29 advisor planning jobs found in Boston

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for City National Bank. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. INVESTMENT CONSULTANT - Remote based in CO WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of...

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 Implementation Solutions Consultant to our Implementation Solutions Team, a critical component of the Operations organization. The Implementation Solutions Team owns the end-to-end product development and management lifecycle for all Great Gray Collective Investment Funds – including target-date series launches, sub-advisor changes, fee class additions, fund...

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 Implementation Solutions Consultant to our Implementation Solutions Team, a critical component of the Operations organization. The Implementation Solutions Team owns the end-to-end product development and management lifecycle for all Great Gray Collective Investment Funds – including target-date series launches, sub-advisor changes, fee class additions, fund...

Job Description Our Global Operations Technology Consulting team is seeking a skilled and experienced Solution Architect to join our Energy and Water Delivery team. The ideal candidate will have extensive expertise in Utilities distribution operations and Power Systems. This role will focus on the design and implementation of Advanced Distribution Management Systems (ADMS), including Network Management Systems (NMS) and Distributed Energy Resource Management Systems (DERMS). As a Solution Architect, you will play a pivotal role in the delivery of our Enterprise solutions, ensuring client-specific designs, seamless integrations, and tailored reports. Your combined expertise in Software and Electrical systems will empower us to deliver innovative, high-performance solutions to our clients with a streamlined approach and maximum efficiency. The ideal candidate will be leading configuration and deployment of the ADMS solution. This includes the core application, along with any...

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 Gray’s 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 developing, administering and implementing marketing...

Job Description Data Platform Sales Representative, Higher Education - Florida Overview: Are you a creative problem solver who thrives on challenges? Do you have a passion for technology innovation and driving customer success? Join Oracle as a Software Data Platform Sales Executive and help transform Higher Education institutions across Florida with industry-leading data platform solutions. Oracle is a global technology leader changing the way the world does business. We're seeking an experienced, self-motivated sales professional with a drive for results and a passion for building trusted customer relationships. If you want to make an impact in the Higher Education sector with transformative cloud and data platform solutions, we encourage you to apply! Role Summary: As a Software Data Platform Sales Representative dedicated to the Higher Education market in Florida, you will identify, qualify, and close new business for Oracle's data platform offerings,...

Job Description Oracle is leading the digital revolution, empowering nearly half a million organizations-including public sector institutions and educational organizations-across the globe to turn untapped potential into real value. You will connect State & Local Governments and Education institutions with the tools to succeed in today's digital economy and prepare them for tomorrow's opportunities. Description Join us to work with the largest customers in the State & Local and Education sectors in Southern California.. You will have the opportunity to build innovative solutions across our data platform offerings that address the unique business and operational challenges faced by government agencies and educational organizations-helping to drive their growth, success, and service to communities. Oracle is a fast-paced, collaborative environment passionate about customer success. We offer the most comprehensive, cloud-based technology to help governments and...

Job Description Principal Consultant - Outpatient Pharmacy Travel: Up to 50% | Location: Remote (U.S.) At Oracle Health, we're not just building software-we're transforming how health happens. Our mission is bold yet simple: to create a smarter, more connected healthcare ecosystem where technology empowers clinicians, elevates patient care, and ultimately saves lives. As a Principal Consultant specializing in Outpatient Pharmacy, you'll be at the heart of that transformation. You'll bring your pharmacy expertise and implementation know-how to help some of the world's largest healthcare organizations design safer, faster, and more efficient pharmacy workflows. From inpatient to outpatient, your work will make a real-world difference for providers and patients alike. What You'll Do In this role, you'll lead client engagements from strategy through go-live, serving as a trusted advisor and hands-on expert. You'll: Partner with pharmacists, technicians,...

