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Alexandria Real Estate Equities jobs in Boston, MA - 549 jobs

  • Associate, Life Science

    Alexandria Real Estate 4.4company rating

    Alexandria Real Estate job in Cambridge, MA

    Alexandria's Life Science Team serves a highly strategic role at the intersection of Alexandria's real estate, venture investment, thought leadership, and regional business development activities to grow and support the local innovation clusters in which we operate. Alexandria's strategic venture capital activities, conducted through Alexandria Venture Investments, allow the Company to discover and invest in biotech and innovation-driven life science companies. As a member of the Life Science Team, the Associate's activities will include sourcing and underwriting venture investment and potential life science and technology tenants and monitoring existing tenants through a review of scientific milestones, press releases, and financial statements, as well as periodic meetings with senior management. The Associate's due diligence responsibilities for potential investments include assessing the competitive landscape of their therapeutic areas and the strength of innovation of their technology platforms. Regional business development activities also include preparing for and organizing Alexandria-led thought leadership and ecosystem-building events that convene, accelerate, and enable the growth of life science activities in Greater Boston. We are seeking an Associate to support Alexandria's Greater Boston operations by providing additional research, analysis, and industry expertise in support of venture investment, tenant underwriting, and other due diligence and business development activities. The Associate may be asked to support life science initiatives in Alexandria's other North American markets from time to time. Essential Duties and Responsibilities: * Assist in scientific and financial diligence and underwriting of prospective tenants for Alexandria's portfolio, including monitoring of various performance indicators relevant to companies in Alexandria's network. * Contribute to Alexandria's venture capital activity by supporting related due diligence and composing investment reports and memos. * Conduct research and analyze performance indicators for specific tenants, investments, or other companies of interest. * Participate and support one-on-one meetings with prospective and current portfolio companies, ongoing evaluation of their research and development plans and fundraising efforts, review of pitch decks, etc. * Engage in business development and networking activities across the local life science ecosystem and provide periodic support to other regions as needed. * Conduct in-depth research relevant to various disease and therapeutic areas, capital markets, U.S. healthcare and regulatory activities, and broader trends in the life science and technology industries. Other Responsibilities: * Collaborate cross-functionally across Alexandria's leasing, accounting, finance, and regional leadership teams to support core business objectives and strategic initiatives. * Prepare correspondence, background information, and/or copy for event materials as needed. Qualifications and Experience: * Bachelor's degree in a life science-related field required. Master's or PhD a plus. * Minimum 4 years' prior work experience (or equivalent educational experience, e.g., PhD work) within the life science industry; experience in venture investment, investment banking, consulting, and/or business development preferred. * Solid understanding of the life science and broader healthcare industry, including, but not limited to, chemistry and biology fundamentals, the drug development process, the U.S. healthcare and regulatory landscape, venture and equity financing, and human disease. * Knowledge of capital markets and finance a plus. * Strong research and analytical skills, as well as high attention to detail. * Ability to work independently and to effectively manage and organize multiple projects concurrently. * Excellent written communication skills a must, along with the ability to create concise and impactful written reports, correspondence, and responses to requests from team members and executive-level members within the Company. * Ability to communicate and collaborate with coworkers, management, and others in a courteous and professional manner. * Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint. Capabilities in Salesforce, Tableau, PitchBook, Evaluate Pharma, and other industry databases a plus. * Occasional travel to Alexandria's other North American regions may be required. The expected base salary range for this position is $150,000 to $190,000 USD annually, plus annual discretionary bonus. This salary range is an estimate, and the actual salary may vary based on the consideration of many factors, which may include, but are not limited to: the individual's knowledge, experience, education, qualifications, skills, job location, and the Company's compensation practices.
    $150k-190k yearly 2d ago
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  • Tenant Coordinator

