- 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
- 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
- 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
- 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
- Bank of America (Peabody, 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
- Leidos (Framingham, MA)
- …people, and our community. Our Mission, Vision, and Values guide the way we do business . **If this sounds like the kind of environment where you can thrive, keep ... reading!** Leidos seeks an **Industrial Energy Advisor ** to both market and support energy-efficiency projects with large industrial businesses in the Massachusetts… 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
- 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
- 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
- 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
- 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
- Publicis Groupe (Needham, MA)
- …in industry CJI influencer campaigns and client satisfaction. As a Trusted Business Advisor to both brands and influencers, they are expected to ... are adding staff to our CJ Influence line of business . CJ Influence is a complete, end-to-end solution that...covers everything from discovery and management to tracking and analysis , providing a fully integrated approach. As the leader… more