Vice President, Financial Advisor Jobs in Newton, MA

Lead hedge fund accounting and financial reporting operations, overseeing monthly closings and ensuring integrity in financial records. Collaborate with stakeholders in a fast-paced environment to enh...

Transform community lending by advancing small business access to capital, driving a high-quality pipeline of diverse borrowers, and leading credit analysis efforts to empower underserved entrepreneur...

Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...

Shape innovative financing solutions by developing new business relationships, negotiating complex loans, and enhancing customer experiences in the tech sector. Drive growth while ensuring compliance...

Engage with clients to enhance financial service operations by leveraging advanced expertise in mutual funds and alternative products. Collaborate across teams to optimize processes and ensure custome...

Join a dynamic team, driving excellence in financial services operations. Leverage your expertise in mutual funds and alternative investments to foster client relationships, streamline processes, and...

Advance operational finance by leveraging expertise in mutual funds and complex investments to lead client interactions, drive innovative solutions, and mentor team members in a collaborative, dynamic...

Transform client relationships into growth opportunities as you drive consultative sales cycles for top firms. Collaborate with cross-functional teams to implement strategies, achieve quota, and expan...

Accelerate progress at the forefront of performance solutions and analytics, driving impactful client transformations. Collaborate with diverse stakeholders to streamline product delivery, ensuring co...

Drive transformational change by managing a national enterprise SaaS account portfolio. Engage deeply with customers in the CX and Contact Center industries to optimize performance through AI and ML t...

Engage with clients to design and manage tailored investment portfolios, ensuring effective communication and collaboration within a dynamic team. Take charge of building strategic financial goals and...

Lead comprehensive equity research in a high-ownership, high-accountability role supporting small-cap investment strategies and making data-driven stock selection decisions...

Lead the development of a global financial crimes compliance program, acting as the primary expert on AML, sanctions, and fraud management. Collaborate with teams to implement risk-based strategies th...

Lead a team of underwriters in managing regional broker relationships, ensuring underwriting excellence while achieving profitability and production goals. Collaborate across US offices to drive conti...

Join a team that's dedicated to enhancing client engagement and driving strategic commercial initiatives. As a key player, you will collaborate with senior leaders to deepen relationships and contribu...

Lead impactful finance initiatives for private equity-backed firms, guiding strategic financial planning, stabilizing accounting operations, and driving systems transformation during key transitional...

Engineer financial systems excellence by optimizing NetSuite and integrations. Elevate finance workflows while collaborating with cross-functional teams to support scalability and automated processes...

Unlock insights as you bridge business needs with technology, enhancing commercial insurance solutions. Collaborate, analyze, and support projects to drive quality, ensure alignment, and facilitate co...

Accelerate progress at our firm by executing equity trades, collaborating with portfolio managers, and analyzing market data to enhance investments and drive client success in a dynamic trading enviro...

Unlock potential by driving growth in financial wellness solutions through strategic client engagement and relationship management. Collaborate with internal teams to deliver innovative services that...

Drive the evolution and support of a critical analytics platform, partnering with teams to ensure top-tier instrument pricing, analytics, and performance attribution capabilities. Leverage your extens...

Drive compliance excellence as you develop KYC standards globally, enhance automation, and partner with business units to navigate regulatory changes in a dynamic financial landscape...

Collaborate with our team to lead strategic FP&A engagements and finance transformations, advising clients on budgeting, forecasting, and management reporting while driving business development and cl...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Transform legal operations by integrating advanced technology and data analytics, enhancing efficiency and insights across departments to drive better contract lifecycle management and support Legal t...