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• Citizens

  

  Virtual Financial Advisor - Boston, MA

  2 days ago

  BOSTON

  Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include • Focus on clients: Aspire to deliver world-class customer service, • Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience, • Build book of business: Proactively seek ways to develop and expand client relationships, • Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals, • Active Series 7, 66 (65 and 63), and life insurance licenses, • Established track record of top-ranked sales performance, • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales, • Hours per Week: 40, • Work Schedule: Varies The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Year Up United

  

  Financial Operations JOB Training Opportunity

  5 days ago

  Boston

  Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: • Banking, • Business Operations, • IT Support, • Investment Operations, • Project Management, • Network Security & Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

• KPMG

  

  Manager, Financial Due Diligence

  4 days ago

  Boston

  KPMG is currently seeking a Manager in Financial Due Diligence for our.

• Daley And Associates, LLC

  

  Legal Associate - Financial Services

  11 days ago

  Boston

  Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm’s Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4–5+ years of experience in a legal or contracting role within the financial services industry. This is a 6-month contract position paying between $42–$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA. Responsibilities: • Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements., • Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals., • Collaborate with other members of the Legal team in connection with complex contracting and documentation matters., • Support resolution of complex documentation issues and assist in establishing controls and processes where required., • Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps., • Participate in the ongoing development and improvement of legal processes, design, and operational efficiency., • Provide additional legal and documentation support as needed. Qualifications: • Bachelor’s degree in Legal Studies or a related field required., • 4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred., • Must have experience within the financial services industry; asset management experience is highly preferred., • Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization., • Hands-on experience negotiating contracts, including NDAs and exposure to RFPs., • Strong interest in legal technology, process design, and operational improvement initiatives., • Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly., • Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting., • Ability to work independently while also contributing effectively within a team environment., • Language skills are a plus but not required. For immediate consideration, interested and qualified candidates should send their resume to Jackson at .

• Springwood Executive

  

  Chief Financial Officer - PE-Backed Software Platform

  7 days ago

  Boston

  Springwood Spotlight Mandate | Institutional PE-Backed Workflow & Data Platform Sector: Workflow & Data Platforms / Tech-Enabled Services / Vertical Software Location: East Coast HQ (Hybrid Preferred) | Travel Ownership: U.S. Institutional Private Equity Sponsor Scale: $75M to $250M Revenue | Strong EBITDA | Buy-and-Build Environment Process: Confidential Search - Pre-Deal Company & Role Overview Springwood Executive is working exclusively on a priority CFO mandate for a U.S. private-equity-backed vertical software and tech-enabled services platform operating in a highly regulated, operationally complex end market. The business delivers mission-critical workflow, data, billing, to organisations operating at the intersection of services delivery, regulation, reimbursement, and outcomes. Key Responsibilities • Value Creation, Integration & Exit Readiness - Drive EBITDA expansion, cash discipline, and operating leverage while supporting active M&A integration. Play a central role in shaping the platform’s trajectory toward a future liquidity event., • Enterprise Finance Leadership - Build and lead a sponsor-grade finance organisation. Support a business with multi-entity complexity, recurring revenue dynamics, and external stakeholders., • CEO, Board & Sponsor Partnership - Own board-level reporting, forecasting cadence, KPI discipline, and performance transparency. Translate operational complexity into clear, decision-ready insight for leadership and investors. Ideal Background • CFO experience within a PE-backed vertical software or tech-enabled services platform, typically operating in the $50M–$250M revenue range., • Demonstrated success managing regulated, compliance-sensitive, or reimbursement-linked environments, where data accuracy, controls, and operating discipline are critical., • Comfortable operating as a hands-on, execution-oriented CFO, supported by a strong Controller, with a clear focus on KPIs, systems, and value creation rather than pure technical accounting. This is a confidential pre-deal search. Initial discussions will be held discreetly and selectively. To express interest, please apply via this advert. Further information is available at .

