31 wealth planner jobs found in Boston

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. ADMINISTRATIVE ASSISTANT II Job Description: This in-person, full-time position requires 4 days a week at the Outpatient Care Center at 40 Allied Drive in Dedham and 1 day a week at New England Baptist Hospital at 125 Parker Hill Avenue in Boston. JOB SUMMARY: Beth Israel Lahey Health and New England Baptist Hospital are devoted to consistently promoting a culture of Wellbeing, Empathy, Collaboration, Accountability, Respect, and Equity as outlined in our organization's WE CARE values which can be reviewed here Our Values . Provides essential administrative support for department management. Supports personnel with scheduling, purchasing, departmental communications and other administrative duties. ESSENTIAL DUTIES & RESPONSIBILITIES (including but not limited to): Accurately performs administrative duties including dictation and...

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...

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, and Real Assets. Today, our team includes 1,985+ 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 enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...

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...

Title: Business Systems Manager, Corporate Systems Department: Information Technology Location: Boston, MA Type: Full Time Reports To: Director, Business Systems BAIN CAPITAL OVERVIEW: With approximately $225 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...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant II position will support the Rheumatology Department at Beth Israel Deaconess Medical Center in Boston, MA. This is an onsite position, Monday through Friday, either 8am-4:30pm or 8:30am-5:00pm. Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient appointments utilizing scheduling tools and...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Provides administrative support to physicians in their clinical practice, academic and research roles. Busy, multi-specialty practice in Chestnut Hill serving more than 14 specialties is seeking a motivated and dynamic team member to join our growing team. This is an excellent opportunity to work in a fast-paced, collaborative environment dedicated to providing high-quality patient care Job Description: Essential Responsibilities: -Answers and screens telephone calls. -Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. -Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. -Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments....

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant II will support the Hematology Oncology Department at BIDMC in Boston, MA. This is a full-time position, working onsite Monday through Friday, 8:30am to 5:00pm. This role will be on-site initially, with the potential to transition to a partially remote work arrangement in the future. Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Provides support for leadership positions and a division or department by coordinating administrative work, projects and staff. Performs various administrative functions requiring in-depth knowledge of departmental programs, operations and services and hospital policies and procedures. Job Description: Essential Responsibilities: 1. Screens telephone calls and access for high-level position(s) deciding which individuals need face to face meetings, which can be refer to other managers or when possible, resolves the situation. 2. Schedules and prepares for diverse and complex appointments, meetings and travel arrangements. 3. Oversees planning and preparation for committees. Distributes minutes, prepares agenda, materials and committee work. 4. Plans, coordinates and makes recommendations in preparation for high-profile programs and events...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant II position will support the Front Desk at the Needham Cancer Center, in Needham, MA. This is a fully position, Monday through Friday, 8:30am-5pm. Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient appointments utilizing scheduling tools and resources. Coordinates and communicates ancillary...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Job Summary: Provides basic clerical and administrative support for a department. Interacts with diverse populations including the public, visitors, patients, medical staff practitioners and medical center staff. The standard hours will be Tuesday, Wednesday and Thursday 7a – 2p, but there is some flexibility. Job Description: Essential Responsibilities: Answers telephones and/or greets visitors/patients. Takes accurate messages or routes call to appropriate person. Provides routine services and assistance as necessary. Collects, compiles and disseminates information and/or data according to guidelines and established procedures. Compiles and distributes routine reports following established procedures. Performs routine clerical duties, such as opening and sorting mail, delivering and retrieving patient records, photocopying materials and...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. This position will focus on coordinating Pathology material, including; retrieving material, tracking materiel, preparing slides and reports. Job Description: Provides secretarial and administrative support for the department.  Involves extensive interaction with diverse populations including the public, visitors, patients and families, medical practitioners and medical center staff. Essential Responsibilities: Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority. Types and prepares correspondence and documents according to quality standards. Proofreads and edits materials for grammar, punctuation and spelling. Drafts...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Chest Disease Center comprises highly skilled, board-certified physicians, fellows and residents (licensed physicians in training), nurse practitioners, physician assistants, registered nurses, and support staff. We are one of only a few institutions that bring together thoracic surgeons and interventional pulmonologists within one division to provide the best, most appropriate, treatment for each patient. The Division of Thoracic Surgery and Interventional Pulmonology spearheads excellence in the treatment of lung, esophageal, and other chest-related cancers at the BIDMC Cancer Center, as well as basic and clinical-translational research. In addition, the Division supports: daily clinical operations and program development in Boston, Needham, Milton, and Plymouth; improving the academic stature of cancer surgery and surgical oncology education; exploring...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Job Summary: Provides administrative support to physicians in their clinical practice, academic and research roles. Job Description: Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient appointments utilizing scheduling tools and resources. Coordinates and communicates ancillary appointments and procedures working with other hospital staff as needed. Obtains patient information and materials as needed from referral sources. Prepares patient...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Coordinator will support the ObGyn Department at BIDMC in Longwood area of Boston, MA. This role is part of the department’s administrative team and provides direct support to three Directors and three Vice Chairs, including calendar management, reimbursement processing, and general day‑to‑day operational assistance. This position is based onsite in Boston, MA, with the potential for hybrid remote work once training is complete. Job Description: Provides support for leadership positions and a division or department by coordinating administrative work, projects and staff. Performs various administrative functions requiring in-depth knowledge of departmental programs, operations and services and hospital policies and procedures. Essential Responsibilities: Screens telephone calls and access for high-level position(s) deciding...

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...

Title:  Senior Cloud / Platform Operations Engineer Location : Boston, MA BAIN CAPITAL OVERVIEW With approximately $225 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, and Real Assets. Today, our team includes 1,985+ 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 enduring relationships with a robust external network, and collaborate...

BAIN CAPITAL OVERVIEW With approximately $225 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, and Real Assets. Today, our team includes 1,985+ 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 enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...

BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit is a leading global credit specialist with $65 billion in assets under management. We invest across the credit spectrum and in credit-related strategies, including leveraged loans, high-yield bonds, structured products, private middle market loans, bespoke capital solutions, distressed securities and assets, non-performing loans, hard assets, and equities. Since inception, we have made a cultural commitment to investor alignment. We are a private partnership and invest a significant amount of our own capital alongside our limited partners. We have approximately $1 billion of employee co-investment committed across Bain Capital Credit funds as of December 31, 2025. Bain Capital Credit’s investment professionals are dedicated to sourcing, analyzing, documenting, and executing attractive credit opportunities across North America, Europe, and Asia-Pacific and are supported by robust operational and technical resources. BAIN...

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...

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, and Real Assets. Today, our team includes 1,985+ 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 enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...

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...

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, and Real Assets. Today, our team includes 1,985+ 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 enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...