4 wealth planner jobs found

The Research Finance Team Lead in the Office for Sponsored Programs supervises staff and supports a team that manages post-award activities for a large volume of federal and non-federal sponsored research projects at Harvard University. Reporting to a Research Finance Portfolio Team Manager, this position encompasses a range of administrative, financial, and other tasks associated with post-award activities, including reviewing sponsored expenditures for compliance with award terms, completing timely financial reports and invoices, ensuring that funds are collected, and reconciling and closing accounts. This position supports the Portfolio Team Manager in managing client relationships, providing determinations for complex situations, managing team workload, and mentoring staff. Job-Specific Responsibilities: Portfolio Oversight and Operations Responsible for fulfilling financial reporting requirements of Harvard’s sponsors, including reporting, cash management, account...

HUIT (Harvard University Information Technology) Finance is seeking a skilled Financial Reporting Analyst to develop, maintain, and enhance financial reporting and analytics to support the Finance teams and help monitor the financial performance of HUIT. This role will focus on creating multiple and regular financial reports, improving existing dashboards and tools, and advancing HUIT’s data‑driven strategy through robust analysis and reporting solutions. This role is independently responsible for all systems as it relates to all downstream reporting solutions. The ideal candidate is highly analytical, systems‑savvy, and comfortable working across multiple stakeholders in a fast‑paced environment, with proficiency in AI‑enabled tools and techniques to automate, streamline, and enhance financial reporting and analysis. Job-Specific Responsibilities: Financial Reporting & Analysis Supports the preparation, the consolidations and the distribution of weekly, biweekly and...

Job Summary: Responsible for the identification, evaluation, and protection against key risk exposures at the University, as well as any necessary loss mitigation related to such exposures. Job-Specific Responsibilities: As a key contributor to the University’s risk financing program, the Insurance Manager is a key player in the procurement and administration of the university’s casualty insurance and self-insured programs. Supporting the department’s consultative approach, the candidate should expect to regularly interact with internal clients and partners to holistically assess and address risk through a variety of means including but not limited to contract and policy reviews, on-site meetings and assessments as well as interviews and research. The position partners with the claims manager and Office of General Counsel on claims and coverage issues. The position may also be called upon to recommend solutions for addressing business risk based on objective consultation...

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...