30 wealth planner jobs found in Cambridge

The Research Finance Team Lead in the Office for Sponsored Programs supervises staff and supports a team that manages post-award activities for a large volume of federal and non-federal sponsored research projects at Harvard University. Reporting to a Research Finance Portfolio Team Manager, this position encompasses a range of administrative, financial, and other tasks associated with post-award activities, including reviewing sponsored expenditures for compliance with award terms, completing timely financial reports and invoices, ensuring that funds are collected, and reconciling and closing accounts. This position supports the Portfolio Team Manager in managing client relationships, providing determinations for complex situations, managing team workload, and mentoring staff. Job-Specific Responsibilities: Portfolio Oversight and Operations Responsible for fulfilling financial reporting requirements of Harvard’s sponsors, including reporting, cash management, account...

Reporting to the Sales Director, the Metadata Associate is responsible for Harvard University Press’s metadata management, including the quality and accuracy of the end-to-end metadata process, special initiatives, and coordinating ONIX feeds.   Job-Specific Responsibilities: The Metadata Associate is responsible for the accurate and timely flow of title metadata to our distributor systems, Edelweiss, and all retail and wholesale accounts. Metadata Management (50%) Work collaboratively across the press to meet all metadata industry standards and account requirements, including changes to BISAC codes, ensuring the best possible sales outcome.  Manage a process that improves searchability and enhances online presentation.  Follow a validation process internally and with our distributor to ensure accuracy.  Optimize backlist metadata to improve sales results.  Partner with sales, publicity and marketing teams to update metadata in response to media attention,...

HUIT (Harvard University Information Technology) Finance is seeking a skilled Financial Reporting Analyst to develop, maintain, and enhance financial reporting and analytics to support the Finance teams and help monitor the financial performance of HUIT. This role will focus on creating multiple and regular financial reports, improving existing dashboards and tools, and advancing HUIT’s data‑driven strategy through robust analysis and reporting solutions. This role is independently responsible for all systems as it relates to all downstream reporting solutions. The ideal candidate is highly analytical, systems‑savvy, and comfortable working across multiple stakeholders in a fast‑paced environment, with proficiency in AI‑enabled tools and techniques to automate, streamline, and enhance financial reporting and analysis. Job-Specific Responsibilities: Financial Reporting & Analysis Supports the preparation, the consolidations and the distribution of weekly, biweekly and...

Reporting to the Patient Advocate, the Staff Assistant I provides receptionist duties to a busy reception area of University Health Services with professionalism and courteousness. Receives and greets all visitors to the UHS, assists and directs them to the appropriate department; maintains security precautions by limiting entrance to those having business in the building; evaluates and approves parking validation eligibility; answers inquiries and provides basic information; answers a steady volume of incoming calls; and provides administrative support for the Patient Advocate office and the 4th floor Administrative team. May provide other administrative duties such as filing, data entry, and general correspondence as required.  Job-Specific Responsibilities: Greets visitors in a courteous and professional manner and directs them to the appropriate office. Answers inquiries and provides basic information. Demonstrates the ability to utilize the functions of the appointment...

Job Summary: The Development Assistant is an integral member of the Faculty of Arts and Sciences (FAS) development team. This full-time non-exempt position supports frontline gift officers to advance the philanthropic mission of the Faculty of Arts and Sciences. This is a great opportunity for someone who is interested in building their career within higher education and learn more about alumni affairs and development.   Job-Specific Responsibilities: Provides support to all aspects of fundraisers’ prospect and volunteer management, including data gathering, input and maintenance, and drafting prospect/volunteer outreach, memos, correspondence, and reports. Develops and prepares necessary meeting and solicitation materials prior to prospect meetings and supports post‑meeting action items. Achieves proficiency in the alumni/donor database to research prospects, organize data and produce reports. Enters data in an accurate and timely manner. Partners with gift officers...

The Harvard Art Museums, housing one of the largest and most prestigious collections of art in the country, is looking for someone who is successful in development and donor relations to take the next career step and join its creative, energetic and goal-oriented Institutional Advancement (IA) team. Reporting to the Director of Individual Giving, the Major Gifts Officer (MGO) will carry a portfolio of prospects capable of making leadership and major gift level gifts to the Harvard Art Museums. The MGO will conduct personal visits and other meaningful interactions to identify, qualify, cultivate, solicit, and close annual and special gifts at the five, six, and seven-figure level as well as to provide stewardship to their donors. The MGO is responsible for ensuring maximum results by recommending the strategies needed to successfully solicit their portfolio for annual and special gift support. The MGO will create and successfully execute strategies to expand the major gifts...

