- Amazon (Boston, MA)
- …and business value analysis - Develop C-level engagement strategies, executive narratives, ROI investment justifications, deal structures, solution ... strategies and helping prioritize strategic pursuits - Directly engage with customer executive teams, helping articulate the strategic and financial benefit of… more
- Vanguard (Boston, MA)
- …entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as ... exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset...investment advisors, and insurance companies, both at an advisor 's and home office level. Vanguard is currently best… more
- JPMorgan Chase (Boston, MA)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 160 financial advisor firms with $46 billion in assets (and counting) are using ... and TAMPs) **Preferred qualifications, skills and capabilities:** + Successfully sold wealth/ financial technology and investment solutions across the wealth… more
- World Insurance Associates, LLC. (Boston, MA)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- World Insurance Associates, LLC. (Halifax, MA)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...be willing to become each client's trusted risk management advisor and bring the entire World platform to each… more
- Paychex (Boston, MA)
- …+ Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your time: From paid… more
- Beth Israel Lahey Health (Charlestown, MA)
- …Description:** **Essential Duties & Responsibilities** including but not limited to: **Strategic Financial Leadership:** Serves as the principal advisor on all ... in executive forums. **Operational Oversight:** Leads and manages the financial functions of the hospital, including financial reporting, budgeting,… more
- Bank of America (Wellesley Hills, MA)
- …when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …of the executive leadership team on budgetary planning and enterprise investment priorities. Key accountabilities for the role include: + Define and drive the ... teams, while also serving as a trusted advisor to the CEO and other members...ensure compliance with regulations and organizational goals. + Elevate financial reporting and communications to support transparency, executive… more
- RTX Corporation (Tewksbury, MA)
- …accelerate alignment with funded needs + Stakeholder Collaboration + Act as a key advisor to the AT executive team and government relations personnel + ... defense budget artifacts, funding sources, and strategic guidance with internal investment strategies and external opportunity pipelines. This role is critical to… more