Post job

Business advisor jobs in Westford, MA

- 769 jobs
All
Business Advisor
Business Specialist
Senior Consultant
Business Consultant
Business Partner
Management Consultant
Business Development And Administration
Business Associate
Business To Business Sales Consultant
Senior Business Consultant
Business Developer
  • Health Management Consultant

    Marsh McLennan Agency 4.9company rating

    Business advisor job in Boston, MA

    About the Role The Health Management Consultant (HMC) is responsible for the development and delivery of assigned client's health and well-being programs and solutions to improve client outcomes by leveraging data intelligence to identify trends. This will include providing creative solutions to help meet the well-being program goals, considering the company culture, organizational goals, desired outcomes for the program, and taking into account a client's budget. The HMC also partners closely with the Employee Health & Benefits (EH&B) Account Management team to provide cohesive program solutions and recommendations. Responsibilities Manage a strategically important book of business Access data warehouse systems, carrier data systems; and have proficiency in analyzing claims, utilization and condition specific data for client reports and recommendations Develop and execute client data driven population health management strategies by delivering client presentations and reports For PATH clients: Become proficient on reviewing and pulling data from the data warehouse, and work closely with Clinical Consultant and Data Analyst to interpret the data and draw insights for strategic recommendations Measure the success of client well-being programs by collaborating with vendors and carriers, reviewing and analyzing client data and engagement metrics in comparison to benchmarks and client goals Provide ongoing client support including planning and scheduling client well-being events and initiatives Collaborate with the Account Management teams on shared clients and provide health management resources as needed Conduct client well-being meetings as appropriate and provide agenda and meeting follow-up Leverage MMA National Resources and collaborate with MMA National HMC team Foster strong vendor relationships and insurance carrier partnerships Manage the RFP process and price negotiations for client well-being programs and services Oversee implement and ongoing service of third-party vendor programs to ensure a high level of service and reporting Work closely with Regional Marketing/Communications team on development and delivery of client specific communications Manage budgets, policies, and procedures relevant to the operation of client well-being programs Understand current well-being legislative and compliance landscape, leverage MMA Compliance Center of Excellence as a resource, and clearly explain regulations to the client
    $93k-135k yearly est. 5d ago
  • e-QMS Business Partner/PM (Oracle ERP-Medical Device Industry)

    Nextphase.Ai

    Business advisor job in Andover, MA

    WHO WE ARE NextPhase.ai is a Data Management solution provider specializing in Data Operations services for enterprise cloud data, helping clients enhance data quality, strengthen governance, and achieve strategic business outcomes. As we expand into digital manufacturing and regulated industries such as medical devices, we continue to deliver innovative, high-value solutions that enable clients to focus on monetizing and scaling their data while we manage the complexity behind the scenes. We offer a dynamic, collaborative, and creative work environment where solving client challenges with smart, data-driven thinking is at the heart of what we do. Overview We are seeking an experienced e-QMS Business Partner / Project Manager with strong expertise in Oracle ERP (EBS or Cloud) and a deep understanding of quality processes within the medical device industry. The ideal candidate will be a hands-on leader capable of driving system implementations, aligning cross-functional teams, and ensuring that e-QMS and Oracle ERP integrations meet strict regulatory and business requirements. This role requires someone who can take ownership, lead with confidence, and deliver a scalable global quality and ERP solution. Key Responsibilities: Lead the implementation of the e-QMS platform and coordinate alignment with key Oracle ERP modules (Quality, Manufacturing, SCM, Procurement, and Document Control). Partner closely with Quality, Manufacturing, Supply Chain, and IT to manage functional dependencies and ensure seamless system integration. Translate paper-based and legacy processes into digitized workflows, supporting high-volume change management (e.g., 300+ MCRs/month). Conduct workshops, requirement-gathering sessions, and detailed design meetings; provide granular guidance to internal teams and external consultants. Develop and maintain a global systems architecture supporting multi-site manufacturing operations and medical device compliance (ISO 13485, 21 CFR Part 820). Drive proactive communication with vendors, Oracle partners, and stakeholders to ensure flexibility, alignment, and timely execution. Lead cross-functional teams, anticipate risks, and maintain momentum throughout project cycles. Required Qualifications: Proven experience implementing e-QMS systems and integrating them with Oracle EBS or Oracle Cloud ERP. Strong understanding of medical device quality processes, including CAPA, NCR, Document Control, Training, Audit, and Change Management. Hands-on expertise in ERP-Quality integration points and business process mapping. Demonstrated ability to collaborate effectively with Quality, IT, Operations, Supply Chain, and Finance teams. Strong project management and organizational skills to handle complex, multi-module implementations. Experience supporting or designing global ERP and QMS architectures for regulated manufacturing environments. Excellent vendor management, communication, and stakeholder-alignment skills. Proactive, solutions-oriented approach to issue resolution and cross-functional coordination. Preferred Qualifications: Experience automating manufacturing and quality processes within Oracle ERP and integrating with MES, PLM, or LIMS systems. Background in global manufacturing expansion, multi-site rollouts, and regulatory compliance in the medical device industry. Strong business acumen with the ability to drive decisions, influence teams, and anticipate challenges ahead of time. Soft Skills: Ability to work effectively across teams and navigate complex, regulated environments. Strong interpersonal skills with the ability to build trust, collaborate, and drive project execution. Excellent problem-solving skills and the ability to resolve issues proactively. Adaptable, flexible, and capable of stepping out of comfort zones to lead cross-functional efforts. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship or employment visas currently. NextPhase.ai is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $84k-123k yearly est. 4d ago
  • Business Enablement Specialist

    The TJX Companies, Inc. 4.5company rating

    Business advisor job in Marlborough, MA

    At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our four global Home Offices, Distribution Centers or Retail Stores-TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you'll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family-a Fortune 100 company and the world's leading off-price retailer. Job Description: Business Enablement Specialist; Vendor and Buyer Engagement - Port of Entry The Opportunity: Contribute To The Growth Of Your Career. As a Business Enablement Specialist you are a crucial part of our supply chain network, supporting the flow of goods from around the globe to our U.S. stores. You will be assigned a mix of core responsibilities, as well as special projects. Working in a fast-paced retail business, no day will be the same! Responsibilities: Collaborates with logistics, merchandising, global buying offices, merchandising support, planning & allocation, and distribution services to maintain alignment and communication Builds and develops business relationships with stakeholders at multiple levels and organizational divisions Provide support and training to internal operations groups, develop tools and standard methodologies, to ensure we get the right product, to the right place, at the right time Plays an important role in the development of long-term supply chain visibility reporting Monitors logistics and operational reporting to predict and act upon relevant changes in the supply chain Develops, analyzes, and publishes operational and exception reporting Assists in the development and execution of area KPI's; analyzes and reports on variances as determined by business area needs Presents results to business leaders and partakes in preparing management presentations Performs intermediate operational analyses to identify expense saving and supply chain opportunities Assists in lead time analysis and preparation of analytical presentations and recommendations Supports key supply chain initiatives and has a general understanding of value-added services within business enablement & logistics; store ready, EDI/ASN Program, vendor centric ticketing, vendor compliance Act as the liaison between logistics, merchandising, global buying offices and external partners Who We Are Looking For: You. Education: Bachelor's Degree or equivalent job experience Industry Experience: 2-3 years in corporate supply chain, logistics, or corporate retail experience Technical Proficiency: Advanced in Excel and Power Point required, experience with Power BI, Snowflake, or other data visualization tools preferred Analytical Abilities: Strong analytical thinking and problem-solving capabilities Communication Skills: Excellent written and verbal communication, able to present data driven insights to diverse audiences Professional Attributes: Flexible, self-starter, strong relationship building skills, responsiveness to evolving business needs Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information. In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. This position has a starting salary range of $69,200.00 to $86,500.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience.
    $69.2k-86.5k yearly 1d ago
  • Workday Certified Reporting & Prism Analytics Senior Consultant

