- TIAA (Waltham, MA)
- …a team that provides coaching to wealth client facing associates on TIAA's client engagement model and suite of products and solutions. This role requires an ... ManagerThe Sr. Director, Wealth Sales and Solutions Coaching Region Manager reports to the MD, Head of Wealth Sales...well as clients' unique objectives as identified through the client engagement model. Through one-on-one coaching, this… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:As Engagement Lead Asset Management, you lead the day-to-day management of strategy projects critical to the Asset Management (AM) business. Our ... experience with at least one year in the project manager role, preferably with a premier consulting firm or...Management industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and… more
- Year Up (Boston, MA)
- Director, Corporate Engagement - LLA SalesOVERVIEW:The Director, Corporate Engagement - Large Local Account (LLA) Sales will serve as a market-based sales leader ... within Year Up's Corporate Engagement function, which works to secure high quality, work-based...accounts, presenting to C-suite staff, closing revenue, and handing client relationships over to colleagues who will implement account… more
- Direct Staffing Inc (Boston, MA)
- …and the BDO Tax Quality Manual ("TQM").Manages engagements to achieve engagement management metrics.Responsible for overall client service by encouraging ... The Core Tax Services Senior Manager / Senior Director is responsible for applying...complying with tax regulations while acting as the primary client contact for complex tax issues. In this role,… more
- Marcum Search LLC (Boston, MA)
- …development and continuing education sessions on a regular basis Communicate engagement needs to the client Recognizes extended services opportunities ... tax returns, with concentration in flow through entities Ensure complete client satisfaction through open communication, managing deadlines and proactively sharing… more
- Marcum (Boston, MA)
- …development and continuing education sessions on a regular basis. Communicate engagement needs to the client . Recognizes extended services opportunities. ... Tax Senior Manager - Boston Tax Senior Manager ...tax returns, with concentration in flow-through entities. Ensure complete client satisfaction through open communication, managing deadlines, and proactively… more
- Ignites (Boston, MA)
- …Relationship Manager - US #9106Federated Hermes is seeking an Institutional Relationship Manager - US to join its Global Institutional Client Group. This is a ... role! The successful candidate will leverage extensive experience in institutional client relations in order to ensure exceptional client satisfaction… more
- Fidelity TalentSource LLC (Boston, MA)
- Channel Marketing Manager Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a ... Channel Marketing Manager in Boston, MA! The Role As a member...email interacts with other channels to improve the customer engagement Process and detail-oriented problem solver who provides clear… more
- EisnerAmper LLP (Boston, MA)
- EisnerAmper is seeking Tax Senior Manager to join the Private Client Services (PCS) team. This role is to be based out of our Boston, MA or Burlington, MA ... engagements which include consulting, compliance, and planning services.Consult with engagement team to promote new ideas and innovate planning opportunities… more
- Fairmarkit (Boston, MA)
- …growth in the short and long termYou'll focus on ensuring that all client -facing and revenue-producing teams are equipped and enabled to deliver compelling messaging ... as they grow Fairmarkit's reach into the ICPOwn customer marketing and engagement , especially with product release cadences, news and updates, and in-app… more
- MassMutual (Boston, MA)
- …placement of business.The leader will be accountable for setting the Account Manager strategy and engagement model including standard operating procedures, ... working norms, team engagement , and consulting with the field. This will also...and adjust feedback of the performance of the account manager program.Work with Client Advisor Experience team… more
- Fidelity TalentSource LLC (Boston, MA)
- …Vice President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization.\u00A0 ICG is the institutional distribution arm ... across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and Skills You BringBachelor s… more
- Fidelity TalentSource LLC (Boston, MA)
- …for our customers by bringing innovative AI-based solutions to market, and driving real client and business value The Group Product Manager (GPM) (aka Group ... communication to achieve customer and business objectives and KPIs. Additionally, as manager of the aligned product leaders, the GPM provides group leadership,… more
- MassMutual (Boston, MA)
- …against goals.Help check and adjust feedback of the performance of the account manager program.Work with Client Advisor Experience team to adjust to feedback ... the department that has 5-6 Directors, and 96 Account Managers.As an Account Manager New Business leader you will be accountable for:Setting the strategy and roadmap… more
- Tempus (Boston, MA)
- …Sciences team. This role will focus on creating and expanding our global client relationship with some of the world's leading biopharmaceutical organizations. We are ... operations teams Build and maintain executive relationships & drive an executive engagement plan utilizing Tempus senior leadership team. Become an expert in the… more
- State Street (Boston, MA)
- …across the region and coordinate with the global team. The product manager is responsible for the development of globally consistent liquidity and investment ... products that support our client 's cash and liquidity requirements. The team works with...personality. Another fundamental value at State Street is active engagement with our communities around the world, both as… more
- Fidelity TalentSource LLC (Boston, MA)
- …units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function. The Expertise and Skills You ... desirable The Value You DeliverActively participate as a key member of GFC engagement teams in the execution of integrated reviewsSupport creation of high quality… more
- Gmo Llc. (Boston, MA)
- …know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.Department ProfileGMO's Investment Data Solutions ... Company ProfileFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We… more
- InvoiceCloud, Inc. (Boston, MA)
- …customer experience first. By switching to InvoiceCloud, clients can improve customer engagement , loyalty, and efficiency while reducing churn and missed payments in ... targets for their market. Working closely with the Invoice Cloud Partner Manager , responsibilities also include the ongoing identification and development of new… more
- Ensono (Boston, MA)
- …Curiosity, Passion **Position Summary:** The Associate Account Manager , known as Associate Client Engagement Manager at Ensono, is accountable for the ... growth of assigned Ensono client (s). Under moderate supervision, the Associate Client Engagement Manager ultimately owns the client relationship and… more