Job Description Minimum 10 years of relevant experience in SaaS ERP Consulting, ERP implementation, Business Process Consulting, Project Management, or Strategic Account Management. Demonstrated ability to build and maintain strong client relationships, with experience influencing and persuading senior stakeholders. Expertise in risk assessment and management, with a proactive and analytical mindset. Exceptional communication and presentation skills, adept at conveying complex ideas to diverse audiences. Strong organizational and project management skills, with experience managing multiple, concurrent stakeholders. Proven success in client-facing roles, preferably within the ERP and SaaS industry. In-depth knowledge of ERP systems and business process improvement methodologies. Ability to work independently with a high degree of initiative, while also collaborating effectively in a team environment. Strong analytical,...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Technology Consulting – Sector Tech – Digital Grid - Manager Our clients operate in a world where achieving and sustaining performance is more difficult than ever. As a performance improvement professional, you’ll be focused on helping them grow and turn their strategy into reality. You’ll work with high-performing teams that drive growth and deliver exceptional client service while doing your part to build a better working world. Your career is yours to shape.   The opportunity The role of a Digital Grid Manager will be to provide consulting services to Power & Utilities clients implementing Digital Grid Programs, capabilities and systems (AMI, ADMS, OMS, SCADA, DRMS, DERMS, EMS, GIS) resulting in increased...

About Us We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We’re driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people. How We Work At Proofpoint, you’ll be part of a global team that breaks barriers to redefine cybersecurity, guided by our BRAVE core values Bold in how we dream and innovate, Responsive to feedback, challenges, and opportunities, Accountable for results and best-in-class outcomes, Visionary in future-focused problem-solving, Exceptional in execution and impact. The Role and the Team At Proofpoint, the members of our Sales Engineering team are highly valued business partners that play a critical role in our sales process every single day. As a Senior Sales Engineer in the fast-growing Data Security Group (DSG) you will be one of the most important members of the...

Job Description Senior Sales Consultant Do you want to advance your career with the world's first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives leaders a complete view into their business. Our team is growing, and we're looking for people like you to help us make a global impact. As the leading cloud business system, NetSuite includes financials, inventory management, HR, professional services automation, commerce, and more. Tens of thousands of customers all over the world trust NetSuite to give their businesses the visibility, agility, and control needed to make data-informed decisions quickly. NetSuite is a place where you can build your career and have fun while doing so! We're invested in our people, our customers, and the community. As part of Oracle, our benefits are second to none. Joining our passionate team means that you're ready to take your career to the next level. With...

Job Description Oracle Cloud PaaS4SaaS Technical Delivery Lead Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. At Oracle North America Applications Consulting, we are building the bridge between Oracle's innovative technology and the people who use it to achieve incredible things. Our team focuses on North American based clients using our back-office cloud applications. Our resources are primarily located in North America and India. We are growing fast, and we need transformational leaders ready to bring their unique skills, energy, and creativity to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. At Oracle Consulting, we believe: · The attributes of modern cloud businesses demand new ways of thinking: more human-centered and experienced-based approaches. · Cloud technology should free people from bureaucracy and hierarchy and empower...

Job Description Do you want to advance your career with the world's first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives leaders a complete view into their business. Our team is growing, and we're looking for people like you to help us make a global impact. As the leading cloud business system, NetSuite includes financials, inventory management, HR, professional services automation, commerce, and more. Tens of thousands of customers all over the world trust NetSuite to give their businesses the visibility, agility, and control needed to make data-informed decisions quickly. NetSuite is a place where you can build your career and have fun while doing so! We're invested in our people, our customers, and the community. As part of Oracle, our benefits are second to none. Joining our passionate team means that you're ready to take your career to the next level. With priceless learning opportunities,...

Job Description This director position is responsible for managing business operations and resources of a given practice that can be defined by industry, service line, technology center, specialty area or region. Responsible for managing the three main pillars of a practice: people management, portfolio/delivery management and sales enablement. Has profit and loss responsibility or financial/expense management of practice. Responsibilities Accountable for operational/financial metrics and overall business results of practice. Responsible for maintaining strategic direction, ensuring profitable growth of the practice, quality of consulting delivery, and maintaining customer referenceability. Develops strategy and plans to successfully implement operational policies and achieve business objectives. Accountable for managing and growing a significant revenue stream and customer base. Typically manages multiple first line managers and/or senior level individual contributors....

About the Role: Grade Level (for internal use): 12 The Team: Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and...

About Us We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We’re driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people. How We Work At Proofpoint, you’ll be part of a global team that breaks barriers to redefine cybersecurity, guided by our BRAVE core values Bold in how we dream and innovate, Responsive to feedback, challenges, and opportunities, Accountable for results and best-in-class outcomes, Visionary in future-focused problem-solving, Exceptional in execution and impact. Department Overview The Data Security Specialist team at Proofpoint is an exciting, fast-growing group made up of passionate, talented individuals dedicated to driving impact in the Data Security space. As one of the company’s major growth engines, this team supports our outstanding customer base and sells a...

