16 wealth management specialist jobs found

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

PURPOSE/OBJECTIVE:  The Wealth Management Operations Specialist supports daily operational functions across the Wealth Management platform, ensuring timely, accurate, and compliant processing of client account and transactional activities. The role supports onboarding, asset movement, cash management, billing, reconciliations, securities processing, vendor platforms, and operational risk controls while partnering with Client Service, Compliance, Finance, custodians, and external vendors. Consistent performance with accurate execution, a keen  sense of urgency and deadlines, and end to end vision of data, client, and Bank impact is expected. MAJOR RESPONSIBILITIES:   Administrative: Account Opening & Maintenance: End-to-end processing of new and existing accounts, documentation validation, OFAC screening, custodian setup, fee configuration, and data integrity management. Asset Movement & Transfers: Processing of internal, external, and complex transfers, stock...

We are actively hiring for multiple Faculty Administrative Assistant roles under this posting. Apply today!  Why Join Us? Impact-driven role, supporting faculty who are educating leaders who make a difference in the world Hybrid, 3 days per week onsite role on our Boston based campus $31.86 - $34.61 per hour (commensurate with experience), 35 hours per week, overtime eligible role Rich benefits options including, medical, dental, and vision insurance as well as tuition reimbursement Robust paid time off: 3 weeks of vacation,12 sick days per year, 3 personal days, plus 12.5 paid holidays 5% annual employer contribution to 403b retirement account Save on commuting: Harvard covers 60% of the cost for MBTA monthly bus, subway, commuter rail, and commuter boat passes  What You Will Do: As the professors’ administrative assistant, this role provides valuable tactical and administrative help to our faculty in support of Harvard Business School's (HBS) mission to...

Job Ref:JR-2963 Location:450 Brookline Ave, BOSTON, MA 02215 Category:Administration Support/Customer Service Employment Type:Full time Work Location:Hybrid: 2-3 days onsite/week Salary/Pay Rate:$50,070.00 - $60,730.00 per year Overview Under close supervision, the Administrative Specialist I provides administrative support to staff, faculty member(s), or department(s) in their clinical, academic, research and leadership roles in support of the Dana Farber Cancer Institute’s mission. The Administrative Specialist I uses various office software to produce reports, spreadsheet, presentations, or other documents as needed. The Administrative Specialist I may be required to interface with senior management, cross-organizations, internal and external customers. For all of these, the work still required the application of well-established techniques, procedures, or standards. Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader...

Job Ref:JR-3032 Location:450 Brookline Ave, BOSTON, MA 02215 Category:Administration Support/Customer Service Employment Type:Full time Work Location:Hybrid: 2-3 days onsite/week Salary/Pay Rate:$56,310.00 - $69,930.00 per year Overview Under moderate supervision, the Administrative Specialist II provides administrative support to staff, faculty member(s), or department(s) in their clinical, academic, research and leadership roles in support of the Dana Farber Cancer Institute’s mission. The Administrative Specialist II uses various office software to produce reports, spreadsheet, presentations, or other documents as needed. The Administrative Specialist II may be required to interface with senior management, cross-organizations, internal and external customers. For all of these, the work still required the application of well-established techniques, procedures, or standards. Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a...

Job Summary: The Center for Biostatistics in AIDS Research (CBAR), an organization within the Harvard T.H. Chan School of Public Health, is responsible for the design, monitoring and statistical analysis of clinical trials and observational studies for several major national and international NIH-funded clinical research networks. CBAR employs over 60 statisticians and epidemiologists including Harvard faculty, research scientists, and staff.  Investigators within CBAR have provided statistical leadership and support for clinical research networks for thirty-five years. Currently this includes infectious disease networks such as: Advancing Clinical Therapeutics Globally for HIV/AIDS and Other Infections (ACTG) and the International Maternal Pediatric Adolescent AIDS Clinical Trials Network (IMPAACT). Results from studies have helped to establish the paradigm for the treatment and prevention of HIV and other infectious diseases, and contributed to international treatment and...