    Alexandria Real Estate 4.4company rating

    Alexandria Real Estate job in Cambridge, MA

    We are excited to offer an incredible opportunity for recent graduates seeking a dynamic and rewarding career as a Tenant Coordinator at Alexandria Real Estate Equities, Inc. This role provides a unique chance to work with leaders in the life science real estate sector and be an integral part of maintaining and enhancing our state-of-the-art properties. You will interact with all departments of the company, including leasing, development, accounting, and legal. Your contributions will support the success of innovative tenants and transformative life science companies. Essential Duties and Responsibilities: * Assist in all aspects of property operations and act as initial contact with Alexandria tenants. * Serve as an active participant in the implementation of property improvement projects and renovations, ensuring minimal disruption to tenant operations. * Be responsible for coding and collecting receivables. * Assist in the management and creation of site operating budgets. * Organize, run, and track recurring tenant meetings. Follow up with tenants on all outstanding meeting items. * Assist in the management of on-site construction activity. Responsibilities include handling related tenant access requests, noisy work coordination and communication, and tenant updates. * Participate in site operations meetings with building maintenance, security, and cleaning personnel. * Direct janitorial, security, and engineering staff as needed. * Assist in planning tenant community events. * Send distribution email blasts to tenants, vendors, and construction partners. * Participate in the bid process for selecting vendors. * Prepare service contracts and purchase orders. * Conduct regular inspections of tenant spaces and common areas to identify maintenance issues or safety hazards and take appropriate action. * Maintain current and complete certificates of insurance for tenants and vendors. Review all limits, coverage types, expirations, and additional insureds for compliance. * Support special projects and handle special assignments as needed. Qualifications and Experience: * Bachelor's degree required. * Proficient in MS Office (Word, Excel, PowerPoint, Outlook). * Self-motivated, independent individual desired. * Client service-oriented attitude. * Excellent verbal and written communication skills. * Desire to pursue career in commercial real estate industry. * Working knowledge in the field of property management and/or real estate. The expected base hourly wage range for this position is $31.25 to $36.06 USD hourly, plus annual discretionary bonus. This hourly wage range is an estimate, and the actual hourly wage may vary based on the consideration of many factors, which may include, but are not limited to: the individual's knowledge, experience, education, qualifications, skills, job location, and the Company's compensation practices.
    $31.3-36.1 hourly 19d ago
  • Broker-Dealer Submissions Specialist

    Voya Financial, Inc. 4.8company rating

    Boston, MA job

    A financial services firm in Boston is looking for a Customer Service Specialist. In this role, you will support registered representatives and clients with submissions-related inquiries. You will ensure forms are complete, provide expert advice on the submission process, and foster relationships with clients. Candidates should have 1-2 years of experience in customer service and a bachelor's degree. The position is on-site in Boston and offers competitive compensation and benefits. #J-18808-Ljbffr
    $70k-154k yearly est. 4d ago
  • RN Field Clinical Care Coordinator- Boston/Quincy/Braintree, MA and surroundingareas

    Unitedhealth Group 4.6company rating

    Boston, MA job

    $5,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. The RN Clinical Care Coordinator will be the primary care manager for a panel of members with complex medical/behavioral needs. Care coordination activities will focus on supporting member's medical, behavioral, and socioeconomic needs to promote appropriate utilization of services and improved quality of care. If you reside in the Boston, Quincy, Braintree, Dedham, Needham, MA area, you will enjoy the flexibility to telecommute* as you take on some tough challenges. This position is a field-based position with a home-based office. You will work from home when not in the field. Local travel up to 75% and mileage is reimbursed at current government rate. Primary Responsibilities: Engage members face-to-face and/or telephonically to complete a comprehensive needs assessment, including assessment of medical, behavioral, functional, cultural, and socioeconomic needs Develop and implement person centered care plans to address needs including management of chronic health conditions, health promotion and wellness, social determinants of health, medication management and member safety in alignment with evidence-based guidelines Partner and collaborate with internal care team, providers, and community resources/partners to implement care plan Provide education and coaching to support member self-management of care needs and lifestyle changes to promote health Support proactive discharge planning and manage/coordinate Care Transition following ER visit, inpatient or Skilled Nursing Facility (SNF) admission Advocate for members and families as needed to ensure the member's needs and choices are fully represented and supported by the health care team What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include: Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays Medical Plan options along with participation in a Health Spending Account or a Health Saving account Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage 401(k) Savings Plan, Employee Stock Purchase Plan Education Reimbursement Employee Discounts Employee Assistance Program Employee Referral Bonus Program Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.) More information can be downloaded at: uhgbenefits You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Current and unrestricted independent licensure as a Registered Nurse in the state of MA 2+ years of clinical experience Intermediate level of proficiency with MS Office, including Word, Excel, and Outlook Access to a designated quiet workspace in your home (separated from non-workspace areas) with the ability to secure Protected Health Information (PHI) Reside in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service Ability to travel within assigned territory to meet with members and providers Access to reliable transportation & valid US driver's license Preferred Qualifications: Bachelor's or master's degree in nursing Certified Care Manager (CCM) 1+ years of community case management experience coordinating care for individuals with complex needs Background in Managed Care Experience working in team-based care Ability to utilize an Electronic Medical Record or other electronic platforms Ability to use on-line training platforms Demonstrated ability to utilize virtual care platforms Physical Requirements: Ability to transition from office to field locations multiple times per day Ability to navigate multiple locations/terrains to visit employees, members and/or providers Ability to transport equipment to and from field locations needed for visits (ex. laptop, stethoscope, etc.) Ability to remain stationary for long periods of time to complete computer or tablet work duties *All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. **PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $28.94 to $51.83 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RPO #RED
    $28.9-51.8 hourly 3d ago
  • VP, Healthcare IT Investment Banking - Lead M&A Deals

