38 wealth planner jobs found in Cambridge

Job Summary: As a member of the Alumni Affairs and Development Events team, this full-time, overtime eligible position reports to the Deputy Director, Events. The Events Coordinator is responsible for creating and managing event databases, tracking invitee responses, event production, event execution, training new hires, and projects as required. In addition to technical support and database management, this role may be responsible for the coordination of select small events that are internal or external to the organization. The Events Coordinator may be tasked with event research projects, shadowing event leads, and other tasks as assigned.  Job-Specific Responsibilities: Create and maintain FileMaker Pro database of event invitees, the main event tracking tool. Significant amount of computer work, downloading invitation pools, creating tracking systems for each event, recording responses, creating reports that include all results, and data entry of incoming responses....

Reporting to the Senior Director of Academic and Instructional Technologies (Senior Director), the Specialist for Instructional Technologies provides hands-on, operational support for learning management systems (currently Canvas and LXP), integrated instructional and AI enhanced academic technologies, and similar platforms, products, and services. The Specialist is responsible for executing assigned tasks related to instructional technology output (including course content, training materials, documentation, and multimedia) in an accessible manner in alignment with Harvard’s digital accessibility standards, WCAG 2.1 AA. Working under the guidance and direction of the Senior Director, the Specialist provides direct support for the portfolio of applications supporting academic programs, professional education, and business units that leverage similar services for outreach and education to the HGSE community and its constituents. The role requires technical and analytical skills to...

Serves as a front-line provider of customer service and museum information to the Harvard community and the visiting public. Provides support for all Harvard Art Museums Security operations including the monitoring of all museum spaces to ensure safe and reliable access and egress as well as the enforcement of museum rules and regulations. Job-Specific Responsibilities: Under the direction of the Security Manager, provides protection of the visitors, staff and collections of the Harvard Art Museums. Patrols the galleries and responds to object alarms. Maintains surveillance of the visiting public in order to avoid damage, either intentional or accidental, to the objects within the collection and on display. Provides services to visitors and colleagues; e.g., answers questions, gives directions, refers to other sources of information (i.e., Visitor Services) when appropriate.  Keeps informed of all museum programming and events in order to better answer visitor questions....

The Global Food Systems Program is seeking an organized and proactive administrative professional to support a growing program dedicated to one overarching question: How can we feed the world well? The program brings together faculty from across campus as well as policy makers, business leaders, and practitioners working in the food system with a common goal of securing a stable, affordable supply of healthy food while reducing the environmental footprint of how food is produced, processed, and distributed. As the program's administrative coordinator, you will be central to keeping it running smoothly—coordinating events and convenings, and serving as a key point of contact for faculty, fellows, students, and partners around the world as we develop new initiatives. What you’ll do: Manage course delivery: get copyright clearances for course readings and post them on Canvas (online course website), track student work, liaise with guests, coordinate audiovisual support,...

Independently perform financial analysis to support department’s role in assisting management with financial planning efforts, budget analysis and monthly reporting. Job-Specific Responsibilities: 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...

The Security Control Center Operator is responsible for monitoring and responding to a number of electronic systems. The SCC Operator is at the center of emergency operations for the Harvard Art Museums and a key element in the safety of persons, Art Museums collections, and other assets. The SCC operator must be alert at all times and responsive to requests for assistance from any location.  Job-Specific Responsibilities: Monitor the Video Surveillance System and report any technical issues to the manager.  Monitors video surveillance of the visiting public in order to avoid damage, either intentional or accidental, to the objects within the collection and on display. Monitor the Electronic Access Control System and  Controls and monitors access and egress points of the building. Monitor the Intrusion Detection System and respond as directed to verify alarms and direct proper response. Answer the SCC telephone and log calls as directed. Monitor the Panic/Duress Alarm...

Job Summary: Facilities Maintenance Operations (FMO) offers building & landscape maintenance, and custodial services to Harvard faculties and departments on a fee-for-service basis. All services are provided in strict accordance with customer-determined standards. As such, FMO operates as an in-house alternative to contractor services and therefore must manage itself under the same principles that guide any successful maintenance service business. Job-Specific Responsibilities: As described in the customer service level agreement, responsibilities may include but are not limited to: Performs routine and specialized cleaning of academic and non-academic spaces, including but not limited to: offices, dormitories, laboratories, libraries, athletic facilities, classroom and assembly spaces, restrooms, common areas and entryways, as assigned. Maintains all assigned areas in a clean, orderly, and sanitary manner. Sanitizes bathroom surfaces, fixtures, and food...

