2 wealth planner jobs found in Cambridge

The Project Manager partners with HUHS senior leaders to support strategic and operational priorities. This role brings structure, coordination, and accountability to complex organizational projects by working with leaders and teams to define problems, clarify goals, and develop practical solutions. Using data, staff input, and Lean-based improvement methods, the role helps teams test, evaluate, and refine approaches for various projects from initiation through completion and maintains clear plans, timelines, and measures of success. This role also builds project management capacity by coaching project owners and team members in effective tools and practices. Job-Specific Responsibilities: Manages multiple cross-functional projects aligned with HUHS strategic and operational priorities, using a consistent project lifecycle from initiation through closeout. Partners with executive sponsors, process owners, and managers to define project purpose, scope, outcomes,...

Reporting to the Associate Director, CRM Consulting Services, the Salesforce Administrator supports the service delivery of a fast-growing university-wide internal CRM consulting service. This is an excellent opportunity to hone and expand Salesforce administration skills while working for multiple internal customers with multiple Salesforce orgs, all using the platform in different ways. The Salesforce Administrator will be responsible for fielding requests from these customers, working with the team's Business Analyst, the Associate Director, and other team members to design solutions, implementing those solutions according to team best practices, and then working with customers to measure impact and success. Along with internal and external Business Analysts and Project Managers, the Salesforce Administrator will be a primary point of contact for the ongoing support and system enhancement needs of the Consulting Service's customers. As such this position requires the ability to...