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Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS214AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali
Posted 17 days ago
Presidio, Inc.
- Irving, TX / Houston, TX / Woburn, MA / 1 more...
As a Financial Services Industry Advisor, Sr. Director, you will serve as the authoritative voice and expert collaborator for Presidio Sales teams working with prominent FSI organizations, including global banking, capital investments, mortgages and payment services companies. This role involves bringing together industry solutions, partner solutions, and technology aware
Posted 15 days ago
PATH
- Washington, DC / Columbus, OH / New York, NY / 13 more...
Manage a globally distributed Proposal Budgeting and Pricing team, including hiring, training, motivating, coaching, and retaining team members. Coordinate with the Business Development and Program teams on strategic issues involving competitive, realistic, and responsive proposal budgets, including alternative financing models for new donors and/or geographies. Ensure th
Posted 17 days ago
Work closely with Partners on assigned client engagements from start to finish. Work with team members to ensure accurate and timely financial reporting, analysis, and research. Oversee and coordinate all phases of audit engagements, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosure
Posted 17 days ago
Middlesex Savings Bank
- Natick, MA
Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker I is proficient in all teller transactions, opening of personal accoun
Posted Today
Presidio, Inc.
- Irving, TX / Austin, TX / Woburn, MA / 1 more...
As a SLED Industry Advisor, Sr. Director , you will serve as the authoritative voice and expert collaborator for Presidio Sales teams that manage and sell into the more than 90,000 organizations, including State Governments, Counties, Cities & Municipalities, Public School Systems and Higher Education Institutions. This role involves bringing together industry solutions,
Posted 15 days ago
Results oriented mindset focused on meeting all client timelines Desire to build a team focused on audits of private equity and venture capital portfolio companies. Readiness to travel with audit teams as needed based on geographic locations of portfolio companies Develop and maintain strong client/investment company owner relationships Ability to collaborate with other s
Posted 17 days ago
The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior rol
Posted 15 days ago
Franklin Templeton
- Boston, MA / Houston, TX / Stamford, CT / 8 more...
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's
Posted 16 days ago
Direct Indexing Strategist, Vice President Mellon Investment Management About BNY Mellon Investment Management BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion in assets under management as of September 30, 2023. Through an investor first approach, the firm brings to clients the best of both worlds specialist expertise from seven specia
Posted 17 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
Posted 17 days ago
Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS214AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali
Posted 17 days ago
At FIS, our technology and our people are always moving forward. While we advance the way the world pays, banks and invests, our teams also grow their own careers. We believe in building inclusive teams where everyone's views count. Together, our collective diversity, skills and talents empower us to deliver the best products and solutions for our colleagues, clients and
Posted 17 days ago
Middlesex Savings Bank
- Needham, MA
Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Senior Banker I is proficient in all Banker II requirements. In addition, the
Posted Today
Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali
Posted 17 days ago
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