5 relationship manager jobs found in Cambridge

Reporting to the Director of Client Support Services, the AI Enablement Lead oversees key enterprise client productivity tools that incorporate generative AI capabilities, including ChatGPT, Anthropic, and similar platforms. This role is accountable for ensuring these tools are delivered and accessed securely, sustainably, and in alignment with institutional priorities.  Working in partnership with other Harvard AI service owners and cross-university stakeholders, the AI Enablement Lead helps coordinate a cohesive approach to the adoption of AI-enabled client productivity tools across Harvard. The role blends service governance, operational oversight, financial stewardship, and stakeholder engagement to support responsible and effective use of these tools.  The AI Enablement Lead also evaluates emerging AI-enabled tools and capabilities and collaborates with partners to pilot and operationalize new services that can scale across the University. As these technologies evolve, this...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

HUIT (Harvard University Information Technology) Finance is seeking a detail-oriented and experienced Financial Analyst with experience in budgets, financial modeling and multi-year project management to join our dynamic team. The ideal candidate will act as a key liaison between Finance and other business units, providing financial insights, analysis, and support to drive informed decision-making. They will play a crucial role in overseeing financial aspects related to operating and sponsored billing projects.   Job-Specific Responsibilities: Budgeting and Forecasting:   In coordination with the Director, drive the creation and execution of annual budgets, forecasts, and long-term financial plans. Help in development and implementation of strategies for budgeting; forecasting, modeling & projecting; identifying & explaining variances; financial reporting; internal controls; expense reductions; cost containment; and revenue enhancements.  Develop and provide...

The Director of Financial Process Transformation leads enterprise-wide initiatives to simplify, standardize, and modernize financial operations across the University. Reporting to the Office of the Controller, with a dotted-line relationship to Office of Finance and Administration, this role operates across Financial Administration (FAD) and partners with school and central finance leadership to drive transformation priorities. The Director sets direction, aligns stakeholders, and ensures the successful delivery of high-impact initiatives that span organizational boundaries. The Director brings a structured, outcomes-driven approach to redesigning financial processes - reducing complexity, improving cycle times, strengthening compliance, and minimizing administrative burden. Success in this role requires the ability to influence and align senior stakeholders in a decentralized environment, along with a track record of leading large-scale change from concept through...