- HUB International (Wilmington, MA)
- …and Puerto Rico. We currently have an opportunity for a **Commercial Insurance Client Advisor - Management Liability Insurance (Potential for Hybrid Work** ). ... inherent in their business and develop a strategy which best places client 's business /risk/exposures in the marketplace. In concert with Producer / Account… more
- The Cigna Group (Newton, MA)
- …leads client implementations, account management, financial reporting and data analysis . The Intelligence Solutions Analytics Advisor will be responsible for ... recurring and ad-hoc analytics projects to support the overall business . Includes coordination or issue resolution with the Technical...and data expansion analytics + Perform data querying and analysis to answer client inquiries + Perform… more
- Ensono (Boston, MA)
- …reactive problem management + Reducing the number of repeat issues through root cause analysis + Building strong client relationships by becoming a point of ... Mainframe Technical AdvisorRemote - United StatesJR009910 As a Technical Advisor you will be the Mainframe point of contact...the place you can do it. We are a client -facing business , but we do encourage clients… 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 (Andover, MA)
- …**Line of Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors ... 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
- SAP (Burlington, MA)
- …Do** The Value Advisor is a strategic role supporting general industry business to grow sales, pipeline, customer adoption and satisfaction. The Value Advisor ... with senior business executives and provides a business process and industry perspective, develops business ...thought leadership to support sales cycles. In addition, the Advisor will drive pipeline growth and contribute to building… 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
- Sedgwick (Boston, MA)
- …Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability To analyze complex or technically difficult healthcare, ... coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while… more
- Santander US (Peabody, MA)
- … client relationships and provide sales leadership to internal business partners regarding investment and insurance products Qualifications: To perform this ... Financial Advisor - Centralized, Peabody, MA Peabody, United States...intelligence, generates leads, and develops proposals/campaigns to garner new business , ensuring a consistent flow of new revenues to… more
- Bank of America (Manchester, NH)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service… 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
- Prime Therapeutics (Boston, MA)
- … Analysis - Remote **Job Description** The Director of Finance and Analysis supports product and service reporting, client profitability reporting and ... and Finance. This position acts as a key financial advisor to senior leaders and is also responsible for... Analysis team is providing relevant, insightful financial analysis to business leaders to help them… more
- Evolent Health (Boston, MA)
- …creativity, accountability, and a growth mindset as we solve complex business problems. **Collaboration Opportunities** The Director, Client Analyst role ... builds on historical capabilities across Tech & Services (T&S) business units. + Serving as a strategic advisor...the team's scope of value additive offerings across T&S business units. + Delivering findings in polished, client… more
- Publicis Groupe (Boston, MA)
- …can help clients achieve their business goals. + **Reporting and Analysis :** Manage client reporting, analysis , and insights. Uncover actionable ... a crucial role in growing our current book of business by leveraging your expertise to identify, influence, present,...client satisfaction, growth, and trust, ultimately becoming the client 's trusted advisor . + **Why you might… more
- C-4 Analytics (Wakefield, MA)
- …with the Onboarding team + Provide support to the Onboarding team on client presentations, including development, analysis , and execution of the presentations. + ... Onboarding Specialist or Account Lead + Bachelor's Degree in Business Administration or a related degree / equivalent relevant...value to clients and serve as a trusted digital advisor as well as set client expectations… more
- Broadridge Financial Solutions (Boston, MA)
- …You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate business objectives ... into use cases to achieve clients' digital transformation strategies. The Sr. Business Analyst plays a critical role in supporting the business team by handling… 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