Energy & Facilities (E&F) operates and manages Harvard’s energy supplies, district energy plants, and utility infrastructures on the Cambridge/Allston campuses, as well as a 24/7 facilities-related call, alarm monitoring, and dispatch center. E&F also provides a broad portfolio of labor-based services, including building maintenance, landscaping, and custodial, to a large portion of the University, as well as engineering, technical, and sustainability services. Within E&F, Engineering & Utilities (E&U) operates and manages energy supplies, district energy plants, and utility infrastructures on the Cambridge/Allston campuses, a 24/7 facilities-related call, alarm monitoring, and dispatch center, and provides engineering and technical services. The Operations and Maintenance Analyst is a key member of Harvard’s Engineering & Utilities group, which owns and operates the University’s central utility systems, including: Steam production and distribution...

Job Summary: Reporting to the Danoff Dean of Harvard College, with an indirect report to the Associate Dean of Harvard College and Chief of Staff, the Executive Assistant provides administrative support to manage the Dean’s day to day activities, meetings, and correspondence in a fast-paced office environment. As a member of the Dean’s Office operations team, this position will support office events and programs, oversee special projects as needed, and collaborate with the Dean’s senior leadership team to advance the mission of Harvard College. This position performs a wide range of complex administrative tasks in a high-profile environment and must exercise a high-level of discretion, judgement, and confidentiality. Job-Specific Responsibilities: Manages the Dean’s calendar including scheduling meetings, appointments, and events, flagging and proactively resolving scheduling conflicts, and tactfully negotiating requests for the Dean’s presence in meetings and at events....

The Belfer Center seeks a Research Assistant to support Eric Rosenbach, Senior Lecturer at the Harvard Kennedy School and Director of the Belfer Center’s Defense, Emerging Technology, and Strategy Program. The successful candidate will be interested in national and international security, critical emerging technologies, and cybersecurity, but prior experience in one or more of these areas is not required. This position will work closely with Professor Rosenbach, support staff, and a small student research team. This position will play a key role in: Planning, conducting research for, marketing, and executing high-level events, including large public events and small private working groups. Coordinating with high-profile visiting guests and fellows. Assisting with the facilitation of HKS courses taught by Eric Rosenbach, including a course on policy design and delivery and a course on emerging technologies and national security. Contributing to research papers for publication...

The Annual Fund team at Harvard Law School is a dynamic fundraising team dedicated to securing philanthropic support to advance the vision and priorities of the Dean of HLS.    The Annual Fund Staff Assistant is responsible for providing administrative support in planning, organizing, and coordinating a wide range of fundraising activities to meet the department's annual goals. Working as part of a larger team, this position works closely with and supports the Associate Director of Direct Marketing, along with two to three other Annual Fund Team members on their assigned programs and projects.   This is a great opportunity for someone who is interested in building their career within higher education and learn more about alumni affairs and development.   As an Annual Fund Staff Assistant you will:   Support Annual Fund Direct Marketing efforts: track and update appeal and segmentation details, maintain accurate donor and email list data, and coordinate meetings....

Job Summary: Reporting to the Building Operations Manager and working closely with the Building Systems Manager, the Building Services Assistant is a key member of the Facilities Management team responsible for supporting the safe, efficient, and reliable operation of all Harvard Radcliffe Institute properties. The Building Services Assistant provides hands-on building maintenance, supports day-to-day operations, and helps coordinate and document work performed by internal trades and external vendors across building systems and services. This position is classified as essential. All essential personnel are expected to be on site during emergency situations, including but not limited to snowstorms and other severe weather, in order to help ensure the safety and continuity of building operations, building occupants, and the general public. Job-Specific Responsibilities: Helps ensure that buildings are maintained to the standards established by the Facilities Management...

