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Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n
Posted 1 day 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 10 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 1 day ago
Joining Aptiv in our Global Headquarters in Dublin, you will be a key finance business partner to the Supply Chain Management (SCM) organization, a centralized team managing over $11B of spend. The key focus is on building strong business partnerships to identify opportunities and diagnose problem areas to unlock business value for Aptiv, driving financial performance by
Posted 1 day ago
Quanterix is a company that is digitizing biomarker analysis with the goal of advancing the science of precision health. The company's ultra sensitive detection solution, Simoa, has the potential to change the way in which healthcare is provided today by giving researchers the ability to closely examine the role of biomarkers in the continuum of health to disease. Quanter
Posted 2 days ago
Under the direction of the Branch Manager the Assistant Branch Manager I, assists with planning, directing, and controlling of branch operations, ensuring efficiency and effectiveness in accordance with established policies and procedures. The Assistant will create a positive and motivating team environment to help staff meet branch goals and objectives while ensuring a c
Posted 2 days ago
The Director of Debt Management and Compliance reports directly to the Chief Financial Officer and will be responsible for debt management and compliance needs of the UMass Building Authority. Essential Functions Assist UMBA's CFO/Treasurer with the following Manage bond issuance and financial compliance reports/deliverables, including monitoring and managing University P
Posted 7 days ago
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 10 days ago
Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,
Posted 1 day ago
Marcum
- Boston, MA
Work closely with leaders to manage cases from start to finish. Work with team members to ensure accurate and timely financial models, analysis, and research. Attends mediations and meets with clients, attorneys and opposing experts. Prepares reports that ensure analysis adequately supports conclusions reached. Provides guidance and mentoring to staff to help facilitate s
Posted 1 day ago
Crowe
- San Francisco, CA / Chicago, IL / Miami, FL / 10 more...
Join Crowe's leading Financial Services team in this newly created growth opportunity as a Tax Managing Director! What you will do as a Tax Managing Director Develop, build and maintain client relationships by understanding and identifying solutions that address client's needs Facilitate the implementation of consulting and compliance projects including identifying, under
Posted 2 days ago
Schedule Monday through Friday 8 30 AM 5 30 PM, alternate Thursdays or Fridays 10 30 AM 7 30 PM, and alternate Saturdays 8 30 AM 3 30 PM (40 hours) What You'll Do Assist the Branch Manager in supporting and contributing to DCU's Success Sharing by creating a sales and service culture within the branch through effectively leading the staff and helping our members achieve t
Posted 6 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 1 day ago
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direc
Posted 7 days ago
Riveron
- Atlanta, GA / Boston, MA / Chicago, IL / 5 more...
Riveron collaborates with companies to navigate the constantly shifting tax regulatory landscape, offering comprehensive solutions to mitigate, defend, or optimize tax positions. As a strategic partner, we provide hands on support, enabling our clients to streamline decision making processes and achieve favorable tax outcomes. In an environment of rapid tax regulatory cha
Posted Today
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