• Topaz HR

  

  Financial Controller

  6 days ago

  Boston

  Company Overview Our Client is a rapidly growing behavioral health organization providing evidence-based outpatient and day treatment services for adolescents and young adults. As the organization continues to expand, they are seeking an experienced Controller to lead financial operations, budgeting, and forecasting while partnering closely with leadership to support strategic growth and long-term scalability. Position Overview The Controller will oversee all accounting and financial operations while driving budgeting, forecasting, and financial strategy across multiple entities. This role requires deep experience in behavioral healthcare, specifically PHP and/or IOP programs, with a strong understanding of billing structures, revenue cycles, and operational realities unique to this space. This is a hands-on leadership role for a finance professional who can both execute and lead- someone who is comfortable “calling the shots,” improving systems, and proactively guiding leadership on what needs to happen financially to support growth. Location: Boston, MA Schedule: Onsite, Full-Time Salary Range: $130,000 – $200,000 Benefits: Health, Dental, Vision, 401(k), PTO Key Responsibilities Financial Leadership & Strategy • Serve as the primary financial partner to the CEO, providing insight, guidance, and recommendations to support business decisions, • Lead financial planning, budgeting, forecasting, and long-term projections across all entities, • Oversee all accounting functions, including GL, AP/AR, payroll, month-end close, and financial reporting, • Ensure accuracy, compliance, and scalability of financial processes, • Oversee and optimize revenue-cycle processes related to PHP/IOP programs, • Ensure accurate financial tracking aligned with healthcare billing structures, • Design and implement financial processes to support rapid expansion, including new locations and entities, • Prepare the organization for future complexity, audits, and potential financing events, • Lead with confidence, initiative, and accountability—this role is expected to proactively drive outcomes, not wait for direction, • Act as a culture carrier with a growth mindset and high execution standards, • 4+ years of Controller or senior accounting experience within behavioral healthcare, • Direct experience supporting PHP and/or IOP programs (must-have), • Strong background in budgeting, forecasting, and financial modeling, • Experience managing multi-entity financial structures, • Proficiency with QuickBooks and payroll systems (Paycom preferred), • Experience in ABA therapy organizations, • Strong understanding of the Massachusetts behavioral healthcare market, • Prior experience scaling financial operations in a growing company, • Clear trajectory toward CFO-level leadership Compensation The published salary range is used as a guide to provide prospective candidates with a level of compensation that is competitive with today’s market. The salary range for this position is a good faith estimate that allows for flexibility to align with various levels of experience, education, and performance. EEO Statement Topaz HR is an Equal Opportunity Employer, and we do not discriminate on the basis of race, color, religion, gender, national origin, age, disability, or any other status protected by applicable law. We value and are committed to creating an inclusive environment for all employees. Please Note: Topaz HR is conducting this search on behalf of one of our clients. The employer's name will be disclosed during the interview process, and all hiring decisions will be made directly by the client.

• WHSP Medical, P.C.

  

