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12 wealth management specialist jobs found in Cambridge

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Cambridge Harvard University wealth management specialist
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Harvard University
Full time
 
Access Services Specialist
Harvard University Cambridge, MA
**This is a 1-year term-limited position with potential for renewal**​​​​​​ Job Summary: Access Services actively supports the teaching and research mission of the Harvard Library by providing circulation, access and borrowing privileges, and other public services as well as operations such as the Harvard Depository, interlibrary loan, digital reserves, and collection management that facilitate virtual and physical access to information resources within and outside the University. Access Services staff members are expected to provide services at the highest level of patron satisfaction while utilizing best practices to meet patron needs. Additionally, Access Services staff members are committed to delivering high-quality customer service; timely access to collections; maintaining the integrity and security of library resources and materials; and accommodating user needs in accordance with the priorities and objectives of the Harvard Library. Under direction, and in support...

Oct 05, 2026
Harvard University
Full time
 
Business Applications Specialist
Harvard University Cambridge, MA
The Business Applications Specialist, reporting to the Associate Director of Systems and Business Applications, will share responsibility with the Systems team in supporting these solutions, fostering a tenant experience befitting the Ivy League.  Job-Specific Responsibilities Application Management & Support Administer and support systems and applications used for daily property management operations, including overseeing related projects, upgrades and software/hardware maintenance and installations. Oversee application support and serve as a level-2 point of contact for application-related issues, troubleshooting, and escalation. Manage system configurations, user access, roles, and security settings. Business Process Optimization Analyze current workflows across leasing, maintenance, accounting, and tenant services and identify opportunities to improve efficiencies through system enhancements and automation. Partner with stakeholders to define business...

Sep 30, 2026
Harvard University
Full time
 
HR Partner
Harvard University Cambridge, MA
Job-Specific Responsibilities: The HR Partner is responsible for comprehensive human resources consulting services for a unit(s) or department(s). Provide leadership in change processes to create a culture of productivity and engagement. This role works closely with managers, and leaders to align people strategies with institutional goals and priorities. This role provides advanced guidance on workforce planning, organizational design, performance coaching, talent planning, and complex employee relations issues.  Strategic Partnership & Workforce Planning  Serve as the primary HR partner to the Division of Arts and Humanities, building strong, consultative relationships with leadership and faculty.  Advises on workforce planning, organizational design, staffing models, and role structures  Translate FAS and departmental strategies into HR priorities and action plans.  Talent Management & Organizational Development  Partner with leaders on...

Sep 18, 2026
Harvard University
Full time
 
Researcher Affairs Specialist (2-year term)
Harvard University Cambridge, MA
Job Summary: The Researcher Affairs Specialist administers a portfolio of researcher appointments and serves as a primary resource for faculty, principal investigators, departments, research centers, and researchers throughout the Faculty of Arts and Sciences (FAS). The position is responsible for managing researcher appointments throughout the employee lifecycle, including hiring, onboarding, appointment changes, visa coordination, payroll-related transactions, compliance monitoring, and issue resolution.  Working in partnership with University administrative offices, the Researcher Affairs Specialist ensures researcher personnel actions are processed accurately, efficiently, and in compliance with University policies, collective bargaining agreements, immigration regulations, and applicable federal and state employment laws. The position requires exceptional organizational skills, sound judgment, attention to detail, and a strong customer service orientation while supporting...

Sep 15, 2026
Harvard University
Full time
 
Graduate Programs Funding and Operations Team Manager
Harvard University Cambridge, MA
Job Summary: Leads the FAS graduate student appointments function within GSAS, managing the Science Division Appointments team responsible for graduate student financial aid coordination including processing Teaching Fellow (TF) and Research Assistant (RA) appointments across the Science Division, while also processing RA appointments for some Arts & Humanities (A&H) and the Social Sciences DOSS programs. Serves as the primary point of accountability for appointments quality, consistency, and compliance across the full team. Job-Specific Responsibilities: Design and lead the RA appointment process for graduate students in FAS-based programs, ensuring compliance with regulatory appointment rules and internal Harvard financial support and academic policies. Work in coordination with GSAS Academic Programs and Financial Aid to ensure compliance with GSAS academic rules, financial aid, and university policy. Directly manage, coach, and develop the Science Division...

Sep 11, 2026
Harvard University
Full time
 
Senior Accounting & Systems Specialist
Harvard University Cambridge, MA
The Campus Services Finance & Administration Department (CSFA) provides accounting, financial analysis, budgeting and planning, taxes and financial administrative support services to the Campus Services business units and the customers they serve.  The organization is comprised of two main functions: Controller’s Office (Accounting Operations) and Financial Planning and Analysis. As a vital member of the CSFA team, the Senior Accounting & Systems Specialist reports to the Operational Accounting & Systems Manager and contributes significantly to the execution of financial and accounting operations within the CS Operating Unit. This role is primarily responsible for supporting accounting functions, implementing efficient processes leveraging technology and automation, and maintaining robust internal control. The Senior Accounting & Systems Specialist collaborates with a team of professionals, handling day-to-day responsibilities such as Campus Services operational...

