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Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
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I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client/ Portfolio Associate. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
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Bachelor’s degree and ten (10) years' financial services industry experience with significant experience in senior level roles in broker dealer compliance or in lieu of degree a combined minimum of 14 years higher education and/or work experience including 10 years’ financial services industry experience with significant experience in senior level roles in broker dealer compliance.
$229,962.03 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Job Description Client Engagement Manager Locations : New York, NY | Waltham, MA | Hybrid Get To Know The Team: The CEM is an integral role within the Global Deal Services Intralinks organization, nested within the larger Global Technical Sales organization.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite. This position, located in the Boston, MA office, will support the valuation and financial reporting of two of Global Atlantic’s fast growing lines of business: Pension Risk Transfer (PRT) and Flow Reinsurance.
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Assist with data collection and documentation that is reported to the New England Donor Services (NEDS) & the United Network for Organ Sharing (UNOS). The transplant coordinator works in close collaboration with advanced heart failure cardiologists, cardiac surgeons, social workers, pharmacists, financial coordinators, psychiatrists, etc.
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2+ years demonstrated track record of working within Client Success (B2B, SaaS experience preferred). We need an experienced Client Success Manager (CSM) with a consultative approach, a successful track record of client satisfaction, and a growth mindset of proactively managing a portfolio of clients with medium to large workforces.
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Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. We invite you to help redefine the future of financial services.
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Further strengthen public speaking skills by presenting an MFS sales pitch among your peers and management for evaluation and constructive criticismWHAT WE ARE LOOKING FORSeeking students with a strong interest in financial services, ideally in sales and marketing.
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This role is perfect for a leader who thrives in a fast-paced, multi-tenant SaaS environment and is passionate about leveraging React, JavaScript, TypeScript, Node.js , and Azure/AWS to build world-class solutions that will directly impact the effectiveness of local and state governments.
$230,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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SaaS and IaaS: Amazon Web Services, Microsoft Azure, Salesforce cloud, Snowflake, Tableau, MuleSoft. SaaS and IaaS: Amazon Web Services, Microsoft Azure, Salesforce cloud, Snowflake, Tableau, MuleSoft.
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FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength.
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15+ years in financial services, either in front office, middle office, capital markets, trading, operations and/or client service. From technology to product innovation we're making our mark on the financial services industry.
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LEI is a global economic, financial, and strategic advisory professional services firm specializing in energy, water, and infrastructure. Working within an interdisciplinary team conducting applied research and providing consulting services in support of both domestic and international engagements.
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saas financial services client jobs Title: sr in Boston, MA
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