    Guidehouse 3.7company rating

    Business advisor job in Boston, MA

    Job Family: SAAS/PAAS/Cloud Consulting Travel Required: Up to 10% Clearance Required: None What You Will Do: As part of our Workday Practice, you'll be part of an energized team of advisory professionals who deliver more than just technology From initial assessments to entire transformations, you'll deliver Workday Human Capital Management (HCM) and Workday Financials solutions equipping organizations with the information they need to make better business decisions As a Reporting & Prism Lead at Guidehouse, you will: Be responsible for designing and developing reporting and Prism analytics strategies for our customers who are implementing Workday as a solution Lead discovery, design, build, and support testing of Workday's Reporting requirements and Prism Analytics use cases Lead the analytics workstreams for Workday deployments Actively communicate with other team members on cross functional items Communicate technical challenges and solutions to internal and client teams Participate in an innovative, teaming culture to enabled constant innovation and improvement to process and assets Demonstrate consultative skills What You Will Need: A Bachelor's degree with a MINIMUM of THREE (3) years of experience in Prism Analytics and Advanced Reporting in Workday; OR a Master's degree with a MINIMUM of ONE (1) year of experience in Prism Analytics and Advanced Reporting in Workday. Years of experience can be substituted for a degree, such as NO degree with a MINIMUM of SEVEN (7) years of experience in Prism Analytics and Advanced Reporting in Workday Possess existing and up to date Workday certifications in Reporting and/or Prism Analytics, etc Ability to read and write SQL queries Up to 10% local and non-local travel balanced with a work from home and/or Guidehouse office; consultants may provide on-site support for key milestones as needed What Would Be Nice To Have: Ability to manage multiple projects and priorities in parallel Familiarity with Big Data, data warehousing solutions, and business intelligence technologies Experience in other ERP systems Bachelor's degree in one of the following Computer Science, Data Science / Analytics, Information Systems, Statistics or Mathematics The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
    $56k-79k yearly est. Auto-Apply 17h ago
  • Business Development & Office Administrator

    GDI Integrated Facility Services 4.1company rating

    Business advisor job in Needham, MA

    Join the GDI Family! One provider. One solution. All your facility maintenance services. GDI provides unequalled capability and expertise in the facility services sector across Canada and the United States. Our broad knowledge and competencies in integrated facility services will contribute to the success of our business partners. With nearly a century of experience, our excellent service delivery distinguishes us from other facility services providers. Our team of over 30,000 individuals offer innovative cleaning techniques, best-in-class capabilities, and unrivaled experience. Summary: The Business Development & Office Administrator plays a dual role in supporting both the growth initiatives of the region and the day-to-day functioning of the office. This position requires a highly organized, proactive individual who can assist with proposal development, vendor relations and coordinate administrative needs across departments. Essential Duties: Business Development Support Assist Business Development team in preparing proposals, including gathering required RFP information and formatting documents. Distribute new job information to relevant stakeholders. Request Certificates of Insurance (COIs) tailored to specific customer requirements. Upload executed contracts and related documents to SharePoint. Generate renewals and service agreements for existing customers at the direction of Operations. Office Management & Administrative Support Create and print holiday schedules for posting at customer sites. Organize and file monthly inspection reports. Mail invoices on behalf of the Accounts Receivable team. Provide project assistance to the Regional Vice President as required. Manage office supply inventory. Handle purchase orders and resolve issues with vendors. Oversee uniform inventory, ordering, and distribution for staff. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Experience in administrative support, office management, and/or business development coordination preferred. Strong organizational and multitasking skills. Proficiency with Microsoft Office Suite. Excellent written and verbal communication skills. Ability to work independently and collaboratively across departments. Equal Opportunity Employer GDI, Inc. is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status.
    $61k-104k yearly est. 2d ago
  • Principal/ Sr. Consultant - 2 LOD - Compliance Testing/ Monitoring

