Retirement Plan Jobs in Greater Boston area
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Looking for Retirement Plan jobs in Greater Boston area? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Greater Boston area area.
Sales Executive - Endemic
Company: Outside
Location: Greater Boulder Area
Posted Nov 17, 2023
Other benefits include health care, vision, dental, retirement, Flexible Time Away, sick leave, and many more. Negotiate terms, including financial investments, branding opportunities, and deliverables. Regularly track and report on sales activities, pipeline, and sponsorship revenue via Salesforce. Provide exceptional customer service, addressing any inquiries, concerns, or requests from partners promptly and professionally. Utilize various sources, such as AI, online directories/tools, industry publications, and networking events, to generate leads. Travel to client markets Meet with clients in person via events, trade shows, and territory meetings. The salary range displayed is specifically for those potential hires who will work or reside in the state of Colorado if selected for this role, and may vary based on market data/ranges, an applicant’s skills and prior relevant experience, certain degrees and certifications, and other relevant factors. Build and maintain client relationships: Cultivate strong, long-term relationships with partners, acting as their primary point of contact. Within 3-6 months, you will: Pitch and negotiate media packages: Create persuasive sales presentations using market trends, creative insights, campaign analysis and case studies, emphasizing how our products align with their marketing objectives. This is a development territory that is focused on the endemic outdoor market (skiing, snowsports, hiking, running, cycling, health, and wellness).
Vice President of Digital Marketing
Company: Poppulo
Location: Boston, MA
Posted Nov 17, 2023
Named a Great Place to Work in 2015, 2016, 2017, 2018, 2019, 2020, and 2021, we are a fast-growing global technology company, with offices in Ireland, the US, and the UK. We disclose your personal information to our private equity sponsor, Vista Equity Partners, and its affiliates, including Vista Consulting Group (collectively, “Vista”), for administration, research, database development, workforce analytics and business operation purposes, in line with the terms of this Privacy Policy. We learn from others, respecting their expertise, and focus on building trust. Partnering with CS, Sales, Product, etc. Own it. See it. In connection with the recruitment process, your personal data may be transferred outside of the EEA to iCIMS and/or Greenhouse, Hirebridge, LLC and Criteria Corp., which provide applicant tracking and evaluation services. Vista processes and shares your personal information with its affiliates, including other Vista portfolio companies, on the basis of its legitimate interests in managing, administering and improving its business and overseeing the recruitment process and, if applicable, your employment relationship with Four Winds Interactive LLC. We foster a culture of learning, acknowledging our successes and our failures. We offer a dynamic environment with driven, fun, and flexible individuals who thrive on challenge and responsibility.
Series 7 Registered Financial Advisor Associate
Company: Hennion & Walsh
Location: Greater NYC Area
Posted Nov 17, 2023
Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. Opportunity Get real, warm leads that call YOU at no cost Work for a successful investment firm dedicated to performance, integrity, service, and innovation Gain business expertise and market knowledge through our comprehensive training and mentoring program Perform in an energetic, open environment Succeed in an achievement-based culture Qualifications Bachelor’s degree or equivalent combination of education/experience Series 7 and Series 63 licenses Personal or professional track record of achievement Highly professional work ethic Ability to handle multiple responsibilities and take initiative Excellent organizational and time management skills Benefits Competitive compensation Open and supportive team-based environment Full medical and dental benefits 401(k) plan with company match We are looking for Financial Advisors with Series 7 and Series 63 licenses who are performance-driven personalities and entrepreneurs in spirit, looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate for the individual investor. If you are a highly motivated individual, looking to join a vibrant, growing company...if you want to boost your career as a Financial Advisor...build a book of business that will sustain your career in Finance, then apply today. We believe in putting the client first. In addition to ample leads, they are provided with back office and compliance support, as well as active mentoring. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic work force as Financial Advisors. They do not have to network on weekends, pay for seminars or knock on doors.
