- Bank of America (Boston, MA)
- Financial Solutions Advisor - Consumer Investments - Boston Market Boston, Massachusetts;Boston, Massachusetts; Boston, Massachusetts **Job ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Brookline, MA)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Coolidge Corner Financial Center Brookline, Massachusetts **Job ... skills to succeed in your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your… more
- Santander US (Boston, MA)
- Senior Compliance Advisor , Consumer Banking Wyomissing, United States of America The Sr. Advisor serves as a subject matter expert to ensure documents, ... root cause(s), and provides recommendations to management that influence business solutions . Monitors activities to minimize the company's exposure to risk.… more
- Citizens (Boston, MA)
- …In this role, you will work within distribution channels and partner across consumer and commercial banking departments to actively look for cross sell and business ... a broad knowledge of investments, banking, trust services and financial planning. Most importantly, at Citizens we're more than...Credentials + 7+ years of private wealth experience providing planning/ solutions and advice to HNW and UHNW clients +… more
- KPMG (Boston, MA)
- …experience in financial services regulatory compliance with a focus in consumer compliance and safety and soundness regulations, (such as a compliance manager ... **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118208 - 40 **Function:**...advisor , consultant, or regulatory counselor) at a large financial institution, consulting firm, or a federal or state… more
- Citizens (Westwood, MA)
- …We are seeking a dynamic and strategic HR Business Partner to join our Consumer HR team. This role requires a strategic thinker with exceptional influencing ability ... and strong business acumen - ideally within a financial services and/or sales environment. If you are a...by engaging in candid conversations to identify the best solutions . Proactively anticipate business needs and recommend solutions… more
- Bank of America (Boston, MA)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager...drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions… more
- Advantage Solutions (Boston, MA)
- …is pivotal in elevating our media reporting capabilities, developing innovative solutions , and driving actionable insights. **Job Description:** As the Group ... strong relationships with clients and serve as a trusted advisor and partner to client stakeholders. + Lead the...and media experts that focus on creating contextually relevant consumer engagements across digital and physical brand experiences. We… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Bank of America (Boston, MA)
- …and managing to an outcome(directly or indirectly). Proven track record in financial services, consumer products, or marketing business / analytics. Knowledge ... are guided by a common purpose to help make financial lives better through the power of every connection....The Client Quantitative Analytics Manger serves as a trusted advisor to the Consumer AML Leadership team… more
- Deloitte (Boston, MA)
- …and technology solutions to a range of clients. Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff ... programs, and technology platforms. Our wealth management clients provide direct-to- consumer investment advice and management, financial planning, asset… more
- Deloitte (Boston, MA)
- …and technology solutions to a range of clients. Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff ... programs, and technology platforms. Our wealth management clients provide direct-to- consumer investment advice and management, financial planning, asset… more
- Huron Consulting Group (Boston, MA)
- …to create sustainable growth, optimize internal processes and deliver better consumer outcomes. Health systems, hospitals and medical clinics are under immense ... existing business operations, improve clinical outcomes, create a more consumer -centric healthcare experience, and drive physician, patient and employee engagement… more
- Cambridge Savings Bank (Waltham, MA)
- …services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. In March ... is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong… more
- J&J Family of Companies (Boston, MA)
- …The goal of Johnson & Johnson Innovation (JJI) is to advance transformative healthcare solutions that improve the lives of people around the world and, in so doing, ... venture connections across a broad healthcare spectrum including pharmaceutical, medical device, consumer , and health tech sectors. Our goal is to catalyze and… more
- Humana (Boston, MA)
- …goal, the Enterprise Data Governance leader will act as a consultant and advisor , and strongly influence the thinking of executive leaders and their respective ... Partner with Security Architecture and Enterprise Architecture to select and implement solutions that enable data governance and data security outcomes. **Use your… more
- TELUS Agriculture & Consumer Goods (Boston, MA)
- …involved: web services, databases, UI's, Duties and Responsibilities * Learn the Softrax solutions and value statement at a detailed level. Become a proficient user ... of the Softrax solutions . * Play a strong listener role in discovery...company sponsors * Develop and maintain relationships and 'trusted advisor ' status with key technical resources on the prospect… more