- Fidelity TalentSource LLC (Boston, MA)
- …matrixed, or otherwise complex organizational structure.\u00A0 \u00A0\u00A0 \u00A0Prior Financial Advisor experience in a client -facing capacity. \u00A0\u00A0 ... Job Description:\u00AD\u00AD\u00AD\u00AD\u00AD\u00AD\u00AD\u00AD\u00AD\u00AD\u00AD\u00ADThe RoleWorkplace Investing is seeking a senior executive and seasoned marketer to lead B2B2C… more
- Fidelity TalentSource LLC (Boston, MA)
- …thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients ... lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.\u00A0The TeamFidelity Consulting… more
- Rocket Software (Boston, MA)
- …where people truly BELIEVE in what they're doing!** **Job Description Summary:** The Senior Solutions Advisor will provide advanced technical support in the ... field for DB2 Tools for z/OS. The Advisor will represent the customers' needs to the development...successful proof of concept and post-sales deployment + Guide client in the set-up and configuration of mainframe solutions… more
- Truist (Boston, MA)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven… more
- Wolters Kluwer (Boston, MA)
- …advisor with clients largely through a rigorous hands-on approach; managing the client relationship throughout the entire project life cycle; contributing to ... Software | ELM Solutions | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/enterprise-legal-management) The ** Senior Account & Relationship Executive** activities include:… more
- Wolters Kluwer (Boston, MA)
- **Location** : Remote US The Senior Account & Relationship Manager for Wolters Kluwer (WK) Legal and Regulatory is responsible for prospecting new business in ... as required, via webcast, or phone; discussing, documenting and fully understanding client business needs and goals. + Own and coordinate all sales activities.… more
- Charles Schwab (Boston, MA)
- …us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- Bank of America (Newton, MA)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...escalations + Assists the Financial Advisor team and/or Senior Business Managers in… more
- Bank of America (Boston, MA)
- …* Has a minimum of one year demonstrated sales experience in a relationship -orientedand client -centric environment. In lieu of this requirement, has previously ... held the role of Relationship Manager (RM), Advisor Development Program (ADP)... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… more
- Takeda Pharmaceuticals (Boston, MA)
- …company that will inspire you and empower you to shine? Join us as a Senior Medical Director, GI TAU- Hematology in our Cambridge, MA office. At Takeda, we are ... a vital contributor to our inspiring, bold mission. The Senior Medical Director, GI TAU- Hematology leads and drives...and the conduct of clinical studies. Serves as an advisor to the clinical scientists involved in these activities,… more
- Deloitte (Boston, MA)
- Advisory Senior Manager - SAP Treasury Our delivery of services focuses on treasury and risk management strategies, treasury transformations and treasury technology ... a cross-functional team and will be responsible for project management and client facing tasks and project-related deliverables, solutioning challenges with the … more
- Deloitte (Boston, MA)
- …advisory services to our clients. + Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables meet ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth… more
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete… more
- Guardian Life (Boston, MA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... such as a JD or MBA is preferred but not required. + Strong relationship orientation and agility to navigate across the organization. + Excellent written and verbal… more
- Philips (Cambridge, MA)
- ** Senior Consultant - Data Science & AI** **(Cambridge, MA)**...in teams to facilitate in-project learning + Work as advisor , or lead a team of Data Science & AI ... provide state of the art knowledge and advice to senior leaders within the various Philips businesses and functions,...experts and client team members + Actively leveraging your existing network,… more
- Deloitte (Boston, MA)
- …day to day interactions with executive clients and sponsors and build a trusted advisor relationship . + Delivery: Manage and deliver components of client ... Flexible Consumption Revenue Recognition Implementation Senior Consultant Customer & Marketing is creating a new model for a new age-we're an agency and a… more
- Deloitte (Boston, MA)
- …with a particular emphasis on Kyriba. + Play a pivotal role in client communication, relationship development, and retention, showcasing your Kyriba expertise. + ... on 12/31/2024 The Role: We are seeking an experienced Senior Consultant with exceptional expertise in Kyriba technology and...a team and establish credibility as a trusted Kyriba advisor with clients. + Working knowledge of cash management,… more
- Wellington (Boston, MA)
- …platforms such as Bloomberg and FactSet + Experience with Python development + Client relationship skills + Experience working directly with business partners to ... clients. JOB OVERVIEW We are currently seeking a strong ** Senior ** **Systems Analyst** to play a key role, deliver...at all levels of the organization as a trusted advisor + Answer functional and technical questions from investment… more
- Citigroup (Boston, MA)
- …industry knowledge to develop prospect lists within the designated target market. As a Senior Relationship Manager, you will serve as the liaison between the ... + Partner with product specialists to develop a thoughtful relationship plan for each client and prospect...Banking and Capital Markets, to ensure support to overall client and franchise objectives. + Serve as advisor… more
- PNC (Boston, MA)
- …advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist **Institutional Asset Management ... you to cultivate relationships with clients and assume key client facing roles and/or prepare you for a role...the job learning while gaining visibility among the firm's senior leadership. Upon entering the AMG Development Program, analysts… more
