2 wealth management client associate jobs found in Wellesley, MA

Harvard Capital Projects (HCP) is an internal resource for the Harvard community providing project management services across the entire campus. HCP works collaboratively with a variety of Harvard Schools and Departments, providing project management services for a variety of campus renewal, campus growth, and development and undergraduate house renewal projects. HCP prides itself on being a center of excellence for capital project delivery. The Project Manager reports to the Associate Director for Campus Renewal and will be responsible for managing primarily energy and utility related projects including mechanical and electrical infrastructure upgrades, building system upgrades, and building envelope upgrades. The project manager may also manage tenant fit outs for both academic and commercial use. Job-Specific Responsibilities: Project Management Works independently and successfully manage, in whole or in part as assigned, core project activities: budget, scope, and...

Reporting to the Associate Director, Marketing Technology, the Marketing Technology Manager is a power user of Salesforce Marketing Cloud—utilizing the platform to nurture leads, deliver program applications, and engage Executive Education alumni, past participants, and key clients. This role will focus on maintaining and enhancing marketing automation campaigns through data-driven strategies. The successful candidate will have technical experience in Salesforce Marketing Cloud or other email marketing platform, experience in lead nurturing, and an understanding of email engagement strategies. A strong command for data management, segmentation, and campaign optimization is essential for success in this role.   Responsibilities: Enhance the customer journey through personalized email campaigns, landing pages, and web forms that are cohesive in design and tone Support the refinement and evolution of lead acquisition strategies in partnership with key Marketing & Sales...