21 wealth strategies advisor jobs found in Boston

Research Staff Services (RSS) provides comprehensive administrative and operational support for the recruitment, onboarding, development, and management of over 600 research and teaching staff, while supporting more than 200 faculty members, 10+ multi-faculty research initiatives, and the D³ Institute at Harvard. Research staff include Research Associates, Predoctoral Fellows, Postdoctoral Fellows, Research Managers, and all Teaching Fellows supporting HBS faculty. Reporting to the Associate Director, the Assistant Director, RSS is one of two roles on a three-person team. Each Assistant Director manages a defined portfolio of faculty relationships and provides administrative oversight of research staff, collaborating closely to ensure consistent service delivery, shared standards, and alignment across RSS operations. This role exercises a high degree of independent judgment and operational leadership in supporting faculty research needs and enhancing the effectiveness of the...

Job Summary: The mission of the Harvard T.H. Chan School of Public Health is to advance the public's health through learning, discovery and communication. To pursue the mission, the school produces knowledge through research then translates this knowledge into evidence that can be communicated to the public, policymakers, and practitioners to advance the health of populations. The Office of Sponsored Programs Administration (SPA) supports the School's mission by serving as a central resource for the research community through the provision of expertise and leadership in obtaining and managing research funds. It acts as the institutional representative of the President and Fellows of Harvard College for the administration of sponsored projects for the school. SPA is comprised of research administrators that work in partnership with faculty to review and submit proposals for funding and to ensure that proposals and then awards conform and are managed according to sponsor...

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...

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 1,990+ 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...

Job Summary: The Director of Corporate Alliances plays a central role in advancing the mission of the HBS AI Institute by serving as the primary relationship lead for a portfolio of corporate and organizational partners. This role is responsible for ensuring that partner organizations derive meaningful, sustained value from their engagement with the Institute, while also informing and enriching the Institute’s research agenda through close collaboration with faculty and practice. Operating within a leading academic environment, the Director, reporting to Principal Director, Alliances at HBSAI, works at the intersection of academia and industry, partnering closely with faculty, researchers, and administrative teams to translate cutting-edge research into actionable insights. The Director serves as a trusted advisor to senior leaders, facilitating high-impact engagements that reflect the rigor, independence, and mission of a university-based research institute. The role...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

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 Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

As an integral member of a small team, the Project Administrator (PA) supports the activities, initiatives, and goals of the Dean's Office through timely management of projects and assignments across a robust portfolio. The PA functions as the project administrator for the Dean's Office and serves as a trusted advisor and strategic partner to the Chief of Staff (CoS), providing insight and evidence for decisions and driving organizational success. The PA is considered the CoS's deputy, extending their reach and impact on behalf of the Dean. This individual works on a wide array of complex and confidential activities — from drafting agendas and managing projects to supporting dean-level recruitment activities. The position requires exceptional judgment, discretion, and poise under pressure while producing high-quality deliverables. The PA assumes full ownership of Finance and Budget responsibilities for the Dean's Office, serving as a Level 4 Approver (up to $50,000). This includes...

Job Summary: Are you a technical visionary who thrives at the intersection of high-performance computing, cloud innovation, and world-class academic research? HBS IT is seeking a Solutions Architect to serve as the technical anchor for our next-generation research computing platforms. This is a unique opportunity to join a "class-defining" environment where you will not just manage systems, but architect the future of how social science research is conducted at one of the world’s leading institutions.  Reporting to the Manager, Research Technology Platforms, the Solutions Architect is a senior technical leader who collaborates closely with product and service leadership to drive the technical solutions for HBS research. In this role, you will lead the planning, building, and configuration of research computing systems at scale, serving as the primary technical authority for our platforms’ sustained growth. You will bridge the gap between complex faculty research needs and...