BGT Sales Director, North America
Company: Unchained Labs
Location: Boston, MA
Posted Nov 17, 2023
Speaking English is required. Travel overnight to develop field sales organization and promote customer opportunities. Advanced degrees are added credit. Strong communication skills required, both written and verbal. Location in the Boston area or Northeast US is preferred. Compensation The US base salary range for this full-time position is $127,500 - $250,000. This salary range is an estimate, and the actual base salary may vary based on the Company’s compensation practices. Contribute to customer value messaging and sales team training. 5 years of direct sales experience in the life sciences tools industry selling instrumentation and consumables. 5 years of management experience leading a sales team in the North American applied and academic markets Demonstrated track record of sales success in exceeding annual quotas.
Platform Engineer (Staff / Sr Staff)
Company: Equilibrium Energy
Location: Boston, MA
Posted Nov 17, 2023
We pride ourselves on our deeply empathetic & collaborative culture, honest and direct but respectful communication, and our balanced, flexible, and remote-first work environment. What we offer Equilibrium is composed of deeply knowledgeable industry experts across all our functions, with decades of experience in energy-specific commercial structuring, power systems engineering, machine learning, computational research, operations research, distributed and compute-intensive infrastructure, and modern software & ML engineering. Practical working experience with AWS cloud technologies (IAM, EKS, RDS, EC2). Employee benefits include: Competitive base salary and a comprehensive medical, dental, vision, and 401k package Opportunity to own a significant piece of the company via a meaningful equity grant Unlimited vacation and flexible work schedule Ability to work remotely from anywhere in the United States & Europe, or join one of our regional hubs in Boston, SF Bay Area, or London Accelerated professional growth and development opportunities through direct collaboration and mentorship from leading industry expert colleagues across energy and tech Equilibrium Energy is a diverse and inclusive, equal opportunity employer that does not discriminate on the basis of race, gender, nationality, sexual orientation, veteran status, disability, age, or other legally protected status. We are now designing them better, and combining them in a holistic and novel way, to achieve global scale and climate impact. Strong communication skills. A passion for automation, DevOps and collaboration– blending operational excellence, development best practices and mentorship. Practical working experience with continuous integration & deployment (preferred technologies: Gitlab, Docker, ArgoCD). All roles, titles and compensation packages are tailored to the applicant, so apply anyways and tell us in your cover letter about your dream role. A commitment to writing readable, reliable and well tested code.
VP of Finance
Company: Etana Custody
Location: Greater Denver Area
Posted Nov 17, 2023
Etana Custody provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. You Will: Drive the financial planning of the company by monitoring and analyzing financial data, performance, and risks Constantly aware of the company’s financial position and proactively prevents problems Set up and oversee the company’s finance IT system Set targets for and supervise all accounting and finance personnel (Treasurer, Controller, Financial Analysts, auditors, etc. VP of Finance is an effective leader with broad knowledge to all accounting, financial, and business principles. Directs the development, enhancement and implementation of financial policies, controls, procedures, and processes designed to ensure compliance with GAAP and regulations while also promoting operational efficiency Oversee all audit and internal control operations Manage relationships with business partners, shared services, and financial planning and analysis to optimize working capital Ensures accurate preparation and timely submission of detailed reports on financial performance Conduct analysis to make forecasts and report to executives Ensure adherence to financial laws and guidelines In conjunction with private equity sponsors and senior management, manage capital market effort that allow for efficient capital structure and enable growth Monitor debt covenant compliance and prepare related calculations and certificates, in accordance with debt agreements Responsible for investing funds consistent with applicable laws Develop and lead hedging programs to mitigate risk for currency and interest rate fluctuation Build financial models based on historical data and industry-specific metrics, and create presentations for investors Compile information to be submitted to the board for approval and to auditors and various regulatory agency Requirements and skills: BS/BA in Accounting, Finance or relevant field; MS/MA is preferred CPA or other relevant qualification is preferred Proven experience as director of finance or similar leadership role 8-10 years experience with corporate finance and accounting principles, laws, regulatory compliance, and best practices Experience with crypto currency and blockchain preferred Solid knowledge of financial analysis and forecasting Tech savvy with strong knowledge of accounting systems An analytical mind with a strategic ability Proven leadership and mentorship skills Ability to build strong, collaborative working relationships and be seen as a topic authority, objective source of information, and trusted advisor Excellent written and oral communication skills Perks and Benefits: Pay: Starting at $200,000-$230,000 Full-time employees enjoy the following benefits: Generous healthcare, dental and vision plan 401(k) employer matching Generous PTO plan Employee equity plan Monthly commuter stipend Fun office environment in downtown Denver Etana Custody is an Equal Opportunity Employer. You will be responsible for assessing the financial performance, possible risks, and investments of the company. This position reports to the CEO. Our mission is to mitigate counterparty risk, facilitate trade execution, and enable capital efficiencies. Clients achieve this with our custody and trade support solutions, along with industry-leading partners, allowing clients to manage fiat and digital assets from a secure environment. They must be a strategic thinker whose goal is to ensure the company’s profitability and long-term success. Job Description: We are looking for an experienced VP of Finance to oversee all financial aspects of the business and drive the financial strategy and planning.
