Cyber Operations Advisor - Boston

We are seeking a proactive detail-oriented and highly adaptable professional to join our Boston team in a multi-disciplinary support role spanning office operations Advisor Broker assistance and junior marketing support. · This is an ideal opportunity for someone who enjoys varie ...

The Cyber Operations Advisor will perform recurring client business review sessions to articulate and represent Optiv Cyber Operations service delivery to the client, · The role requires a strong command of cyber operations technical and procedural concepts with an in-depth under ...

We are seeking a proactive, detail-oriented, and highly adaptable professional to join our Boston team in a multi-disciplinary support role spanning office operations, Advisor (Broker) assistance , and junior marketing support. · Support advisors with the preparation of client an ...

+Lensa does not hire directly for these jobs but promotes them on behalf of its clients. Finance oversees accounting, tax and financial plans of Cardinal Health. · +Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; · Create and schedule ...

This is a full-time, on-site role located in Greater Boston for a Paraplanner and Business Operations professional. The individual in this role will assist financial advisors in creating financial plans, prepare client-facing reports, analyze financial data, and collaborate with ...

A well-established Boston-based Registered Investment Advisor (RIA) seeks a motivated Client Service Associate to join its growing team. · Support Advisors by managing client communications and day-to-day service requests · Assist with portfolio administration and related operati ...

The Internal Wholesaler supports financial advisors by coordinating outreach delivering timely insights ensuring alignment with Voya's Broker-Dealer priorities. · Bachelor's degree required. · 3+ years of experience in financial services sales support or advisor engagement roles. ...

As a Lead Store Advisor you will drive sales performance mentor Store Advisors and maintain operational excellence. · ...

This role will assist financial advisors in creating financial plans prepare client-facing reports analyze financial data and collaborate with advisors on investment strategies. · Expertise in Financial Planning and a solid understanding of Investments · Strong Analytical and org ...

We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · ...

We are looking for an entrepreneurial professional to join our team as a Partner, · Lead complex projects and deliver on key targets across sites · Analyze data to identify trends, root causes and areas for improvement · ...

The OpportunityMassMutual Private Wealth is dedicated to delivering sophisticated investment strategies estate planning solutions and concierge-level services tailored to the unique needs of high-net-worth clients. · This role focuses on driving sales growth within an assigned te ...

+A well-established Registered Investment Advisor (RIA) in Boston is seeking a Client Service Associate to join its growing team. · +Support Advisors by managing client communications, inquiries, and day-to-day service requests · Assist with portfolio administration, account main ...

This role involves serving as a secondary chair in client meetings for administrative and service follow up. · Establish strong relationships with new and existing clients. · Highly involved in client interactions - engage with clients, solve client service issues... · ...

We are looking for an entrepreneurial and highly motivated professional to join our growing team as Associate Director of FP&A. This individual will assist with the analysis and preparation of key business drivers and financial results for Monomoy's Decision Support clients. · De ...

Wealth management firm seeking motivated driven individual to join team as Service Financial Advisor in close partnership with Founder/Wealth Management Advisor. · ...

We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · As a key member of our Client Success team, you will play a pivotal role in ensuring advisor satisfaction, retention, · and growth through innovative strategies t ...

Focus Partners Wealth seeks a Client Service Specialist to join its Boston-based team. The role involves working with wealth advisors to support and strengthen client relationships. · ...

We are seeking a Senior Registered Private Wealth Client Associate to join our Boston team. This role is ideal for an experienced, registered professional who takes pride in delivering exceptional client service and supporting Financial Advisors in a high-touch private wealth env ...

We will fight for everyone's opportunity for a better financial future. We believe every individual and every community deserves access to financial opportunities. ...