- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- City National Bank (Boston, MA)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest… more
- Manulife (Boston, MA)
- …team that makes a difference and helps shape the future at Manulife. Senior Director's key responsibilities include planning , organizing, and assigning audit ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- S&P Global (Boston, MA)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Account Executive, 451 Research US Sales **The Team:** 451 Research, a division of ... and use cases within the designated territory. + Establish appointments with senior -level executives at target organizations. + Stay informed about industry news and… more
- Sonos (Boston, MA)
- …and open to navigating ambiguity in a fast-paced environment. What You'll Do + Lead the annual planning and monthly forecasting process with business partners; ... locations. The Commercial FP&A team is seeking a Financial Analyst to support OPEX planning , reporting and to help drive insights and decisions through data. In this… more
- Manulife (Boston, MA)
- …audit reports. + Develop and maintain strong relationship with business unit management. + Lead SOX and MAR planning and provide oversight to staff during ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- Manulife (Boston, MA)
- …a dynamic team of meeting and event professionals within Manulife/John Hancocks Global Wealth and Asset Management division. As part of the Brand & Marketing ... business needs and deadlines. **Role Summary** We're seeking a strategic and detail-oriented ** Senior Event Planner** to join our fast-paced team. This role is ideal… more
- Bank of America (Boston, MA)
- …the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other ... and objectives Strategic Leadership & Growth + Develop and oversee the referral and lead generation strategy in alignment with Merrill wealth management and Bank… more
- S&P Global (Boston, MA)
- …and identifies business unit needs, while providing leadership in the planning , design, due diligence, and implementation of strategic business objectives. + ... functions. + Strong network in the industry, relationships with senior stakeholders in this space. + Proven ability to...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citizens (Westwood, MA)
- …and perform analytics around usage, behavioral/transactional and technical data. + Facilitate release planning with team members as well as lead large scale ... Description Citizens Wealth Management offers industry-leading, innovative solutions crafted for...are met. The EO2 role will define, develop, and lead the implementation of product roadmaps and capabilities to… more
- Citizens (Boston, MA)
- …driving innovation and improvement across our Finance function. Key Responsibilities: + Lead reporting and forecasting for Private Wealth , including month-end ... impact for those we serve. About the Role: Finance Manager - Citizens Private Wealth As a Finance Manager supporting Citizens Private Wealth , you'll play a… more
- Santander US (Boston, MA)
- …preferred. + 12+ years of experience in investment strategy, portfolio management, or wealth management leadership. + Proven ability to lead an investment ... You!** **The Difference You Make:** The Head of Investment Products is a senior executive responsible for leading the investment vision, philosophy, and strategy for… more
- S&P Global (Boston, MA)
- …defaults, supplier risk, and macroeconomic uncertainty. Our solutions help senior finance, treasury, and procurement leaders evaluate counterparty creditworthiness, ... scorecards, ratings, workflow automation) as essential to client workflows. + Lead high-impact client conversations by diagnosing challenges, framing ROI, and… more
- Manulife (Boston, MA)
- …different ways to audit and advise, embrace and activity use data analytics. + Lead various SOX processes, assist in SOX Planning , and provide oversight during ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- Manulife (Boston, MA)
- …maintain open communication and lead the remediation testing of issues. + Lead various SOX processes, facilitate SOX planning , and provide oversight during ... across all four Segments, ensuring our risk mitigation practices in Insurance, Wealth & Assets Management, Bank, and Group Functions meet business, strategic and… more
- Boston University (Boston, MA)
- …and Alumni Relations for the Questrom School of Business.** The Assistant Dean will lead a team of fundraising and stewardship professionals in planning and ... be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world. Under the leadership of...the benefit of an inside perspective. She brings a wealth of personal experience in academia with over 24… more
- HUB International (Norwell, MA)
- …of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that ... The Human Resources Business Partner will serve as the advisor/business partner for senior level leaders supporting various functions. This role will provide a broad… more
- UMB Bank (Boston, MA)
- …and we believe in fully supporting each other to achieve this goal. As a ** Senior Project Manager** , you will lead multiple enterprise projects interacting with ... you will provide project leadership, primarily supporting our Institutional and Private Wealth lines of business. You will serve as the liaison with project… more
- Sonos (Boston, MA)
- …You'll bring deep recruiting expertise, using data, market insights, and workforce planning to inform executive decisions on talent, location strategy, and resource ... elevate Sonos' capability and culture. In partnership with the TA Programs Lead , you'll help design sourcing and assessment strategies to reach top-tier,… more
- S&P Global (Boston, MA)
- …on sales performance metrics, providing insights and recommendations to senior leadership to inform strategic planning . **Compensation/Benefits Information:** ... targets and drive market share growth. Team Leadership: + Lead , mentor, and develop a team of sales professionals,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more