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Keywords: Client Advisor, Location: Boston, MA

Page: 7

College Financial Representative, Internship Program

, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business.... With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...

Location: Boston, MA
Posted Date: 09 Dec 2024

College Financial Representative, Internship Program

, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business.... With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...

Location: Boston, MA
Posted Date: 09 Dec 2024

Director of Sales (Senior Living)

environment? Our Luxury Independent Community is hiring a Full-time Senior Advisor (Director of Sales). Here at EPOCH... Responsibilities The Senior Advisor is responsible for all aspects of internal and external sales and marketing of our Senior Living...

Posted Date: 08 Dec 2024

Senior Technical Support Engineer

by helping businesses around the globe adopt the marketplace model. To support the rapid growth of our international client base.... This is your opportunity to join a team that thrives on innovation, technical excellence, and a shared commitment to exceeding client...

Company: Mirakl
Location: Boston, MA
Posted Date: 08 Dec 2024

Technology Sales Engineer - Automation

their problems whilst delivering value to their business. Your primary responsibilities will include: Client Strategy Development...: Provide proof of concepts and simplifying technical concepts to ensure client comprehension. Building Credibility and Trust...

Company: IBM
Location: Cambridge, MA
Posted Date: 07 Dec 2024

VP, Innovation & New Service Strategy

solutions that solve for important advisor needs related to managing a practice and delivering value to their customers... materials from a wide variety of client materials, interviews, external sources, analytics, and data sources Leverage...

Company: LPL Financial
Location: Boston, MA
Posted Date: 07 Dec 2024

Mgr Assur AssetMgmt&PrivEqFunds

Services practice. This role is responsible for developing suggestions to improve client internal controls and accounting.... The Manager is charged with maintaining key client relationships and acting as the primary contact for clients regarding...

Company: BDO
Location: Boston, MA
Posted Date: 04 Dec 2024

Mgr Assur AssetMgmt&PrivEqFunds

Services practice. This role is responsible for developing suggestions to improve client internal controls and accounting.... The Manager is charged with maintaining key client relationships and acting as the primary contact for clients regarding...

Company: BDO
Location: Boston, MA
Posted Date: 04 Dec 2024

Business Development Manager - Health Care & Life Sciences Regulatory & Compliance

, materials, and client information. Acting as a trusted advisor to partners to scope, prepare for in-person meetings and pitches... existing client relationships via industry and practice group business development efforts and client teams to develop...

Company: Ropes & Gray LLP
Location: Boston, MA
Posted Date: 04 Dec 2024

REMOTE - Customer Service / Sales Support

Client Advisor - Remote Qualifications Coachable and willing to listen to and implement advice given from Mentors..., and uplines Follow applications through to approval working with both the client and the carriers Attend daily/weekly conference...

Company: Henrie Agency
Location: Boston, MA
Posted Date: 28 Nov 2024

Assurance Director

Identifies and discusses key financial and non-financial performance measures Demonstrates ease with client communications... also be, but not required to be, a Client Service Engagement Director. In this capacity, may sign audit review and compilation reports related to these...

Company: BDO
Location: Boston, MA
Posted Date: 27 Nov 2024

Assurance Director

Identifies and discusses key financial and non-financial performance measures Demonstrates ease with client communications... also be, but not required to be, a Client Service Engagement Director. In this capacity, may sign audit review and compilation reports related to these...

Company: BDO
Location: Boston, MA
Posted Date: 26 Nov 2024

2026 Summer Financial Analyst (Class of 2027) | Corporate Finance, Boston Technology

’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions, the... No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past...

Company: Houlihan Lokey
Location: Boston, MA
Posted Date: 24 Nov 2024

Account Director

clients in implementing business transformations and customer-obsessed strategies that will drive client growth in the age... of the customer. As a trusted advisor to business and technology C-suite leaders, you will build long-term relationships...

Company: Forrester
Location: Cambridge, MA
Posted Date: 24 Nov 2024

Middle Market Relationship Manager II - Professional Services

through cross-sell partners and acts as a trusted advisor to the client's executive management team. The Relationship... for active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin...

Company: Citizens Bank
Location: Boston, MA
Posted Date: 21 Nov 2024

Business Development Associate

advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial... in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial...

Company: LPL Financial
Location: Boston, MA
Posted Date: 21 Nov 2024
Salary: $25.24 - 42.07 per hour

Key Private Bank Senior Relationship Manager

Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing.... Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the...

Company: KeyBank
Location: Boston, MA
Posted Date: 20 Nov 2024

Intern - Desktop Support 2 Locations

technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the... Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See for patent information...

Posted Date: 20 Nov 2024

Assistant Project Manager - Owner's Rep - Cambridge MA

Our client is a leading Owner's Project Management (OPM) firm based in Cambridge, MA, specializing in tenant interiors... to Cambridge, MA. Our client is a leading Owner's Project Management (OPM) firm based in Cambridge, MA, specializing in tenant...

Company: Michael Page
Location: Cambridge, MA
Posted Date: 19 Nov 2024
Salary: $75000 per year

General Counsel and VP Legal

. Key advisor to main stakeholders: executives, leadership, management, and business teams on legal matters such as legal... issues and client requirements, input to pricing discussions, and obtain senior management input on timelines...

Company: Keolis
Location: Boston, MA
Posted Date: 16 Nov 2024