- Fidelity TalentSource LLC (Hingham, MA)
- …to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP are ... The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial...planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the… more
- Fidelity TalentSource LLC (Cambridge, MA)
- …and Experience: 5+ years compliance and/or regulatory experience in the financial services environmentKnowledge of securities laws, private funds and venture capital ... or JD is a plus Skills and Knowledge:Knowledge of the Investment Adviser Act of 1940Strong analytical, organizational, and creative problem-solving skillsAbility to… more
- Manulife (Boston, MA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... is to monitor the John Hancock Group of Funds compliance activities, including sub- adviser and service provider oversight within a manager of managers structure. To… more
- Ensono (Boston, MA)
- Sr. Sales Executive - New Financial Services Industry Clients (NJ/NY metro areas)Remote - United StatesJR009833 At Ensono, our **Purpose is to be a relentless ally, ... outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our… more
- Boston University (Boston, MA)
- …navigate the complex processes of college admissions, matriculation and securing financial aid. Position Overview: CAC-BU seeks to select recent Boston-area college ... tuition remission. Essential Functions: + Provide one-on-one admissions and financial aid assistance to students and families. + Organize...if mutually agreed upon by program staff and the adviser . + Location: Each adviser will be… more
- Aristotle Capital Management (Boston, MA)
- …worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. ... with portfolio managers and other equity analysts. + Strong communication and financial analysis skills. + Previous industry sector research responsibilities. + Must… more
- MassMutual (Boston, MA)
- …Investment Adviser including some vendor created content. From a Financial Professional perspective, our team reviews all marketing material that promotes ... such as Marketing and the Broker Dealer/Corporate Registered Investment Adviser (MML Investors Services, LLC), as well as, from... (MML Investors Services, LLC), as well as, from Financial Professionals in our field offices. **The Team** The… more
- Manulife (Boston, MA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... - and will gain a sound understanding of, and exposure to, the different financial products and services we distribute across the globe. You will be joining a… more
- Manulife (Boston, MA)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... with liquidity resources (lines of credit, interfund lending), custodian and sub- adviser cash management, collateral management and sources of Lines of Credit… more
- Grant Thornton LLP (Boston, MA)
- …your technical and leadership skills to oversee the completion of on-budget financial statement audits. You'll apply your knowledge of each client's operations, ... processes, business objectives and risks to enhance each financial statement audit - all with the resources, environment...+ Being a proactive problem solver and sought-after business adviser to your clients on a variety of business… more
- Harvard University (Cambridge, MA)
- …make recommendations for improvement. + Serve as the primary academic adviser for undergraduate concentrators; advises concentrators and secondary field students to ... more, as well as discounts to various types of services (legal, financial , etc.) and cultural and leisure activities throughout metro-Boston. Work Format:On-Site… more
- Harvard University (Cambridge, MA)
- …made in accordance with College policy. + Serve as the primary academic adviser for undergraduate concentrators. + Advise faculty on how to support students facing ... more, as well as discounts to various types of services (legal, financial , etc.) and cultural and leisure activities throughout metro-Boston. Work Format:Hybrid… more
- Amazon (Boston, MA)
- …to operate at the Director, VPs and SVP level as a key technical adviser . They should be able to provide both architectural guidance and detailed technical direction ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Forrester (Cambridge, MA)
- …customer-obsessed, go-to-market strategies that will drive client growth. As a trusted adviser to strategy, sales, marketing, and product executives, you'll be by ... + Relevant, transferable B2B industry experience, such as in technology, financial services, business services, professional services, or healthcare. + Experience in… more
- Deloitte (Boston, MA)
- …You will work directly with clients, building a relationship as a trusted tax adviser - the "go-to" tax professional. You will collaborate daily as part of ... knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their business practices and… more
- Ensono (Boston, MA)
- …outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our ... with finance and pricing teams to create simple pricing to complex multi-year financial models. + Gain clients' confidence as a trusted advisor by offering… more