Equity and Inclusion Associate
Company: Boston Health Care for the Homeless Program
Location: Boston, MA
Posted Nov 17, 2023
Excellent organizational, interpersonal, oral, and written communication skills. flyers, and other marketing materials), communication, scheduling, outreach, and workshop preparation for JEDI-sponsored events (Example: Brown Bag, Lunch & Learn). Assist with research, data collection and tracking equity workshop attendance utilizing Relias, learning management system. BHCHP full time employees are eligible for our competitive time off policy of 4 weeks’ vacation, health, dental and vision insurance, 403B retirement savings plan and employer retirement contribution, and pre-tax MBTA pass program with 40% discount. Experience with Microsoft Suite. Manage equity team email inbox. Commit to self-learning in the area of equity, social and racial justice by remaining up to date with current local, national, and global events depicting incidents of social injustice and unrest. Familiarity with sociocultural issues facing frequently marginalized communities, along with racial and ethnic inequities in health generally. In addition, eligible employees will receive yearly increases, additional compensation of seven thousand five hundred added to your base hiring rate for demonstrated bilingual proficiency and the opportunity to work with local hospitals and community health centers. Hours: Full-time, 40 hours; Monday-Friday, 8:30am - 5:00pm Responsibilities: Assist the Chief Equity and Inclusion Officer with research, development, and delivery of Justice, Equity and Inclusion (JEDI) education at all levels of the organization.
Series 7 Registered Client Service Associate
Company: Hennion & Walsh
Location: Greater NYC Area
Posted Nov 17, 2023
Responsibilities: Provides sales/administrative/operational client service support to assist a team of financial advisors. Our ideal candidates will have the Series 7 and Series 63 licenses, 1-2 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships Proactively support the financial advisors in the selling process Provide administrative support to the financial advisors Qualifications Bachelor’s degree or equivalent combination of education/experience Series 7 and Series 63 licenses Strong client service skills and attention to detail Highly professional work ethic Ability to handle multiple responsibilities and take initiative Excellent organizational and time management skills Highly professional verbal, written and interpersonal communication skills Knowledge and understanding of brokerage systems Microsoft Office (Word, Excel, and Outlook) proficiency Benefits: Competitive compensation Open and supportive team-based environment Full medical and dental benefits 401(k) plan with company match Overview Hennion & Walsh is an advocate for the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Registered Client Service Associates. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. Hennion & Walsh provides ongoing training and support to all of our Registered Service Advisors.
