5 wealth management client associate jobs found in Cambridge, MA

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 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...

Harvard Kennedy School’s mission is to improve public policy and leadership so people can live in societies that are more safe, free, just, and sustainably prosperous. By combining cutting-edge research, the teaching of outstanding students, and direct interaction with practitioners, we have an impact on solving public problems that no other institution can match.  Our faculty, students, staff, about 23,000 degree program alumni, and more than 66,000 Professional and Lifelong Learning (PLL) participants tackle a diverse range of public challenges in the United States and around the world.  The Senior Associate Dean is responsible for overseeing all functions of the department to deliver on Professional and Lifelong Learning’s (PLL) mission. Reporting to the Executive Dean with a dotted line to the Academic Dean for Teaching and Curriculum, the Senior Associate Dean is responsible for ensuring that PLL achieves its academic and financial objectives, creates strong bonds with...

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...