Job Ref:JR-3067 Location:450 Brookline Ave, BOSTON, MA 02215 Category:Administration Support/Customer Service Employment Type:Full time Work Location:Hybrid: 2-3 days onsite/week Salary/Pay Rate:$50,070.00 - $60,730.00 per year Overview Under close supervision, the Clinical Administrative Specialist I provides clinical administrative support to physicians, nurses, and other members of the care team in their clinical practices in support of Dana-Farber Cancer Institute’s mission. This role is a key member of the care team, facilitating real-time communication and providing accurate patient information to clinicians using various communication systems. Following established triage guidelines, the Clinical Administrative Specialist I routes patient and caregiver symptom management questions, general requests, and inquiries to the appropriate team member. The position assumes responsibility for various aspects of care coordination and serves as a liaison between...

Job Ref:JR-3027 Location:450 Brookline Ave, BOSTON, MA 02215 Category:Administration Support/Customer Service Employment Type:Part time Work Location:Onsite: occasional remote Salary/Pay Rate:$56,310.00 - $69,930.00 per year Overview This is a part-time role (24 hours per week), with pay based on the scheduled hours. The schedule includes two in-office days, with the third day eligible to be remote if desired. In addition to general administrative support, the position includes coordinating extensive travel for the SVP. The role supports the SVP of Translational Medicine at DFCI and may also provide administrative support to the SVP’s lab as needed. Responsibilities include using Microsoft Office to produce reports, spreadsheets, presentations, and other materials. The position requires knowledge of Institute policies and the ability to interface with senior leadership and a wide range of internal and external stakeholders—including cross-functional partners and...

Job Summary: The Harvard John A. Paulson School of Engineering and Applied Sciences (SEAS) seeks an experienced Audio-Visual Recording and Streaming Specialist to support and advance audio/video recording, live streaming and production services for SEAS teaching, research, and events. This role focuses on the independent planning, operation, and troubleshooting of complex AV, recording, and streaming environments, primarily within the Science and Engineering Complex in Allston. The position collaborates closely with faculty, administrators, and technical partners to deliver reliable, high-quality recording and livestreaming services aligned with SEAS academic and operational priorities. Job-Specific Responsibilities: Recording and Streaming Operations Independently plan, configure, and operate audio and video recording and livestreaming systems for classes, meetings, lectures, symposia, and SEAS-sponsored events.  Support recording and streaming activities primarily...

Admissions and Enrollment Specialist Responsibilities:  The Admissions and Enrollment Specialist will serve a critical role within Professional Education (PPE) at the Harvard Graduate School of Education (HGSE), which serves over 15,000 professionals in early childhood, K-12, and higher education around the world each year through a diverse portfolio of 100+ professional learning offerings. Reporting to the Admissions and Engagement Manager, you will manage the engagement, business development, and admissions for a set of programs within an assigned portfolio. You will work closely with accomplished leaders and educators from throughout the world who are seeking professional development through PPE’s programs. You will execute outreach and follow-up to stimulate interest and convert it to enrollment, providing exceptional relationships, service, and guidance. You will own all aspects of the application, review, decision, and enrollment process for a large volume and diverse...

Job Summary: The Center for Biostatistics in AIDS Research (CBAR), an organization within the Harvard T.H. Chan School of Public Health, is responsible for the design, monitoring and statistical analysis of clinical trials and observational studies for several major national and international NIH-funded clinical research networks. CBAR employs over 60 statisticians and epidemiologists including Harvard faculty, research scientists, and staff.  Investigators within CBAR have provided statistical leadership and support for clinical research networks for thirty-five years. Currently this includes infectious disease networks such as: Advancing Clinical Therapeutics Globally for HIV/AIDS and Other Infections (ACTG) and the International Maternal Pediatric Adolescent AIDS Clinical Trials Network (IMPAACT). Results from studies have helped to establish the paradigm for the treatment and prevention of HIV and other infectious diseases, and contributed to international treatment and...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

The Executive Director of Advancement Communications provides strategic leadership for all communications supporting the institution’s fundraising, alumni engagement, and donor relations efforts. This role develops and executes integrated, multi-channel communication strategies that advance institutional priorities, strengthen alumni and volunteer relationships, and inspire philanthropic investment.  Reporting to the AVP for Advancement Communications, Events, and Donor Relations, the Executive Director partners closely with development officers, alumni relations, and academic leadership to ensure compelling, consistent messaging across campaigns, stewardship, and engagement initiatives.  Job-Specific Responsibilities: Strategic Leadership   Develop and lead a comprehensive advancement communications strategy aligned with institutional goals and fundraising priorities.  Serve as a trusted communications advisor to senior leadership.  Translate complex academic and...

BAIN CAPITAL OVERVIEW With approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. Today, our team includes 1,985+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...