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Reposted 9 Days AgoSaved
In-Office or Remote
Newton, MA, USA
60K-100K Annually
Senior level
60K-100K Annually
Senior level
Financial Services
The Investment Analyst develops and maintains oversight programs, provides analytic support to the Investment Committee, and ensures compliance with investment policies, among other responsibilities.
Top Skills: ExcelPowerPointWord
Reposted 9 Days AgoSaved
In-Office
5 Locations
80K-100K Annually
Senior level
80K-100K Annually
Senior level
Financial Services
The Content Specialist will develop and execute marketing content across various channels focusing on user experience and business objectives. Responsibilities include managing communications, crafting messaging, and utilizing AI tools to enhance engagement.
Top Skills: Ai Copywriting ToolsContent Management Systems (Cms)Excel)Microsoft Office Suite (WordPowerPoint
10 Days AgoSaved
In-Office
8 Locations
Senior level
Senior level
Financial Services
Manage the onboarding process for retirement plans, ensuring seamless transitions from sales to go-live while optimizing client and advisor engagements.
Top Skills: IncontactMicrosoft Office SuiteRecordkeeping PlatformsSalesforce
Reposted 24 Days AgoSaved
In-Office
2 Locations
43K-88K Annually
Mid level
43K-88K Annually
Mid level
Financial Services
The Technical Lead will manage document processes for retirement plans, ensuring timely delivery and identifying automation opportunities. Responsibilities include training, project management, process improvement, and risk escalation while maintaining data confidentiality.
Top Skills: MsofficeVisio
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