Vice President, Financial Advisor Jobs in Newton, MA

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...

Champion the integration of cybersecurity into business strategy, leading initiatives to effectively manage cyber risks. Provide strategic advisement to executives and oversee governance frameworks, f...

Transform the landscape of cybersecurity by leading strategic risk initiatives, advising senior leadership, and integrating security measures into business strategies. Drive enterprise-wide improvemen...

Lead the charge in developing and growing enterprise solutions through strategic sales of Multiple Employer plans. Engage with teams to educate, build relationships, and enhance product offerings in a...

Lead the end-to-end user experience for a new AI-driven wealth advisory platform. Drive product strategy, user discovery, and build a talented Product and UX team while ensuring exceptional product de...

Accelerate progress at our Financial Accounting Advisory team by leading engagements, developing staff, and enhancing client relationships. Play a key role in delivering high-quality advisory services...

Join a team that's shaping impactful marketing initiatives that elevate investment solutions. Collaborate on projects across multiple channels to enhance awareness, engagement, and customer acquisitio...

Join a team that's driving operational excellence and compliance across multiple branches. Lead recruitment, training, and mentoring for staff while ensuring alignment with policies and enhancing clie...

Empower clients by delivering tailored wealth management solutions while strategizing robust sales and marketing initiatives. Cultivate strong relationships to expand investment management presence an...

Innovate your career as a Senior Audit Strategist, leading complex risk reviews and managing teams to develop sustainable audit strategies across various business functions, while ensuring compliance...

Drive exceptional customer experience and sales growth by leading banking center operations, fostering community relations, and developing team potential to achieve strategic goals in a dynamic retail...

Transform your career by leveraging your financial expertise to build strong client relationships, offering tailored investment solutions while gaining mentorship and support to achieve exceptional pe...

Unlock potential by joining a dynamic team focused on building relationships with high-net-worth individuals, delivering tailored financial solutions and advancing your career through mentorship and d...

Analyze channel performance and drive data-driven decisions by building models, validating vendor claims, and proactively answering business questions to enhance offline and direct mail strategies...

Join a dynamic team as VP of Private Markets, leading client interactions, supervising staff, and managing financial reporting while enhancing operations and compliance. Your expertise will drive impa...

Accelerate progress at the forefront of private markets, overseeing accounting teams, managing complex client relationships, and delivering precise financial reporting while ensuring compliance and op...

Shape the future of ETF Servicing by driving sales initiatives, managing client relationships, and collaborating with global teams to enhance service offerings and market awareness in the US...

Collaborate with internal teams to provide legal guidance on investment management, ensuring compliance with regulations. Draft SEC filings and assist in contract negotiations while supporting board m...

Contribute to impactful trade solutions by guiding clients on customs regulations, developing comprehensive project plans, and offering expert analysis to navigate complex import/export challenges whi...

Optimize the bank's security landscape by designing, implementing, and managing a comprehensive information security program, focusing on risk assessment, compliance, and incident response to safeguar...

Lead the charge in analytics and strategy, leveraging AI to drive product decisions and growth. Collaborate with cross-functional teams and shape high-impact initiatives based on deep customer insight...

Join a dynamic team to build AI-driven solutions enhancing investment management workflows. Leverage advanced technologies to develop scalable systems, ensuring performance and security while collabor...

Partner with us to lead legal initiatives for capital markets strategies, advising cross-functional teams on financing transactions while ensuring compliance with securities and lending laws, all with...

Support the Investment team by transforming complex strategies into client-ready materials. Manage proposals from drafting to submission, fostering collaboration across departments to enhance business...