    Piper Sandler & Co 4.8company rating

    Boston, MA job

    A leading investment bank is seeking an Investment Banking Vice President to join their Healthcare IT team in Boston or Minneapolis. The ideal candidate will have 5+ years of experience in investment banking, demonstrate strong M&A transaction skills, business writing proficiency, and a proven ability to manage client relationships. This full-time role offers a starting salary of $250,000, with competitive overall compensation including annual incentive bonuses. #J-18808-Ljbffr
    $250k yearly 2d ago
  • MSIM- High Yield Research- Analyst

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. Prepare detailed initiation of coverage research reports and periodic updates. Take part in due diligence meetings with management teams. Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. Work on special projects and assignments for the High Yield Team. Responsibility increases are based on merit and investment performance. Job Requirements A bachelor's degree and approximately 0-2 years of relevant work experience Strong academic record combined with extracurricular achievements Outstanding oral and written communication skills Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective The ability to function reliably and independently with a high degree of accuracy and attention to detail Understanding of the corporate bond and equity markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $125,,000 per year for Associate level at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-125k yearly Auto-Apply 60d+ ago
  • Operations Support Supervisor - LTS

    Unitedhealth Group Inc. 4.6company rating

    Needham, MA job

    Explore opportunities with Long Term Solutions, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide. As members of the Optum family of businesses, we are dedicated to helping people feel their best, including our team members who create meaningful connections with patients, their families, each other and the communities we serve. Find a home for your career here. Join us and embrace a culture of Caring. Connecting. Growing together. Responsible for assessment, allocation, and deployment of operational support resources for assigned area. Actively manage integration and travel resources and will act as a liaison with local agencies, management staff and other departments throughout the company. Provides support as an ED,CD,PCM either onsite or remote based on the organization's needs. Primary Responsibilities: * Responsible for the supervision and coordination of integration activities * Responsible for Pillar review & analytics * Collaborate with Operations leadership in assigned area to coordinate resources and support based on defined need * Responsible for performing duties defined by the Home Health/Hospice ED,CD,PCM job description * Responsible for the education and communication of LHC operational processes and policies and applicable EMR * Responsible for the education and communication of operational metrics/analytics/KPI's * Ability to independently plan for an integration to include schedules, education, equipment, materials and all other items applicable within the process * Works in collaboration with the operation teams to identify training needs and develop training plans You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * Current RN licensure in state of practice with at least 1 year experience as a manager of care in home health * Current CPR certification * Current Driver's License, vehicle insurance, and access to a dependable vehicle or public transportation * State Specific Requirements: * CA: 1+ years prior professional nursing experience * CT: 1+ years of fulltime clinical experience in a home health agency and one of the following: (1) Master's degree or (2) bachelor degree with a minimum of 3 years full-time clinical experience or (3) associate degree with a minimum of 3 years full-time clinical experience in past 5 years AND evidence of certification by ANA as a community health nurse or completion of at least six (6) credits received within two (2) years in community health nursing theory or six (6) credits in health care management from an accredited college or university program or school of nursing * IL: (1) Bachelor's degree in nursing and at 1+ years of nursing experience OR (2) a registered nurse with 3+ years of nursing experience with 2 of those in a home health agency, community health program providing care of the sick, or family- centered nursing program in a community health agency AND at least 2 years of the 3 years of nursing experience must have been obtained within 5 years prior to employment with the home health agency * LA: 1+ years of clinical experience as a registered nurse. RN licensure must have no restrictions * MD: 2+ years of experience or education in community health nursing * NJ: Registered nurse with a bachelor's degree in nursing with 2+ years combined community health nursing and progressive professional responsibility in community health nursing or 3+ years combined community health nursing and progressive professional responsibility in community health nursing * PA: 1+ years full time nursing experience * TX: 1+ years experience as a registered nurse within the last 36 months Preferred Qualifications: * Oasis Certification * All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 to $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
    $60.2k-107.4k yearly 5d ago
  • Per Diem Imaging Technologist Asst (SEIU) - MRI - Atrius Health

