- AECOM (Chelmsford, MA)
- …Description** AECOM has an excellent career opportunity for a creative and talented Transaction Advisor to support implementation of the Partnership for Global ... rapid response basis for public and private sector-funded infrastructure projects globally. The Transaction Advisor will work closely with the Deputy Chief of… more
- JPMorgan Chase (Boston, MA)
- …wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- Leap (Boston, MA)
- …+ Sales Performance: Drive results by focusing on conversion rates, Units Per Transaction (UPT), Average Order Value (AOV), and return clients. + Excel in customer ... retention by delivering personalized experiences, leveraging effective networking, and maintaining exceptional Net Promoter Scores (NPS), fostering lasting relationships and loyalty. + Task Management: Demonstrate efficiency and reliability in completing tasks… more
- Cardinal Health (Boston, MA)
- …and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for ... transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred,… more
- Leap (Boston, MA)
- …+ Sales Performance: Drive results by focusing on conversion rates, Units Per Transaction (UPT), Average Unit Retail (AUR), and return clients. + Excel in customer ... retention by delivering personalized experiences, leveraging effective networking, and maintaining exceptional Net Promoter Scores (NPS), fostering lasting relationships and loyalty. + Task Management: Demonstrate efficiency and reliability in completing tasks… more
- JPMorgan Chase (Boston, MA)
- …a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and ... experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip.… more
- Deloitte (Boston, MA)
- …risks and helping ensure IT is a successful enabler for a pending M&A transaction . They will deliver complex client engagements that help refine the client's IT ... Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior...or specific software is a successful enabler for a transaction The Team Our M&A team offers expert guidance… more
- Raymond James Financial, Inc. (Boston, MA)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial ... Advisor expenses. + Creates reports to build more practice...manner. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate… more
- JPMorgan Chase (Boston, MA)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip. As ... trading teams to assess block allocations, step-outs, and rotations + Monitor transaction costs, slippage, and market impact; assess strategies for enhancement where… more
- KeyBank (Boston, MA)
- …Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the ... informed as to the real-time status of important matters. + Effective Transaction Management (experienced level) ◦ Able to effectively shepherd a transaction… more
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