    Infosys Consulting 4.4company rating

    Business advisor job in Boston, MA

    Second line of defense (2LOD) SME focused on CRAs, compliance testing and monitoring Role: Principal/ Sr Consultant Are you passionate about transforming how financial institutions execute the 2LOD function? Do you thrive at the intersection of compliance, technology, and data-driven insights? At Infosys Consulting, we're looking for professionals who bring expertise in various areas of 2LOD, focused on RCSAs, CRAs, compliance testing and compliance monitoring areas-along with a keen interest in leveraging data, automation, and AI to modernize risk and compliance. If this excites you, let's talk! About the Role As a Principal, you will lead and manage delivery of engagements, being responsible for quality, budget and staffing, working closely with senior client managers. You will contribute to the firm's development by guiding and mentoring teams and sharing knowledge. You will be recognized as an expert in your respective domain and contribute to advancing Infosys Consulting's thought leadership in the industry. We are seeking an experienced professional with deep expertise in Second Line of Defense (2LOD) functions within financial services. The role combines strategic business insight with risk governance expertise, providing independent oversight and guidance to first-line functions. The successful candidate will ensure robust risk management, regulatory compliance, and control effectiveness, with hands-on experience in CRAs, compliance monitoring, and compliance testing Role expects you to Play a lead role in delivery of large change programs, which includes IT and Business Change Lead and manage a team of consultants to develop concise and practical strategies, roadmap and/or re-engineering program recommendations with a clear implementation path Seek out client input in a structured manner to better understand needs and develop ideas for how to meet those needs On client engagements, provide independent oversight and credible challenge to first-line activities across operational, regulatory, and conduct risks Design, lead or support Control Risk Assessments (CRAs), including assessment, analysis, and remediation oversight Assist clients in designing and conducting compliance monitoring programs to ensure adherence to internal policies and regulatory requirements Design and execute compliance testing and control effectiveness reviews, identifying gaps and recommending corrective actions Conduct interviews / workshops / walkthroughs with subject matter experts and process owners to elicit and document requirements to identify, assess, and monitor key risks, ensuring alignment with enterprise risk appetite Design, review, assess, programs for risk and control self-assessments (RCSAs), KRIs, and control frameworks Advise senior management on emerging risks, control gaps, and regulatory developments Collaborate with audit, compliance, and enterprise risk teams to maintain a cohesive 3LOD model Assist in standing up initiatives for risk culture, training, and awareness programs across the organization Support the design and continuous improvement of risk frameworks, governance structures, and policies Direct teams of global consulting, IT professionals & subject matter experts in establishing comprehensive business and functional requirements, then translating those requirements into actionable project initiatives with associated metrics Play a key liaison and coordinator between the business, IT, senior management, vendor teams and other members of the change programs Collaborate with client functions (Business, first line of defense, Compliance Risk Management and Regulatory Affairs) to assess impact of a specific regulation on existing policies, risks and controls Collaborate with cross-functional teams across the client organization and Infosys on regulatory change programs and initiatives Manage end-to-end project execution, stakeholder communication and minimize engagement risk by proactively identifying issues and recommending courses of remediation Practice Development Provide insights on new and emerging technologies, best practices and contribute to the development of service offerings Work with other practice members to support Infosys Consulting thought leadership activities and develop innovative assets, including differentiated points of view and methodologies Build social networks that enable knowledge and information flow and stay abreast of developments in 2LOD areas Prepare thought papers and participate in industry conferences and forums Contribute to practice growth and vitality through roles such as recruitment, training and retention People Management Coach and develop junior team members to deliver quality results and promote professional development Participate in and contribute to practice training activities Business Development Lead small, medium sized sales pursuits and business development activities ranging from creation of client proposals to formulating commercial constructs / contracts Develop and build relationships at senior management and CXO levels Formulate and present Infosys Consulting propositions and service offerings Basic Qualifications 8-15 years of experience in risk management, compliance, or control functions within financial services Strong understanding of Second Line of Defense roles, including oversight, governance, challenge, and policy enforcement Hands-on experience with CRAs, compliance monitoring, and compliance testing Proven ability to engage with business leaders, influencing risk-taking behavior while maintaining commercial perspective Knowledge of regulatory frameworks (e.g., OCC, PRA, MAS, SEC, or local equivalents) and ability to interpret requirements for business application Experience in designing, implementing, and improving risk and control frameworks Strong analytical, reporting, and communication skills to present risk insights to senior stakeholders Bachelor's degree or foreign equivalent; or three years of relevant work experience in lieu of every year of education Demonstrated ability in defining, mobilising and delivering complex change programs in large organisations Strong background of leading teams, comprising both IT and business specialists A demonstrable ability to turn business requirements into technology solutions with the commercial acumen to create supporting business cases Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels Successful business development history including exposure to each of the various aspects of a typical sales cycle All candidates must be willing and able to travel up to 100%, depending on client requirements U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time Live to within 2 hours' drive time or be willing to relocate to one of the following Infosys hub offices - Atlanta, GA; Boston, MA; Chicago, IL; Dallas, TX; Houston, TX; Bridgewater, NJ; New York City, NY; San Francisco, CA; Seattle, WA Preferred Qualifications MBA or equivalent advanced degree Experience of leading programs where stakeholder engagement is a key requisite to achieving successful program/project delivery Proven ability to deliver under tight deadlines and challenging constraints Ability to collaborate within the firm and leverage existing resources Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary About Us Infosys Consulting is the global management and technology consulting practice of Infosys, a global leader in technology services and consulting. We combine the power of time-tested methodologies, people-driven innovation and disruptive technology to enable leaders of the world's top brands pursue a path of smart transformation. Together with our clients, internal and external partners, we co-create and execute pragmatic strategies and solutions that transform organizations and define the future of business. Our dynamically growing consultancy offers our consultants: · Ability to design and implement end-to-end solutions at scale · A flat organization structure with direct access to our senior-most leaders · An entrepreneurial environment full of bright, highly motivated consultants · Opportunities for motivated consultants to impact local communities · The ability to design your career and drive your professional learning and development · A truly global culture We have offices in over 20 countries. Our U.S. hub office cities are Atlanta, Boston, Chicago, Dallas, Houston, New York, Seattle and San Francisco. Visit *********************************** for more information. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness , Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Infosys is an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability.
    $96k-120k yearly est. 2d ago
  • Business Development Advisor

    Gray, Gray & Gray, LLP 3.8company rating

    Business advisor job in Canton, MA

    Business Development Advisor [Full Time] [Hybrid - Candidates must reside near Charleston, SC and/or Canton, MA] Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele. Position overview: We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Business Development Advisor will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance. As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm's value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals. This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client's unique needs. The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. They will also mentor and collaborate with associate advisors, contributing to the development of our advisory team and the overall success of the firm. Business Development Advisor: Identify and pursue new business opportunities through networking, referrals, and strategic outreach. Qualify prospective clients and guide them through the onboarding process. Collaborate with marketing and operations to support lead generation campaigns. Maintain a strong understanding of the firm's value proposition and communicate it effectively to prospects. Track and report on business development metrics (e.g., close rate, pipeline growth). Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners. Stay informed on industry trends and competitor offerings to position the firm effectively. Support the development of associate advisors by sharing business development strategies. Portfolio Manager: Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice. Conduct discovery meetings to understand client goals, values, and financial considerations. Develop and present customized financial models and investment strategies. Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances. Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice. Ensure high levels of client satisfaction and retention through proactive communication and service. Mentor associate advisors and contribute to their technical and professional development. Participate in firm-wide initiatives to improve client experience and operational efficiency. Qualifications: 8-10 years' experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans. Demonstrable network of centers of influence, business owners, and high net worth individuals CFA or CFP designation or progress toward certification preferred. Experience guiding, developing, and supporting advisors to enhance their skills and capabilities. Strong communication, prioritization, and relationship-building skills. Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word Experience with the Charles Schwab platform preferred Compensation: $140,000 -150,000 Base salary Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits Healthcare, Vision, Dental 401k Eligibility with Company Match Education and conferences reimbursement upon completion
    $140k-150k yearly Auto-Apply 59d ago
  • Associate, Business Control & Risk Management

    Santander Holdings USA Inc.