Job Summary: Responsible for the identification, evaluation, and protection against key risk exposures at the University, as well as any necessary loss mitigation related to such exposures. Job-Specific Responsibilities: As a key contributor to the University’s risk financing program, the Insurance Manager is a key player in the procurement and administration of the university’s casualty insurance and self-insured programs. Supporting the department’s consultative approach, the candidate should expect to regularly interact with internal clients and partners to holistically assess and address risk through a variety of means including but not limited to contract and policy reviews, on-site meetings and assessments as well as interviews and research. The position partners with the claims manager and Office of General Counsel on claims and coverage issues. The position may also be called upon to recommend solutions for addressing business risk based on objective consultation...

Provides comprehensive primary health care to the University's student, faculty/staff and retiree populations. Responsible for ambulatory medicine and on call coverage. Participates in a team with physicians, nurse practitioners and nurses to provide high quality and compassionate care and provides periodic health educational outreach. May participate in teaching residents and medical students and may practice travel medicine.    Job-Specific Responsibilities: Demonstrates cultural sensitivity and empathy for all patients of Harvard’s diverse patient population.  PCP will have outpatient responsibilities for acute, chronic, and preventive care as a practicing physician.  Oversees the care of a panel of primary care patients, attending to patient needs both in the office and between visits, by reviewing care received outside HUHS, laboratory data, secure messages from HUHS care providers and from the patients themselves, and ordering tests as needed to ensure maintenance of...

Provides high-quality psychiatric care to faculty, staff, dependents, and retirees of Harvard University. This patient population is interesting, high motivated, and generally very responsible about their psychiatric care.  The position provides 80% face-to-face clinical time (60 minutes for new intakes, 20 and 40 minutes for follow-up visits), and 20% allotted for administrative tasks.  Works collaboratively with a highly skilled team of social workers and psychologists within the Department of Behavioral Health, who offer 60-minute counseling sessions.  Communicates as necessary with primary care physicians and with outside therapists.  Collaborates with Care Coordination regarding hospitalized patients or patients with complicated medical needs.  Meets with Behavioral Health team weekly at the Wednesday staff meeting to review cases and practice matters.  Other supports include robust informational systems, user-friendly electronic medical record with links to other Harvard...

Job Summary: The Laboratory Administrator provides a high level of complex administrative and operational support to a senior Faculty member (PI), and very active research group totaling 30+ members. Under the direction of the PI and in close consultation with the Principal Research Scientist, the position ensures efficient and effective day-to-day management of all administrative, financial, personnel, and operational activities for the research program. The role serves as a primary liaison with lab personnel, departmental and University offices, FAS administration, and external organizations including funding agencies, collaborators, and news media. Job-Specific Responsibilities: The incumbent manages and maintains a complex calendar for the PI, including scheduling and coordinating appointments, meetings, seminars, and other events, and responding to, tracking, and organizing a high volume of invitations to the PI for lectures and other engagements. The position...

The Director of Construction and Capital Programs is responsible for the integrated leadership and successful delivery of Harvard Graduate School of Education’s multi-million-dollar, multi-year capital building and renewal program. The role supports the HGSE mission by ensuring that capital investments are strategically prioritized, effectively executed, and delivered in a manner that supports optimal teaching and learning, education research advancement, and community experiences. This position requires strong capital program leadership, technical expertise, financial oversight, and the interpersonal skills necessary to engage faculty, administrators, University partners, public agencies, and external consultants. The Director leads the development and execution of the School’s capital plan, oversees project delivery from planning through construction and occupancy, ensures alignment with campus framework and space strategy, and maintains accountability for scope, quality,...

Job-Specific Responsibilities: University Development and Advancement Solutions (UD&AS) Scope and Structure:  The Office of UD&AS encompasses teams that support the day-to-day management of University-wide alumni affairs and development functions:  Presidential and Provostial Development Activities and Strategy : Develop and guide the strategy for the president's and provost's fundraising priorities and activities.  Principal Giving : Raises eight- and nine-figure gifts to support Harvard fundraising priorities identified by the president, provost, and deans that span disciplines and Schools, as well as School-based priorities.  University-wide Fundraising Programs : Includes central gift planning, international priorities and initiatives, and corporate and foundation relations fundraising teams.  University Research : Provides research and prospect management services to central AA&D and Schools development units.  Office of Gift Administration : Gift...

