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Keywords: FINANCIAL ADVISOR, Location: Somerville, MA

Page: 10

Tax Senior Manager, Private Client Services

, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial... how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages...

Company: BDO
Location: Boston, MA
Posted Date: 22 Sep 2025
Salary: $146000 - 200000 per year

Tax Director | Global Information Reporting (Remote)

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide... is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial...

Company: Cbiz
Location: Boston, MA
Posted Date: 21 Sep 2025
Salary: $160000 per year

J.P. Morgan Wealth Management - Vice President - Supervisory Manager - Boston, MA

at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients... supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 21 Sep 2025

Tax Senior Manager, Private Client Services

, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial... how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages...

Company: BDO
Location: Boston, MA
Posted Date: 21 Sep 2025
Salary: $146000 - 200000 per year

Tax Senior Manager, Core Tax Services

how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages... beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition...

Company: BDO
Location: Boston, MA
Posted Date: 21 Sep 2025
Salary: $146000 - 200000 per year

Deputy Commissioner for Quality, Risk and Compliance

Unit, and the Data Analytics team. Serving as a senior advisor to the Commissioner and member of the Executive Leadership..., and regulatory compliance within a large organization. · Documented success in financial oversight, preferably including...

Posted Date: 20 Sep 2025

SENIOR PROGRAM COORDINATOR, Questrom School of Business, Undergraduate Programs

with institutional timelines. · Monitor and manage advisor appointment availability on the MyBU student platform. · Support... or escalation when necessary. Project & Fiscal Management (20%) · Manage day-to-day financial operations across four...

Location: Boston, MA
Posted Date: 20 Sep 2025

Senior Client Experience Event Program Manager, VP I - State Street Investment Management

’s client relationships to give our advisor clients the best chance for investment success. Key Responsibilities... of financial services event marketing experience Demonstrated track record of successfully navigating complex organizations...

Company: State Street
Location: Boston, MA
Posted Date: 20 Sep 2025
Salary: $110000 - 177500 per year

FP&A Senior Analyst - SaaS Experience Required

organization, including the CEO and CFO. You will maintain sophisticated financial models, uncover strategic insights through data... individual to grow within the FP&A function, while honing analytical, financial modeling, and interpersonal skills in a growing...

Company: Validity
Location: Boston, MA
Posted Date: 20 Sep 2025

Director Business Technology HR & IT - Remote

Advisor? Are you an experienced Technology leader interfacing between business and technology in a global environment.... Ensuring IT services meet the needs of the organization. Being the trusted advisor on behalf of IT meeting HR's strategy goals...

Company: Akamai
Location: Cambridge, MA
Posted Date: 20 Sep 2025

Sr. Account Manager

, and retain customers. Along the way, this individual will enjoy the opportunity to drive professional and financial growth. The...-level) clients as a trusted business advisor by leveraging the company’s research on emerging technologies and customer...

Company: Forrester
Location: Cambridge, MA
Posted Date: 19 Sep 2025
Salary: $83000 - 125000 per year

Audit Senior Associate | Alternative Investment Group

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide... is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial...

Company: Cbiz
Location: Boston, MA
Posted Date: 19 Sep 2025
Salary: $84000 - 110000 per year

Lead, Trade and Channel, Patient Services, Global Rare Diseases

as a thought-leader and trusted advisor on pipeline and inline product strategy by determining portfolio considerations... distribution strategies to serve short and long-term expectations while considering financial impacts and patient/customer...

Location: Boston, MA
Posted Date: 18 Sep 2025

Chief Technology Officer, EVP

The Chief Technology Officer (CTO) of a large, globally systemic financial institution holds a critical leadership...'s operations, innovation, and competitiveness in the global financial market. This executive-level role demands a blend of deep...

Company: State Street
Location: Boston, MA
Posted Date: 18 Sep 2025

Major Accounts District Manager (Upmarket)

ADP is hiring a Sales Representative, Major Accounts. Are you ready to control your financial future with unlimited... Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall...

Company: ADP
Location: Boston, MA
Posted Date: 18 Sep 2025

Asset Management - Firmwide Management Associate - Associate

financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip... to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 18 Sep 2025

Head of Enterprise Enablement Platforms

, usage, and cost efficiency through data-driven insights and automation Serve as a strategic advisor to senior leadership... initiatives Strong financial acumen with experience managing large-scale budgets Exceptional communication, stakeholder...

Company: MassMutual
Location: Boston, MA
Posted Date: 18 Sep 2025

Director, Quality Operations, Commercial Manufacturing – Cell & Gene Therapy

& Gene Audits. Act as a trusted advisor by providing compliance guidance through collaborative review and partnering... to meet our employees wherever they are in their career, financial, family and wellbeing journey while providing flexibility...

Location: Boston, MA
Posted Date: 18 Sep 2025

Client Solutions Associate - Boston, MA (June 2026)

, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet.... Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation...

Company: FactSet
Location: Boston, MA
Posted Date: 17 Sep 2025
Salary: $70000 - 76000 per year

Director, Global Value & Access Strategy (Early Pipeline Portfolio + GVAS Strategy & Operations)

and advisor to the GVAS VPs on a variety of strategic, operational, and organizational matters. The role reports to Sr. Director... offerings also include inclusive market-leading benefits to meet our employees wherever they are in their career, financial...

Location: Boston, MA
Posted Date: 17 Sep 2025