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Keywords: FINANCIAL ADVISOR, Location: Somerville, MA

Page: 9

AVP/VP- Airport Commercial Services

advisor by contributing to thought leadership, presenting at conferences, and publishing industry insights. Project... Leadership Serve as Project Manager or Technical Lead on key assignments in commercial strategy, concessions planning, financial...

Company: Steer
Location: Boston, MA
Posted Date: 26 Sep 2025

Account Manager-Small Business Commercial

will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role... services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies...

Location: Boston, MA
Posted Date: 26 Sep 2025
Salary: $65000 - 85000 per year

Head of Defined Contribution (DC) Intermediary, Managing Director - State Street Investment Management

Coverage Group strategic priorities and financial goals. Manage, lead, and develop a high-performing team consisting.... Build and deepen strategic relationships with key decision-makers across DC aggregators, recordkeepers, and advisor...

Company: State Street
Location: Boston, MA
Posted Date: 25 Sep 2025

Audit Manager | 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: 25 Sep 2025
Salary: $120000 - 160000 per year

Private Wealth Associate

, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the... throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service...

Location: Boston, MA
Posted Date: 25 Sep 2025

Major Accounts District Manager

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: 25 Sep 2025

Distinguished Engineer

optimize business outcomes while driving towards strong technology solutions. You will operate as a trusted advisor... One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn...

Company: Capital One
Location: Cambridge, MA
Posted Date: 24 Sep 2025

Business Manager

will serve as a strategic partner and trusted advisor to the firm’s Chief Technology Officer to achieve business outcomes... while ensuring operational excellence. This role bridges the firm’s technology strategy with execution, financial stewardship, talent...

Location: Boston, MA
Posted Date: 24 Sep 2025

Solutions Engineer (pre-sales) - North America - Banking

Solution Engineering priorities across financial services industry vertical. Your influence will resonate in every facet... Directors to shape the opportunity strategy, qualify deals and influence account planning. Cultivate trust as the go-to advisor...

Company: Quantexa
Location: Boston, MA
Posted Date: 23 Sep 2025
Salary: $155000 - 176000 per year

Locum Physician (MD/DO) - Family Practice in Cape Cod, MA

onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide...

Company: LocumJobsOnline
Location: Boston, MA
Posted Date: 22 Sep 2025

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: 22 Sep 2025
Salary: $146000 - 200000 per year

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 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

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

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: 20 Sep 2025
Salary: $146000 - 200000 per year

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: 19 Sep 2025