. On active searches, work closely with client team to develop strategy and implement with the center of influence ... The\u00A0Expertise and Skills\u00A0We re Looking For5+ years of relevant client -facing, sales, account management and / or business development… more
- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , a nonprofit based in Boston that is dedicated to providing affordable housing, is seeking an administrative Assistant to join their finance team! This ... utility companies, fuel assistance, and shelter information.Complete and maintain client application files by reviewing submitted applications for assistance;… more
- Fidelity TalentSource LLC (Boston, MA)
- …and solutions. At Fidelity, we have an objective to digitize and automate client interactions and business processes. This role is at the heart if connecting ... all major businesses at Fidelity that use APS platforms today. In addition, we partner with digital product owners as well as leaders in our business and technology… more
- Beacon Hill Staffing Group, LLC (Boston, MA)
- Our client , an investment advisory firm located in Boston, is seeking a Professional Development Coordinator. This is a temp-to-perm opportunity and can compensate ... including HR, Operations, the Books & Records Team and other senior staff Partner with 3 other administrative employees to manage office coverage and smooth… more
- Fidelity TalentSource LLC (Boston, MA)
- …firm's financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control ... findings and improvement opportunities noted with the GFC workstream teams and client contactsEffectively manage assigned deliverables in a timely manner and holds… more
- Astrix Technology (Boston, MA)
- ** Client Partner ** **POSITION** **Reports To:** Vice Commercial, Clients, and Channels **FLSA Status:** Exempt **ROLE** **SUMMARY** The Client Partner / ... Partner with Marketing and Delivery teams to identify client personas that are critical buyers or decision influencers...client 's objectives. + Work with EU team to partner and expand Astrix services to these Clients globally.… more
