Financial Advisor Jobs in Needham, MA

Elevate your career by driving growth in the Alternatives investment market. Collaborate with cross-functional teams to analyze and deliver insights that empower financial professionals and enhance cl...

Accelerate your career by leading valuation projects, mentoring junior staff, and engaging with top-tier clients in a dynamic consulting environment focused on financial analysis and high-quality deli...

Drive commercial legal strategies by overseeing contract negotiations, fostering collaboration across teams, and enhancing processes to align business objectives with legal agreements. Lead projects t...

Deliver exceptional client service and operational excellence by leading a high-performing team to ensure timely resolution of service issues, drive client satisfaction, and champion innovative soluti...

Manage the global client service experience with accountability for quality, operational stability, and effective senior client relationships. Lead a team of SMEs to drive performance against KPIs and...

Drive growth by expanding key Financial Services accounts through strategic relationship management, while collaborating with internal teams to enhance adoption of the platform across various business...

Join a team that's redefining fund accounting for hedge funds. Lead client services, manage audits, and enhance operations while mentoring a dynamic team and contributing to innovative financial solut...

Inspire impactful decisions at the intersection of data and strategy, driving growth and innovation across core business areas while collaborating closely with leadership to turn insights into actions...

Unlock potential by delivering tailored financial planning and benefits optimization for top executives. Collaborate closely with the Executive Planner to enhance client satisfaction and financial out...

Deliver precise trade operations support by ensuring accurate trade confirmations and settlements. Engage with stakeholders and enhance process efficiency while adhering to compliance and risk managem...

Drive new business growth by developing relationships with C-level executives and managing sales pipelines across North America, leveraging Data, Analytics, and AI solutions for innovative customer en...

Empower growth by contributing hands-on to AI projects and managing program delivery across multiple portfolio companies. Integrate technology with operational excellence to drive measurable business...

Lead the charge in transforming customer management through data-driven strategies, blending analytics and operations expertise to enhance customer experience and drive impactful business outcomes...

Transform business insights into strategic actions, collaborating with leaders to optimize performance in a dynamic environment. Drive measurable outcomes through effective project management and data...

Transform financial operations by supervising staff, managing client relationships, and overseeing complex fund accounting processes while ensuring timely delivery and maintaining high standards of ac...

Join a team that's driving growth by identifying key opportunities and leading cross-functional initiatives across Marketing, Product, Sales, and Engineering, ensuring teams execute with clarity to ma...

Lead strategic advisory initiatives in capital markets and accounting, guiding clients through complex financial transactions and reporting. Drive business growth, mentor future leaders, and promote a...

Join a team that's improving life sciences by delivering strategic insights across diverse projects. Lead analysis, mentor junior staff, and create impactful client materials while working on multiple...

Drive excellence in fund accounting by supervising staff, managing client relationships, and ensuring timely financial reporting, audits, and fee calculations in a dynamic environment. Lead with criti...

Transform your career by leading fund accounting operations. Oversee staff, manage client relationships, and ensure financial accuracy while navigating a fast-paced, high-pressure environment. Join us...

Lead the Fund Accounting & Administration team by managing workflows, client relations, and financial reviews. Drive excellence in financial oversight and team leadership within a dynamic, deadline-dr...

Manage client relationships and lead a dedicated team in Fund Accounting. Oversee financial reviews and audits while adapting to deadlines. Leverage strong communication skills in a fast-paced investm...

Take ownership of fund accounting functions within a dynamic team, managing client relationships and internal workflows, while ensuring high-quality deliverables within tight deadlines. Help drive inv...

Join a dynamic team to supervise fund accounting and enhance client relationships in delivering administrative solutions for private equity and hedge fund investment services...

Shape the future of fund services by leading a dedicated team in delivering administrative solutions for private equity and hedge fund products. Collaborate cross-functionally to ensure accurate finan...