As integral members of the HGSE Professional Education team Portfolio Directors join a dynamic group of colleagues focused on empowering educators to build competencies, skills, and networks necessary to have positive impact in the field of education. Directors build, lead, and cultivate a portion of Professional Education program offerings. All programs are designed to support our mission of equipping education leaders, practitioners, and advocates with knowledge and skills to improve student access, opportunity, and success. The Portfolio Director for the Harvard Institutes of Higher Education (HIHE) is responsible for designing and implementing a strategy to nurture, assess, refine and expand a portfolio of professional development offerings for higher education professionals, faculty, and leaders across the US and globally. Programs may be delivered in a variety of modalities including on-campus, at client sites in the US and overseas, online live with facilitation,...

The Office of Physical Resources & Planning (OPRP) provides complete and integrated planning and design services, construction management, and building renewal, maintenance, and operations management to maintain the physical resources of the FAS campus The Building Services Coordinator for the Harvard College Observatory (HCO) Building Operations team is responsible for coordinating a wide range of day-to-day support functions and activities relating to building systems, maintenance, and services of the HCO. Job-Specific Responsibilities: Performs daily inspections of all buildings and mechanical areas, as well as regularly scheduled tours of the Harvard College Observatory. Responsible for coordinating daily maintenance & day-to-day work/work order management system. Coordinates and directs trades and service providers for the day-to-day building system repairs and customer requests. Assists with the coordination and execution of a range of maintenance and...

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,...

Organizational Context/Position Summary: Engineering & Utilities (E&U) operates and manages energy supplies, district energy plants, and utility infrastructures on the Cambridge/Allston campuses, a 24/7 facilities-related call, alarm monitoring, and dispatch center, and provides engineering and technical services. This position provides electrical engineering at a senior level for the planning, design, technical support on operation, maintenance, and upgrades of the University’s utility infrastructure which includes electric, steam, hot water and chilled water as well asenergy/building management and utility metering systems. This position shall also perform special short and long-range projects as directed. Duties & Responsibilities: Partners with E&U Leadership to develop, refine, and maintain the campus utility systems. Coordinate with the plans and needs of the University’s Schools and Units. Oversee the installation and relocation of underground utility...

The Development team at Harvard Law School is a dynamic fundraising team dedicated to securing philanthropic support to advance the vision and priorities of the Dean of HLS.    We are seeking a Development Assistant to support three frontline fundraisers. This position is an integral member of a larger team and has responsibility for a wide range of complex and confidential administrative support duties. The Development Assistant actively participates in major and principal gift work, gaining knowledge of specific fundraising priorities and programs and supporting gift prospect assignments.   Job-Specific Responsibilities As Development Assistant you will:   Conduct preliminary prospect research, track solicitation process and progress, and update contact reports.    Assist team in coordinating prospect portfolios and works with major gift officers to identify prospects utilizing prospecting and reporting tools.   Schedule meetings/appointments and make travel...

The part-time Nurse Practitioner for Dermatology (20 hours per week) provides episodic and ongoing health care to the adolescent, adult, and geriatric University community with complaints of the skin. This position is under the supervision of the Senior Director for Nursing and Health Promotion as well as the day-to-day supervision of the Chief of Dermatology. He/she works interdependently with physicians, nurse practitioners, nurses, and health assistants.   Job-Specific Responsibilities Assessment Interviews patients for assessment of current and/or ongoing problem/s, medications and allergies. Obtains and records health history in a systematic format.  Reviews medical record/summary for pertinent previous and current medical information.  Performs physical assessment relevant to current and/or ongoing health need/s.  Critically evaluates assessment, history and physical findings.  Treatment Plan of Care After evaluation of health care needs plans for appropriate...

Reporting to the Director of Safety and Security, the Security Manager assists the Director in supervising and coordinating the security staff and daily operations. The Security Manager performs security management duties with minimal supervision to provide security for the staff, visitors, collections, and physical assets of the Harvard Art Museums. The Security Manager serves as the front-line supervisor of the security staff during a shift. Work is frequently performed with a high degree of skill, judgment, and latitude.  Core Duties and Responsibilities: Coordinates day-to-day security operations at the Harvard Art Museums, including staffing levels, post coverage, emergency response, special events, and group visits.  Provides day-to-day supervision of security staff by assuming responsibility for such tasks including assigning work schedules, distributing and reviewing work, providing orientation and ongoing training for employees, and addressing performance issues,...