Wealth Management Advisor Jobs in Needham, MA

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Champion the growth of key academic accounts by managing sales activities, coordinating resources, and fostering collaboration across teams to achieve long-term revenue success in the education techno...

Grow your career with us by managing SBA and commercial loan portfolios. You’ll design tailored workout strategies to minimize losses, improve asset quality, and collaborate with stakeholders for effe...

Lead the charge in driving operational strategy and execution for Customer Support, fostering cross-functional collaboration, and enhancing efficiency through innovative tooling and unified processes...

Unlock the full potential of the Alpha Data Platform by leading end-to-end implementations. Engage with clients and internal teams to drive solutions and enhancements, managing resources while ensurin...

Lead strategic initiatives by analyzing market trends and enhancing client performance. Guide teams to deliver impactful solutions, optimizing growth and operations while mentoring junior staff to fos...

Join a team that's shaping change risk management capabilities by developing governance programs and enhancing oversight across strategic initiatives while collaborating with cross-functional teams to...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Drive strategic executive support for a CFO, enhancing operational efficiency and leadership communication. Manage complex calendars, coordinate high-stakes meetings, and streamline logistics for crit...

Take ownership of underwriting strategies and drive profitable growth through innovative approaches to managing agents and brokers across various product lines, demonstrating exceptional risk analysis...

Advance the asset-based loan origination portfolio while managing client relationships and supporting Senior Originators in acquiring new business. Collaborate across teams to develop effective pitch...

Empower your career with a challenging CPA role focused on tax planning and complex partnership structures for high-net-worth clients in real estate. Gain extensive experience while proactively addres...

Develop cutting-edge solutions for the ETF platform, enhancing workflows and architecture while collaborating with global teams to deliver high-performance data engineering and application services in...

Shape the future of life sciences underwriting by evaluating risks and securing profitable business. Drive market growth through strategic broker relationships and utilize technical skills while colla...

Shape the future of client financial success by providing tailored planning and integrated solutions. Collaborate in a technology-driven environment to support diverse client needs across planning, in...

The Field Sales Manager will lead sales initiatives within the Automotive Collision Industry, managing a team of sales representatives while engaging directly with clients to enhance their estimating...

Lead the charge in evolving strategic lending partnerships that enhance our banking infrastructure. Collaborate cross-functionally to translate complex partner needs into actionable plans while ensuri...

Drive strategic initiatives and orchestrate cross-functional alignment to enhance operational effectiveness across technology infrastructure services, including governance and program management for o...

Join a team that's redefining software solutions in finance. As a senior developer, you'll design and implement software for Fixed Income and derivatives, tackling complex problems with innovative tec...

Join a team that's transforming financial technology solutions through the development of advanced software enhancements. As a senior developer, you'll engage in innovative back-end and front-end desi...

Unlock potential by quantifying and delivering customer value through strategic insights, data-driven analyses, and collaborative engagement with sales teams to drive advocacy and growth in a fast-pac...

Transform client experiences by expertly managing production of Charles River IMS solutions. Collaborate on performance tuning, upgrades, and operational support to ensure seamless integration for fin...

Champion impactful actuarial consulting by leading complex client engagements, fostering relationships, and driving growth through innovative AI-driven solutions while mentoring teams and enhancing de...

Lead the accounting team in ensuring compliance, operational excellence, and accurate financial reporting for global services. Drive process improvements and talent management while supporting strateg...

Drive successful client relationships by managing fintech partnerships. Oversee onboarding, provide support, ensure effective communication, and track program milestones, enhancing stakeholder experie...