    Business advisor job in Quincy, MA

    Associate, Business Control & Risk ManagementCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Business Control & Risk Management operates within the First Line of Defense and is accountable to assist the Business Control & Risk Management team in driving effective and consistent business line execution against the Enterprise Risk Management Framework. Specifically, the Associate works to identify, assess key risks and control effectiveness throughout the assigned business line by driving business unit adherence with applicable risk frameworks, Corporate/Business Line policies and standards. The incumbent will also assist with completion of business line risk initiatives, as assigned, such as risk assessments, KRI/KPI development and monitoring, and on-time remediation of issues. The Associate must be able to effectively partner with various stakeholders. Drive Risk Culture: Ensure awareness in the Business Line of risk frameworks, policies and standards. Communication & Training: Work with team members and key stakeholders to develop appropriate metrics and deliver relevant and accurate data. Work with internal teams to gain an in-depth understanding of existing risks, causes, severity rating, controls and remediation Maintain two-way communications with SLoD. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, processes, etc. Adherence to Risk Frameworks, Policies, and Standards: Partner with SLoD to provide input/review of frameworks, policies and standards. Facilitate Business Line awareness of and adherence to risk frameworks, policies, and standards and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Continuously monitors all sources of risk existing within the Business Line and externally. Engage in research, peer networking, and experience to anticipate critical risk issues impacting the Business Line. Understand where operational, strategic, reputational, compliance, and model risks exist in the Business Line and continually assess and improve controls to mitigate those risks. Monitor Key Risk Indicators and report on negative/adverse trends in Business Line. Monitor risk profile to maintain tolerance within Risk Appetite. Where applicable, Issue Identification, Management, and Risk Assessment: Conduct RCSA responsibilities including Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Control testing and Heracles data/input. Engage and hold Business Line process owners accountable to identify and assess risks. Support Business Lines in risk identification (e.g. NPBA, change management, etc.) Ensure all issues (Self-Identified, IA, Credit Risk Review or Regulatory) pertaining to the Business Line are resolved within established timelines. Validate issues to ensure Business Line remediation is sufficient to address root cause and prevent recurrence. Internal Control Testing: Implement and maintain internal control testing and control effectiveness monitoring in the Business Line. Validate the adequacy of controls, escalate deficiencies as appropriate. Identify root causes of control deficiencies/weaknesses and take appropriate action to ensure Business Lines remediate and prevent recurrence. Exam Management: Liaison with the Business Line for all exam related activities including regulatory, Internal Audit and Credit Risk Review. Review materials, responses and validate Business Line remediation work (e.g. artifacts, action plans, etc.). Support the implementation of Key Risk Indicator (KRI) framework: Formally define and document metric definition details (metric type, provider, approver, numerator & denominator descriptions, source, scope, thresholds, Risk Basel category) in the centralized repository, Support structured metric submission process with established timeline and requirements. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. Master's Degree Accounting, Business, Statistics, Risk Management, Information Systems, Finance, Economics or equivalent field. 5+ Years Risk Management, Internal Controls, Auditing, Credit Management, relevant line of business experience and/or legal or regulatory experience. Demonstrated experience supporting and/or leading risk projects across multiple business lines offering a wide variety of financial services products and services. Knowledge of the financial services sector, particularly with the competitive dynamics and products in retail banking and risk management. Advanced understanding of the regulatory environment and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators. Ability to build credibility with, collaborate with, and influence line of business executives. Excellent analytical and complex problem solving skills. Strong project management skills. Ability to constructively work both independently and in collaborative environments involving all levels of management and employees Ability to collaborate with internal and external service providers to establish resource requirements, scheduling, assignments and service levels. Ability to build internal and external networks of information resources within the risk management ecosystem. Understanding of BSA/AML and OFAC regulations, regulatory expectations and industry leading practices. Ability to deliver high quality documentation with focus on attention to detail. Certifications: Other Risk Certification It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $65,625.00 USD Maximum: $110,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Quincy, MA, 1 Enterprise Drive-Quincy-Corp Other Locations: Massachusetts-Quincy,Texas-Dallas Organization: Santander Consumer USA Inc.
    $65.6k-110k yearly Auto-Apply 17h ago
  • Business Development Spec Lenovo

    Connection 4.2company rating

    Business advisor job in Merrimack, NH

    Introduction Get a front-row seat to the newest products and latest innovations in the tech industry. You'll be responsible for bringing cutting-edge technologies to a nationwide audience. What We Do: We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That's what we do. We're the IT Department's IT Department. Who We Are: Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It's what makes Connection unique-what drives us to innovate and create technology solutions that stand apart from the crowd. We'd love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others. Why You Should Join Us: You'll find supportive teammates and a rewarding career at Connection-plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive. We value the importance of our employees' emotional well-being. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You'll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. Responsibilities * Works directly with Account Managers and Sales Managers to identify sales opportunities in the practice area through book of business reviews. * Collaborates on business development and communications with the sales teams. * Increases knowledge of technology in respective practice area, keeps abreast of changes, and maintains or achieves certifications for professional development. * Assists in the creation and presentation of technical training to our selling organizations. Requirements * Act as the subject matter expert to Account Managers for pre-sales questions relating to their assigned products(s). * Proactively engages with partner field community and balances the needs of Connection and the partner. * Must be a known problem solver and act as an advocate for the customer. * Exceptional ability to identify, establish, and develop relationships with new and existing clients * Performs all other duties or special projects as assigned. Because of the possibility for fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a “live person."
    $73k-109k yearly est. 41d ago
  • Microsoft Business Applications Sales Consultant

    Itc Worldwide 4.7company rating

    Business advisor job in Boston, MA

    ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant WFH or an ITC field office Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you. To be successful in this position you will possess the following attributes: Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications. 5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded. Demonstrated ability to hunt new business opportunities. Ability to build and foster strong customer relationships in existing customer base. A strong customer-centric approach and ability to network across a complex organization. Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes. Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute. Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales. Strong networking skills and industry experience Ability to drive new business and get engaged with lead generation. Liaising with solution consultants to drive correct business outcomes. Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive. Strong personality motivated by continual improvement and self-development Responsibilities: Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment. Build and maintain strong relationships with key decision makers and influencers across various industries and geographies. Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications. Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements. Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals. · Manage the entire sales cycle, including prospecting, negotiations, and contracting Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets Leverage your sales knowledge and existing Microsoft ecosystem network Qualifications: Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits Excellent communication, presentation, and negotiation skills Ability to work independently and as part of a team in a fast-paced and dynamic environment. Bachelor's degree in business, finance, or related field Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations) Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult
    $150k yearly 60d+ ago
  • Senior Consultant, Business Tax Advisory | Real Estate Solutions

    FTI Consulting, Inc. 4.8company rating

    Business advisor job in Boston, MA

    Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities. At FTI Consulting, you'll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world's leading experts in your field, you'll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you. There's never been a more exciting time to join FTI Consulting and this is where you will do the most exciting and fulfilling work of your career. Are you ready to make an impact? About The Role FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. FTI Consulting's Real Estate Solutions has a singular focus on the real estate and finance industry and the capital markets that serve it. Our services are designed to create integrated financial, tax and real estate solutions for clients having underlying value in real estate operations and assets. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including Equity and Mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers. What You'll Do This is a great opportunity for a tax professional to play a significant role on a major client-service team. This person will oversee day-to-day workflow management. Responsiveness to client deadlines (for both tax return and special projects/consulting) is essential. Candidate will possess strong compliance skills (i.e. management of the tax return preparation process) as well as the ability to grow technically. Excellent interpersonal skills are required for this team-oriented position. Candidate will have the opportunity to grow with high visibility clients. Candidate will also be responsible for other real estate clients, including real estate investment trusts (REITS) and private equity real estate funds. This will be a challenging and fast- paced environment that is results-oriented with a focus on collaboration as well as professional and career growth. * Review of Corporate and Partnership tax returns. * Responsible for highlighting tax issues or unusual relationships from basic analysis of the financial statements. * Clearly and accurately document the tax compliance forms as defined in planning. * Assign and review work papers to staff and assist in writing correspondence to tax authorities. * Research tax and client requested inquiries. * Build your tax knowledge in various states. * Demonstrate professionalism and competence with client matters, as well as personal growth. * Focus on client requests, be responsive to client changes and develop strong relationships with client personnel. * Understand your client's industry. * Responsible for training tax team members through teamwork and leadership. Set goals and responsibilities. Furnish feedback during the tax compliance process and foster openness to communicate. * Strive towards learning client accounting/tax systems and processes. * Gaining knowledge of the client's business and staying current on industry and related tax matters and ability to present information to entire tax team, as well as, propose enhancements to client's future tax planning. * Demonstrating professionalism and developing collaborative skills in dealings with internal and external clients. * Use of technology to enhance and streamline the tax preparation and reporting process. * Assisting in development of potential opportunities and contacts for Real Estate Solutions. Assist in proposal process. * Continuation of your educational and career growth through self-study, CPA exam preparation and internal/external CPE courses. How You'll Grow We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth. As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role. What You Will Need To Succeed Basic Qualifications * Undergraduate or graduate degree in Accounting * 3+ years of post-graduate work experience * Education in compliance with CPA exam requirements * Experience in real estate and partnership taxation * This role may require travel to clients and FTI offices * Applicants must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for work visas Preferred Qualifications * Experience in Public Accounting is a plus * Strong analytical skills and accounting or audit knowledge * Requisite education and working toward CPA certification * Knowledge of Excel, MS-Word; familiarity with tax preparation software (GO System preferred) * Excellent written and verbal communication skills #LI-Hybrid #LI-AH1 Total Wellbeing Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following: * Competitive total compensation, including bonus earning potential * Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance * Generous paid time off and holidays * Company matched 401(k) retirement savings plan * Potential for flexible work arrangements * Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support. * Family care benefits, including back-up child/elder care * Employee wellness platform * Employee recognition programs * Paid time off for volunteering in your community * Corporate matching for charitable donations most important to you * Make an impact in our communities through company sponsored pro bono work * Professional development and certification programs * Free in-office snacks and drinks * Free smartphone and cellular plan (if applicable) * FTI Perks & Discounts at retailers and businesses * Upscale offices close to public transportation About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications. Additional Information * Job Family/Level: Op Level 2 - Senior Consultant * Citizenship Status Accepted: Not Applicable * Exempt or Non-Exempt?: Exempt Compensation * Minimum Pay: 78500 * Maximum Pay: 201000
    $98k-124k yearly est. 7d ago
  • Sr Business Mgmt Specialist - US Commercial Real Estate Lending

