- Advisor360 , LLC. (Needham Heights, MA)
- At Advisor360 , we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech ... of the largest independent broker‑dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client… more
- Advisor360 , LLC. (Needham Heights, MA)
- At Advisor360 , we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech ... of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client… more
- Ernst & Young Oman (Boston, MA)
- …for your professional growth and development. We are the leading strategic advisor for end-to-end Deal Finance services, supporting major transactions for ... shape your future with confidence. The opportunity Join EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, where we work on the most complex and… more
- PRICE WATERHOUSE COOPERS (Boston, MA)
- Industry/Sector Not Applicable Specialism Delivering Deal Value Management Level Senior Manager Job Description & Summary At PwC, our people in deals focus on ... navigate complex transactions and maximise value in their business deals. Those in deal integration and valuation realisation at PwC will focus on assisting clients… more
- Gordon Brothers Group (Boston, MA)
- …with a heavy focus in equipment management , underwriting and portfolio management .* Experience in a fast paced, complex, deal -driven, equity/capital risk ... Senior Director, Equipment Management page is loaded## Senior Director, Equipment Managementremote type: Hybrid Bostonlocations: Boston, MAtime type: Full timeposted… more
- Boston University (Boston, MA)
- ASSOCIATE DIRECTOR, STEWARDSHIP PROJECT MANAGEMENT , Development & Alumni Relations, Donor Job Location BOSTON, MA, United States Salary Grade Grade 49 Expected ... of their philanthropy. Associate Director The Associate Director, Stewardship Project Management is an essential member of Boston University's central Stewardship &… more
- Canadian Imperial Bank of Commerce (Boston, MA)
- …new deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed.* **Relationship Management ** - Collaborate with ... with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and… more
- Broadridge (Boston, MA)
- …training to large retirement-focused firms. You will serve as a trusted advisor to clients, helping them unlock advisor visibility, streamline compensation ... stakeholders across legal, finance, product, and leadership to ensure smooth deal execution. Represent Broadridge and Fi360 at key industry conferences, events,… more
- FTI Consulting, Inc (Boston, MA)
- …firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms ... and support by evaluating the risk/return considerations in all stages of the deal continuum. Areas of focus include: Quality of Earnings (EBITDA) Working Capital,… more
- Ernst & Young Oman (Boston, MA)
- …and manage their business. Your key responsibilities Client Interaction: As a trusted advisor , you will harvest requirements from the client and translate these into ... Technology Presales Architect with the service line pursuit /business teams during deal development, pursuit & close phases. Having deep understanding of SAP… more
- PTC Inc (Boston, MA)
- …Become a trusted advisor to Corporate Development, Corporate Strategy, and PTC management **Key Qualifications** * Bachelor's degree; MBA a plus * 1-2 years in a ... analysis to support business model and the negotiation of deal terms.* Assist in due diligence processes, coordinating with...* Create material for presentations to Management and Board level audiences *… more
- Compound Growth Marketing (Boston, MA)
- …a Predictable Demand System (TM) , focused on three compounding drivers of growth: * Deal Volume * Deal Process * Actionable Insights Our work spans go-to-market ... Serve as the primary point of contact and trusted advisor for assigned client accounts. * Build strong, long‑term...CPQL, pipeline contribution, and ROI. Campaign, Budget & Vendor Management * Manage media budgets across channels, partners, and… more
- The Boston Consulting Group GmbH (Boston, MA)
- …of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ... from our vendor base Be seen as a Trusted Advisor to the Global Real Estate team Ability to...the whole life cycle of the procurement and supplier management process Prepare, issue, and manage RFx process; evaluate… more
- Huntington Bancshares, Inc. (Boston, MA)
- …in the US For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking ... levels. Analyzing M&A market trends and writing related industry research. Updating deal records in firmwide CRM (DealCloud). Supporting in training, mentoring and… more
- Menlo Ventures (Boston, MA)
- …partner with account executives, SC peers, and leadership to create account and deal strategies that lead to selection, planning out customer engagements that lead ... with awareness of alternatives including build in house. Engage with product management to provide insight into prospect and customer needs and industry trends.… more
- Huntington Bank (Boston, MA)
- …in the US For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking ... Analyzing M&A market trends and writing related industry research.* Updating deal records in firmwide CRM (DealCloud).* Supporting in training, mentoring and… more
- AMCS Group (Boston, MA)
- …with the customer's executive team, establishing yourself as a trusted business advisor . Drive both strategic and tactical planning to support the overall success ... Conduct regular progress meetings with key account sales teams and management to ensure alignment and accountability. Engage in ongoing professional development… more
- New River Community College (Milton, MA)
- …and adhering to plans for academic success. Essential Functions 1. Operational Management : Monitor and respond to emails on the Academic Advising and Academic ... in partnership with the Registrar's Office. Serve as the primary academic advisor for a caseload of students. Assist with pre‑registration of new students,… more
- Cardinal Health (Boston, MA)
- **_What Deal Management contributes to Cardinal Health_** Deal Management is responsible for developing, communicating, and leading the execution of ... and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre- deal process, including collaborating with… more
- Cardinal Health (Boston, MA)
- **_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market ... and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre- deal process, including collaborating with… more
