4 registered wealth management client associate jobs found

Job-Specific Responsibilities: 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. Portfolio Oversight and Operations Responsible for fulfilling financial reporting requirements of Harvard’s sponsors, including reporting, cash management, account...

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:  The Coordinator, Sponsored Research provides support for sponsored research activities within the Research Administration team. Working closely with the Research Administration team, including the Director of Sponsored Research, Manager, Research Administration, and colleagues across the division and School, the Coordinator supports proposal preparation, budget documentation, award tracking, and compliance documentation collection. The role focuses on accurate execution of established processes under guidance, maintenance of documentation integrity, support for school-level review workflows, and timely completion of recurring administrative tasks across the sponsored research lifecycle. Job-Specific Responsibilities: Reporting to the Director, Research Facilitation, the Coordinator provides a broad range of funder, pre-award, and post-award process expertise and support to HBS faculty and researchers engaged in sponsored research and to other staff working...

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...