Live Streaming Operations Manager
Company: Outside
Location: Greater Boulder Area
Posted Nov 17, 2023
Additional benefits include health care, vision, dental, retirement, Flexible Time Away, sick leave, and more. This salary range is merely an estimate and may vary based on an applicant’s location, market data/ranges, an applicant’s skills and prior relevant experience, certain degrees and certifications, and other relevant factors Within 1 month, you will: ● Run point for the operations team on Live events and guide colleagues and staff to meet performance expectations ● Set up, test, and maintain end to end workflow for streaming events or to QA for testing. ● Event monitoring and support across all digital platforms as well as for live events such as Ironman, US Ski & Snowboard, Mountain and Gravel Bike races and more (subject to change) ● QA of event publishing ● Monitoring and operations of live streaming events cross platform Within 6 months, you will: ● Fix, troubleshoot, and debug any live TV streaming issues on Outside Inc and provide root cause analyses for all major issues ● Support internal and third party engineering teams to assure projects get done on time ● Additional other duties and responsibilities, as assigned What YOU bring to Outside: (Preferred Qualifications) ● 5+ Years experience with live streaming video or broadcast ● Experience working in a media entertainment environment with multiple partners and distributed teams ● Must be self-motivated & results-oriented ● Excellent internal client management and communication/ interpersonal skills ● Must be able to work some nights and weekends ● Passion for and knowledge of streaming industry and relevant technologies ● Experience with troubleshooting and diagnosing technical issues for streaming video ● Bachelor's Degree or equivalent related experience We are unable to sponsor or transfer a VISA for this position Entirely remote jobs that could be performed in Colorado: Employees can expect to be paid a salary of between $85,000 to $110,000. Additional compensation may include a bonus or commission . The ideal candidate will manage live streaming events, the encoders for operations and testing, and create procedures and best practices for event operations. The ability to develop, own, and report on key performance metrics is critical with the ability to discern priority and focus resources where necessary. This role will report directly to our Executive Director of Operations. Outside Inc. is seeking a "Live" Streaming Operations Manager to facilitate live streaming operations for the brand. You will be self-motivated with a deep understanding of streaming operations and broadcast engineering.
Director, Medical Information
Company: Cerevel Therapeutics
Location: Boston, MA
Posted Nov 17, 2023
This role will require active involvement in strategic planning for product launches, major medical affairs initiatives, and organizational changes, ensuring that all medical information responses are accurate, balanced, evidence-based, non-promotional, and compliant. Reporting to the Senior Director of Medical Capabilities, the Director of Medical Information will be responsible for developing, executing, and overseeing the strategic growth of the Medical Information department, as well as determining the most effective approach for building Medical Information capabilities, either in-house or through outsourcing to vendors. Key Responsibilities Collaborate with the Senior Director of Medical Capabilities to plan, design, and execute the strategic scale-up and development of the Medical Information function Develop a set of requirements and standard operating procedures (SOPs) for handling medical information requests, updating them as industry best practices evolve Determine whether Medical Information capabilities should be developed in-house or outsourced to a vendor and make data-driven recommendations Manage resources to meet Medical Information requirements, working with cross-functional teams to produce standard and custom response documents Ensure that all responses are accurate, balanced, scientifically supported, non-promotional, and compliant with industry regulations and company standards Oversee relationship with Medical Information vendor (if applicable) and ensure their performance meets company standards Create training materials and conduct training for Medical Information staff, evaluating their comprehension and competence in partnership with the Medical Affairs team Define key performance metrics for success in the Medical Information function and regularly assess and report on progress Develop and maintain standards, templates, and a company lexicon for standard and custom response documents Oversee the management and maintenance of the Medical Information website to ensure accurate and up-to-date dissemination of medical information to healthcare professionals Stay updated on relevant scientific and medical literature to anticipate and respond effectively to queries Identify opportunities for process improvements and modifications to enhance the quality, efficiency, and productivity of medical information operations Develop and manage budgets for outsourcing resources and internal staffing, ensuring expenditures align with budgetary guidelines Determine staffing level adjustments based on workloads, cost justifications, and operational needs, and make staffing recommendations to Medical Affairs leadership This role does not currently have direct reports