    Unitedhealth Group Inc. 4.6company rating

    Boston, MA job

    Explore opportunities at Atrius Health, part of the Optum family of businesses. We're an innovative health care leader and multi-specialty group practice, delivering an effective, connected system of care for adult and pediatric patients at 28 practice locations in eastern Massachusetts. Our entire team of providers (physicians, AP/NPs and ancillary clinicians) works collaboratively with a value-based philosophy within our group practice as well as with hospitals, rehab and nursing facilities. Be part of our vision to transform care and improve lives by building trust, understanding and shared decision-making with every patient. Join us and discover the meaning behind Caring. Connecting. Growing together. Position Details: * Location: Kenmore - 133 Brookline Avenue, Boston, MA 02215 * Department: Radiology - MRI * Schedule: Per Diem, As needed Primary Responsibilities: * Under the direction of the department supervisor or designee, provides direct support to imaging technologists * Interviews patients and provides education about imaging processes and procedures * Positions patients for imaging exams * Restores imaging studies for follow up patients * Provides general organization of the imaging area * Promotes effective working relationships to meet the goals and objectives of the Imaging Center * Provides back-up coverage for other support staff You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * High School diploma or equivalency certificate (e.g. GED, HiSET, TASC Test) from an accredited institution or governmental unit Preferred Qualifications: * BCLS (CPR) certified * American Heart Association Basic Life Support (BLS) * Advanced Cardiac Life Support (ACLS) may be required based on specialty * Experience in an Advanced Imaging Center * Computer experience * Possess solid interpersonal, customer service, time management, and organizational skills * Demonstrated flexibility and initiative in providing quality patient care Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.71 to $27.41 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $17.7-27.4 hourly 5d ago
  • Account Executive, KA - Boston, MA

    Unitedhealth Group 4.6company rating

    Boston, MA job

    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. As a UnitedHealthcare, Account Executive, in the Key Accounts segment, you'll be responsible for selling new fully insured, level-funded and self-insured Medical and Specialty products, services and solutions to employers with 100-4,999 eligible employees. This position follows a hybrid schedule withthree in-office days per week. Primary Responsibilities: New business sales of Medical and Specialty products; Fully Insured, Level Funded and ASO leveraging the legacy UHC, UMR and Surest platforms Working knowledge, mastery, of UHC Medical and Specialty products and services that are applicable to the Key Accounts segment Will be in the Key Accounts segment; groups with 100-4,999 eligible employees Developing and cultivating relationships with assigned brokers/brokerage firms in the designated territory Being a positive and influential ambassador of UnitedHealthcare, including UMR and Surest, and its products and services Being a team player and teammate with other segments, including internal matrix partners Sales representative in the UnitedHealthcare (UHC) Key Accounts segment responsible for Medical and Specialty sales to employers with 100-4,999 eligible employees. The principle focus is the sale of new business via assigned brokers with indirect responsibility for the retention of existing accounts New Business Sales: Identifies potential customers utilizing various tools and resources Accountable for prospect from presale to implementation Attains targeted sales goals Leads cross-functional team to achieve positive sales results Travel as required Relationship Building: Develops, cultivates and maintains solid broker relationships Develops, cultivates and maintains key internal relationships Understand employer and broker needs and provide value-added consultation Identifies key brokers/consultants Presents a positive image of UHG in the marketplace Community involvement through professional organizations, associations and local organizations Miscellaneous: Maintain current knowledge of all UHC products, services, and underwriting practices and principles Effectively communicate UHG/UHC strategies and mission to the marketplace You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Valid and active life and health license must be maintained as required by state law 2+ years of successful sales or account management experience, with a full-range of Medical and Specialty products and funding arrangements Experience with all funding arrangements including Self-Funding / ASO Demonstrated ability to produce sales to employers through direct sales or brokers Ability to travel as required Maintain a valid driver's license Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
    $60k-130k yearly 2d ago
  • Per Diem Pathologist's Assistant - Atrius Health