Job Summary: Facilities Maintenance Operations (FMO) offers building & landscape maintenance, and custodial services to Harvard faculties and departments on a fee-for-service basis. All services are provided in strict accordance with customer-determined standards. As such, FMO operates as an in-house alternative to contractor services and therefore must manage itself under the same principles that guide any successful maintenance service business. Job-Specific Responsibilities: As described in the customer service level agreement, responsibilities may include but are not limited to: Performs routine and specialized cleaning of academic and non-academic spaces, including but not limited to: offices, dormitories, laboratories, libraries, athletic facilities, classroom and assembly spaces, restrooms, common areas and entryways, as assigned. Maintains all assigned areas in a clean, orderly, and sanitary manner. Sanitizes bathroom surfaces, fixtures, and food...

Job Summary: Facilities Maintenance Operations (FMO) offers building & landscape maintenance, and custodial services to Harvard faculties and departments on a fee-for-service basis. All services are provided in strict accordance with customer-determined standards. As such, FMO operates as an in-house alternative to contractor services and therefore must manage itself under the same principles that guide any successful maintenance service business. Job-Specific Responsibilities: As described in the customer service level agreement, responsibilities may include, but are not limited to: Performs routine and specialized cleaning of academic and non-academic spaces, including but not limited to: offices, dormitories, laboratories, libraries, athletic facilities, classroom and assembly spaces, restrooms, common areas and entryways, as assigned. Maintains all assigned areas in a clean, orderly, and sanitary manner. Sanitizes bathroom surfaces, fixtures, and food...

Job Summary: Facilities Maintenance Operations (FMO) offers building & landscape maintenance, and custodial services to Harvard faculty and departments on a fee-for-service basis. All services are provided in strict accordance with customer-determined standards. As such, FMO operates as an in-house alternative to contractor services and therefore must manage itself under the same principles that guide any successful maintenance service business. Job-Specific Responsibilities: As described in the customer service level agreement, responsibilities may include, but are not limited to: Performs routine and specialized cleaning of academic and non-academic spaces, including but not limited to offices, dormitories, laboratories, libraries, athletic facilities, classroom and assembly spaces, restrooms, common areas, and entryways, as assigned. Maintains all assigned areas in a clean, orderly, and sanitary manner. Sanitizes bathroom surfaces, fixtures, and food...

Reporting to the Service Owner, CRM Consulting Services, the Salesforce CRP Tech Lead will be responsible for the development and functional expansion of the Catalog, Registration, and Payment (CRP) module of Harvard’s Learning Experience Platform (LXP). The LXP has been created to allow groups across Harvard to deliver best-of-breed online education programs. The Salesforce-based CRP module is intended to be a central service, integrated with the LXP, to allow Harvard groups that do not have their own registration and payment system to offer their LXP courses for sale, direct to individual customers or through business-to-business contracts.  The CRP recently launched with a baseline set of functionality to allow individual purchases of a core set of online courses. Even in that MVP form, the CRP ecosystem includes Salesforce Service Cloud for customer support, Experience Cloud for customer-facing functions such as registration, Certinia (FinancialForce) for financial management,...

The mission of the Taubman Center for State and Local Government at the Harvard Kennedy School is to support current and future public sector leaders in improving the governance of states, counties, and cities. The Taubman Center and its affiliates, including the Government Performance Lab (GPL), Harvard Impact Labs, and the Rappaport Institute for Greater Boston, are generating solutions to pressing state and local government challenges through teaching, academic research, hands-on projects with governments, and convenings that bring together policy makers and thought leaders to engage with faculty, staff, fellows, and students.  Job Summary: The Executive Coordinator will provide high-level administrative support to Professor Liebman who directs the Taubman Center for State and Local Government, the Rappaport Institute for Greater Boston, Harvard Impact Labs, and the Government Performance Lab (GPL).    The ideal candidate for this role will find inspiration in our missions...

