62 wealth strategies advisor 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...

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...

Job Summary:  Are you looking to take the next step in your career with a role that broadens your perspective in higher education? Do you enjoy helping people and persevering through challenges to find a resolution? Are you detail-oriented with strong project follow-through skills? Do you excel at communicating with and supporting diverse audiences? If so, join our team as the Recruitment and Administrative Coordinator, where you will play a pivotal role in hiring, onboarding and supporting 350 staff across External Relations, MBA, and Doctoral (EMD) departments. This role ensures the efficient functioning of daily operations, organizes departmental HR talent acquisition, and assists with a variety of departmental projects and initiatives. Job-Specific Responsibilities: Recruiting & Onboarding (50%)  Responsible for sourcing talent, ensuring a strong pipeline of qualified candidates using various proven methods Conduct phone screens, source candidates, review...

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...

The Harvard Kennedy School (HKS) is launching an initiative to build the best-in-class research enablement environment for public policy. Over the next two years, the School will pilot and pressure test strategies and solutions addressing the increasing complexity of the research and research compliance environment. This position will directly support this work. As a member of the Research Computing and Data Services (RCDS) team in Library and Research Services (LRS) at the Harvard Kennedy School (HKS) and reporting to the Director of Research Computing and Data Services, the Research Infrastructure and Software Engineer will design and build software and platforms for fast, reproducible, and scalable research. You will problem-solve and apply out-of-the-box technical solutions to address the ever-increasing complexity of research and research compliance. You’ll work under the direction of the Director of Research Computing and Data Services, and in close collaboration with LRS...

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...

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...

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in...

Location: 10 Broad Street - Westfield, Massachusetts 01085 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

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...

The Harvard Center for International Development (CID) has an immediate opening for a Grants Manager to provide life-cycle administration of multi-faceted projects, both federal and non-federal. The Grants Manager will proactively establish relationships with the CID team, CID Faculty Affiliates across Harvard schools, research teams, and the HKS Research Administration Office (RAO) and Harvard’s Office for Sponsored Programs (OSP) to provide expert guidance on all sponsored research issues.   The Grants Manager plays a central role in the support of CID research programs and initiatives and works closely with the Center’s Director of Finance and Operations. This person is responsible for (1) all aspects of the research administration process from budget development to contract negotiations to invoice collection in collaboration with CID research staff, HKS Research Administration Office, and Harvard’s Office of Sponsored Programs, (2) financial post-award monitoring and reporting...

Job Summary: Reporting to the Associate Dean for Academic Programs (Associate Dean), the Executive Director provides intellectual and administrative leadership for Harvard Radcliffe Institute’s renowned residential fellowship program. Each year, the program brings approximately 50 leading scholars, scientists, artists, and practitioners from around the world to pursue ambitious, original projects within Radcliffe’s uniquely vibrant interdisciplinary community. The Executive Director sets the strategic direction of the fellowship program; ensures the rigor, fairness, and visibility of its selection processes; and stewards the fellows’ experience from recruitment through selection, residency, and alumni engagement. In close collaboration with the Associate Dean, the Dean of the Harvard Radcliffe Institute, and program partners, the Executive Director ensures that the fellowship program advances the Institute’s mission as a leading center for cross-disciplinary exploration and...

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...

The Senior Human Resources Consultant (SHRC) is a key member of the HR Consulting team within Central Administration at Harvard University. This role will be responsible for comprehensive human resources consulting services for an assigned department(s) within the portfolio and provide leadership in change processes to create a culture of productivity and engagement. Job-Specific Responsibilities: The SHRC provides strategic guidance and advice on all HR related issues, demonstrating a solid understanding of the opportunities and resources available. Essential Functions Consults with and advises managers and employees on policies and procedures relating to employment practices, policy interpretation and application, recruiting, performance management, compensation, union and employee relations, staff development, and organizational development. Partners with managers, employees, HR colleagues, and bargaining unit representatives to address a variety of workplace issues...

The Planning, Design and Construction Office (PD&C) seeks an experienced Senior Construction Manager (SrCM) to join the Project Management team responsible for the planning, design, construction, and turnover of capital projects across Harvard Medical School’s (HMS) campus. The SrCM plays a key role in executing HMS’s Five-Year Capital Plan and Campus Renewal Program, providing field-based construction leadership and coordination across multiple active projects. Reporting to the Director of Design and Construction, the Construction Manager serves as the Medical School’s on-site construction representative, overseeing construction activities to ensure projects meet established schedule, budget, safety, and quality objectives. The SrCM works closely with project managers, contractors, consultants, campus stakeholders, and Facilities staff to lead work within active academic, laboratory, and research environments. This position requires full-time on-site presence and work hours...

HALC seeks an experienced Senior Manager for Planning and Development, to facilitate the coordination of complex planning and design implementation, design review, and permitting processes across development projects within its portfolio.  Reporting to the Managing Director of Planning and Design Implementation, this role guides the development and refinement of site development parameters, design guidelines, and key physical planning elements for third-party projects; implements HALC’s design review process; and manages complex, multi-party entitlement efforts across the company’s development portfolio. The position requires exceptional organizational rigor, strong design judgment, collaborative spirit, and the ability to facilitate alignment among multiple stakeholders — including institutional and development partners, consultants, and public agencies — on a range of complex design, planning, and regulatory issues, ensuring projects advance in a manner consistent with the...

The Program Manager for Research Partnerships and Outreach will provide project management and coordination support across two key areas of work at the Center for Education Policy Research (CEPR): research partnership programming and center strategy and engagement activities. Approximately half of the role will focus on managing research partnership programming, including coordination of a public seminar series, fellowship recruitment and selection processes, and grant-related activities associated with CEPR’s research partnership initiatives. The other half of the role will support CEPR institutional priorities, including coordination related to CEPR board activities and broader center outreach and engagement efforts. This role requires strong organizational and project management skills, attention to detail, and the ability to manage multiple timelines and stakeholders across the university and partner organizations. Key Responsibilities Research Partnerships and Outreach...

Job-Specific Responsibilities: The Senior HR Consultant serves as a strategic partner and consultant within Harvard’s Faculty of Arts and Sciences, specifically supporting the undergraduate College. This role works closely with the College’s Dean for Administration and Finance, managers, and leaders within the College to align people strategies with institutional goals and priorities. This role provides advanced guidance on workforce planning, organizational design, performance coaching, talent planning, and complex employee relations issues. Strategic Partnership & Workforce Planning Serve as the primary HR partner for the Harvard College, building strong, consultative relationships with leadership. Advises on workforce planning, organizational design, staffing models, and role structures Translate FAS and departmental strategies into HR priorities and action plans. Talent Management & Organizational Development Partner with leaders on succession planning...