    TDI 4.1company rating

    Business advisor job in Boston, MA

    Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Business Management, Strategy & Support Job Description: Department Overview: US CRE Credit Management is a dynamic organization that supports CRE lending products across almost all distribution channels within the Bank (ICRE and Regional Commercial Bank). In addition to traditional secured CRE lending, the group maintains specialty verticals that include REITs/Funds/Capital Calls, Mortgage Warehouse and Affordable Housing which serves as a primary driver of the bank's CRA activities. The ICRE portfolio comprises ~375 relationships and ~$32B of exposure while the MCRE managed portfolio comprises ~1,500 relationships and ~$8B of exposure. Colleagues are based across the Bank's Maine to Florida footprint with hubs maintained in NYC, Boston, Charlotte and Miami. CM leadership is aligned with Regional Bank leadership in MCRE and the ICRE is aligned geographically and by verticals. Areas of opportunity with the Senior Business Management specialist role include: project management (Policy and Model reviews as well as Adhoc), process management (deal screening, high risk portfolio etc), coordination of training and development, data and reporting (dashboards), Monitoring and Controls oversight as well as exam coordination (regulatory and internal). The above details are specific to the role which is outlined in the general description below. The Sr Business Mgmt Specialist leads a significant business management function and/or strategy planning, oversight, control or governance activities for highly complex / high risk / transformational (change the bank) / strategic initiatives, liaises across the organization and primarily interfaces with executive and/or functional stakeholders. Depth & Scope: Generally accountable for a significant business management area that typically has enterprise wide impact or accountability Enterprise or functional expert, requiring broad managerial and deep specialized knowledge at the enterprise, business, regulatory and industry levels Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes Position typically deals with senior/executive management Focus on longer-range planning for functional area (e.g. 12 months or greater) May manage and prioritize multiple projects at a given time Education & Experience: Undergraduate degree 10+ years relevant experience Customer Accountabilities: Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed Shareholder Accountabilities: Adheres to enterprise frameworks and methodologies that relate to business management activities for own area Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations Leads relevant governance meetings or committees and related deliverables / outcomes Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues Employee/Team Accountabilities: Provides thought leadership and/or industry knowledge for own area of expertise Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services Participates in knowledge transfer within the team and business units Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $55k-85k yearly est. Auto-Apply 13d ago
  • Business Enablement Specialist

    Tjmaxx

    Business advisor job in Marlborough, MA

    TJX Companies At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You'll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our four global Home Offices, Distribution Centers or Retail Stores-TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you'll find abundant opportunities to learn, thrive, and make an impact. Come join our TJX family-a Fortune 100 company and the world's leading off-price retailer. Job Description: Business Enablement Specialist; Vendor and Buyer Engagement - Port of Entry The Opportunity: Contribute To The Growth Of Your Career. As a Business Enablement Specialist you are a crucial part of our supply chain network, supporting the flow of goods from around the globe to our U.S. stores. You will be assigned a mix of core responsibilities, as well as special projects. Working in a fast-paced retail business, no day will be the same! Responsibilities: Collaborates with logistics, merchandising, global buying offices, merchandising support, planning & allocation, and distribution services to maintain alignment and communication Builds and develops business relationships with stakeholders at multiple levels and organizational divisions Provide support and training to internal operations groups, develop tools and standard methodologies, to ensure we get the right product, to the right place, at the right time Plays an important role in the development of long-term supply chain visibility reporting Monitors logistics and operational reporting to predict and act upon relevant changes in the supply chain Develops, analyzes, and publishes operational and exception reporting Assists in the development and execution of area KPI's; analyzes and reports on variances as determined by business area needs Presents results to business leaders and partakes in preparing management presentations Performs intermediate operational analyses to identify expense saving and supply chain opportunities Assists in lead time analysis and preparation of analytical presentations and recommendations Supports key supply chain initiatives and has a general understanding of value-added services within business enablement & logistics; store ready, EDI/ASN Program, vendor centric ticketing, vendor compliance Act as the liaison between logistics, merchandising, global buying offices and external partners Who We Are Looking For: You. Education: Bachelor's Degree or equivalent job experience Industry Experience: 2-3 years in corporate supply chain, logistics, or corporate retail experience Technical Proficiency: Advanced in Excel and Power Point required, experience with Power BI, Snowflake, or other data visualization tools preferred Analytical Abilities: Strong analytical thinking and problem-solving capabilities Communication Skills: Excellent written and verbal communication, able to present data driven insights to diverse audiences Professional Attributes: Flexible, self-starter, strong relationship building skills, responsiveness to evolving business needs Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information.In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. Address: 300 Value Way Location: USA Home Office Marlborough MA 300 Value WayThis position has a starting salary range of $69,200.00 to $86,500.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience.
    $69.2k-86.5k yearly 10d ago
  • PCP/Endo Business Specialist-Boston North