    Unitedhealth Group Inc. 4.6company rating

    Needham, MA job

    Explore opportunities with Atrius Health, part of the Optum family of businesses. We're an innovative health care leader and multi-specialty group practice, delivering an effective, connected system of care for adult and pediatric patients at 28 practice locations in eastern Massachusetts. Our entire team of providers (physicians, PA/NPs and ancillary clinicians) works collaboratively with a value-based philosophy within our group practice as well as with hospitals, rehab and nursing facilities. Be part of our vision to transform care and improve lives by building trust, understanding and shared decision-making with every patient. Join us and discover the meaning behind Caring. Connecting. Growing together. Under the general supervision of a Pathologist, utilizes specialized training to perform complex clinical laboratory procedures that would otherwise be performed by a Pathologist. Responsible for grossing and dissecting a wide variety of surgical pathology specimens varying from biopsies to complex specimens. In collaboration with the pathologist, selects appropriate diagnostic sections for histologic processing. Primary Responsibilities: * Conducts gross examination of human tissue surgical specimens. Performs appropriate specimen accessioning, describes gross anatomic features via dictation, and dissects surgical specimens * In collaboration with the pathologist, selects appropriate diagnostic sections for histologic processing. Prepares this tissue utilizing proper histologic procedures * When necessary, reviews cases with a pathologist upon sign-out. Consults with co-workers and histology staff as needed * Participates in quality assurance initiatives. Contributes new ideas to the improvement of laboratory operations and the attainment of other business objectives. Participates in projects as assigned * Maintains detailed records of all specimen dissections and dictations * Assists in the compilation of reports for surgical pathology * Labels and stores gross tissue specimens * Properly maintains equipment and ensures the cleanliness of the surgical pathology suite * Refers to training checklists and competency assessments for additional accountabilities. During periods of downtime, may be called upon to provide assistance to the specimen processing area * Adheres to all laboratory policies and procedures, including compliance, HIPAA, CQI, OSHA, and accreditation guidelines. Reviews policy and procedure manuals on an annual basis * Performs all job functions in compliance with applicable federal, state, and local agencies, company policies and procedures, and CAP * Performs other duties as needed You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * Graduate of a NAACLS approved educational training program or a bachelor's degree with a concentration in a biological or allied health discipline * 3+ years of experience as a Pathologists' Assistant under direct supervision of a pathologist Preferred Qualifications: * Master's degree in pathology * Knowledge of histologic procedures * Extensive knowledge of the basic sciences, especially anatomy, and knowledge of surgical pathology and medical terminology * Proficient in the use of medical and surgical instruments and equipment * Proven excellent dissection technical skills * Proven ability to summarize complex clinical data * Proven ability to work independently * Demonstrated ability to utilize a professional attitude to gain and maintain the trust of associates * Demonstrated ability to serve as a role model in areas such as flexibility, objectivity, and adaptability * Demonstrated use of solid professional judgement Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $44.09 to $78.70 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $41k-88k yearly est. 5d ago
  • Investment Banking Associate - Healthcare

    Piper Sandler Companies 4.8company rating

    Boston, MA job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are seeking an experienced Investment Banking Associate for our Healthcare teams in our New York, NY, Minneapolis, MN, Boston, MA, Charlotte, NC or San Francisco, CA offices. Our experienced associate position offers a unique opportunity for ambitious professionals seeking to play an impactful role on the strategically expanding Healthcare investment banking team, gaining extensive sector expertise and in-depth experience in M&A and capital raising transaction execution. The experienced associate will be intimately involved as a core member of the team in providing strategic and financial advice to many of the most relevant public and private health Equity Research Associate/Intern care companies, having an opportunity to work closely with highly seasoned senior bankers and to develop impactful relationships with clients over time. The experienced associate will, among other responsibilities, prepare strategic and M&A analyses, company valuations, marketing materials for company sale and financing assignments, and participate in due diligence and drafting sessions for public offerings. The experienced associate will be responsible for executing high-profile transactions, integral to the coverage of the team's most important clients, expected to act as a key contact for some clients, and begin to assume increasing responsibilities for new business development over time. Our experienced associate will be expected to demonstrate professional and cultural leadership, together with senior members on the team, in maintaining a highly collaborative team environment that thrives on a commitment to excellence, integrity and mentorship. Learn more about the Healthcare investment banking team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Minimum 3+ years of investment banking experience * BA/BS/MS or an advanced degree in life sciences is a plus * Experience with equity capital markets and M&A transactions * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting and financial modeling * Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of healthcare, chemicals, consumer, diversified industrials & services, energy & power, financial services and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1
    $135k-225k yearly Auto-Apply 48d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Boston, MA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 26d ago
  • Physician Assistant Nurse Practitioner MNA - Orthopedics OR - Atrius Health

