Vice President, Financial Advisor Jobs in Newton, MA

Lead the charge in facilitating complex financial due diligence for diverse transactions. Collaborate with stakeholders to analyze, report, and present critical financial insights while mentoring a ta...

Unlock your potential in a role focused on delivering top-notch retirement plan services. Collaborate with clients, ensure compliance, and tackle complex regulatory challenges while building lasting r...

Lead and manage client relationships, develop tailored tax strategies for high-net-worth individuals, oversee compliance, and drive business growth while mentoring a team of tax professionals to ensur...

Shape impactful tax strategies for high-net-worth clients, leading a dedicated team while ensuring compliance and fostering client relationships. Drive business growth through innovative planning and...

Elevate product strategy and innovation in retirement services by conducting market research, shaping client communications, and managing portfolios to ensure alignment with industry trends and regula...

Lead the charge in optimizing client experiences by developing deep insights into business needs, fostering relationships, and guiding service improvements across operations and technology, ensuring e...

Manage and grow our Management Liability portfolio by pursuing new business and renewing existing accounts. Build relationships with brokers, underwrite submissions, and ensure client satisfaction in...

Strategize and drive growth for high-impact healthcare accounts, managing a $5-7M portfolio. Lead cross-functional teams, deliver integrated campaigns, and foster executive relationships while shaping...

Transform the landscape of sustainable investing by providing strategic insights, engaging clients, and collaborating with internal teams to advance sustainable initiatives and solutions in line with...

Elevate sustainable investing strategies by engaging with clients and stakeholders, identifying trends, and driving initiatives that align with market opportunities and regulatory frameworks while enh...

Join our team to drive the design, implementation, and management of employee benefits programs, enhancing employee well-being while ensuring compliance and improving processes for optimal efficiency...

Shape the growth of our FinTech sales by engaging directly with senior finance leaders, driving pipeline generation, and closing upsell opportunities while collaborating across teams to develop scalab...

Join a dynamic finance team to oversee investment fund accounting and reporting for diverse real estate assets. Drive process improvements and support cross-functional teams with financial insights to...

Drive client relationships and support financial analysis, real estate due diligence, underwriting, and portfolio management. Collaborate with team members to deliver tailored solutions and enhance yo...

Lead strategic partner relationships within the NetSuite ecosystem, guiding enablement and co-sell efforts to maximize partner engagement and pipeline growth. Drive success through effective communica...

Support and optimize sustainable investment strategies through detailed company engagement, proxy analysis, and stewardship operations. Collaborate with various teams to drive impactful stewardship ac...

Join a dedicated team to shape tax strategies and provide excellent service, guiding clients through complex tax scenarios while leading a professional staff. Engage in diverse tax projects and foster...

Champion innovation in claims management by expertly handling Private and Non-Profit D&O claims. Assess coverage, guide litigation, and lead negotiations to deliver high-quality resolutions while coll...

Develop and implement a strategic roadmap for pooled plan products, collaborating across teams to identify market opportunities and ensure alignment on goals. Drive product enhancements that align wit...

Join a team that drives strategic business development and marketing efforts, enhancing client relationships and executing integrated plans. Collaborate globally to increase visibility, client satisfa...

Drive impactful sales strategies by building relationships across diverse customer bases and mastering mechanical joining methods, ensuring project success and maximizing sales opportunities through e...

Advance your career with a dynamic sales team, forging customer relationships and maximizing project delivery while mastering innovative mechanical solutions in the construction industry...

Accelerate business growth by building relationships with clients, mastering product expertise, and executing comprehensive project strategies to maximize sales impact in the construction industry for...

Partner with us to drive sales success by building relationships, mastering product knowledge, and executing project management in a dynamic construction environment while supporting customer needs an...

Drive client relationships in the mutual fund industry, ensuring satisfaction and asset growth through expert guidance and strategic recommendations. Collaborate across teams to enhance service offeri...