- Wellington (Boston, MA)
- …clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington Management investment ... in location, however, must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business Development, Relationship… more
- Wellington (Boston, MA)
- …- Bachelors degree - 7-10 years of demonstrated success in external sales with financial advisors and wire houses - Proven background in asset management and ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in… more
- Optiv (Boston, MA)
- The Associate Cybersecurity Advisor , aka Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. ... + Articulate how the necessary elements of the Optiv technology and services portfolio meet the specific needs of the client stakeholders at a management level.… more
- BlackRock (Boston, MA)
- … advisor 's business** **Deliver fiduciary and investment insights through portfolio construction conversations** **Be consultative business partners to help them ... financial industry more broadly is a must.** **Passion for markets, investing, portfolio construction, advisor practices with a commercial mindset.** **Strong… more
- BlackRock (Boston, MA)
- …sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is ... + Deliver subject matter expertise on BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals +… more
- Bank of America (Providence, RI)
- Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA Providence, Rhode Island;Worcester, Massachusetts **Job Description:** Merrill Wealth ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth… more
- Bank of America (North Easton, MA)
- …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) (Series 7 Required) Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, ... Bank of America/Merrill relationship. As a **National Financial Solutions Advisor (NFSA I)** , your journey begins with being...+ Unlimited potential for financial growth. + Building a portfolio of clients by providing exceptional client care with… more
- TD Bank (Boston, MA)
- …Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, relationship ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file activity to full-time Tax… more
- JPMorgan Chase (Cranston, RI)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Cardinal Health (Providence, RI)
- …and competitive advantages that benefit customers, suppliers, and patients. The Advisor , Transformation supports the development and execution of strategic projects ... in accordance with Cardinal Health's global sourcing process. + Supports a portfolio of projects assigned to transformation of the Medical Segment. + These… more
- Cardinal Health (Providence, RI)
- …Manage and further enhance strategic business supplier relationships for assigned portfolio of suppliers. + Develop innovative approaches to optimize supplier ... objectives in assigned accounts. + Monitor supplier market trends and impact to portfolio of suppliers. + Ability to analyze, summarize and communicate data for all… more
- Cardinal Health (Providence, RI)
- …and partnering cross-functionally + Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering ... with site leaders to understand performance and drive operational results + Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics + Assist in driving… more
- Pacific Northwest National Laboratory (Providence, RI)
- …Directorate at the Pacific Northwest National Laboratory works on a diverse portfolio of storage technologies including Li-ion battery, redox flow battery, Na-metal ... halide battery, Na-ion battery, Pb -acid, and aqueous Zn batteries. The research ranges from fundamental and applied material research to battery prototyping and demonstration, battery reliability testing, and safety codes and standards. The position is for a… more
- KeyBank (Boston, MA)
- …Ohio 44114 COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and ... ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating… more
- Wells Fargo (Boston, MA)
- …Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the ... Credit Portfolio Management team. This key position is responsible for...managers across the company and serve as an expert advisor to leadership. + Make decisions and recommendations in… more
- BlackRock (Boston, MA)
- …assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management ... identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors. (3) Deliver… more
- Bank of America (Boston, MA)
- …and tactical solutions in support of the business-critical Consumer and Business Banking portfolio of work. A trusted advisor for Directors, senior leaders and ... Design team for highest quality execution across a complex portfolio of projects. Leader for team on vision, quality,...across domains, programs and lines of business. + Trusted advisor to leaders and partners with a diverse set… more
- Nutanix (Providence, RI)
- …buy and adopt Nutanix NDB, serving as a Solutions Sales Specialist and trusted advisor for end customers, field, and Channel Sales teams. + Design and plan ... implementation of Nutanix NDB solutions by leveraging Product experts, Solution Architects, and Nutanix Services. + Lead TCO and ROI conversations with customers and field teams as opportunities progress through the sales cycle + Own the sales revenue targets… more
- Edward Jones (Bristol, RI)
- …Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and ... client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are...an impact to change lives. You and your financial advisor will complement each other to create capacity and… more