5 jobs found in Boston

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.   Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills,...

Senior Compliance Advisor (Sales & Marketing Collateral) Why Great Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The Role Great Gray is looking to add a Senior Compliance Advisor to our Compliance Team . The Senior Compliance Advisor sits in Great Grays Risk and Compliance Department, working closely with our first line business to manage risk in the marketing and sales of services and products. This position will report to the Chief Compliance Officer and assist in...

Job Ref:46862 Location:450 Brookline Ave, Boston, MA 02215 Category:Operations Employment Type:Full time Work Location:Remote: occasional time on campus Overview This role is remote with occasional time onsite. The selected candidate must live and work from one of the New England states (ME, NH, VT, MA, RI, CT) The Data Analyst is responsible for independently delivering high-quality data products and insights to support ACO’s operational and strategic goals. This role requires proficiency in data analysis, visualization, and reporting, as well as the ability to collaborate with stakeholders and the ED&A team. The Analyst works on multiple projects simultaneously, ensuring deliverables are completed on time and meet business needs. This role involves gathering requirements, developing dashboards, and contributing to the creation of reusable analytic assets to support decision-making. This role also provides training to ACO management team. Healthcare...

Job Ref:47039 Location:450 Brookline Ave, Boston, MA 02215 Category:Finance/Accounting Employment Type:Full time Work Location:Hybrid: 2-3 days onsite/week Overview The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI).   Reporting to and with direction from the Access & Financial Engagement Supervisor, the Patient Financial Counselor is responsible for ensuring complete and accurate patient registrations, answering general insurance coverage questions, providing clear and accurate financial information and options, assisting patients with applying for MassHealth, selecting plans, preparing self-pay estimates, and collecting deposits and payments.   This role requires a commitment to service excellence, the ability to work in a fast-paced environment, and a knowledge of the overall...

RESPONSIBILITIES We’re seeking a highly organized and analytical Revenue Operations Director to lead cross-functional initiatives that align financial planning, revenue reporting with sales strategy and commissions. This role is ideal for someone who thrives at the intersection of data, systems, and business strategy.   Implement KPIs and deliverables to deliver the IP Sales GTM strategic priorities in terms of revenue and sales reporting, insights and analytics Interpret the reporting requirements from the revamped IP Sales GTM effectiveness project and execute on a roadmap to operationalize the required changes across systems, data, process and reporting. Lead upgrade projects across different groups and systems (ERP, accounting platforms, reporting tools, Salesforce, commission tool). Manage project lifecycle and execution: planning, budgeting, scheduling, risk management, and stakeholder communication. Collaborate with finance and IT...