    Boehringer Ingelheim 4.6company rating

    Business advisor job in Boston, MA

    The PCP/Endo Business Specialist is responsible for developing and implementing a plan for maximizing net sales of BIPI and co-promoted diabetes products that aligns with direction from BIPI commercial leadership and with BIPI guidelines, policies, and directives. The PCP/Endo Business Specialist will conduct their business with key targeted healthcare providers and community hospitals, and may have additional responsibilities in teaching hospitals, federal and military hospitals, managed health care facilities, group purchasing organizations, integrated delivery networks, etc. As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees. **Compensation Data** This position offers a base salary typically between ($95K) and ($153,100k). The position may be eligible for a role specific variable or performance-based bonus and or other compensation elements. For an overview of our benefits please click here. (***************************************************************** **Duties & Responsibilities** + Utilizes product knowledge and demonstrated selling skills in order to influence targeted health care professionals to support the use of BIPI promoted diabetes products. Executes brand strategies to ensure that company sales and marketing messages are delivered appropriately to customers. Establishes and maintains effective communication/cooperation/coordination with co-promotion partners and BIPI employees. + Completes pre-call plans to meet key stakeholder needs. Builds discussion around customer needs and opportunities. Fosters customer network development and communication. Has accurate and timely follow-up discussions with customers. Fosters ongoing trust with customer as relationship develops. Uses appropriate BIPI Sales Training techniques to facilitate the customer decision making process. Coordinates the engagement of healthcare providers through a range of personal and non-personal channels, according to customer preferences. + Identifies top plans for customers. Engages customers in comprehensive discussions on the payer environment, co-pays, and formulary access. Works with Managed Care Area Managers to generate and sustain support for products on MCO formularies. Develops and influences an extended team to pull-through MCO decisions. Delivers on "continuation of care" model, including discharge protocol, treatment algorithms, disease management, etc. + Analyzes qualitative and quantitative territory information to optimize territory business plan and customer calls. Monitors local market conditions for changes that impact business. Develops plans to optimize allocation of key resources, including samples, co-pay cards, funds for speaker programs, and funds for in-office meals. Adjusts implementation plans on a regular basis (speaker mgmt., advocate development, etc.). Leverages opportunities that meet both territory and brand tactics. Utilizes supporting analysis tools to plan activity, report and monitor resource utilization, and maintain account and customer records. Completes all administrative responsibilities as directed by management. Successfully completes all Sales Training requirements. + Identifies thought leaders, innovators and advocates to support BIPI products. Works with trained speakers for diabetes topics and products. Provides feedback and follow-up to speakers and attendees. Initiates contacts and network-building among advocates and customer groups. Develops plans to develop speakers and thought leaders. Manages programs and budgets to stay within standards. + Works effectively with all customer-facing roles (i.e. Account teams, Medical teams, etc.) in a given geography to meet customer needs and deliver net sales objectives. Demonstrates strong collaboration and communication as customers evolve and ownership of accounts transition from traditional to account based. + Performs all Company business in accordance with all regulations (e.g., EEO, FDA, DEA, OSHA, PDMA, EPA, PhRMA, etc.) and Company policy and procedures. When violations are noted/observed they are to be immediately reported to management. Demonstrates high ethical and professional standards with all business contacts in order to maintain BIPI's excellent reputation within the medical and pharmaceutical community. **PCP/Endo Business Specialist Requirements** Bachelor's degree from an accredited institution is preferred. A minimum of two (2) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent Experience in diabetes therapeutic area preferred. History of successful performance Meets expectations for the key competencies required for this role Proficiency in Excel, Word, Outlook, and database applications Ability to travel (may include overnight travel) Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership. Valid Driver's License and an acceptable driving record Authorization and ability to drive a Company leased vehicle or authorized rental vehicle. Physical Demands / Surroundings Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs. Visual Demands Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions. Temperaments/Mental Requirements Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment. Level of Proficiency Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements. Attendance / Schedule At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment. Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities. These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed. It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. "Export Laws" means the Export Administration Regulations ("EAR") of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time. **Executive PCP/Endo Business Specialist** Experience in diabetes therapeutic area preferred History of successful performance Meets expectations for the key competencies required for this role Proficiency in Excel, Word, Outlook, and database applications Ability to travel (may include overnight travel) Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership. Valid Driver's License and an acceptable driving record Authorization and ability to drive a Company leased vehicle or authorized rental vehicle. Physical Demands / Surroundings Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs. Visual Demands Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions. Temperaments/Mental Requirements Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment. Level of Proficiency Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements. Attendance / Schedule At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment. Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities. These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed. It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. "Export Laws" means the Export Administration Regulations ("EAR") of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.
    $95k yearly 51d ago
  • Consultant, Business Implementation, Presource

    Cardinal Health 4.4company rating

    Business advisor job in Boston, MA

    _This position is remote and can be based anywhere within the United States. Ideal candidates will be able to work within EST or CST business hours._ **_What Implementation Management contributes to Cardinal Health_** Sales Support is responsible for providing sales support through direct involvement in the sales process, either by helping persuade customer buying decisions or involvement in the effective implementation of solutions to support the attainment of the organization's sales objectives. Implementation Management is responsible for planning, organizing and leading solution implementations. Manages project plans, resources, and commitments to the customer. May be involved in budgeting and financial requirements. Monitors and tracks the progress of implementations. Partners with sales and the customer early in the process to develop implementation project plans. Works with management and peers to develop consistent methodologies based on best practices for efficiently implementing solutions. **Job Summary** The Presource Implementation Consultant plays a critical role in driving successful New Business Requests for Proposal and implementations through comprehensive data analysis and cross-functional project management. **Responsibilities** + Exhibit proficiency in all phases of the project management lifecycle. + Lead projects from planning through execution, ensuring timely delivery and measurable results. + Coordinate project activities and facilitate team meetings to provide status updates. + Analyze complex functional requirements by breaking them into manageable components. + Apply a thorough understanding of relevant business processes to achieve project objectives. + Identify opportunities to enhance efficiency while ensuring accuracy and cost-effectiveness in transactions, services, and deliverables. + Manage the full project lifecycle, from initial RFP through implementation. + Prepare RFPs, customer responses, and supporting financial documentation. + Facilitate meetings with internal teams, process owners, and external stakeholders. + Deliver regular project updates and performance reports to key stakeholders. + Monitor and adhere to operational and financial targets. + Proactively identify obstacles and implement process improvements. + Document best practices to maintain consistency and accuracy across projects. **Qualifications** + 4-8 years of experience, preferred + Bachelor's degree in related field, or equivalent work experience, preferred + Strong Excel experience (VB script, macros, VLookups) required + Proficiency in Microsoft Office Suite (Excel, Access, Word, etc.). + Strong time management and project management skills. + Exceptional verbal and written communication abilities. + Customer service or client-facing experience preferred. **What is expected of you and others at this level** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives + Completes work independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives **Anticipated salary range:** $80,900 - $95,000 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 12/19/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-95k yearly 26d ago
  • Sr Business Mgmt Specialist - US Commercial Real Estate Lending