Sep 11, 2026
Harvard University
Full time
 
Award Specialist
Harvard University Cambridge, MA
Job-Specific Responsibilities: Reporting to the Manager of Award Operations, the Award Specialist independently serves as a subject matter expert and institutional resource for complex sponsored award management. This role exercises independent judgment in the interpretation of sponsor terms and conditions, determination of appropriate award structures, and resolution of non-routine and high-impact issues. The Award Specialist plays a key role in ensuring institutional compliance, mitigating risk, and advancing strategic improvements to the award management processes and systems across the university.  Lead the institutional review, interpretation, and acceptance of complex sponsored award notices, including resolving ambiguous or conflicting sponsor terms and determining appropriate award setup structures in alignment with university policy and risk considerations. Act as a primary point of contact and problem solver for a broad range of GMAS issues across the award...

Sep 02, 2026
Harvard University
Full time
 
Occupational Health Informatics Specialist
Harvard University Cambridge, MA
The Occupational Health Informatics Specialist serves as the primary liaison between Harvard University IT (HUIT)/other IT partners and Harvard Occupational Health Services (OHS) to ensure occupational health applications and data systems effectively support clinical and operational needs. This role is responsible for data management and information flow assessment within OHS, including data entry standards, report generation, and maintenance of electronic health records. The Specialist provides application support, leads change management related to system and workflow updates, and delivers training to OHS staff and relevant university departments and schools. Responsibilities Act as the primary liaison between IT (e.g., HUIT, vendors) and Harvard OHS to ensure occupational health and safety applications are configured to support clinical and operational workflows. Serve as the key point of contact for system issues: troubleshoot, conduct root cause analysis, and partner...

Aug 26, 2026
Harvard University
Full time
 
Research and Data Specialist
Harvard University Cambridge, MA
Reporting to the Director of Research Computing and Data Services within Research and Library Services (RLS), and in support of the mission of the Harvard Kennedy School, the Research and Data Specialist bridges traditional reference services with specialized consultation, training, and facilitation in research and data for faculty, students, and fellows. This individual contributor role supports teaching and learning by administering student access to technology in courses, and working with faculty, administrative staff, and students to understand needs and champion solutions. The Specialist works closely with the members of the Research Computing and Data Services and the Library Services groups to ensure alignment and integrated provision of solutions. The role works closely with the Director of Research Computing and Data Services to scope and address emerging needs of the HKS community. Job-Specific Responsibilities: Delivers individualized, in-depth research and...

Aug 21, 2026
Harvard University
Full time
 
Associate Director of Payroll Operations and Shared Services
Harvard University Cambridge, MA
The Associate Director, Payroll Operations and Shared Services reports to the Director of Tax, Payroll, and Policy and leads central payroll processing, payroll operations compliance, and consistent payroll service delivery across central and shared services environments. The role serves as the University’s senior payroll operations and compliance subject matter expert, supporting accurate, timely, controlled, and policy-compliant payroll across schools and units.  This position manages the central payroll processing and customer service teams and establishes the standards, controls, escalation paths, training, and performance measures needed to support consistent payroll service delivery across central and emerging shared services environments. As the shared services model evolves, the role is expected to assume expanded direct management and/or functional oversight responsibilities for payroll shared services.  The role partners with Human Resources, school and unit finance...

Jul 28, 2026
Harvard University
Full time
 
Digital Banking Manager
Harvard University Cambridge, MA
The Digital Banking Manager is a key role responsible for shaping, delivering, and optimizing digital experiences across digital channels. Working under the leadership of VP of Digital Banking, this role blends strategic thinking with hands-on execution- using business analysis, customer insight, and technical understanding to create products that meet member needs, support operational goals, and drive ongoing digital adoption.  Job-Specific Responsibilities: Product Strategy & Roadmap Develop and maintain a product roadmap aligned with organizational objectives, market trends, and member expectations. Identify opportunities to enhance digital experiences, streamline journeys, and improve service quality. Conduct competitive analysis and monitor industry trends to inform product decisions. Member Experience and Journey Optimization Lead the creation and refinement of digital member journeys, ensuring they are seamless, intuitive, and accessible across devices....

Jul 20, 2026
Harvard University
Full time
 
Access Services Manager for Gutman, Ernst Mayr, and Music Libraries
Harvard University Cambridge, MA
**Although the position will remain posted until filled, applicants are strongly encouraged to apply by the end of the day on Friday, August 7, 2026.** **This is a 1-year term-limited position with potential for renewal**​​​​​​.  Job Summary: Access Services is dedicated to advancing the mission of Harvard Library by providing exceptional service, fostering a welcoming and inclusive environment that supports academic research and inquiry, and carefully stewarding the University’s collections. Access Services connects the academic community to a broad array of library resources, ensuring equitable access for users with diverse abilities. By collaborating with students, scholars, and professionals, we actively support the teaching and scholarly pursuits of the University, extending our impact to the Harvard community and beyond.  Reporting to the Associate Director of Access Services for Professional School Libraries, the Access Services Manager is a working manager who...

Jul 16, 2026
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