Model Portfolio & Solutions Lead — Client Growth
CFA Institute
State Street is seeking an Officer for the Global Multi-Asset Solutions & Model Portfolios team in Boston. You will support onboarding, client relationships, and growth of custom model portfolios, while delivering market insights and strategic analyses to senior leadership. The role combines client service, business development, and planning, with emphasis on leveraging AI and technology to improve efficiency and scale across advisory platforms. #J-18808-Ljbffr CFA Institute
- ...seeking an Officer for the GMAS team to help onboard custom model portfolios and support client relationships across RIAs, broker-dealers, and platforms... ..., and AI-enabled initiatives to improve efficiency and growth. This role blends client service, business development,...Suggested
$60k - $100k
The ETF and Model Portfolio Business Development Associate will support... ...line in driving AUM growth across wealth management platforms... ...scalable investment solutions to clients.The Associate will contribute... ...Financial Corporation is a leading international financial services...SuggestedFull timeTemporary workLocal areaHome officeFlexible hours$125k - $216.7k
The ETF & Model Portfolio Specialist is a client-facing, business development role responsible... ...ETF and model portfolio solutions. Position... ...advisor acquisition, and AUM growth. Drive distribution across... ...Financial Corporation is a leading international financial services...SuggestedFull timeTemporary workLocal areaRemote workFlexible hours- Manulife is seeking an ETF and Model Portfolio Business Development Associate to drive growth across wealth platforms, broker-dealers, RIAs, and advisors. You will support product positioning, platform engagement, and field execution while collaborating with multiple internal...Suggested
- Gray, Gray & Gray is seeking a self-motivated Client Development & Portfolio Manager in Canton, MA. The ideal candidate will have 8-10 years of experience in financial advisory, capable of delivering financial planning and investment advice while developing new client...SuggestedFull time
$120k - $225k
...markets. Our investment solutions, tailored to the... ...of institutional clients in more than 60... ...to help drive the growth and strategic positioning... ...open-architecture models.In parallel with... ...pursuits.Lead commercialization... ...of institutional portfolio construction, asset...Full timeRemote workFlexible hours1 day per week- State Street is seeking an experienced Client Solution Lead to engage with a complex Global Asset Manager. This role involves driving strategic discussions and negotiations to shape a target operating model by 2026, ensuring alignment across various stakeholders. Ideal...Work at office
- ...for the Medical Affairs Client Lead role at ZS ZS is a... ...shaping life-changing solutions for patients, caregivers... ...results. From R&D to portfolio strategy, customer insights... ...and serve as a role model for project team... ...annual leave, personal growth and professional development...Work from homeWorldwideFlexible hours
- ...shaping life-changing solutions for patients,... ...impact by bringing a client-first mentality to... .... From R&D to portfolio strategy, customer... ...industry expertise and leading-edge analytics to... ...serve as a role model for project team members... ...that empower growth via s-curves,...Work at officeLocal areaWork from homeWorldwideFlexible hours
- State Street is seeking an experienced Client Solution Lead to drive a strategic engagement with a major global asset manager. This role is critical... ...’s commercial strategy and will involve defining a scalable model for long-term partnership. The ideal candidate should...Work at office
- Aon in Boston is seeking an Health & Benefits AVP to lead the Health Solutions client team, ensuring timely, accurate, and quality service of all client deliverables. You will be the primary day-to-day contact for clients and supervise the client team and project management...
- ...The role primarily focuses on building relationships with new clients in various sectors including hotels, hospitals, and restaurants... ...oriented towards simplifying operations through innovative robotic solutions. #J-18808-Ljbffr Boston Intelligent Robotics Technologies Corp
$120k - $225k
...markets. Our investment solutions, tailored to the... ...of institutional clients in more than 60... ...Responsible for driving the growth and strategic... ...solution models. Serve as a senior... ...institutional pursuits. Lead commercialization... ...of institutional portfolio construction, asset...Work at officeRemote workFlexible hours$120k - $225k
...markets. Our investment solutions, tailored to the... ...of institutional clients in more than 60... ...is to help drive growth and strategic positioning... ...open‑architecture models. In parallel, the... ...pursuits. Lead commercialization... ...of institutional portfolio construction, asset...Remote workFlexible hours1 day per week- CompassX Group is seeking a seasoned leader to guide client engagements from executive leadership through solution design. You will shape approach, validate the technical path, and own the overall solution while partnering with architects, engineers, and AI practitioners...