  Finance & Revenue Cycle Manager

  6 days ago

  Boston

  Position: Finance & Revenue Cycle Manager, WHSP Medical and WHSP Institute Location: Brighton, MA (in-person) Hours: Approximately 9:00 a.m. - 6:00 p.m., Monday – Friday Reports To: Dr. Kathryn Ackerman, President and Director, and Esther Lofgren, COO About Us: Women’s Health, Sports & Performance (WHSP) Medical, P.C. is an interdisciplinary medical practice providing comprehensive care to female athletes of all ages. Together with our strategic partner the WHSP Institute, WHSP Medical is committed to transforming female athlete health across the lifespan through evidence-based, athlete-centered care. The WHSP Institute is a non-profit research and outreach institute dedicated to driving advancements in our understanding of female athlete health and performance, and sharing those discoveries globally to transform the state of women’s health overall. Both the Practice and the Institute are supported by a mission-driven leadership team and are in an early, high-growth stage. WHSP Medical and WHSP Institute are led by Dr. Kathryn Ackerman, a triple-boarded physician in Internal Medicine, Sports Medicine, and Endocrinology, Co-Chair of the U.S. Olympic & Paralympic Women’s Health Taskforce, and Chair of U.S. Rowing’s Medical and Sports Science Committee. The Role: We are seeking a highly capable Finance & Revenue Cycle Manager to support the operational and financial backbone of WHSP Medical and WHSP Institute, with workflow split approximately 80/20 across the two organizations. Reporting jointly to Dr. Ackerman, President, and Esther Lofgren, COO, and working closely with Jennifer Thompson, Practice Manager, this is a hands-on role for a self-directed professional who thrives in startup clinical and non-profit environments. You will own the day-to-day financial and revenue cycle operations of the Practice and Institute while also helping design and scale systems, processes, and strategies that support sustainable growth. This role requires deep familiarity with medical practice finances, strong working knowledge of Athena, and the ability to partner effectively across clinical, administrative, and external teams. Likewise, the role requires experience as the party responsible for nonprofit financial statements, including managing third-party audits, Form 990 support, etc. Key Responsibilities: • Own and manage WHSP Medical’s revenue cycle operations, partnering closely with an outsourced billing company to optimize performance and reimbursement., • Serve as the internal expert on Athena (EHR/PM), ensuring accurate workflows, reporting, and financial data integrity., • Provide oversight of coding and billing processes at a quality-control and systems level (not primary coding execution)., • Strong experience in one or more accounting software systems (QuickBooks, etc.), • Lead financial reporting, forecasting, and analysis, and co-own the budgeting process for the Practice and Institute., • Work with external accountants and financial partners to ensure accurate accounting, compliance, and reporting., • Develop and improve reimbursement strategies, payer-related processes, and operational procedures for the Practice and Institute., • Support the design and implementation of cash-pay offerings, including bundled service strategies, for the Practice and Institute., • Partner with the Practice Manager and COO to align operational workflows with financial best practices for both the Practice and the Institute., • Support financial and operational planning related to Practice growth, including telehealth expansion and remote personnel., • Identify opportunities for process improvement, cash flow optimization, and scalable systems as the clinic grows., • Maintain discretion and professionalism when handling sensitive financial and operational information., • Adapt quickly to evolving priorities in a fast-paced, early-stage clinical and non-profit environment. The ideal candidate has the following qualifications: • A Bachelor’s degree in finance, accounting, business, or a related field (or equivalent experience), • At least 3 years of experience in medical practice finance, revenue cycle management, or related operational roles, • Strong preference for experience in Athena (EHR/PM), • At least 2 years of experience in nonprofit financial management, financial statements, and third-party audit / Form 990 domains, • Strong experience with one or more accounting software systems (QuickBooks, etc.), • Experience working with outsourced billing vendors and managing revenue cycle workflows, • Familiarity with coding standards (CPT/ICD-10) sufficient for oversight and quality assurance, • Proven ability to produce financial reports, forecasts, and operational insights, • Comfort working in a startup or early-stage clinical and non-profit environment where processes are still being built, • Strong organizational, analytical, and communication skills, • Ability to work collaboratively across teams without direct supervisory authority The ideal candidate possesses the following traits: • Collaborative, team-oriented approach with a willingness to roll up sleeves, • Strong integrity, sound judgment, and attention to detail, • Operationally excellent with a strategic mindset, • Comfortable working independently with limited structure, • Mission-aligned with WHSP Medical and WHSP Institute’s commitment to advancing female athlete health, • Adaptable, resourceful, and motivated by building systems that scale What We Offer: • Opportunity to play a foundational role in a rapidly growing medical practice and non-profit research and outreach institute, • Direct partnership with senior leadership, • Meaningful work supporting athletes and advancing women’s health, • Professional growth as the practice scales, • Dynamic, mission-driven work environment, • Minimal travel requirements, • Competitive salary and comprehensive benefits package WHSP Institute and WHSP Medical are equal opportunity employers. WHSP Institute and WHSP Medical provide equal employment opportunities to all employees and applicants for employment regardless of race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, or military service.

• Redbock - an NES Fircroft company

  

  Project Manager Technology & Finance Programs

  3 days ago

  Boston

  Overview Seeking an experienced Project Manager to lead delivery of a complex in-house banking capability as part of a broader legal entity and governance optimization program. This role owns end-to-end execution, cross-functional coordination, and executive reporting to ensure successful delivery across technical and finance workstreams. Key Responsibilities Lead • Full project lifecycle delivery including governance, scope, schedule, resources, and reporting, • Manage risks, issues, and dependencies across technical and business teams, • Oversee technical implementation components including integrations, reporting, data migration, and system configuration changes, • Coordinate cross-functional teams across IT, Accounting, Tax, and Treasury functions, • Drive stakeholder alignment, communications, and change management efforts, • Ensure business adoption and successful operational outcomes, • Collaborate with external vendors and implementation partners to achieve delivery goals, • 8+ years of project management experience delivering large, complex programs, • Proven experience managing IT projects and finance-related technology initiatives, • Experience managing projects involving Accounting teams, processes, and technologies, particularly Intercompany Accounting, • Strong leadership presence with ability to drive accountability and delivery across teams, • Excellent executive communication and presentation skills, • Demonstrated success managing vendors and packaged software implementations, • Strong collaboration, risk management, and issue resolution capabilities, • Experience in high-growth or biotech environments, • Agile certifications (CSM, PSM, or equivalent) and/or PMP certification, • Experience implementing or expanding intercompany accounting or treasury platforms (e.g., Blackline, Oracle EBS, Kyriba)