8 management jobs found

Job Summary: The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of the client relationship management (CRM) system and supporting key technology platforms. This position provides first-line CRM support, drives user adoption, and assists with technology initiatives that enhance efficiency across the organization. Job Functions: CRM Support & Administration Provide first-line CRM support, resolving 80%–90% of incoming support tickets. Manage and respond to inquiries via the CRM support inbox. Oversee daily CRM system operations and perform routine maintenance tasks. Deliver user training and onboarding for new CRM users. Communicate updates and new CRM release information to stakeholders. Support user adoption initiatives and monitor engagement metrics. Recommend and implement workflow enhancements to improve CRM functionality. Collaborate with technical teams to resolve complex data or integration...

The Platform & Automation Senior Engineer is responsible for managing and maintaining enterprise automation platforms, including but not limited to ServiceNow, to ensure efficient and effective operations. This role involves accountability in configuring platforms, implementing new functionalities, maintaining system stability, and ensuring data integrity. The engineer collaborates with various stakeholders to understand their requirements, suggest, define, and create technical solutions, and support ongoing projects and operations. About this role: Engages with stakeholders to gather requirements, design and deliver solutions that align with customer needs. Responsible for system performance and for ensuring high availability, reliability, and optimal performance of automation platforms, including ServiceNow. Responsible for configuring and customizing platform modules, such as Incident, Problem, Change, Asset, and Configuration Management....

M-F, 8am-9am $25-$30/hr bilingual preferred but not required  Job Summary: The RAFT Payment Team Lead will provide direct programmatic payment oversight of the RAFT program payments to support productivity and assist the RAFT Manager with training within the team. Oversight will include assisting all RAFT Specialists and working directly with RAFT Manager and Deputy Director of Financial Services. Management support will include providing information, determining eligibility for the RAFT programs, approving and processing RAFT Applications for payment, brief counselling and some case management assistance. The Payment Team Lead will be heavily involved in evaluating eligibility for RAFT with applicable funding. The position will allow for referrals, as necessary. Key Responsibilities: • Work with RAFT Specialists to determine eligibility. • Review client’s application, matching information from application to HAPPY to ensure the information listed is accurate to...

Digital Product Owner (Remote from Massachusetts) This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Digital Product Owner in Massachusetts . In this role, you will play a central part in translating product strategy into execution, owning the backlog and driving meaningful outcomes across a digital platform with significant mission impact. You will work within a collaborative, matrixed environment alongside product management, design, and technology teams to deliver iterative value. The position blends strategic thinking with hands-on delivery, requiring close partnership with stakeholders across operations, legal, finance, and marketing. You will help shape roadmaps, guide sprint execution, and ensure data-driven decision-making throughout the product lifecycle. This is an opportunity to influence user experience, platform performance, and long-term product success. The role is remote within the United States and offers broad...

The IG Senior Systems Analyst supports the implementation and optimization of systems and workflows that drive the Firm’s Data Governance Program.  This role helps ensure secure, compliant, and efficient data management across platforms, and collaborates with IT, Privacy, Records, and other teams to translate IG governance policies into actionable technology solutions.  Key responsibilities include managing governance tools, automating workflows, supporting data remediation, and providing technical and operational support for policy enforcement and incident response. The Senior Systems Analyst reports to the IG Manager: Data Governance & Operations. Responsibilities: Operational Management Serve as the lead for IG data governance, ensuring alignment with firm policies and client requirements. Oversee daily operations related to data governance, including access controls, policy enforcement, exception handling, and incident response....

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...

Job Functions: Supports the analysis, recommendation, and integration of artificial intelligence-powered systems. Deploys and maintains AI-powered applications that support legal workflows. Supports the design, development, and operation of IT solutions and systems. Supports the Firm’s cloud and on-premises environments, including applications, infrastructure, and general maintenance. Works closely with the Enterprise Architecture Manager and IT Operations Director to:  Oversee IT service delivery with respect to infrastructure, including service design, service operation, and continuous service improvement. Develop, implement, and maintain operational technology strategies, policies, and standards. Develop and implement business continuity plans, documentation, and procedures, including regular reviews and real-world tests. Collects core system metrics to develop and implement improvement plans based on data analysis. Partners with the Enterprise...

We are looking for a creative and inspired architect to handle projects from the initial client briefing through to the final stages of construction. The architect’s responsibilities include managing client relationships, developing and presenting design proposals, preparing drawings, specifications, budgets, construction documents, and managing project teams. You should be able to take ownership of your project, be it the design and construction of a new building, an extension, alterations or a restoration project, and deliver on the client’s requirements. To be successful in this position you should be able to visualize space in three dimensions, have a good understanding of construction technologies, and be an effective project manager. An outstanding Architect will have strong interpersonal skills, demonstrate superior technical design skills and be able to create designs that are functional, creative, and sustainable. Architect Responsibilities:...