Job Summary: The Information Security and Data Privacy Officer leads technical and administrative initiatives related to information security and data privacy at the Harvard John A. Paulson School of Engineering and Applied Sciences (SEAS). The role’s broad responsibilities include securing the SEAS computing environment, responding to security threats, and serving as a trusted advisor to faculty, staff, researchers, and students. This position helps departments and project teams comply with enterprise information security and data privacy policies and regulations and recommends strategic solutions. The role is part of SEAS Computing and reports to the Director of Operations. Responsibilities include designing and operationalizing an information security and data privacy program to protect the school’s technical infrastructure and data and working closely with the SEAS Computing Operations and Applications Development teams to maintain secure infrastructure and applications....

Job Summary: The Assistant Director is a frontline fundraising position responsible for managing class-based reunion fundraising campaigns and securing leadership gifts from alumni. Directly oversees reunion fundraising activity, including volunteer management, for a portfolio of classes to primarily raise support from alumni for the HBS Fund. Cultivates, solicits, and stewards gifts of five-, six-, and seven-figures from a portfolio of class-based prospects. Identifies, enlists, and manages volunteer leadership who serve as partners in driving class fundraising activities and leads class fundraising committee meetings and calls. Develops and/or collaborates on class campaign and individual prospect strategies. This position requires a strong command of fundraising principles, a familiarity with the objectives of reunion and leadership giving fundraising, a high level of organization and professionalism, and the ability to work with a sophisticated and high-level alumni...

The Planning, Design and Construction Office (PD&C) seeks an experienced Senior Construction Manager (SrCM) to join the Project Management team responsible for the planning, design, construction, and turnover of capital projects across Harvard Medical School’s (HMS) campus. The SrCM plays a key role in executing HMS’s Five-Year Capital Plan and Campus Renewal Program, providing field-based construction leadership and coordination across multiple active projects. Reporting to the Director of Design and Construction, the Construction Manager serves as the Medical School’s on-site construction representative, overseeing construction activities to ensure projects meet established schedule, budget, safety, and quality objectives. The SrCM works closely with project managers, contractors, consultants, campus stakeholders, and Facilities staff to lead work within active academic, laboratory, and research environments. This position requires full-time on-site presence and work hours...

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 Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

BAIN CAPITAL CREDIT & SPECIAL SITUATIONS OVERVIEW Bain Capital Credit founded as Sankaty Advisors in 1998, is a leading global credit specialist with approximately $41 billion in assets under management. Bain Capital Credit invests up and down the capital structure and across the spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, private lending, structured products, non-performing loans and equities. Bain Capital Special Situations has invested $35 billion in more than 900 deals across a balanced geographic mix of investments in North America, Europe, and Asia Pacific since its founding in 2002. We provide bespoke capital solutions to meet the diverse needs of companies, entrepreneurs, and asset owners - in all market cycles. The strategy brings together equity and credit expertise, as well as corporate and real asset expertise, to provide solutions which cannot be met by traditional providers. BAIN CAPITAL OVERVIEW With...

BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit founded as Sankaty Advisors in 1998, is a leading global credit specialist with approximately $50 billion in assets under management. Bain Capital Credit invests up and down the capital structure and across the spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, private lending, structured products, non-performing loans and equities. Our team of more than 200 professionals creates value through rigorous, independent analysis of thousands of corporate issuers around the world. In addition to credit, Bain Capital invests across asset classes including private equity, public equity and venture capital, and leverages the firm’s shared platform to capture opportunities in strategic areas of focus. 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,...

HALC seeks an experienced Senior Manager for Planning and Development, to facilitate the coordination of complex planning and design implementation, design review, and permitting processes across development projects within its portfolio.  Reporting to the Managing Director of Planning and Design Implementation, this role guides the development and refinement of site development parameters, design guidelines, and key physical planning elements for third-party projects; implements HALC’s design review process; and manages complex, multi-party entitlement efforts across the company’s development portfolio. The position requires exceptional organizational rigor, strong design judgment, collaborative spirit, and the ability to facilitate alignment among multiple stakeholders — including institutional and development partners, consultants, and public agencies — on a range of complex design, planning, and regulatory issues, ensuring projects advance in a manner consistent with the...

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...

BAIN CAPITAL OVERVIEW: With approximately $205 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 enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and...