7 advisor professional development program jobs found

The Faculty of Arts and Sciences (FAS) seeks a forward-looking and collaborative financial strategist to serve as its Chief Financial Officer (CFO). Stewarding a $1.8B+ operating budget at the academic core of Harvard, the CFO will play a defining role in shaping the overall FAS financial strategy at a time of significant change and transformation across higher education. Working closely with the FAS Dean and the Dean of Administration & Finance as a trusted advisor, the CFO will lead the development of a more integrated, data-driven financial model that uses finance not only to control costs, but to enable ambitious teaching and groundbreaking research. This is an opportunity to bring sophisticated financial insight, creativity, and rigor to a globally significant faculty, providing stability and clarity during leadership transitions and institutional renewal. For a seasoned financial leader who wants their expertise to directly advance knowledge, discovery, and student...

Location: 10 Broad Street - Westfield, Massachusetts 01085 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Job Summary: The Financial Analyst plays a vital role in enabling the Harvard Graduate School of Education (HGSE) to reach thousands of educators annually with the highest-quality professional programs in education (PPE). Reporting to the Director of Finance, the Financial Analyst has primary responsibility for developing, projecting, and reporting on budgets and financial plans, for both the department and its individual programs, representing $15 million revenue. As a key player in PPE, the Financial Analyst partners closely with leaders throughout the organization to analyze financial performance and identify opportunities to enhance PPE’s services. The Financial Analyst is a key advisor to financial and organizational strategy, acting with independent initiative and on the Director of Finance’s behalf as needed. Job-Specific Responsibilities: • Department Reporting and Projections : Closely monitor and analyze department operating results,  prepare monthly reports and...

TITLE: Compliance Senior Associate – Anti-Financial Crime (AFC) / Know Your Customer (KYC) LOCATION: Boston, MA   Bain Capital Overview With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build...

Job Summary: Supervise the day-to-day financial aid activities including reviewing and evaluating financial information submitted by applicants to determine aid award in accordance with established federal and university standards and guidelines. Job-Specific Responsibilities: Reporting to the Assistant Director of Financial Aid, counsel and advise a caseload of primarily graduate students on all aspects of financial aid, including budgeting, debt management, federal and private loan borrowing, and loan repayment. Responsible for program compliance with federal regulations. Communicate with students about federal regulations and institutional policies. Review financial aid applications and appeals; determine eligibility and need; award funds. Verify enrollment and academic standing, and disburse financial aid funds. Work with DCE program offices regarding degree requirements, satisfactory academic progress issues, and graduation. Review federal loan information through...

BAIN CAPITAL OVERVIEW With approximately $185 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and...