- Citizens (Boston, MA)
- …identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management ... for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate… more
- Edward Jones (Arlington, MA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Elevance Health (Woburn, MA)
- **Analytics Metrics Advisor ** **Location:** This role requires associates to be in-office **1-2** days per week, fostering collaboration and connectivity, while ... balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may… more
- Publicis Groupe (Boston, MA)
- …truly value. **Overview** Publicis Sapient is looking for a Senior Manager - Financial Services to lead top-notch technologists to enable real business outcomes for ... our Financial Services clients. You will create impact for some...more digital future. **Responsibilities** + Act as a trusted advisor to clients by leveraging cloud/big data for customer… more
- Paychex (Boston, MA)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. +… more
- BlackRock (Boston, MA)
- …("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, ... results and expand relationships with the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new… more
- WTW (Boston, MA)
- …the development of Willis Towers Watson intellectual capital (ie, mental health, oncology, virtual care), tools, and approaches ** Financial ** + Meet revenue and ... budget, timeline, deliverables and quality standards + Develop a trusted advisor relationship with client contacts through effective communication and efficient,… more
- Zoom (Boston, MA)
- …a sales manager position, excels at live facilitation (both in-person and virtual ), and is adept at translating complex sales strategies into actionable, engaging ... Training to All Field Roles + Facilitate live and virtual training sessions for new hires and experienced field...and ensure field relevancy. + Serve as a trusted advisor and coach to field leaders, supporting frontline managers… more
- Wayfair (Boston, MA)
- …part of the compensation package, in addition to a full range of medical, financial , and/or other benefits, dependent on the position offered. This position is a ... Headquarters in Boston, MA (this role is not a virtual / remote position). 4 days in office/ 1...business and engineering leaders, while also providing commercial and financial discipline to how we invest in software. You… more
- Citizens (Boston, MA)
- …the bank's risk appetite. You will serve as a trusted risk advisor , interfacing with business partners to drive meaningful identification and mitigation of ... Principles: A solid understanding of various risk types (eg, operational, financial , compliance, reputational) and risk management methodologies, including COSO and… more
- Bank of America (Boston, MA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Our Global Payments Solutions (GPS) team shapes the future… more
- ICF (Boston, MA)
- …contact to align ICF's offerings with client objectives and serve as a senior advisor to utility executives. + Lead efforts to establish and grow our advisory ... employee engagement. + Proactively manage, plan, execute, and track business financial performance. + Use industry knowledge to position ICF's capabilities… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Forrester (Cambridge, MA)
- …strategy, architecture, and roadmaps, 2) governance and risk management, 3) financial and cost optimization, and 4) performance management including metrics, KPIs, ... within a business PMO. + A demonstrated ability to serve as an advisor to senior management and C-level clients. + Superior client-facing communication, listening,… more
- IBM (Boston, MA)
- …effective and productive customer relationships that enable Apptio to become a trusted advisor for our customer's IT executives. * Provide FinOps and TBM leadership ... timeline * Specific knowledge and application of IT services, FinOps, financial management, including budgeting, cost allocations, capital & operating expense… more
- Confluent (Boston, MA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast...(eg Java, Python, Go, etc.) + Experience with Java Virtual Machine (JVM) tuning and troubleshooting + Experience with… more
- Zoom (Boston, MA)
- …customers to Zoom in our Commercial account segment, serving as their trusted advisor and technical champion during the buying journey. You will be responsible for ... is a US based hybrid role focused on providing the best combination of virtual and in-person engagements based on customer needs. Key Responsibilities + Owning the… more