10 wealth planner jobs found in Boston

The Financial Associate II reporting to the Director Financial Operations, will perform complex accounting tasks and control functions that support the maintenance of the books and records of OEE. The ideal candidate will play a key role in ensuring the accuracy and efficiency of our financial processes, including General Ledger (GL) maintenance, Accounts Payable (AP), Accounts Receivable (AR), and Financial Operations.   This position will support decision-making by implementing efficiencies and providing recommendations based on financial analysis and perform audit functions to ensure accuracy and compliance for internal and external regulations. It is an integral support role in a growing, fast-paced organization, requiring an individual who is adept at prioritizing and multi-tasking in a changing environment. General Ledger Manages complex accounting journals independently including preparation, review and approval to support maintenance of the GL including revenue...

This position is responsible for supporting staff in the day-to-day clinical research activities, including the Playing, Living, Aging, and You: In-Person Assessments (PLAY-IPA) Study, the Health Biodata Initiative and the PRESS Study. This position will support participant recruitment, screening, and tracking. Tasks will include player outreach, eligibility screening, sample collection distribution, and supplies inventory.  The position reports to Research Domain Area Project Manager.         Assist staff in the development and execution of recruitment plans, screening interviews, data intake forms and coordination of study related events. Support staff in the execution of one or more research studies from study start-up through execution to completion. Perform administrative tasks including scheduling meetings, booking conference rooms, stakeholder follow-up, etc. Assist in tracking and maintaining the status of active protocols, study forms, training documentation, and...

The Managing Director, Development (MDD) is a full-time exempt position responsible for the leadership and management of ODAR’s fundraising team (5-6) that include principal gifts ($5M+), major gifts ($250K+), corporate and foundation relations, and coordination on gift planning with the University Development Office (UDO). The MDD also works collaboratively with colleagues across the School, including the Office of Communications, Office of Research Strategy and Development (ORSD) and the Office of Financial Services (OFS), as well as colleagues across Alumni Affairs and Development (AA&D), Harvard Schools, UDO and other university-wide partners. The MDD will work closely with the Vice Dean and School leadership to shape, articulate, and advance fundraising goals in support of Harvard Chan priorities.  In this capacity, the incumbent is responsible for developing and executing high-level fundraising and prospect strategies to enable the realization of established goals and...

Job Summary:  The Coordinator, Sponsored Research provides support for sponsored research activities within the Research Administration team. Working closely with the Research Administration team, including the Director of Sponsored Research, Manager, Research Administration, and colleagues across the division and School, the Coordinator supports proposal preparation, budget documentation, award tracking, and compliance documentation collection. The role focuses on accurate execution of established processes under guidance, maintenance of documentation integrity, support for school-level review workflows, and timely completion of recurring administrative tasks across the sponsored research lifecycle. Job-Specific Responsibilities: Reporting to the Director, Research Facilitation, the Coordinator provides a broad range of funder, pre-award, and post-award process expertise and support to HBS faculty and researchers engaged in sponsored research and to other staff working...

Be a pioneer in business, education, and global impact by joining the Harvard Business School Digital Transformation team - a “startup with assets,” where you will have the chance to deploy cutting-edge digital and emerging-technology education solutions. Where else can you make a difference at the intersection of cutting-edge technology, world-class education, noble purpose, and timeless legacy?   As a Machine Learning and Generative AI Engineer on our team, you will help lead the development of innovative generative AI products that address the needs of our constituents (students, alumni, faculty, researchers, staff, and the community at large). This key technical leadership role requires hands-on expertise across the full machine learning and AI lifecycle. You will collaborate with data scientists, product managers, and data engineers to operationalize AI models in production, drive core platform capabilities, and apply these in a variety of domains. You will also develop...

Job Summary: The Finance Associate provides support for finance and pre-award activities within the Finance and Research Administration team in the Immunology and Infectious Diseases department. Working closely with the Finance and Research administration team, including Grants Managers, Principal Investigators (including Faculty and other Researchers), and colleagues across the central Accounts Payable teams, the Finance Associate supports key finance, compliance, and accounts payable functions as well as proposal and budget preparation for Principal Investigators. The role focuses on accurate execution of established processes under guidance, timely competition of recurring administrative and financial tasks, and strong collaboration between a variety of stakeholders. The Finance Associate provides excellent coordination and customer service support while maintaining a strong knowledge of finance and compliance. The ideal candidate has a willingness to learn a variety of...

The Facilities Operations Manager (FOM) is responsible for safely managing the operational demands for their assigned facilities or properties in the Longwood Medical Area. The candidate must be able to organize and prioritize multiple competing and conflicting tasks and projects with limited resources, effectively manage stressful situations, and consistently make effective, high-quality decisions. They must also understand and develop open, proactive, effective, and consistent communication with occupants and department coordinators. The candidate will have overall responsibility and oversight of maintenance and operations and contract management services for the areas of responsibility. The candidate must be capable of actively monitoring building system performance, energy usage, appearance, and aesthetics, which require considerable walking and climbing. Knowledge of building systems, HVAC, electrical, mechanical, and services is necessary to perform cause analysis and...

The Office for Research Initiatives and Global Programs at Harvard Medical School oversees inter-departmental and inter-institutional research initiatives, fellowship programs, research cores, and education and training programs. Spanning about 40 different programs implemented by 50+ faculty and staff through an annual budget of about $30M, the Office for Research Initiatives and Global Programs is seeking a Part-Time Financial Associate to support our growing portfolio. Reporting to the Assistant Director for Research Administration and Finance and supporting a team of three finance and grants professionals, the Financial Associate will be responsible for daily financial transactions including invoice payments, accounting adjustments, and expense review. The ideal candidate will bring outstanding organizational skills, attention to detail, and an appreciation for structured financial processes.  Key duties and responsibilities of the Financial Associate include: Invoice...

Job Summary: The mission of the Department of Nutrition at the Harvard T.H. Chan School of Public Health is to improve human health through better nutrition and lifestyle. The Department strives to accomplish this goal through research aimed at an increased understanding of how diet influences health at molecular and population levels, the development of nutritional strategies, informing policy, the education of researchers and practitioners, and the dissemination of nutrition information to health professionals and the public. For the Minding Our Future study, the Research Assistant will be the “face of the study” at the intervention site and will be responsible for supporting the successful implementation of the research study. They will serve as the liaison between the research team and the participants. Primary responsibilities will include facilitating study implementation and maintaining regular, professional communication with study participants and staff. The Research...

The Research Laboratory Manager directs the day-to-day operations of a large [25+ people], internationally recognized Neurobiology Research Laboratory. This position calls for a responsible, diligent, conscientious and detail-oriented individual with a proven track record of managerial/leadership experience. A quick, resourceful and independent learner who enjoys interacting with people and finding creative solutions for projects and issues as they present themselves. Able to be flexible when organizing their day and managing multiple priorities at once. This person will serve as a liaison between principal investigator, school-based compliance departments and lab members. They will be committed to facilitating the research goals of this hard-working group of investigators in a friendly yet assertive manner. Able to foster an operationally seamless environment for lab investigators to carry out their research. Handle the in-processing and out-processing of all lab members by...