6 jobs found in Chelmsford, MA

Ameriprise Financial Position Description & Summary of Role: Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that builds trust, simplifies life, and reduces stress for clients and team members. Our Team has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects, managing business tasks and providing accountability. Responsibilities 75% Administrative: Calendar management Assist and lead ad-hoc projects as needed or assigned by Leader and advisors...

Revvity Overview: The Corporate FP&A team at Revvity is seeking a Principal Financial Analyst - Global Income Statement to join our dynamic, global organization. This high-impact role provides comprehensive oversight of the company's income statement and plays a key part in delivering actionable insights to senior leadership on overall business performance. The Principal Financial Analyst will partner with the Director of FP&A to advance strategic corporate initiatives and lead efforts to enhance processes and systems within the FP&A function. This is a hybrid opportunity (Tuesday - Thursday) based at our corporate headquarters in Waltham, MA. Key Responsibilities: Support the development and execution of the company's financial planning, budgeting, and forecasting processes. Conduct detailed financial analyses to provide insights that support management decision-making and business performance improvement. Contribute to the implementation and...

Ameriprise Financial The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Responsible for hiring and delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning results for all ACD hub advisors. Key Responsibilities: Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics. Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business. Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors. Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and...

Babson College THE OPPORTUNITY The Senior Data & Financial Analyst, Academic Affairs is a high-impact role that shapes major academic and budgetary decisions at the highest levels of the College. Working in close partnership with senior leadership, faculty, and cross-campus data experts, the Senior Data & Financial Analyst plays a pivotal role in advancing strategic planning and institutional governance; designs data and finance practices, and influences policy and resource allocation that will strengthen Babson's mission for years to come. Specifically responsible for blending institutional research, academic operations insight, and financial modeling, to empower data-informed decision-making across the College; working closely with the Assistant Dean of Accreditation, Director of Institutional Research, and Dean of Faculty's Office as a cross functional team; engaging with the Provost/Executive Vice President, Dean of Faculty, Chief Financial Officer/Executive Vice...

Fidelity Investments Job Description: Compliance Director, Cash Management and Payments The Role The Compliance Director position is a role within the Wealth and Brokerage (W&B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features. The Expertise and Skills You Bring Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required. Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings. Familiar with and developed a payment/debit card program with a focus on policies and...

Fidelity Investments Job Description: The Team Asset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the industry. In support of the FMR and Strategic Advisers Sub-Adviser compliance programs, the AMC Sub-Adviser Oversight Team performs initial due diligence on prospective sub-adviser candidates and ongoing oversight of Board approved sub-advisers. We interact frequently with Fidelity control partners, including Legal, Treasurer's...