- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Citizens (Westwood, MA)
- Description The Project Manager within Citizens Wealth Management will lead strategic change initiatives for the Wealth Change Management office. This role ... is responsible for end-to-end project delivery, including planning , execution, and governance, ensuring alignment with organizational priorities and regulatory… more
- Oracle (Boston, MA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... data needs and driving our growth and success. **Responsibilities** As the Senior Director of Colocation Infrastructure Construction Delivery, you will be at the… more
- Manulife (Boston, MA)
- …audit reports. + Develop and maintain strong relationship with business unit management. + Lead SOX and MAR planning and provide oversight to staff during ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- Manulife (Boston, MA)
- …audit reports. + Develop and maintain strong relationship with business unit management. + Lead SOX and MAR planning and provide oversight to staff during ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- Sonos (Boston, MA)
- …and open to navigating ambiguity in a fast-paced environment. What You'll Do + Lead the annual planning and monthly forecasting process with business partners; ... locations. The Commercial FP&A team is seeking a Financial Analyst to support OPEX planning , reporting and to help drive insights and decisions through data. In this… more
- Oracle (Boston, MA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... and driving our growth and success. We are seeking an experienced ** Senior Data Center Construction Manager** to provide expert oversight and technical leadership… more
- Oracle (Boston, MA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... teams to evaluate risk exposure, track risk trends, and report impacts to senior leadership. 5. Schedule Strategy & Controls Define the standards for schedule… more
- Oracle (Boston, MA)
- …of complex data center construction and network projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... budgets. This is a high- impact role that will lead , drive, and ensure the successful management and delivery...to achieving the desired outcomes through delivery. + Project Planning : Develop and implement long-term strategies for data center… more
- Oracle (Boston, MA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... building and MEP infrastructure portions of the project. 2. Project Oversight: Lead and manage the construction of data centers by colocation providers, ensuring… more
- Oracle (Boston, MA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... density liquid cooling tenant fit outs 2. Project Oversight: Lead and manage the construction of data centers by...Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto,… more
- Oracle (Boston, MA)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... projects, ensuring timely and within-budget delivery. 6. Leadership: Demonstrated ability to lead under pressure, mentor, and inspire a diverse team of construction… more
- Bank of America (Wellesley Hills, MA)
- …the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wellesley-Hills/Merrill-Market-Client-Relationship-Manager\_25045721) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- S&P Global (Boston, MA)
- …and identifies business unit needs, while providing leadership in the planning , design, due diligence, and implementation of strategic business objectives. + ... functions. + Strong network in the industry, relationships with senior stakeholders in this space. + Proven ability to...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Santander US (Boston, MA)
- …preferred. + 12+ years of experience in investment strategy, portfolio management, or wealth management leadership. + Proven ability to lead an investment ... You!** **The Difference You Make:** The Head of Investment Products is a senior executive responsible for leading the investment vision, philosophy, and strategy for… more
- Manulife (Boston, MA)
- …different ways to audit and advise, embrace and activity use data analytics. + Lead various SOX processes, assist in SOX Planning , and provide oversight during ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- S&P Global (Boston, MA)
- …defaults, supplier risk, and macroeconomic uncertainty. Our solutions help senior finance, treasury, and procurement leaders evaluate counterparty creditworthiness, ... scorecards, ratings, workflow automation) as essential to client workflows. + Lead high-impact client conversations by diagnosing challenges, framing ROI, and… more
- Manulife (Boston, MA)
- …maintain open communication and lead the remediation testing of issues. + Lead various SOX processes, facilitate SOX planning , and provide oversight during ... across all four Segments, ensuring our risk mitigation practices in Insurance, Wealth & Assets Management, Bank, and Group Functions meet business, strategic and… more
- S&P Global (Boston, MA)
- …meet evolving client needs + Conduct regular business reviews and strategic planning sessions with clients to assess performance, identify growth opportunities, and ... issues, and implement retention strategies to minimize churn risk + Lead contract negotiations and renewal processes, ensuring favorable terms while maintaining… more
- S&P Global (Boston, MA)
- …11 **About the Role:** The Account Manager role serves as the primary commercial lead for an assigned portfolio of clients. They are focused on driving net revenue ... a value for both our customers and for MI. Planning and Execution: - Serve as the primary point...- Account Analysis to prepare for renewal discussions - Lead renewal and expansion negotiations - Work with legal/procurement… more