Location: Dallas, Boston, New York City, Iselin, Philadelphia, McLean, Washington, Atlanta, Charlotte, Chicago, Minneapolis, Austin, Denver, Houston, Irvine, Los Angeles, Portland, San Diego, San Francisco, San Jose, Seattle. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. People Consulting – Organizational Design: Manager In People Consulting, we deliver long-term value to our clients, people and EY by putting Humans@Center of the Transformation agenda, transforming businesses through the power of people and helping our clients to reimagine their future workforce. With a growing addressable market of $115b+, and a market leading brand, People Consulting has significant opportunity to help our clients address complex issues relating to their people agendas. The Opportunity Join our dynamic...

Job Description RESPONSIBILITIES: Coach managers and business leaders on employee issues including but not limited to low performance, policy violations, workplace accommodations and position eliminations in compliance to Oracle policies, values, and guidelines. Conduct investigations for workplace issues in a timely manner while applying investigation planning and interviewing techniques with supporting documentation. Build trusted advisor relationships with the business, Legal, within the HR team and with the broader HR organization to apply HR management principles and knowledge to establish rapport, trust, confidence, and credibility with highly sensitive and confidential information. Manage high levels of ambiguity effectively while providing strong problem solving and resolution to complex problems that cross organizational boundaries. Proactively analyze data to identify trends, share knowledge at all levels of the broader HR team, and...

Job Description We are seeking a highly skilled and client-facing Consulting Manager with deep subject matter expertise in Oracle Fusion Cloud Supply Chain Management (SCM). The ideal candidate will be a key contributor in our client engagements, responsible for leading discovery workshops, analyzing business requirements, and designing robust and scalable solutions that leverage the full capabilities of Oracle SCM Cloud. This role requires a blend of technical knowledge, strategic thinking, and exceptional interpersonal skills to serve as a trusted advisor to our clients. Key Responsibilities · Client Engagement & Requirements Analysis: Lead client workshops and interviews to gather and analyze business requirements related to the entire supply chain, including Planning, Manufacturing, inventory management, order fulfillment, and logistics. · Solution Design & Configuration: Translate business requirements into a functional design document. Architect and help...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Lumen Inc. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. About Lumen Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future. Position Summary...

Job Description Come and be an integral part of the Oracle Sales Organization! Come and be an integral part of the Oracle Advanced Customer Services (ACS) Sales Organization! Responsibilities: Services Sales Executive for all Oracle Technology, Oracle Cloud Infrastructure (OCI) products and services and Oracle SaaS. Focus areas are: IaaS and PaaS services SaaS services Oracle Enterprise Architecture Services Database Services (Migration Factory, Golden Gate, Data Guard, RAC, ASM, OEM) System and performance and architecture Exa Platform Services Application testing, performance tuning Data Center Consolidation Our services are around advisory, architecture, assessments, and expert services for Oracle Technology, including managed services sales. The successful candidate will be responsible for qualifying and developing value-add propositions for Oracle customers. Our ACS Sales Reps are...

Job no: 529195-D Brand: FCM Work type: Full time Location: Massachusetts Categories: Sales and Customer Service Director of Enterprise Sales Ranked as one of the world’s top five travel management companies, it has a business network in over 97 countries and global headquarters in Brisbane, Australia and Regional headquarters in New York, Mexico, London, Dubai, Cape Town and Singapore. Backed by the global strength of Flight Centre Travel Group (FCTG), FCM combines local and global expertise with cutting edge technology. We value agility, energy, determination, and initiative - that's why we're the alternative to legacy TMCs. Established in June 2004, FCM has been named multiple times as the ‘World’s Best Travel Management Company’, three-time winner of Newsweek’s ‘America’s Best Customer Service’ award, accredited by Best Workplaces as a ‘Great Place to Work’. We take great pride in our unique culture, results are recognized and rewarded, we...

Under general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TM Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs and Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business. How you will spend your time: Develop proformas, proposals and customer profitability analysis for Treasury opportunities Prepare pre-call planning prep and materials for TM client and prospect meetings Coordinate proposal responses and works across business lines to...