10 wealth management client associate jobs found in Cambridge

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 that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

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 that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

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 that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

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 that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

The Operational Accounting & Systems Manager reports to the Associate Director of Accounting and is a key member of the CSFA management team. This role directs, coaches, and provides hands-on guidance to the accounting team responsible for operational real estate accounting. The Operational Accounting & Systems Manager ensures strong internal controls and full compliance with GAAP, University and Campus Services accounting policies and applicable laws and regulations. The role is also responsible for driving process improvement and efficiency through effective use of technology and automation. Success in this position requires strong leadership, independent judgment, critical analysis, clear communication, advanced technical accounting systems skills, and innovative problem solving. The Operational Accounting & Systems Manager successfully collaborates with a wide range of university partners, including (but not limited to) Harvard University Housing & Real Estate,...

Job Summary: At the Center for Education Policy Research at Harvard University (CEPR) our mission is to transform education through the power of quality evidence. We believe that if we want to dramatically improve educational outcomes for all children, evidence must play a critical role.  The MQI Coaching Project Manager will be a key member of the Mathematics Teaching and Teacher Learning (MTTL) team at CEPR. In particular, the MQI Coaching Project Manager will lead the fee-for-service contracts work across multiple sites and will also provide support for some grant-funded research project work.   MQI Coaching provides math-specific professional development to teachers and coaches to help improve mathematics instruction. This role is situated on a team (MTTL) focused on improving mathematics teaching and teacher learning with faculty lead Dr. Heather Hill, as well as another Project Manager, a Project Coordinator, a Senior Manager, and a Director. This Project Manager’s...

Job Summary: The Harvard Art Museums Ever since their founding,  The Harvard Art Museums  —the Fogg Museum, Busch-Reisinger Museum and Arthur M. Sackler Museum—have been dedicated to advancing and supporting learning at Harvard University, in the local community, and around the world. Displayed in galleries that mix not only media but schools of art, the collections at Harvard are celebrated and interrogated within a larger story of artistic expression and historical and contemporary issues. The diverse collection is among the largest in the United States. Through research, teaching, professional training, and public education, the museums strive to advance the understanding and appreciation of art. The Associate Conservator of Objects and Sculpture reports to the Assistant Director and Head of Objects Lab, Straus Center for Conservation and serves as an integral part of the collaborative Objects Lab team. The Associate Conservator demonstrates achievement, expertise, and...

The Technical Support Engineer is responsible for the operational execution, stability, and day-to-day health of the Network, infrastructure, services, and supporting systems. This role ensures that IT systems and associated services are reliable, secure, compliant with institutional requirements, and responsive to user needs. This position is a senior individual contributor to the Network Infrastructure team, providing technical support across a diverse portfolio of services including Network Services. Success in this role requires strong operational effectiveness, broad technical depth, excellent customer engagement skills, and the ability to resolve complex technical issues.  This position includes participation in a 24/7 on-call rotation. Job-Specific Responsibilities: Service Context Execute operational support for enterprise services in alignment with TPS and HUIT standards. Provide advanced (Tier 2 / Tier 3) technical support for Network systems, including...

The Project Controls Specialist (PCS) reports to the HCP Associate Director of Controls and Operations. The PCS helps maintain project controls and administrative services processes and procedures for Harvard Capital Projects and ensures their execution on all projects. The Project Controls Specialist supports the successful delivery of projects through the application of core project controls practices, including budgeting and forecasting, cost management, funding oversight, contract compliance, capital planning support, schedule review, and change management. The role is responsible for collecting, analyzing, and reporting project information, maintaining the integrity of project controls data, and supporting the development and continuous improvement of project controls systems, processes, tools, and templates. Job-Specific Responsibilities Participates as a full member of HCP’s professional team in the delivery of all projects. Supports the HCP Project Management and...

Reporting to the Director of Client Support Services, the AI Enablement Lead oversees key enterprise client productivity tools that incorporate generative AI capabilities, including ChatGPT, Anthropic, and similar platforms. This role is accountable for ensuring these tools are delivered and accessed securely, sustainably, and in alignment with institutional priorities.  Working in partnership with other Harvard AI service owners and cross-university stakeholders, the AI Enablement Lead helps coordinate a cohesive approach to the adoption of AI-enabled client productivity tools across Harvard. The role blends service governance, operational oversight, financial stewardship, and stakeholder engagement to support responsible and effective use of these tools.  The AI Enablement Lead also evaluates emerging AI-enabled tools and capabilities and collaborates with partners to pilot and operationalize new services that can scale across the University. As these technologies evolve, this...