    Unitedhealth Group Inc. 4.6company rating

    Dedham, MA job

    Explore opportunities at Atrius Health, part of the Optum family of businesses. We're an innovative health care leader and multi-specialty group practice, delivering an effective, connected system of care for adult and pediatric patients at 28 practice locations in eastern Massachusetts. Our entire team of providers (physicians, AP/NPs and ancillary clinicians) works collaboratively with a value-based philosophy within our group practice as well as with hospitals, rehab and nursing facilities. Be part of our vision to transform care and improve lives by building trust, understanding and shared decision-making with every patient. Join us and discover the meaning behind Caring. Connecting. Growing together. As the Specialty Physician Assistant under general direction of the clinical supervisor, you assume full responsibility in assessing, diagnosing, and treating those patients requiring sub-specialty treatment such as orthopedics. You will work in a collaborative team practice that recognizes the patient as the central focus. You will support the physician in situations requiring physical assessment and complex communications with patients. Serves as a patient educator in areas of specialization. Position Highlights: * No on-call, no weekends * Join a dynamic surgical team! This position offers hands-on experience in the Operating Room 1-2 days per week at New England Baptist Hospital or local surgery centers. * 4-day work week Primary Responsibilities: * Performs physical assessments on patients with specialized conditions in areas such as orthopedics. Determines urgent versus emergent problems and triages patients to appropriate specialty physicians. Assesses and treats patients with support from other physician colleagues. May develop and implement a plan of care for these patients, as well as prescribe medications, exercises and/or other treatments * Performs minor operative procedures including suturing and injections. Orthopedic clinician should be proficient in cast application * Collaborates with the physician in the management of patient care. Such support may include ordering and interpreting laboratory work and other diagnostic studies, assisting the physician in operative procedures, performing pre-operative histories and physical exams, and maintaining continuity of care through the exchange of information with outside health and social agencies * Serves as a liaison between primary care providers and specialists. Consults with primary care providers on issues related to patient care * Teaches and counsels individuals and groups with regard to specific health care needs. Serves as an educator in areas of specialization * Participates in the development of health education programs * First assist needed in operating room on total joint cases You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * Graduate of an accredited Physician Assistant degree program * Currently or eligible for board certification by the National Commission on Certification of Physician Assistants (NCCPA) * Active and unrestricted APC license in the State of Massachusetts * Graduate of a State-approved school of Nursing and Nurse Practitioner program * Possess a current license to practice as a professional nurse in the Commonwealth of Massachusetts, and authorization to practice in the expanded role * Nurse Practitioners must be 1st assist certificated. (CSFA) Surgical First Assistant Certification * Current active Mass DPH Controlled Substances Registration or ability to obtain post-hire, per state regulations * Current active DEA licensure/prescriptive authority or ability to obtain post-hire, per state regulations * Maintains BLS certification, professional certification as appropriate Preferred Qualifications: * 2+ years of experience in orthopedics Compensation for this specialty generally ranges from $110,000 - $166,500. Total cash compensation includes base pay and bonus and is based on several factors including but not limited to local labor markets, education, work experience and may increase over time based on productivity and performance in the role. We comply with all minimum wage laws as applicable. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
    $110k-166.5k yearly 26d ago
  • National Risk Officer

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The National Risk Officer is responsible for a wide variety of supervisory, compliance and risk functions. In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Additionally, the National Risk Officer keeps the Market and Region informed of significant matters and is a non-revenue sharing position that has dual reporting to the Head of the Centralized Review Unit (CRU) and the Associate Regional Risk Officer (ARRO). Finally, this position will support various risk and supervisory functions for a single Market and/or multiple Markets within a single Region and may provide Risk Officer coverage for functions specific to a single Market, a single Branch, or multiple branches within a Region. DUTIES AND RESPONSIBILITIES: Primarily responsible for all risk, supervisory, and compliance functions for respective branch location(s) Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner Support increased Risk Officer workload due to remediation requirements, new FA/FAA recruits onboarding, etc. Fill coverage and/or resource gaps resulting from temporary Risk Officer attrition, shortages (e.g., turnover, resignations, etc.) Assist Markets during periods of high-volume supervisory alerts Manages and responds to senior or vulnerable adult, financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley's senior or vulnerable clients Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer (SRO) and/or the Associate/Regional Risk Officer (ARRO/RRO) Provides coaching, guidance, and education to Financial Advisors on policies and procedures to promote risk awareness and a compliant environment Interview clients where necessary, and collaborates with internal partners in Legal, Compliance, Risk and Business to formulate adequate responses to close matters and/or pending supervisory alerts Liaises with the Legal and Compliance Division to respond to customer complaints and litigation Supports the preparation for and response to all branch exams and internal audits, and ensures that any audit findings are appropriately responded to and remediated National Risk Officers may travel to different Markets within the Region to provide support, as needed Bachelor's degree or equivalent work experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters preferred Effective written and verbal communication skills Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Ability to organize and prioritize tasks and assignments in a deadline-oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong quantitative and analytical skills High motivation and energy with ability to develop strong working relationships A calm demeanor and ability to work on multiple tasks at one time Self-starter with a strong attention to detail Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment Excellent problem-solving and business judgment Strong organizational, planning and time management skills Ability and willingness to voice ideas, in addition to following instructions Proficiency in MS Office, PowerPoint, Excel WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 42d ago
  • Estate Settlement Officer

    The Bank of New York Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, New York, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or Menlo Park, CA. In this role, you'll make an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-related issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. * Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $68k-164.5k yearly 40d ago
  • Medical Assistant Pediatrics/Worcester Rd Framingham