Combine your art handling and customer service skills in the Art Study Center of the Harvard Art Museums. Unique in size and scope among North American museums, the expansive Art Study Center allows visitors to request objects not currently on display in the galleries, facilitating self-directed teaching and learning from works in all media. Reporting to the Manager of Collections Operations, the Collections Assistant will be responsible for a variety of tasks involved in providing a safe environment for the works of art in the Harvard Art Museums’ collections.  This public facing position will also monitor classes and appointments in all of the Harvard Art Museums’ facilities, engaging with visitors in a professional and courteous manner. This position will be required to work in both Cambridge and Somerville facilities as assigned and perform other duties as required. Job-Specific Responsibilities: Safely execute the physical movement of artwork and complete all related...

Harvard seeks an innovative and experienced fundraising leader and strategic thinker to lead the gift planning program in University Development. Harvard’s gift planning program has a long history of leadership and expertise and the trusts under management comprise the largest program in the industry.  Harvard Gift Planning (HGP) serves as the primary planned giving strategists and front-line fundraisers for eight Schools and several non-school units, while also serving all of Harvard as a resource for policies, procedures, lead generation, industry trends, knowledge capture, marketing coordination, staff training, and convening of peers for discussion of best practices.  Reporting to the Senior Executive Director, University Development, the Executive Director, Harvard Gift Planning, will develop, implement, and oversee a proactive planned giving fundraising strategy that continues to create industry best practices and adds value to the fundraising of all of Harvard’s Schools...

Job Summary: Education Support Services (ESS) in Harvard University Information Technology (HUIT), provides audiovisual and instructional support, training, and consulting services to faculty, staff, and students. The team supports the school’s mission by delivering audiovisual technology offerings that enhance and creatively advance the teaching and learning environment. ESS is comprised of three service groups: Teaching & Learning Support, Integrated Audiovisual Services, and Event & Media Production. This role will be a part of the Teaching & Learning Support team. The Multimedia Technician provides multimedia AV support for Harvard courses and events offered by the Faculty of Arts & Sciences. Includes videography, setup and breakdown of equipment, AV troubleshooting, including emergency response, system testing, and event support. Work will be assigned by field support service managers based on available shifts. Training on equipment, workflow, and spaces...

Job Summary: As Building Manager of an undergraduate residential dormitory (House), you are responsible for all physical resources operations in the House. Job-Specific Responsibilities: Oversees the maintenance & operations of the House to provide a safe home for undergraduate students and other members of the House community. Works closely with Faculty Dean(s) and Resident Dean to provide a smoothly functioning House. Regularly interacts with student residents, responding to occupant building problems/requests promptly and resolving them quickly. Works with Area Manager across a range of areas including budget management, vendor selection, & managing relationships with many Harvard departments. Directs day-to-day activity of custodial staff, building trades, & contractors to assure timely and cost effective completion of work. Maintains the security of the buildings through proper attention to access control, security procedures and the condition of...

Job Summary: The Assistant Director of FAS Prospect Management supports the development and execution of prospect management strategies that drive a strong, data-informed fundraising pipeline for the Faculty of Arts and Sciences. Reporting to the Managing Director of FAS Prospect Management, this role serves as a key partner to frontline fundraisers and development leadership—combining analytical, consultative, and project management responsibilities to optimize portfolios, advance moves management, and ensure FAS gift officers have clear, actionable prospect information to meet their fundraising goals. Job-Specific Responsibilities: Prospect & Portfolio Management (25%)  Support the implementation of FAS prospect management policies, procedures, and best practices.  Manage day-to-day processes for assigning, reassigning, and tracking prospects across FAS portfolios (e.g., major, leadership annual, principal, and planned gifts).  Monitor portfolio size, quality,...

Job Summary: The Deputy Director, a full-time exempt position on the FAS Major Gifts team, will lead, mentor, and manage a team of gift officers to generate philanthropic support from their assigned portfolios. In addition to management responsibilities, this person will also manage a select portfolio of FAS prospects capable of making gifts at the six-, seven-, and eight-figure level.   Job-Specific Responsibilities: Manages a group of fundraisers, who will work as part of the FAS Major Gifts team to qualify, solicit, and steward College, Graduate School of Arts & Sciences, and Paulson School of Engineering and Applied Sciences alumni, parents, and friends in specified geographic regions for six and seven figure gifts, with a keen eye towards blended solicitations involving flexible current use support, gift planning vehicles, and the potential for complicated asset involvement.  Manages all day-to-day aspects for the direct reports, including weekly 1:1 meetings,...