$95k - $120.65k
...across our platform of solutions. Zelis sees across the... ...measurable results for clients.At Zelis, AI is woven into... ...for builders with a growth mindset who act with agility... ...Team Execution Lead is responsible for driving... ...planning and delivery models.Strong understanding of...Full timeWork experience placementWork at officeLocal areaVisa sponsorshipFlexible hours- ...strategy and purpose: to help clients optimize and reinvent... ...shift to the New using leading-edge technologies on... ...Snowflake Advanced AI Solution Lead, you will design,... ...clients, combining custom models with cloud and third-... ..., accelerate revenue growth and enhance citizen services...Full timeWork experience placementLive inWork at officeLocal areaShift work
$170k - $252.5k
Who We Are Looking ForWe are seeking an experienced Client Solution Lead to drive a strategic, product- and commercial-led engagement with a... ...negotiations, and defining an overall, end-to-end target operating model by the end of 2026.The ideal candidate will bring a strong...Full timeTemporary workInterim roleWork at officeFlexible hours$134.5k - $265.1k
Position Summary Manager - Commodity Solutions Lead - Enterprise Operations & RiskOur... ...Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and... ...offering enables clients to achieve profitable growth and competitive advantage by optimizing...Local area- BRG in Boston is looking for a candidate with strong financial modeling skills and valuation-related competencies. This role involves analyzing financial information, developing models, and conducting research for various engagements. Prospective candidates should have...
$115k - $225k
...STANLEYMorgan Stanley is a leading global financial... ...Firm's employees serve clients worldwide including corporations... ...consultants to build portfolios focused on what's... .... A leader in custom solutions for more than 30 years... ...'s hybrid working model, which includes working...Temporary workFor contractorsWork at officeLocal areaRemote workWorldwide3 days per week$132k - $198k
...the RoleKlaviyo is seeking a Lead MarTech & AI Solutions Architect — an individual... ...ecosystem to support business growth.Build and connect an... ...campaign/opportunity data models, and cross-system data association... ...as new hire onboarding, client or partner work if applicable...$200k - $235k
...future—and get there. What You’ll Do Client Engagement & Solutioning : Serve as a subject matter expert to... ...leadership. Delivery Oversight : Lead technical delivery and resolve hands‑... ...Business Development : Drive revenue growth by contributing to sales efforts, proposal...Contract workTemporary workLocal area- ...Home Specialty & Flooring Analytics to drive profitable growth for HI/HVAC and Flooring through strategic insights and a... ...behavior, campaign measurement, segmentation, forecasting, and portfolio diagnostics, with client-facing responsibilities and leadership across offshore...
$130k - $150k
...of innovation and client commitment. As part... ...360’s growing portfolio,Advizexcontinues tooperatewith... ...IT solutions that solve meaningful... ...Management Leader to lead and scale our Managed... ...the operating model, processes, and KPIs... ...Retention & Growth Own customer retention...Remote jobFlexible hours- ...built on long-term client relationships and... ...You’ll work with leading companies across industries... ...create innovative solutions that deliver real... .... Our culture of growth and empathy... ...responsibilities As Oracle Cloud Portfolio Leader -... ..., operating model transformation, and...Full timeContract workTemporary workPart timeWork from homeWorldwideShift work
$170k - $252.5k
Who We Are Looking For We are seeking an experienced Client Solution Lead to drive a strategic, product- and commercial-led engagement with... ...negotiations, and defining an overall, end-to-end target operating model by the end of 2026. The ideal candidate will bring a strong...Interim roleWork at officeFlexible hours$100k - $202k
...hiring a Tax Manager with over 5 years of public accounting experience. You'll manage federal, state, and local tax returns for various clients, determine tax objectives, and supervise a team. A Bachelor's in Accounting and a CPA or Bar License are required. The role demands...Local area$140.5k - $165k
...team brings together leading minds from the travel... ...Perk's foundational Lead Solutions Consultant for North... ...the SC team's operating model as we scale. You will... ...Global 2000 and high‑growth enterprises across North... ...to submit an updated portfolio and/or resume. We’re...Work at officeWorldwideRelocation package3 days per week- ...genetically modified rodent models and innovative cell and gene therapy solutions for research and... ...seeking 2 US BD Managers to lead our commercial expansion... ...communicate fluently with clients and team members. Why... ...development and career growth opportunities. We look...
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