    Unitedhealth Group 4.6company rating

    Framingham, MA job

    For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start **Caring. Connecting. Growing together.** Position in this function performs a variety of duties involving clinical and administrative patient care while adhering to the standards of the practice. Provides care to pediatric, adolescent, adult and geriatric patients. Assists in the examination and treatment of patients by taking and recording vital signs such as blood pressures, temperatures, height, weight, etc. Assists physician and others with simple to complex clinical/diagnostic procedures such as urine cultures, pregnancy tests, throat cultures, etc. Prepares treatment rooms. Performs a variety of clerical functions to support office functions. Performs related duties to facilitate the efficient utilization of computer-based information. **Primary Responsibilities:** + Opens patient areas, prepares patient schedules and patient medical records following standard procedures + Greets patients and escorts them to the exam room. Establishes reason for patient visit and prepares patient accordingly. Provides direct and indirect care following standard procedure while identifying and recording physical findings. Verifies patient medications, performs medication reconciliation and pends refills. Collects and documents a variety of forms. Documents patient information in chart following standard procedure. Monitor and maintain patient flow. Assists in management of patient flow and access + Performs a variety of clinical functions such as measuring temperature, pulse rates, blood pressure, orthostatic vitals, height, weight, pediatric lengths, head circumference, peak flows, pulse oximetry, etc. Performs a variety tests such as hearing, vision, etc. Documents information during patient visit in patient chart + Performs a variety of point of care testing functions and quality control such as urinalysis, rapid strep, blood glucose, urine pregnancy, etc. Document testing in patient chart. Maintains laboratory logs following standard procedure + Performs a variety of procedures such as applying hot/cold compress, applying/removing simple to complex wound dressings (as defined by site) under the direction of provider or licensed staff member, suture removal, staple removal, ear irrigation, DME splints/orthoglass, etc. + Administers over-the-counter medications following standard procedures within position responsibility + Performs spirometry, EKG, removal of urinary catheters with education and evidence of competency, etc., following standard procedures + Administers vaccines and immunizations following standard procedures + Provides instruction on gait training. Provides basic patient instruction under direction. Explains and gives instructions to patient for laboratory/x-ray and special procedures + Monitors oxygen delivery / checks tank levels + Sets up and assists with pelvic exams following standard procedures + Performs phlebotomy and processes specimens following standard procedures. Collects and transports specimens to the laboratory following standard procedure + Notifies patients of normal laboratory results as instructed by provider. May report abnormal laboratory results under the instruction of licensed staff member. Performs routine call backs + Completes prescription refills following standard procedures. Check appropriate notes, pertinent laboratory results and orders laboratory results that are required, selects appropriate pharmacy and pends correct medication, dosage, sig and number of refills before routing to appropriate provider for approval + Performs pill count with licensed staff member + Orders medications following standard procedures + Autoclaves instruments and performs autoclave biological spores testing following standard procedure + Manages in basket messages following standard procedures + Schedules a variety of appointments such as advance visits types, interpreter service, use of VRI, laboratory testing, etc. Communicates with other sites to arrange booking needs of patients. Cancels and reschedules appointments as required. Completes prior authorizations as required or directed + Completes telephone encounters and normal laboratory letters + Assists in the organization of the clinical unit including stocking of exam rooms and ordering supplies + Monitors refrigerator/freezer temperatures following standard guidelines. Reports discrepancies to manager or others + Completes exam room check-out following standard procedures + Supports multiple office functions such as patient check in and out, answering phone, scheduling, etc., and provides cross-coverage to clerical roles as directed + Maintains open communication with all members of the healthcare team. Works as a member of the clinical team to provide quality, timely service to patients. Works with the team, providers and manager/supervisor to continually improve patient flow within the department + Participates and can orchestrate daily huddle + Identifies and reports emergency situations to nursing and providers and assists in emergency as competency will allow. Identifies and corrects abnormal conditions within scope of responsibility under the supervision of nurse or provider + Participates in staff meetings, gives input and feedback during meetings + Utilizes patient care equipment appropriately and safely. Incorporates the proper requirements in operating department specific equipment to provide safe patient care + Provides care to pediatrics, adolescent, adult and geriatric patients + Ensures adequate inventory of office supplies and printed materials. Maintains general files and supplies + Participates in orientation and staff development activities as requested. Reviews and checks off orientation skills list and annual checklist for assigned employees + Participates in EMR super user meetings + Complies with health and safety requirements and with regulatory agencies such as DPH, etc. + Complies with established departmental policies, procedures, and objectives + Enhances professional growth and development through educational programs, seminars, etc. + Attends a variety of meetings, conferences, and seminars as required or directed + Performs other similar and related duties as required or directed + Regular, reliable and predicable attendance is required You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + High school diploma or equivalent + Successful completion of a medical assistant school/program + Medical Assistant certification + Successful completion of Basic Life Support (BLS-CPR) or completed within 90 days of date of hire for positions in direct patient care areas + Knowledge of office and laboratory procedures + Knowledge of a variety of software applications such as Microsoft Outlook, Word, etc. + Proven excellent organizational, communication and interpersonal skills _Unless certification, licensure or registration is required, an equivalent combination of education and experience, which provides proficiency in the areas of responsibility listed in this description, may be substituted for the above requirements._ **Physical Requirement:** + Physical health sufficient to meet the ergonomic standards and demands of the position Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 to $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable. _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._
    $17.7-31.6 hourly 60d+ ago
  • IM Operations- Portfolio Recordkeeping Director (AVP)

