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Reposted 7 Hours AgoSaved
Hybrid
Waltham, MA, USA
82K-131K Annually
Senior level
82K-131K Annually
Senior level
Fintech • Financial Services
The Sr. Manager, Monitoring and Analytics will execute monitoring controls, develop analytics frameworks, and collaborate with various teams to ensure accurate reporting and issue resolution.
Top Skills: AlteryxPythonSQLTableau
Reposted 7 Hours AgoSaved
Hybrid
Boston, MA, USA
126K-176K Annually
Senior level
126K-176K Annually
Senior level
Fintech • Financial Services
The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.
Top Skills: Charitable Gift Planning
Reposted 5 Days AgoSaved
Hybrid
Waltham, MA, USA
48-53 Hourly
Senior level
48-53 Hourly
Senior level
Fintech • Financial Services
The Wealth Management Advisor will work with affluent clients to identify financial goals, analyze their landscape, and develop tailored recommendations. The role involves building relationships, communicating complex solutions, and achieving defined financial objectives while obtaining necessary licenses within 120 days.
Top Skills: Finra Series 7Series 63Series 65Series 66
6 Days AgoSaved
Hybrid
Waltham, MA, USA
75K-130K Annually
Senior level
75K-130K Annually
Senior level
Fintech • Financial Services
The Relationship Manager II deepens client relationships by identifying sales opportunities and leading integrated teams to drive client outcomes in retirement planning and investment solutions.
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