- 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
- JPMorgan Chase (Mattapan, MA)
- …relationship-building skills. This will be done with a consistent focus on relationship management , not portfolio management by demonstrating a deep ... meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management , you...Private Client Advisor in JP Morgan Wealth Management , you offer comprehensive financial planning and advice to… more
- Bank of America (Hingham, 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
- Humana (Boston, MA)
- …customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… 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
- 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
- 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
- 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
- KeyBank (Boston, MA)
- …PMA's help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit ... 1301 Avenue of the Americas, New York New York **Job Summary** The Portfolio Manager Analyst (PMA) provides relationship management support for assigned … 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
- Takeda Pharmaceuticals (Cambridge, MA)
- …ambassadorship. Join us as **Lead, Research & Development (R&D) and Portfolio Communications (Associate Director Level)** in our Cambridge, MA office. Summary ... The R&D and Portfolio Communications team leads communications for Takeda's pipeline and...and aligned across external and internal stakeholders. + **Crisis Management :** Establish and maintain a communications center of excellence… more
- Wolters Kluwer (Boston, 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
- 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)
- …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
- 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