- CSL Behring (Waltham, MA)
- **Position Title:** Senior Manager, Corporate & External Affairs, R&D Portfolio **Position Purpose:** The Senior Manager, Corporate and External Affairs, R&D ... Portfolio will execute the corporate and external affairs strategy...and clinical trials. They will manage issues and crisis management related to pipeline. In addition, they will develop… more
- Cardinal Health (Boston, MA)
- …results, increase market share and exceed customer expectations. **_Job Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a ... **_What Category Management contributes to Cardinal Health_** Marketing is responsible...product promotions, designs planograms, and tracks product changes. The Advisor manages product categories that are low volume and/or… more
- JPMorgan Chase (Boston, MA)
- …relationship-building skills. This will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a deep ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to… more
- Bank of America (Marlborough, MA)
- … Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive ... portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to...Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement: High School Diploma… more
- JPMorgan Chase (Boston, MA)
- …As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you will be responsible for the day-to-day oversight of ... growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting)...Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax- management outcomes. + Develop… more
- KeyBank (Boston, MA)
- …Cleveland Ohio COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible for performing financial ... other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk… more
- UMB Bank (Boston, MA)
- …a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor... generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being… more
- JPMorgan Chase (Boston, MA)
- …that has firmwide impact. **Job responsibilities:** + Own the AI in Operations portfolio management process end to end including the intake process, ... and workflow process, and metrics and reporting + Advance and mature the portfolio management process including driving the future direction, strategy, design,… more
- TD Bank (Shrewsbury, MA)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to… more
- Insight Global (Shrewsbury, MA)
- Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial ... planning guidance & selling investment management solutions. A FA will need to leverage their...an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and… more
- Leap (Boston, MA)
- …will have the unique opportunity to support other brands in our portfolio through new store openings, activations, and coverage needs. Familiarity with emerging ... Promoter Scores (NPS), fostering lasting relationships and loyalty. + Task Management : Demonstrate efficiency and reliability in completing tasks accurately and on… more
- Lilly (Boston, MA)
- …bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities through philanthropy and ... for ADME studies to support preclinical and clinical development of the Lilly portfolio + Design and implement hypothesis driven studies to answer ADME, PK/PD and… more
- Wolters Kluwer (Waltham, MA)
- …services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers ... here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq) **What We Offer: ** The **Senior Content Management Analyst - Tax Compliance** role offers growth potential… more
- JPMorgan Chase (Boston, MA)
- … portfolio implementation, or investment operations, ideally within asset management . + Strong understanding of equity, fixed income, and/or derivative market ... finance and technology-and at the cutting edge of wealth management . We've been making rapid progress on our mission:...breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting)… more
- JPMorgan Chase (Boston, MA)
- **Job Description** Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and ... technology-and at the cutting- edge of wealth management . We've been making rapid progress on our mission:...growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and… more
- Boston University (Boston, MA)
- **ASSOCIATE DIRECTOR, STEWARDSHIP PROJECT MANAGEMENT , Development & Alumni Relations, Donor** **Job Description** **ASSOCIATE DIRECTOR, STEWARDSHIP PROJECT ... MANAGEMENT , Development & Alumni Relations, Donor** **Category** Charles River...winter; impact in spring/summer) as well as our growing portfolio of ad hoc/off-cycle donor reporting requests. The Associate… more
- EPAM Systems (Boston, MA)
- …new revenue avenues, continuously realigning with market evolutions + Oversee financial management of the portfolio to assure sustained growth and profitability ... We are hiring a seasoned **Director of Account Management ** , an individual who brings a rich...+ Client Engagement + Establish yourself as a trusted advisor to clients, delving deep into their business environments… more
- Santander US (Boston, MA)
- …analytics platforms (eg, Morningstar Direct, Bloomberg, FactSet). + Experience supporting advisor -led and/or discretionary portfolio management models. ... business. This role oversees asset allocation, investment research, portfolio construction, product due diligence, and advisor ...preferred. + 12+ years of experience in investment strategy, portfolio management , or wealth management … more
- EPAM Systems (Boston, MA)
- …**Responsibilities** + Serve as the strategic Account Director for a portfolio of key Consumer & Services accounts, owning senior relationships, revenue, ... excellence, client satisfaction, and multi-year growth + Act as a trusted advisor at the intersection of business, customer, and technology, bringing forward… more
- JPMorgan Chase (Boston, MA)
- …team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered ... to achieve the 55ip's asset (AUM) ramping goals + Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and… more
