- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- M&T Bank (Boston, MA)
- …other planning specialists to identify, evaluate, implement, and administer wealth management strategies, tactics and solutions. Serves as subject matter expert ... advanced knowledge of estate, trust, tax, philanthropic, family governance, multigenerational planning and other wealth management disciplines to deepen and… more
- Manulife (Boston, MA)
- …team that makes a difference and helps shape the future at Manulife. Senior Director's key responsibilities include planning , organizing, and assigning audit ... enhance risk control and organizational resilience. We deliver insightful reports to senior management and the Board, reinforcing our commitment to excellence and… more
- Sonos (Boston, MA)
- …to deliver actionable insights and analysis to our most senior leaders. We lead the FP&A organization in planning , forecasting and reporting by designing the ... ultimate home music experience Additionally, this person will: + Lead the Core OpEx team in the consolidation and...other retail). + Experience with Anaplan or other financial planning software. + Experience with SAP S/4HANA or Analytics… more
- Sonos (Boston, MA)
- …everyone feels included and empowered to do the best work of their lives. The Senior Manager, Product Finance will act as a key business partner to the Product ... financial analysis and insights to Product Leadership as well as other senior leaders, guiding strategic decisions and driving impactful outcomes across all… more
- S&P Global (Boston, MA)
- …(for internal use):** 08 **Networks and Regulatory Solutions** **The** **Role:** Senior Counterparty Analyst **The Team:** The S&P Networks group offers ... teams and third-party vendors. + Prepare project trackers and lead client meetings to provide updates on team progress,...be able to work collaboratively with team members, both senior and junior. + Proficient in Microsoft Office Suite.… more
- S&P Global (Andover, MA)
- …and understanding of complex deal mechanics. **The Impact:** We are seeking a motivated Senior Operations Specialist to lead a team within the Agent Services ... to help further the Agent Services product offering + Lead the team and provide support to junior team...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citizens (Westwood, MA)
- …Banking Risk Management has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - Trust Fiduciary businesses ... full Trust client lifecycle. As the First Line Risk Senior Manager, you will represent the first line of...risk strategies and provide suggestion for remediation. You will lead change control efforts to ensure impacts are appropriately… more
- S&P Global (Boston, MA)
- …defaults, supplier risk, and macroeconomic uncertainty. Our solutions help senior finance, treasury, and procurement leaders evaluate counterparty creditworthiness, ... scorecards, ratings, workflow automation) as essential to client workflows. + Lead high-impact client conversations by diagnosing challenges, framing ROI, and… more
- Manulife (Boston, MA)
- …maintain open communication and lead the remediation testing of issues. + Lead various SOX processes, facilitate SOX planning , and provide oversight during ... across all four Segments, ensuring our risk mitigation practices in Insurance, Wealth & Assets Management, Bank, and Group Functions meet business, strategic and… more
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