- Citizens Bank (Boston, MA)
- A leading financial institution is seeking a Virtual Financial Advisor to provide personalized financial strategies to affluent clients. This role ... involves analyzing clients' investment needs and recommending solutions while achieving sales goals. Candidates should hold active Series 7 and 66 licenses and have a strong track record in sales performance. The ability to work virtually and communicate… more
- JPMorgan Chase & Co. (Boston, MA)
- …to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's ... Asset Management - Private Wealth Alternatives, Client Advisor , Northeast Region Job Identification 210661549 Job Category Client Sales Business Unit Asset & Wealth… more
- Origin (Boston, MA)
- Origin is the first personal AI financial advisor - for everyone. The personal finance landscape is deeply unequal. The wealthy get white-glove teams of ... for Origin's future where we aim to be the first AI Native Financial Advisor encompassing all financial services our customers need to execute. This… more
- JPMorgan Chase & Co. (Boston, MA)
- A leading financial institution is seeking a Client Advisor for their Private Wealth Alternatives team in Boston. This role involves engaging clients to enhance ... their portfolios, establishing key relationships with financial intermediaries, and promoting investment strategies. The ideal candidate has over 5 years of… more
- Wealth Enhancement Group (Boston, MA)
- …**Sr.** **Client Service Associate** to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client ... with client to understand their personal history and current financial needs and communicates to the advisor ...current financial needs and communicates to the advisor or handles issue resolution* Prepares account transactions, trades,… more
- Natixis Investment Managers (Boston, MA)
- …to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid ... you will do: Proactive sales outreach to both prospective and existing financial advisor clients via phone, email, virtual and in‑person meetings. Identify new… more
- Wellington Management Company (Boston, MA)
- …for committee meetings, townhalls, and other cross-functional discussions.* Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the ... is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will...This leader will partner with the business leaders on financial performance and creating the right analytics and standard… more
- Voya Financial, Inc. (Boston, MA)
- …leading financial services firm in Boston seeks an experienced Investment Advisor Representative to provide clients with tailored financial planning and ... investment guidance. The ideal candidate will have a Bachelor's degree and 2-5 years of relevant experience. Responsibilities include managing client relationships, conducting needs analysis, and ensuring regulatory compliance. This role offers competitive… more
- Ernst & Young Oman (Boston, MA)
- A leading global professional services firm is seeking a Financial Services Senior in Boston to deliver innovative actuarial solutions to top property and casualty ... insurance companies. This role requires strong technical expertise and experience in client relations, statistical analysis, and a commitment to professional development. The company offers a competitive salary, flexible vacation policy, and hybrid work model.… more
- PRICE WATERHOUSE COOPERS (Boston, MA)
- A leading professional services firm in Boston seeks a Senior Associate in Financial Services Tax. This role focuses on tax planning, compliance, and strategy, ... requiring strong analytical and mentoring skills. You will resolve complex tax issues, enhance efficiencies through automation, and build client relationships. Ideal candidates should have a Bachelor's in Accounting and 2 years of relevant experience. A… more
- Noble Supply & Logistics, LLC (Boston, MA)
- Position Summary The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble's Finance organization, responsible for developing and ... managing the company's budgeting, forecasting, and strategic financial planning processes. Reporting to the Chief ... forecasts with operational realities. Serve as a key advisor to the Controller and CFO on profitability improvement… more
- FTI Consulting, Inc (Boston, MA)
- Senior Consultant, Transactions Financial Due Diligence | Corporate Finance & Restructuring FTI Consulting is the world's leading expert-driven consulting firm. Over ... years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading...seeking a Senior Consultant to join our growing Transactions Financial Due Diligence team. Our Financial Due… more
- Rsm Us Llp. (Boston, MA)
- Valuation Services Director - Complex Financial Instruments page is loaded## Valuation Services Director - Complex Financial Instrumentslocations: Boston: ... and that's why there's nowhere like RSM.**Valuation Services Director - Complex Financial Instruments Position Director**We are looking to hire a Director of… more
- Ernst & Young Oman (Boston, MA)
- …researching current market trends, to maintain your credibility as a trusted advisor Building client relationships and demonstrating your deep knowledge of the real ... multiple sources. If you\'re ready to further build on your reputation as a professional advisor , this role is for you. What we offer you At EY, we'll develop you… more
- Capital One (Boston, MA)
- …and compliance information. Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to align on their ... customer - facing roles , acting as a trusted advisor to senior security and IT leaders. Deep technical...offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.… more
- ACG Cares (Cambridge, MA)
- …as space planning and financial sustainability. The CFO serves as a key advisor and partner to the Executive Dean and the Dean, and as a senior administrative ... with the Dean and other senior leaders, the Chief Financial Officer (CFO) leads the financial management and strategic financial planning efforts of… more
- Capital One (Boston, MA)
- …across the enterprise, at all levels of the organization Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use ... plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at… more
- Capital One (Cambridge, MA)
- …across the enterprise, at all levels of the organization Operate as a trusted advisor for a specific technology, platform or capability domain, helping to shape use ... plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at… more
- WGBH (Boston, MA)
- …manages the day-to-day finances and administration for NOVA, is a trusted advisor to senior leadership, and supports GBH strategic planning and change management ... a contributing role in grants management, production finance, and financial reporting processes for the department. As a member...on GBH accounting and HR policies and serve as advisor to staff on specific application to NOVA projects.*… more
- Voya Financial, Inc. (Boston, MA)
- Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for ... enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in… more
