- ExecHQ (Boston, MA)
- …of responsibility to trusted business advisors. JOB SUMMARYWe are seeking a Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in ... RESPONSIBILITIES AND DUTIES Apply your skills and knowledge as a Chief Financial Officer to assist clients with leadership, turnarounds, executive coaching, and team… more
- LPL Financial (Boston, MA)
- …model and the belief that Americans deserve access to personalized guidance from a financial advisor . At LPL, independence means that advisors have the freedom ... to transform and do things differently? If so, LPL Financial is the place for you!LPL Financial ...the principle that the firm should work for the advisor , and not the other way around. Today, LPL… more
- Fidelity Investments Inc. (Boston, MA)
- …in a distributed, matrixed, or otherwise complex organizational structure.* Prior Financial Advisor experience in a client-facing capacity.* A Bachelor's ... including enrollment, onboarding, and plan utilization to deliver greater financial wellness for participants.* Drive lifetime engagement in deep partnership… more
- Cigna (Boston, MA)
- …to support analysis and review of business development opportunities.Research and Financial Modeling - Manage complex research and analyses to drive business ... case development for key strategic focus areas. Handle the financial modeling of potential strategic decisions across brand incubation, acquisitions, licensing, etc.… more
- Hinshaw & Culbertson LLP (Boston, MA)
- Chief Financial Officer Location: Flexible and in any state where the firm has an office. Position overview: The Chief Financial Officer (CFO) leads and directs ... of the firm's finance and accounting groups to maximize financial performance while supporting the firm's strategic goals. The...the firm's Chief Operating Officer as a key business advisor and provides guidance and support. The CFO will… more
- Beacon Hill (Needham, MA)
- …items discussed.Coordinate all marketing events in conjunction with Director, Advisor Relations, and assurecoordination of in-office meetings.Sales SupportAssist in ... prepare mid-year andyear-end sales review materialsAdministrative SupportSchedule client and advisor appointments/calls for Producers and Director, Advisor … more
- Parenting Journey (Boston, MA)
- Madison Park Development Corporation Seeks Chief Financial Officer About Madison Park Development Corporation Founded in 1966 by residents as one of the first ... leadership and engagement, youth development, health equity and wellness, financial literacy, and arts and culture programming. MPDC's programs...needed to make informed decisions. Serve as a key advisor to the board of directors and attend and… more
- Commonwealth Financial Network (Waltham, MA)
- …thrive in an environment suited to their needs. On top of all that, the Advisor Digital Solutions department offers a hybrid work schedule, so you'll be able to work ... driving platform or product management, or related roles within the financial technology or similar industry Experience working in agile development environments… more
- RSM US LLP (Boston, MA)
- …and externally to develop sales opportunities. Establish yourself as a trusted advisor to clients, while managing their expectations. Manage multiple projects and ... and process, technology and infrastructure components. Experience with ERP, CRM, financial reporting, portal, accounting systems. Industry experience in one or more… more
- Third Sector New England (Boston, MA)
- …Sponsorship (FS) service supports more than 50 organizations, providing operational, financial and management support including human resources and legal guidance, ... emphasizing excellence in customer service, nonprofit operational support, and financial analysis.Build relationships, learning culture, and informed engagement across… more
- BDO USA, LLP (Boston, MA)
- …of business issues, trends and industry economics Identifies and discusses key financial and non- financial performance measures Demonstrates ease with client ... a public company. The final review of only the financial statements and MRC must be performed by an...provide review comments as appropriate Act as a Career Advisor to associates, senior associates, and managers as assigned… more
- Mainline Information Systems, Inc. (Boston, MA)
- …has now grown to over $1B in annual sales. We are a trusted advisor to enterprise and mid-market clients across the United States, providing technology solutions ... to implement the district-level sales strategy, drive revenue growth, and accomplish financial objectives. Education and/or Experience BS/BA, or 7+ years of related… more
- Circle (Boston, MA)
- Senior HR Business Partner (Eastern Time Zone)OverviewApplyCircle is a financial technology company at the epicenter of the emerging internet of money, where value ... with local labour laws and regulations.Act as a trusted advisor , providing guidance on all aspects of HR to...candidates.Circle is on a mission to create an inclusive financial future, with transparency at our core. We consider… more
- Verizon (Boston, MA)
- …long-term relationships with our customers, while maintaining a role of advisor /design authority within key accounts. From both commercial and technical standpoints, ... practical understanding of Knowledge Leadership Ability to define risk and financial impacts utilizing analytical-based models to support business decisions Highly… more
- CDM Smith (Boston, MA)
- …enables the company to maintain a world class workforce and meet its financial and business goals. Serves as the Corporate Secretary, as required.LeadershipServes as ... a trusted advisor and partner to the CEO and leadership team on all legal matters relevant to the company, including personnel, policies, procedures, rules and… more
- Aztec (Boston, MA)
- …in asset management landscape and how to best address today's advisor 's challengesAvailable for travel as needed (from 20-35%)Excellent communication skills to ... State Street Global Advisors has served the world's governments, institutions, and financial advisors for over four decades. With a rigorous, risk-aware approach… more
- myGwork - LGBTQ+ professionals & allies (Boston, MA)
- …and thought partner, coaching VP+ Executives and Senior Leaders, and act as a trusted advisor to the business. This role will be embedded with the business and will ... very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings… more
- New York State Association for Affordable Housing (Boston, MA)
- …mentality.Confident professional capable of developing a trusted advisor relationship with his/her internal stakeholders.Thoughtful problem solver, ... also is a values-based company that is grounded upon achieving financial results, fostering a team environment, ensuring the resident experience, maintaining… more
- Citizens (Hudson, NH)
- …and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and ... personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Thrivent Financial (Boston, MA)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
