- H&R Block (Easton, MA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... manage tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial… more
- Parexel (Boston, MA)
- …of expertise with fully proven rainmaking skills and relationships at the most senior levels within client organizations. A Senior /Vice President Technical ... a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on… more
- Bank of America (Allston, MA)
- Senior Banker - Allston Financial Center Allston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Allston/ Senior -Banker Allston-Financial-Center\_25042762-2) **Job Description:** At Bank of America, we… more
- Bank of America (Medfield, MA)
- Senior Banker - Medfield Financial Center Medfield, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Medfield/ Senior -Banker Medfield-Financial-Center\_25042244-2) **Job Description:** This job is responsible for… more
- Deloitte (Boston, MA)
- … engagements that identify, design, and implement technology solutions to solve our client 's most complex business challenges. A Senior Manager at Deloitte is ... Financial Services Technology Strategy Senior Manager Our Deloitte Strategy & Transactions team...required to operate at efficient scale. As a trusted advisor , you will be expected to craft quality deliverables… more
- MongoDB (Boston, MA)
- …+ Gain a reputation as a trusted advisor with your clients, large and small + Ensure your client 's success with their MongoDB endeavors + Maintain the ... and sizes, in all verticals, from tier-1 banks to small web startups, on a variety of exciting use...+ Cultivate your individual MongoDB reputation as a trusted advisor to guide MongoDB and our customers into the… more
- Robert Half Finance & Accounting (Boston, MA)
- …eligibility. . Minimum 2 years of experience with a public accounting firm required; small or mid-market client experience is ideal . Excellent verbal and ... Description We are looking for an Audit Senior to join our team in Boston, Massachusetts....to a diverse range of clients. As a trusted advisor , you will play a key role in delivering… more
- JPMorgan Chase (Boston, MA)
- …we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using 55ip. **Job ... summary:** As a 55ip - Senior Product Manager - Vice President working on the...management skills to translate complex quantitative capabilities into scalable, client -ready solutions. You will work with cross-functional teams responsible… more
- M&T Bank (Boston, MA)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... coordinate the delivery of any additional services they need, always with the client 's convenience in mind. We can also recommend more comprehensive options if the… more
- Citigroup (Boston, MA)
- …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 ... goals. This position is focused on developing and managing client relationships in the Law Firm Segment of our...both within and outside area of expertise. Typically a small number of people within the business that provide… 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
- Fiserv (Boston, MA)
- …you will do:** + Establish and maintain effective relationships with key senior -level executives and decision-makers at client organizations. + Understand ... takes pride in leading and maintaining significant business relationships with a small portfolio of large clients. You'll leverage Fiserv solutions to maximize … more
- JPMorgan Chase (Boston, MA)
- …prioritized AI capabilities, and major change initiatives + Develop deep, trust-based advisor relationships with key client stakeholders in management and the ... the unique opportunity to work closely with our most senior leaders across the business. As a Portfolio Manager...institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent… more
- JPMorgan Chase (Boston, MA)
- …Assist in the on/off boarding of JP Morgan Advisors staff + Review client inquiries, issues, and complaints and complete a thorough investigation and provide ... Legal, Portfolio Management Risk Management & Control along with Senior Management in the process of reaching an appropriate...assigning responsibilities for the errors as necessary + Review client accounts as outlined by procedures; follow up on… more
- JPMorgan Chase (Boston, MA)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip. As ... teams, and post trade implementation and execution processes to optimize client outcomes. This role combines operational understanding, and analytics with market… more
- JPMorgan Chase (Boston, MA)
- …we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using ... in Boston, MA. Job responsibilities + Provide direct support to the senior Management Team, assisting in the coordination of firm-wide initiatives and strategic… more
- Hologic (Marlborough, MA)
- …of customers, employees, and partners. Reporting to our CISO, the Senior Director of Privacy, Information Security, is responsible for designing, operationalizing, ... security incidents, law enforcement requests, and internal investigations + Advise senior management and business units on privacy risks and mitigation strategies.… more
- S&P Global (Boston, MA)
- …management practices. + **Advisory** : to embed our analytics into client -facing engagements across finance, supply chain, and risk transformation programs. You'll ... + Partner with consultants to embed our tools into client engagements, positioning our solutions as a differentiator in...renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping… more
- Quantexa (Boston, MA)
- …qualify deals and influence account planning. + Cultivate trust as the go-to advisor to clients, big and small , crafting compelling Value Engineering strategies. ... dazzle with presentations, deliver captivating product demos, and dive deep into client opportunities, leaving a lasting impression at industry events and webinars.… more