    TD Bank 4.5company rating

    Business advisor job in Boston, MA

    Boston, Massachusetts, United States of America **Hours:** 40 **Pay Details:** $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** **Department Overview:** US CRE Credit Management is a dynamic organization that supports CRE lending products across almost all distribution channels within the Bank (ICRE and Regional Commercial Bank). In addition to traditional secured CRE lending, the group maintains specialty verticals that include REITs/Funds/Capital Calls, Mortgage Warehouse and Affordable Housing which serves as a primary driver of the bank's CRA activities. The ICRE portfolio comprises ~375 relationships and ~$32B of exposure while the MCRE managed portfolio comprises ~1,500 relationships and ~$8B of exposure. Colleagues are based across the Bank's Maine to Florida footprint with hubs maintained in NYC, Boston, Charlotte and Miami. CM leadership is aligned with Regional Bank leadership in MCRE and the ICRE is aligned geographically and by verticals. Areas of opportunity with the Senior Business Management specialist role include: project management (Policy and Model reviews as well as Adhoc), process management (deal screening, high risk portfolio etc), coordination of training and development, data and reporting (dashboards), Monitoring and Controls oversight as well as exam coordination (regulatory and internal). The above details are specific to the role which is outlined in the general description below. The Sr Business Mgmt Specialist leads a significant business management function and/or strategy planning, oversight, control or governance activities for highly complex / high risk / transformational (change the bank) / strategic initiatives, liaises across the organization and primarily interfaces with executive and/or functional stakeholders. **Depth & Scope:** + Generally accountable for a significant business management area that typically has enterprise wide impact or accountability + Enterprise or functional expert, requiring broad managerial and deep specialized knowledge at the enterprise, business, regulatory and industry levels + Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes + Position typically deals with senior/executive management + Focus on longer-range planning for functional area (e.g. 12 months or greater) + May manage and prioritize multiple projects at a given time **Education & Experience:** + Undergraduate degree + 10+ years relevant experience **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy + Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas + Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation + Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) + Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed **Shareholder Accountabilities:** + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area + Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank + Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). + Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Leads relevant governance meetings or committees and related deliverables / outcomes + Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $53k-69k yearly est. 12d ago
  • New Business Onboarding Specialist

    Man Group 4.6company rating

    Business advisor job in Boston, MA

    Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Role Overview As a New Business Onboarding Specialist, you will support the Firm's new business initiatives by ensuring the operations infrastructure is ready to onboard new business on time. Key responsibilities: New Business & Infrastructure Setup Support the firm's new business initiatives and ensure operational infrastructure is in place to onboard new business Initiate and ensure completion of technical and operational setup for new funds and managed accounts Assist in launching new products and services Work with the Business and Clients to ensure specific requirements are met Engage with external parties to agree workflows, documentation requirements, account setup, and trade/statement communication Liaise with brokers and clients via multiple systems, email, and other communication channels Ensure due process is conducted on all requests in compliance with internal and external controls and audit requirements Data Management & Quality Resolve internal static data queries and issues in a timely manner within a controlled environment, covering: Securities and funds data Internal books and accounts Counterparty data Ensure data quality is updated and maintained with accuracy and timeliness Monitor trade queues for failed trades (TIA) Resolve trade issues caused by static data discrepancies Maintain internal trade booking and counterparty override rules Market Data & Configuration Maintain market-driven data points Update and manage local charge rules Configure settlement date rules Maintain exchange holiday calendars Technical Competencies: Experience in operations within an investment management firm, investment bank, or hedge fund Previous client-facing, middle office, or operations financial services experience Good understanding of financial markets and industry best practices Self-motivated and responsive to a constantly changing environment Ability to identify and escalate potential problems or delays to management Excellent written and oral communication skills (both client-facing and internal) Core Competencies: Client Service Excellence (Internal & External): Speaks the client's language; demonstrates understanding and empathy; shows personal responsibility and accountability; manages and exceeds client expectations Professional & Ethical Standards: Applies Man Group ethics and values; demonstrates positive attitude; globally oriented; business aware; seeks continuous skills enhancement; works comfortably in an entrepreneurial environment; ensures compliance Effective Team Working: Valued and sought after as a team member; recognizes and supports others The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$75,000-$85,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
    $75k-85k yearly Auto-Apply 32d ago
  • Business Dev Specialist I or II - Boston, MA

    Msccn

    Business advisor job in Boston, MA

    ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. PLEASE NOTE: This position can be filled at either the Business Development Specialist I or II level - please see below for position compensation, details, and requirements. BDS I expected salary range of $55,250 to $65,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). BDS II expected salary range of $57,800 to $68,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). Constellation is seeking candidates who are within a commutable distance of offices in Boston, Baltimore, Houston, Kennett Square, or Chicago for in-person meetings or events. BDS I - PRIMARY PURPOSE OF POSITION The Business Development Specialist I is responsible for owning the accuracy and integrity of customer and account data in Customer Relationship Management (CRM) system and providing technical support to the sales and account management team. This role is also the liaison and point of contact with other functional groups for pre-deal related issues in the sales cycle. BDS II - PRIMARY PURPOSE OF POSITION The Business Development Specialist II is responsible for owning the accuracy and integrity of customer and account data in Customer Relationship Management (CRM) system and providing advanced technical support to the sales and account management team. This role is also the liaison and primary point of contact with other functional groups for pre-deal related issues in the sales cycle. BDS I - PRIMARY DUTIES AND ACCOUNTABILITIES Data Entry and Maintenance. Creates opportunities, offers, and various pricing scenarios to support transactions. Owns accuracy and integrity of customer data in Customer Relationship Management (CRM) system. Maintains data accuracy on any changes in customer data (ownership changes for example). Responsible for establishing and maintaining account hierarchy within the system of record; Familiar with non-standard requests. Utility Knowledge. Provides data and technical support to Business Development Managers and Account Managers with a proficient understanding of regional utility requirements. Communication. Receives and responds to Request for Proposals (RFP's) primarily by email. Liaison between Sales and other functional groups throughout the data validation process and contract execution. Can coordinate with the pricing and legal teams on non-standard requests as needed. Process Improvements. Assists with ad hoc requests for process improvements, such as assisting in cleanup projects, new hire training, development of process efficiencies, and system testing. Travel required as necessary to meet business needs. In-person attendance for trainings, team meetings, and other moments that matter. BDS II - PRIMARY DUTIES AND ACCOUNTABILITIES Utility, Market, Lead Source, Product Knowledge. Independently determines appropriate delivery point and rate class. Collaborates on appropriate product, and margins when creating opportunities and offers to support transactions. Understands requirements in at least two utilities/iso's and the impact to the customer, channel partner, and organization of selections made during set up and pricing based on utility, market, lead source, and product. Demonstrates strong knowledge of managing non-standard requests and leads coordination with the pricing and legal teams as needed. Communication External and Internal. Clearly and professionally communicates, in writing and verbally, with external parties (e.g. customers, prospects, and channel partners) and internally with sales, team members and other functions. Interacts directly with prospects, customers, channel partners, sales, and other internal functions to ensure the accuracy and integrity of customer data in Customer Relationship Management (CRM) system. Sends pricing and contracts directly to channel partners and customers Data Analytics and Management. Evaluates current and historic account information, lead source, market, and product to ensure that we create the best account structure and present the best options. Provides strong data and technical support to Business Development Managers, Account Managers, and external customers with an advanced understanding of regional utility requirements and account structures. Owns and maintains data accuracy in CRM, including any complex changes in customer data (e.g. ownership changes, splits, and name changes). Establishes and maintains account hierarchy within the system of record; creates various pricing scenarios to support transactions. Process Improvements. Exhibits strong knowledge of systems to advocate for and participate in process improvement efforts. This may include cleanup projects, new hire training, development of process efficiencies and system enhancements, and any required ongoing testing. Team Lead. Serve as internal resource to team and initial escalation point to resolve challenges throughout the data validation process and work through system sync issues. Liaison between Sales, internal functional groups, and customers/channel partners to ensure open communication and coordination throughout the data validation process and contract execution. Travel required as necessary to meet business needs. In-person attendance for trainings, team meetings, and other moments that matter. Additional Qualifications/Responsibilities MINIMUM REQUIREMENTS BDS I - MINIMUM QUALIFICATIONS Highly proficient in Word, Excel, PowerPoint, and Outlook Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers. Strong analytical skills, attention to detail, problem-solving, and independent decision-making. Ability to effectively build and maintain relationships with internal customers Flexibility on the job and the ability to work under multiple, daily deadlines. Ability to maintain confidentiality of all information always BDS II - MINIMUM QUALIFICATIONS Highly proficient in Word, Excel, PowerPoint, and Outlook Exceptional written and oral communication skills to function in a team environment and to maintain rapport with employees and customers. Strong analytical skills, attention to detail, problem-solving, and independent decision-making. Ability to effectively build and maintain relationships with internal customers Flexibility on the job and the ability to work under multiple, daily deadlines. Ability to maintain confidentiality of all information always BDS I/II PREFERRED QUALIFICATIONS Direct customer service experience Bachelor's Degree
    $57.8k-68k yearly 12d ago
  • AI & Data Senior Consultant - Energy Providers

