- JPMorgan Chase & Co. (Boston, MA)
- Asset Management - Private Wealth Alternatives, Client Advisor , Northeast Region Job Identification 210661549 Job Category Client Sales Business Unit Asset & ... leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity… more
- Empower (Boston, MA)
- Senior Branch Financial Advisor - Boston, MA Investor Center page is loaded## Senior Branch Financial Advisor - Boston, MA Investor Centerremote type: ... helping more customers achieve financial freedom. Empower Yourself.The **Senior Branch Advisor ** is a trusted financial partner for Empower customers, delivering… more
- Hispanic Alliance for Career Enhancement (Boston, MA)
- …helping more customers achieve financial freedom. Empower Yourself. Senior Branch Advisor is a trusted financial partner for Empower customers, delivering personal, ... financial guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic...grow their savings, consolidate outside accounts, or plan for retirement , this role is about making a meaningful impact-one… more
- jobr.pro (Boston, MA)
- …Great Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine ... services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions...Great Gray is looking to add a Senior Compliance Advisor to our Compliance Team. The Senior Compliance … more
- Voya Financial, Inc. (Boston, MA)
- A leading financial services firm in Boston seeks an experienced Investment Advisor Representative to provide clients with tailored financial planning and investment ... and 2-5 years of relevant experience. Responsibilities include managing client relationships, conducting needs analysis, and ensuring regulatory compliance. This… more
- FactSet Research Systems Inc. (Boston, MA)
- Client Solutions Associate - Boston, MA (June 2026) page is loaded## Client Solutions Associate - Boston, MA (June 2026)locations: United States, Boston, One ... key to anticipating our clients' needs and exceeding their expectations.**Your Impact:** Client Solutions Associates are core to FactSet's value proposition and… more
- Catalant (Boston, MA)
- …that will take Catalant and the future of consulting to the next level. Senior Client Partner - Private Equity Catalant is seeking a senior-level Client Partner ... your book of business, you\u2019ll be involved from end-to-end client engagements to ensure the project is going smoothly,...collaboration expectations. What you\'ll do Act as a Strategic Advisor : Serve as a trusted partner to senior leaders… more
- Voya Financial, Inc. (Boston, MA)
- …success after initial implementation and make program adjustments as necessary to fit client and advisor needs.* Provide support on project management work and ... Apply Now Get to Know the Opportunity:**Voya is searching for a Client Relationship Consultant who would manage, coordinate, and oversee implementation projects in… more
- Advisor360 , LLC. (Needham Heights, MA)
- …some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance ... into clear product requirements, ensuring engineering teams understand the nuances of advisor workflows and client planning needs. Drive Execution: Lead product… more
- Kohlberg Kravis Roberts & Co. (Boston, MA)
- …has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement , life and reinsurance products under the management of Global Atlantic ... Co. Inc., KKR Credit Advisors (US) LLC, KKR Registered Advisor LLC and FS/KKR Advisor , LLC. Based...coordinate with other relevant functional groups including Legal, Treasury, Client Solutions Group, Finance and Operations and will interface… more
- S&P Global (Boston, MA)
- …trends and translating that insight into practical recommendations, serving as a trusted advisor across client projects and initiatives. Serving as the client ... to deliver a world-class customer experience. Your focus may include client migrations, onboarding new users, or supporting global strategic accounts across… more
- ACM LLP (Boston, MA)
- …different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is ... business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.… more
- Chadwick Martin Bailey (Boston, MA)
- …plan (ESOP). ESOP? Yes, we are 100% employee owned! An ESOP is like a qualified retirement plan, similar to a 401k, but you don't have to make any contributions to ... and more effective insights. Reporting to the SVP of Client Services, this role offers the opportunity to be...work. You're recognized as a thought leader and trusted advisor , inside and outside your organization. About Your Background… more
- Gmo Llc. (Boston, MA)
- …as a "trusted advisor ," and a high energy level around understanding client needs and creative solutions for solving problems. Develop a facility in speaking ... credit, and liquid alternative offerings. We manage approximately $68bn for a client base that includes many of the world's most sophisticated institutions,… more
- World Insurance As (Boston, MA)
- …of insurance solutions to bring value to clients Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to ... each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance… more
- SS&C (Boston, MA)
- …Advice & Guidance, Retirement Income Middleware, Rollover Middleware and Retirement Advisor Practice Management solutions.**Why You Will Love It Here! ... States Get To Know Us:**We are seeking a Senior Sales Executive for our Retirement Solutions team! This is a high performing collaborative sales team. They focus on… more
- Squillace & Associates, PC (Boston, MA)
- …are seeking a senior trusts and estates attorney to join our well-established Private Client practice. As one of the largest groups of its kind in Massachusetts, the ... their practice and can work closely with senior‑level partners on existing client relationships while contributing to the long‑term strength and continuity of the… more
- Wellington Management Company (Boston, MA)
- …work side by side with LDI Strategists/Portfolio Managers in delivering on existing client objectives and expanding our client partnerships. This position will ... of pension investment solutions, including multi-asset portfolios, to meet client needs* Playing a key role in the daily...solutions in our mission of serving as a trusted advisor to our clients. **REQUIREMENTS Minimum of 5+ years… more
- STV Inc. (Boston, MA)
- …intended for a seasoned professional with deep technical understanding, strong client -facing capabilities, and a proven track record of delivering large, ... through design, construction, testing, and commissioning* Serve as a trusted advisor to transit agency clients, supporting strategic decision-making and long-term… more
- Voya Financial, Inc. (Boston, MA)
- …management - all in one seamless platform.* Streamline your workflow, enhance client engagement, and scale your practice with ease.* Maintain and apply expertise ... to customers. Responsible for the attainment of sales production goals.* Manage ongoing client relationship and as appropriate in the capacity of an Investment … more
