- Highmark Health (Boston, MA)
- …with cross functional team members on client-level quotes and function as a trusted adviser by providing financial and risk management support to sales as well ... ends. Actively work with Sales team to manage portfolio of clients towards financial and business targets, eg membership, revenue, margin, etc. + Proactively draw… more
- Ensono (Boston, MA)
- Senior Sales Executive -Must have Financial Services sales- Eastern or Central United States location preferredRemote - United StatesJR011502 At Ensono, our ... outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our… more
- Wellington (Boston, MA)
- …seeking a compliance professional primarily to manage the firm's financial crime-related screening program ("Screening Program") and providing compliance support ... providers, employees and portfolio investments for sanctions, PEPs and financial crime related negative media. The role will also...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Boston University (Boston, MA)
- …navigate the complex processes of college admissions, matriculation and securing financial aid. **Position Overview:** BU PATH seeks to select recent Boston-area ... tuition remission. _Essential Functions:_ + Provide one-on-one admissions and financial aid assistance to students and families. + Organize...if mutually agreed upon by program staff and the adviser . + Location: Each adviser will be… more
- Wellington (Boston, MA)
- …track record of creating and executing successful video campaigns targeting financial advisors, distribution partners, and related audiences. The Video Producer ... teams to develop, produce and edit videos, transforming complex financial concepts into clear and captivating visual content for...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Wellington (Boston, MA)
- …is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers ... or systems analysis experience in trading, investment management, or financial services environment . Or a bachelor's degree in...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Wellington (Boston, MA)
- …external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include: + ... robust sales pipeline growth + Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support + Work… more
- Grant Thornton (Boston, MA)
- …business combinations, carve-outs and initial public offerings + Preparation of financial statements and SEC filings including 10-Ks, 10-Qs, 8-Ks and preparation ... of pro-forma financial views + Assisting clients in getting ready for...order to be a proactive problem solver and sought-after adviser to clients and colleagues + Training and supervising… more
- Wellington (Boston, MA)
- …of Wellington Management investment strategies in interactions with clients, financial advisors, and distribution firm gatekeepers. Wellington offers flexibility in ... and sales leaders at Wellington's sub-advisory clients as well as financial advisors and gatekeepers. The settings for presentations will include national… more
- Ensono (Boston, MA)
- …outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our ... Ability to work in a fast-paced matrixed environment. + Strong project financial management experience including financial forecasting and ability to demonstrate… more