but will be responsible for building out the Medical Information capability as the organization grows Required Qualifications PharmD, PhD or MD in life sciences with a minimum of 6 years bio-pharmaceutical industry experience within Medical Information Desired Qualifications Significant experience in Medical Information, Medical Affairs, or related roles within the pharmaceutical or biopharmaceutical industry Strong leadership and team management skills Deep understanding of industry regulations and compliance requirements Familiarity with medical review processes Excellent computer skills with a strong proficiency in Microsoft 365 programs, as well as Veeva systems Exceptional communication skills, both written and verbal, with the ability to understand and effectively communicate scientific and clinical data to key stakeholders Ability to set priorities, deal with ambiguity and ability to be independent, multi-tasked and results-oriented with a hands-on attitude in a fast-paced and energetic environment Education PharmD, PhD or MD Cerevel is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other characteristic protected by applicable law. Role Summary: The Director of Medical Information will play a pivotal role in building, scaling, and leading the Medical Information function at Cerevel Therapeutics. Cerevel aspires to develop and nurture a culture characterized by trust, respect, courage, curiosity, and compassion, with a relentless focus on mission and results. Headquartered in the Greater Boston area, we are bold thinkers, deep experts, resilient pathfinders, and transparent partners who push the boundaries of scientific understanding to unlock breakthrough CNS therapies that have real impact on people’s lives. Our patient-centricity guides our purpose, how we treat each other and what we work on every day. Our portfolio of pre-commercial neuroscience assets targets a broad range of central nervous system (CNS) disorders, including schizophrenia, epilepsy, Parkinson’s disease and substance use disorder. The successful candidate will bring their own unique thinking and approach to Cerevel while sharing our core values and convictions. We are tackling neuroscience diseases with a differentiated approach that combines expertise in neurocircuitry with a focus on receptor selectivity.
Office Assistant
Company: HCVT
Location: Greater LA Area
Posted Nov 17, 2023
Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing, with some tax processing. Handle general administrative tasks: scanning, phone support, greeting visitors, presentation material preparation, and correspondence, as needed, Process mail, scanning mail to staff and highlight action or important items, and respond to inquiries as necessary, creating certified and FedEx mail. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website LI-AM1 LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative. Plan periodic on-site meetings and trainings, which include preparing agendas, coping presentations, and coordinating meal catering and delivery. As an Office Assistant supporting the Long Beach office, you will be responsible for, but not limited to, the following: Responsible for the efficient operation of the Long Beach office assisting the Office Manager with facility issues, scheduling deliveries, ordering supplies, and overall office organization. Additional in-office days are required on the following dates: April 1-15, September 1-15, and October 1-15. Cover administrative assistant duties as needed. Maintain knowledge of Firm policies and procedures and answering, refer or directing requests and inquiries to the appropriate staff. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. A reasonable estimate of the range for this position is $50,000 to $53,000.
Series 7 Financial Services Wealth Management Associate
Company: Hennion & Walsh
Location: Greater NYC Area
Posted Nov 17, 2023
Manage a schedule of client reviews for lead advisors. Work with our investment teams to keep client portfolios on target. Contact clients and prospective clients with relevant information about market updates that may affect their investments. Help with analyses and preparation to conduct in-depth client reviews to uncover new business opportunities. Work directly with clients to: evaluate and effectively manage their needs / answer questions or concerns in a timely and professional manner / handle requests or complaints and work to find solutions / develop and foster relationships / maintain records. Work according to set standards and operating procedures which will be learned on the job. Set up and prepare for client and prospect meetings/follow-ups. Qualifications Series 7 and Series 63 licenses Being coachable, collaborative, and a doer Proficiency in Microsoft Office Ability to comprehend and properly execute tasks Team player Ability to deliver high quality output, possibly within tight timeframes Excellent organizational and time management skills Benefits Competitive compensation Encouraging and supportive team-based environment Full medical and dental benefits 401(k) plan with company match Work with lead advisor to: manage client relationships / incorporate strategy for referrals/introductions / contact clients regarding current events that may affect their investments. Duties and Responsibilities Cultivate and enhance new and existing client relationships through active communication with clients, facilitating client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.