    Guidehouse 3.7company rating

    Business advisor job in Boston, MA

    Job Family: Data Science Consulting Travel Required: Up to 10% Clearance Required: None What You Will Do: We are seeking a senior consultant to join our growing AI and Data practice, with a dedicated focus on Evaluation, Measurement & Verification of utility energy efficiency and demand side management programs. This individual will contribute to a wide range of analytics-driven activities including the evaluation of load management and demand response, energy efficiency, renewable, EV, energy storage, decarbonization, and electrification programs. Key responsibilities include: Own the execution of defined project workstreams adhering to established budgets and schedules Collect, clean, and organize data from diverse sources such as energy usage, device telemetry, weather, demographic/firmographic, and program enrollment Develop reproducible, high-quality code to apply regression and statistical modelling techniques to develop baselines and estimate program impacts Support client deliverables, including dashboards and visualizations, reports, presentations, and development of program key findings and recommendations Collaborate with team members to ensure projects stay on schedule and meet quality expectations Opportunities to support: Development and documentation of methodologies, ensuring best practice leading-edge techniques, and transparency and reproducibility of analyses Interaction with clients, providing analytics-workstream updates and results Budget, schedule, and workplan development What You Will Need: Bachelor's degree is required Minimum THREE (3) years of relevant energy industry or energy consulting experience ; Or Master's degree and Minimum ONE (1) year of relevant course work, internships/coops, or fellowships Demonstrated proficiency in one or several programming languages, such as R (and R's “Tidyverse” packages), Python, SQL Experience with version control, such as through GitHub Demonstrated proficiency with data visualization and experience with data visualization tools (e.g., R Shiny, Dash, PowerBI) Demonstrated proficiency with spreadsheets, databases, word processing, and slide presentation software Academic or professional experience with one or several AI software, such as CoPilot, ChatGPT, Gemini, Claude Tireless attention to detail in all prior experience (academic and professional) Outstanding analytical, critical thinking, and problem-solving skills. High degree of self-confidence and determination; ability to self-teach An inquisitive nature and desire for continuous improvement. Ability to collaborate as a part of team, as well as to work independently. Ability to manage several tasks simultaneously, prioritize and plan work activities while meeting respective deadlines. What Would Be Nice To Have: Knowledge of and experience in commercial energy providers program evaluation topics Academic background and/or practical experience in modern data management platforms (e.g., Snowflake, Databricks, AWS/GCP/Azure, Palantir) Experience with web-based data viewers (e.g., PowerBI, Shiny, Dash) Experience with AI-assisted coding, such as GitHub Copilot The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
    $56k-79k yearly est. Auto-Apply 17h ago
  • Senior Consultant

    Marsh McLennan Agency 4.9company rating

    Business advisor job in Boston, MA

    About the Company Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. As part of Marsh McLennan, the world's leading professional services firm in risk, strategy, and people, MMA combines the personal service of a local consultant with the global resources of an industry leader. About the Role The Senior Consultant on the Employee Health & Benefits (EH&B) team serves as a strategic advisor to clients, helping them design, implement, and manage employee benefit programs that align with their business goals and talent strategies. This individual partners closely with clients' HR and finance leaders to deliver thoughtful, data-driven solutions that balance cost, compliance, and employee engagement. Responsibilities Serve as the primary benefits advisor for a portfolio of mid-to-large market clients, providing strategic consulting on plan design, funding, compliance, and vendor management. Lead client meetings, renewal strategies, and annual planning processes in collaboration with internal account management and analytics teams. Evaluate and recommend benefit program options, including medical, dental, vision, life, disability, and voluntary benefits. Analyze claims data and benchmark information to identify cost drivers and develop actionable recommendations. Support clients in navigating legislative and compliance requirements, such as ACA, ERISA, COBRA, and HIPAA. Partner with carriers and vendors to negotiate renewals and ensure service excellence. Serve as a mentor and subject matter expert to Consultants, Account Managers, and Analysts on the EH&B team. Contribute to business development efforts by participating in finalist meetings and assisting in the development of proposals and presentations. Qualifications 7+ years of experience in employee benefits consulting or related role within a brokerage, carrier, or HR department. Strong knowledge of health and welfare plan design, compliance, and funding arrangements. Exceptional client relationship management skills and executive presence. Proven ability to analyze complex data and translate insights into strategic recommendations. Excellent presentation, negotiation, and communication skills. Licensed in Life & Health (or ability to obtain upon hire). Required Skills 7-10 years in the insurance industry experience with a thorough understanding of all benefit plans (medical, dental, life, STD, LTD, etc) design, rate structures, funding alternatives and compliance requirements. Excellent communication and presentation with advanced writing skills. Proficient in Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, ACA, DOL, etc.). Life & Health Licensure or commitment to achieving within 6 months of start date. Ability to work effectively and collaboratively with all levels of internal staff & management, external clients, prospects and vendors. Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability. Preferred Skills Strong knowledge of health and welfare plan design, compliance, and funding arrangements. Exceptional client relationship management skills and executive presence. Proven ability to analyze complex data and translate insights into strategic recommendations. Excellent presentation, negotiation, and communication skills. Equal Opportunity Statement Marsh McLennan Agency embraces a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We promote a culture of personal and professional growth and an environment where we ask our colleagues to challenge each other and themselves. We allow for people to bring their whole-self to work. We support flexible work arrangements and provide the technology to enable this.
    $99k-129k yearly est. 5d ago

Learn more about business advisor jobs

How much does a business advisor earn in Westford, MA?

The average business advisor in Westford, MA earns between $75,000 and $159,000 annually. This compares to the national average business advisor range of $67,000 to $138,000.

Average business advisor salary in Westford, MA

$109,000

What are the biggest employers of Business Advisors in Westford, MA?

The biggest employers of Business Advisors in Westford, MA are:
  1. Triton Systems
Job type you want
Full Time
Part Time
Internship
Temporary