5 wealth strategies advisor 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...

The Harvard Center for International Development (CID) has an immediate opening for a Grants Manager to provide life-cycle administration of multi-faceted projects, both federal and non-federal. The Grants Manager will proactively establish relationships with the CID team, CID Faculty Affiliates across Harvard schools, research teams, and the HKS Research Administration Office (RAO) and Harvard’s Office for Sponsored Programs (OSP) to provide expert guidance on all sponsored research issues.   The Grants Manager plays a central role in the support of CID research programs and initiatives and works closely with the Center’s Director of Finance and Operations. This person is responsible for (1) all aspects of the research administration process from budget development to contract negotiations to invoice collection in collaboration with CID research staff, HKS Research Administration Office, and Harvard’s Office of Sponsored Programs, (2) financial post-award monitoring and reporting...

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...

Job Summary: The Harvard Museums of Science & Culture (HMSC) is a partnership of public museums in Harvard's Faculty of Arts and Sciences that includes the Harvard Museum of Natural History (HMNH), the Harvard Museum of the Ancient Near East (HMANE), the Collection of Historical Scientific Instruments (CHSI), and the Peabody Museum of Archaeology and Ethnology (PMAE). To learn more about HMSC's mission, objectives, and core values, please visit our website https://hmsc.harvard.edu/ Reporting to the Director of Administration, the Finance & Data Manager is responsible for HMSC’s finance, budget, and data reporting. The position works closely with the Director of Administration and the Executive Director to develop and monitor HMSC’s annual budget and maintain the consortium’s complex financial reporting framework. The role also collaborates with HMSC’s many stakeholders, including internal department directors, partner museum administrators, and central University...

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...