- The Hartford (Boston, MA)
- Client Advisor Priority Business ...listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual ... disability or personal crisis. Responsibilities: + Customer Service (Priority Business ). + Manages Priority Account (PB) Book of ...Insurance License prior to being assigned BOB and maintain Client Advisor Role. *Must reside in the… more
- M&T Bank (Manchester, NH)
- …the financial planning process. Prioritize short term and long term needs of the client based on the analysis . + Responsible for leading the development of ... the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- TD Bank (Marlborough, MA)
- …**Line of Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (FA) role is designed for motivated and ambitious individuals who are ... receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis...and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client 's… more
- M&T Bank (Danvers, MA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners,… more
- Bank of America (Chelmsford, MA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - Consumer Investments - Northern MA Market...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- Santander US (Chelmsford, MA)
- …long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job ... Financial Advisor , Chelmsford, MA/Nashua, NH Area Chelmsford, United States...intelligence, generates leads, and develops proposals/campaigns to garner new business , ensuring a consistent flow of new revenues to… more
- Cardinal Health (Boston, MA)
- …is responsible for developing, communicating and leading the execution of business strategy and customer profitability through pricing and value-capturing activities ... price recommendations and guardrails for deals and products by performing pricing analysis or leveraging and synthesizing advanced analytics of internal and external… more
- Deloitte (Boston, MA)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more
- Deloitte (Boston, MA)
- …code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax consulting and compliance services ... to a diverse client base in various industry sectors. You will work...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Boston, MA)
- …identification of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically… more
- Deloitte (Boston, MA)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- Deloitte (Boston, MA)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... industry specialists provide services and solutions relevant to our client 's business . Our team will assist with...years' experience in federal tax compliance, tax planning, tax analysis , and tax research + Experience with accounting for… more
- Deloitte (Boston, MA)
- …"Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the ... including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You will work directly with… more
- Deloitte (Boston, MA)
- …responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and ... Management Institute-ACP) + Certified Change Management Professional (CCMP) + Certified Business Analysis Professional (CBAP) + Procurement/Legal Procurement or… more
- Truist (Boston, MA)
- …time outside the office working face to face with producers to build insurance business . 3. Assists in producing needs analysis , sales proposals and sales ... new sales in assigned territories. Sales includes selling estate, business , charitable and life insurance concepts and ideas with...phone in a professional and effective manner to the Advisor and the client . 9. Coordinate and… more
- CIBC (Boston, MA)
- …solution needs identified within CIBC Private Wealth Management. Seek to become trusted advisor through regular client contact and relationship building. + In ... client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Responsibilities include interfacing with the Underwriting… more
- Black & Veatch (Burlington, MA)
- …Lead and Copper Rule Improvements (LCRI) projects. The LCRR Regional Lead will support Client Directors within their region on new business pursuits related to ... marketing opportunities such as presenting at local/national conferences, building/maintaining client relationships, and supporting new business pursuits and… more
- Wellington (Boston, MA)
- …, economics, finance, mathematical finance, or related subject + With two years of business analysis or systems analysis experience in trading, investment ... bachelor's degree in related subject + With fiveyears of business analysis or systems analysis ...Client relationship skills + Experience working directly with business partners to understand their needs and deliver solutions… more
- Deloitte (Boston, MA)
- …companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... standard assessment techniques and tools with innovative approaches + Evaluate and validate analysis and developing recommendations for the client in the context… more
- Black & Veatch (Burlington, MA)
- …Utilities Electric Utility Asset Risk and Performance transformation projects Electric Utilities Business Case Analysis related to Asset Investment, Risk or ... Gain access and develop relationship with senior leaders within client organization **Preferred Qualifications** Experience in business /consulting environment… more