13 wealth management specialist jobs found

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....

**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...

Job Summary: This role is responsible for the editorial production and mailing of three to four Anniversary Reports annually as part of Harvard College’s historic Red Books program for alumni, a tradition dating back to the mid-1800s. The editorial specialist is responsible for leading and managing all phases of book production of assigned books, which includes alumni volunteer management, marketing and communications, all editorial work, design and layout, printing, and distribution of books. Job-Specific Responsibilities: Works closely with volunteers and staff on the production of three to four Class Reports annually, providing excellent customer service and alumni relations at all times. Writes marketing communications utilizing both alumni and institutional voice (email messaging decks, web copy, print mailings and postcards, social media), adapting for alumni demographics and segmentation. Works with alumni report chairs to prepare and schedule class mailings;...

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 Biological Laboratories’ Aquatics Facilities can support live animal specimens for use by Molecular and Cellular Biology (MCB) and Organismic and Evolutionary Biology (OEB) members for research. The Transgenic Specialist aids Harvard undergraduate, graduate, post-docs and scholars in the use of the aquatics facilities by providing a point-person for generating transgenics of unconventional experimental animal systems to support the sciences of multiple laboratories. Job-Specific Responsibilities: Independently coordinates with researchers on their projects, generating transgenics, overseeing crosses, breeding with additional wild caught animals to maintain populations, long-term planning and overall population management while working collaboratively with cross-functional teams, including molecular biologists, bioinformaticians, chemists, and clinical researchers at Harvard and other institutions.  Responsible for coordinating and facilitating design...

Job Summary:  As a key member of the MBA Admissions Operations team, reporting to the Director, Operations, the Assistant Director manages the systems, data, and operational infrastructure that supports MBA Admissions. This role is responsible for managing admissions technologies, application operations, data governance, business intelligence initiatives, and financial operations that enable effective recruitment, evaluation, and enrollment activities. The Assistant Director manages an Operations Specialist and provides leadership for the department's analytics, reporting, and AI initiatives. Working closely with Admissions leadership, MBA IT, and external partners, this role ensures the effective use of data and technology to support operational excellence, informed decision-making, and an exceptional candidate experience. Job-Specific Responsibilities: Strategic Operations & Systems  Partners with Operations leadership team to oversee the technical and data...

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...

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...

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...

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...

JOB RESPONSIBILITIES  The Harvard Global Health Institute (HGHI) serves as the connective tissue for global health across all 15 Harvard schools. As a university-wide hub, we convene and facilitate collaboration between world-class faculty, students, and global partners to ensure that expertise in multiple disciplines aligns to advance health equity worldwide. Our work is grounded in the belief that we must inform each other's work to transform health at every level. HGHI seeks a Scientific Writer to support the institute’s scholarly and research mission. Reporting to the Executive Director and working in collaboration with HGHI’s Faculty Director and, at time with affiliated faculty, this role is responsible for the production of high-quality institutional scholarly products, including grant proposals, technical policy briefs, research reports, and working group publications.  This is an institute-level position supporting HGHI’s collective research and programmatic activities....

Harvard University Information Technology (HUIT) is a community of Information Technology professionals committed to delivering service and technological solutions in support of teaching, learning, research and administration.  We are recruiting an IT workforce that has both breadth in their ability to collaborate and innovate across disciplines – and depth in specific areas of expertise. HUIT offers opportunities for IT professionals to learn and work in a unique technology landscape and service-focused environment. If you are a technically proficient, nimble, user-focused, and accountable IT professional who also connects with the importance of collaborating well in a team environment, we are looking for you! The Change Manager provides dedicated, end-to-end process ownership for Harvard University Information Technology’s (HUIT) Change Management practice. Reporting to the Senior Director of IT Service Management & Operations, this role is responsible for the governance,...

Job Summary: Dumbarton Oaks is a research institute, museum, and historic garden affiliated with Harvard University and located in Washington, D.C. The Director of the Dumbarton Oaks Gardens and Grounds is responsible for managing and overseeing the care of this 16-acre historic property, including a ten-acre garden of international significance for which the initial design was developed in the 1920s by Beatrix Farrand in collaboration with Mildred Bliss. The Gardens include terraces and lawns, nine fountains and ornamental pools, many stone and wood structures, a pebble garden, rose garden, herbaceous borders, a swimming pool, Orangery, and a state-of-the-art greenhouse complex. This role leads all aspects of planning and maintenance of the Gardens, working to preserve the original Mildred Bliss/Beatrix Farrand concept, while actively engaging with Dumbarton Oaks’ scholarly communities and the public. We are seeking an individual with proven leadership and supervisory...