Job-Specific Responsibilities: Harvard University is implementing an Anaplan budgeting, forecasting, and planning platform. We are seeking a hands-on Technical Lead & Product Owner to own both the technical ecosystem and the product vision for Anaplan across the University—spanning architecture, integrations, security, performance, model design, and roadmap/feature prioritization. This role combines deep financial planning and analysis (FP&A) expertise with product management and consulting skills. You will partner with the Office of Financial Strategy & Planning, school and unit finance teams, IT, and external partners to design, prioritize, and deliver a scalable, intuitive, and well-governed planning platform in a highly decentralized environment. Key Responsibilities Technical Ownership & Architecture Serve as primary technical owner of Harvard’s Anaplan environment (architecture, workspaces, security, performance). Design the end-to-end technical...

University Disability Resources (UDR) provides leadership to university efforts to ensure an accessible, welcoming working and learning environment for individuals with disabilities while ensuring compliance with federal and state regulations. UDR serves as a central resource on disability-related information, procedures and services for the University community and provides expertise in the development, implementation, and acquisition of standard disability-related University practices, procedures, and resources. Reporting to the Sr. Director of UDR, the Senior Accessibility Consultant, Campus Built Environment, is a subject matter expert on programmatic and physical accessibility, as related to the built environment. The Senior Accessibility Consultant, Campus Built Environment, leads University efforts on compliance as well as best practices and promoting inclusive design.   Job-Specific Responsibilities: The Senior Accessibility Consultant, Campus Built Environment,...

Reporting to the Property or Area Manager (POA), the Property Operations Assistant is responsible for the day to day oversight of a subset of buildings withing the HUH portfolio. The main role of the POA is to provide/coordinate the maintenance of building services and systems, (HVAC, MEP, etc.), for the smooth operation of a large building or small group of buildings.  The position plays a critical role in ensuring that the properties are operated in a manner consistent with the physical, financial and service standards of Harvard Housing, Campus Services and Harvard University. Job-Specific Responsibilities: Ensures that properties are maintained to the safety and quality standards established by HUH, for all physical aspects of buildings, systems, and grounds Monitor buildings daily and log activity appropriately to ensure that all systems are maintained in good working order: mechanical systems and equipment, heating, plumbing, electrical, fire protection, fixtures,...

Reporting to the Property or Area Manager (POA), the Property Operations Assistant is responsible for the day to day oversight of a subset of buildings withing the HUH portfolio. The main role of the POA is to provide/coordinate the maintenance of building services and systems, (HVAC, MEP, etc.), for the smooth operation of a large building or small group of buildings.  The position plays a critical role in ensuring that the properties are operated in a manner consistent with the physical, financial and service standards of Harvard Housing, Campus Services and Harvard University.  Job-Specific Responsibilities: Ensures that properties are maintained to the safety and quality standards established by HUH, for all physical aspects of buildings, systems, and grounds Monitor buildings daily and log activity appropriately to ensure that all systems are maintained in good working order: mechanical systems and equipment, heating, plumbing, electrical, fire protection, fixtures,...

Reporting directly to the Sr. General Manager and under the leadership of the Sr. General Manager, the Executive Chef assists with the culinary and operational oversight Annenberg residential dining facility.  Under the direction of the Sr. General Manager, this position oversees the daily culinary aspects of a quality dining service program providing maximum customer satisfaction to students, Yard Dean, faculty, and University guests.   Job-Specific Responsibilities: Operational Management Lead a team of culinary and service staff in the overall management of a dining location and large volume catering in full compliance with all food, occupational safety rules and regulations and customer service expectations.  Ensures high standards are consistently met via the implementation of all HUDS and University quality assurance policies and procedures related to food, sanitation, equipment and facility maintenance and management, safety, etc.    Coordinate, plan and supervise...

Reporting to the Director for Residential Dining Operations, the Senior General Manager provides leadership and oversight to the Freshman Dining Hall, Summer School Dining Program and the Fly-By/Grab & Go.  This position has primary responsibility for all operational aspects of a quality dining service program, and for providing maximum customer satisfaction to students, Freshmen Dean, faculty, affiliated departments and University guests.    Job-Specific Responsibilities: Operational Management Lead exempt management team and non-exempt service staff in the overall management of the Freshman Dining Hall, Summer School Dining Program and the Fly-By/Grab & Go; in full compliance with all food, occupational safety rules and regulations and customer service expectations.  Ensures high standards are consistently met via the implementation of all HUDS and University quality assurance policies and procedures related to food, sanitation, equipment and facility maintenance...