• Edelman Financial Engines, LLC (Boston, MA)
    A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have ... direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking… more
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  • Edelman Financial Engines, LLC (Boston, MA)
    …culture, we invite you to explore a career with us. As a Senior Financial Advisor , you'll provide objective, fee‑based advice and asset management, with an ... the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to… more
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  • Vertex Pharmaceuticals (Boston, MA)
    …long‑range strategic planning. Provide strategic decision support: Serve as a trusted financial advisor to the data and technology leadership team, influencing ... FP&A - Chief Scientific Officer G&A Functions is a key member of Vertex's Financial Planning & Analysis organization. The role partners closely with members of the… more
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  • LPL Financial (Boston, MA)
    …fastest growing wealth management firms in the US As a leader in the financial advisor -mediated marketplace, LPL supports over 29,000 financial advisors and ... if you could build a career where ambition meets innovation? At LPL Financial , we empower professionals to shape their success while helping clients pursue their… more
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  • PowerToFly (Boston, MA)
    …SUMMARY PWM Group Directors provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on ... basis. The Group Director is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams who is responsible for… more
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  • LPL Financial (Boston, MA)
    …fastest growing wealth management firms in the US As a leader in the financial advisor ‑mediated marketplace, LPL supports over 32,000 financial advisors and ... AVP Experience Design Lead - LPL Financial What if you could shape the next...million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice… more
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  • Wellington Management (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
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  • Wellington Management (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
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  • 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
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  • WillowTree (Natick, MA)
    …Amazon Connect engagements with enterprise clients, serving as a trusted advisor to C‑suite executives Accountable for client satisfaction, project delivery ... strategy and solution innovation Strong business acumen, including P&L management, financial modeling, and resource optimization Proven ability to build strategic… more
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  • PowerToFly (Boston, MA)
    …teams. * Build and maintain relationships with sales partners, research teams, and financial advisor community. * Collaborate with marketing, legal, and product ... a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. * Lead… more
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  • Morgan Stanley (Boston, MA)
    …teams Build and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product ... spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead… more
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  • Steer (Boston, MA)
    AVP/VP, Technical Due Diligence Advisor - Infrastructure Transactions 2 days ago Be among the first 25 applicants Base pay range $180,000.00/yr - $280,000.00/yr At ... findings into actionable insights for investors and stakeholders. Collaborate with Financial , Traffic & Revenue and Environmental, Social, and Governance due… more
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  • The Massachusetts Housing Partnership (Boston, MA)
    …Director of IT, Treasury Manager, and F&A Executive Assistant The Chief Financial and Operating Officer (CFOO) will succeed a long‑tenured, well‑respected leader and ... * Regularly assess organizational performance against the annual budget and financial forecasts and make recommendations on financial strategy, staffing,… more
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  • MHP (Massachusetts Housing Partnership) (Boston, MA)
    …Chief Accountant & Treasury Manager, and F&A Executive Assistant The Chief Financial and Operating Officer (CFOO) will succeed a long-tenured, well-respected leader ... objectives. Regularly assess organizational performance against the annual budget and financial forecasts and make recommendations on financial strategy,… more
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  • 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
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  • Vertex Pharmaceuticals (Boston, MA)
    …investing in our ability to provide data‑driven insights by organizing and automating financial data and processes to enable our growing global scale. We are also ... late‑stage programs) organizations and cross‑functional program teams to run global financial planning, forecasting, and strategic analysis. Reporting to the VP of… more
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  • Federal Resources (Boston, MA)
    Director, Financial Planning and Analysis The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble's Finance organization, ... for developing and managing the company's budgeting, forecasting, and strategic financial planning processes. Reporting to the Chief Financial Officer,… more
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  • RSM US LLP (Boston, MA)
    Overview Valuation Services Director - Complex Financial Instruments at RSM US LLP - Director level role focused on Complex Financial Instruments (CFI) within ... on a variety of challenging projects providing exposure to financial analysis, business and financial modeling and...thought leadership in the practice area Serves as primary advisor to clients and manages CFI engagement teams Manage,… more
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  • 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
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