6 registered wealth management client associate jobs found

Reporting to the Associate Director, Marketing Technology, the Marketing Technology Manager is a power user of Salesforce Marketing Cloud—utilizing the platform to nurture leads, deliver program applications, and engage Executive Education alumni, past participants, and key clients. This role will focus on maintaining and enhancing marketing automation campaigns through data-driven strategies. The successful candidate will have technical experience in Salesforce Marketing Cloud or other email marketing platform, experience in lead nurturing, and an understanding of email engagement strategies. A strong command for data management, segmentation, and campaign optimization is essential for success in this role.   Responsibilities: Enhance the customer journey through personalized email campaigns, landing pages, and web forms that are cohesive in design and tone Support the refinement and evolution of lead acquisition strategies in partnership with key Marketing & Sales...

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 Program 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 with...

Responsible for the strategic direction of accounting, budgeting and control activities within a school or unit. Enhance the control environment by establishing and monitoring effective processes and systems. The Associate Director of Accounting reports to and backs up the Controller, serving as a key member of the CSFA team. This role leads and coordinates with university partners including but not limited to, Harvard University Housing & Real Estate, the Office of the General Counsel, Office of the Controller, CS Financial Planning & Analysis, Tax office, and Information Technology to address complex accounting issues and align stakeholders. The Associate Director oversees internal controls, tax matters, and compliance with GAAP, University and CS policies, and all relevant regulations, while driving process efficiency through technology and automation. The role requires strong leadership, independent judgment, advanced technical accounting and accounting system skills,...

The Director of Institutional Research & Analytics will lead the Office of Institutional Research & Analytics (OIRA), a core function of the Office of the Provost that supports Harvard’s leadership by providing institutional data analysis and reporting. OIRA serves as a trusted resource for implementing best practices in data synthesis and translation and supports a broad set of university functions.  In this role, the position will direct the development and execution of a portfolio of strategic analytics projects for the University in partnership with the Associate Provost for Institutional Research & Analytics and the Associate Director for Analytics. The Director will also provide guidance and strategic management of the office’s institutional reporting function. The Director will manage both the Institutional Research and Strategic Analytics teams within OIRA.  The Director will be responsible for working with stakeholders across the University on institutional...

Harvard Capital Projects (HCP) is an internal resource for the Harvard community providing project management services across the entire campus. HCP works collaboratively with a variety of Harvard Schools and Departments, providing project management services for a variety of campus renewal, campus growth, and development and undergraduate house renewal projects. HCP prides itself on being a center of excellence for capital project delivery. The Project Manager reports to the Associate Director for Campus Renewal and will be responsible for managing primarily energy and utility related projects including mechanical and electrical infrastructure upgrades, building system upgrades, and building envelope upgrades. The project manager may also manage tenant fit outs for both academic and commercial use. Job-Specific Responsibilities: Project Management Works independently and successfully manage, in whole or in part as assigned, core project activities: budget, scope, and...

Job Summary: The Associate Director of Research at the Center for Education Policy Research (CEPR) at Harvard University will oversee and develop the analytical work for a portfolio of research projects, contribute to the broader strategic vision of projects, and assure the quality of analytic products.  The Associate Director of Research will primarily work on the States Leading States (SLS) Initiative, which partners with state education agencies to evaluate the impact of their policy initiatives and spread effective policies to other states. This position will report to CEPR’s States Leading States Senior Director and will work closely with the Director of Research who oversees the analytic team. The Center for Education Policy Research at Harvard University (CEPR) seeks to transform education through quality research and evidence. CEPR and its partners believe all students will learn and thrive when education leaders make decisions using facts and findings, rather than...