    Morgan Stanley 4.6company rating

    Boston, MA job

    We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. Support standardization and documentation of operational procedures across portfolios and asset classes. Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. Capture key metrics to help drive effective management of the day-to-day operations. Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. Document, maintain, and oversee adherence to standard operating procedures. Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: BS/BA degree required. A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. Experience with accounting systems; preferably Aladdin Experience with tax managed strategies is a plus Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). Experience functioning in a team lead and/or team mentor capacity. Automation first mindset. Experience with implementing process improvements and transformation. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-156k yearly Auto-Apply 34d ago
  • Associate, Consultant Relations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. North American Institutional Consultant Relations Team The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in-class consultant and associated client experience. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM's investment ideas and solutions. Highlights & Key Responsibilities The North American Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include assistance in hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, monitoring consulting firms for updates and engaging with MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles. Responsibilities include: Support 2-3 consultant relations professionals on fostering their consultant relationships, capital raising efforts, and business management activities Work with the consultant relations team to proactively identify business development opportunities within a consultant's client roster and help coordinate with relevant institutional sales, relationship management, and investment team colleagues. Assist in responding to consultant inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests Coordinate across investment teams and other internal functions to prepare consultant materials Contribute to the development and maintenance of business metrics and reports, utilizing salesforce and other internal databases Work with internal partners to help manage all aspects of the investment and operational due diligence processes. Qualifications Bachelor's degree 1-4 years of relevant investment management experience FINRA Series 7 and 63 required (or willingness to obtain) Excellent communication and relationship building skills, team-oriented and collaborative Ability to work well under pressure including a proven ability to multi-task and prioritize A problem-solver who demonstrates effective organization skills and follow-through Results-oriented with a bias for action and innovation Deeply collaborative in their interaction with colleagues across the firm regardless of function or level Technical and aesthetic mastery of PowerPoint, Excel and Office Intellectual curiosity and self-motivation Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-120k yearly Auto-Apply 60d+ ago
  • Director, Client Executive

    The Bank of New York Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Client Executive to join our Asset Servicing team. This role can be located in Boston, MA or New York City, NY. In this role, you'll make an impact in the following ways: * Serve in a consultative role to large, global investment managers, advising client top leadership on the best way to achieve short- and long- term strategic objectives. Assigned clients are key to the business units achievement of its goals and objectives. * Independently develop the strategic plan for managing and growing existing global client relationships, with a focus on organic revenue growth and enterprise client engagement * Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model. * Promotes firm services/product offerings that solve client challenges and achieve account growth. May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm. * Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank. * Driving a transformation agenda where required, around people and go to market strategies * Identify and lead new client acquisitions, including prospecting across the enterprise and externally * Continue to build BNY's presence through participation in events, industry forums, and conferences To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. * 12+ years of professional experience, preferably in client management roles with commercial accountability for top line growth is required, track record of success required * Knowledge and experience with senior leadership with investment managers preferred * Technical knowledge of fund and investment operations a plus * A passion for the business, 'drive to win' and outperformance mindset * Ability to establish and maintain C-Suite relationships with large global investment managers * Intellectual curiosity; desire to constantly learn and continuously improve * Ability to influence and drive performance internally, even when not a direct manager to teams * Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $150,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $150k-273k yearly 33d ago
  • Private Wealth Management Business Development Associate

    Morgan Stanley 4.6company rating

    Wellesley, MA job

    The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits Engages in strategic planning with other team members on client matters Interacts regularly with the Complex Business Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals Takes accountability for optimizing business practices while adhering to best business ethics and practices Seeks opportunities to grow business by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members Stays attuned to updates and enhancements to firm products and policies Client Engagement Actively engages clients and prospects to build relationships, identify needs and review investment goals Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns May regularly accompany senior team members to engage with clients to educate about the firm's services and products Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Additional product licenses may be required Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Strong understanding of applicable compliance rules, regulations and firm policies Ability to interact and communicate effectively with colleagues and clients Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $50k-115k yearly Auto-Apply 55d ago

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