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מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר

דרושים Corporate Financial Analyst ב-United States, Massachusetts, Marlborough

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Corporate Financial Analyst בUnited States, Massachusetts, Marlborough והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Corporate Financial Analyst עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
Massachusetts
Marlborough
נמצאו 51 משרות
08.12.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate - Western... United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
תיאור:

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

  • Aptitude in obtaining required industry licenses.
  • Must be self-disciplined in managing time and capacity.
  • Experience in cultivating client relationships, accessing needs and recommending solutions.
  • Success creating strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
  • Executes multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.


Desired Qualifications:

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills:

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule:Monday – Fridays and rotating Saturdays

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​

1st shift (United States of America)

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22.11.2025
BS

Boston Scientific Pricing & Contracting Analyst II United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Responsible for planning facilities equipment layouts for economy of operation and maximum utilization of facilities and equipment. Reviews and estimates design costs including equipment, installation, labor, materials, preparation, and other...
תיאור:


Your responsibilities will include:

  • Responsible for planning facilities equipment layouts for economy of operation and maximum utilization of facilities and equipment.
  • Reviews and estimates design costs including equipment, installation, labor, materials, preparation, and other related costs.
  • Develops criteria and performance specifications for facilities infrastructure and equipment required to meet unique operating requirements and building/safety codes.
  • Developing and driving new process changes to improve efficiency and compliance
  • Coordinates with architecture/engineering firms in developing design criteria and preparing layout and detail drawings.
  • Manages commissioning and qualification of controlled environment areas and bulk systems used in the manufacturing of medical devices
  • Achieve detailed mechanical understanding of all infrastructure supporting medical device manufacturing and lab areas.
  • Prepares bid sheets and contracts for construction projects supporting competitive bid process.
  • Effectively collaborate cross-functionally to provide project recommendations for diverse groups of customers.
  • Effectively manage construction projects to tight timelines and costs
  • Inspects or directs the inspection of construction and installation progress to ensure conformance to established drawings, specifications, and schedules.
  • Gathers and reviews data concerning facility or equipment specifications, company or government restrictions, required completion date, and construction feasibility.
  • May be responsible for scheduling, coordinating, and planning preventative maintenance.
  • Plans and coordinates shutdown of manufacturing areas for updates, modifications, and critical maintenance
  • Responsible ensuring quality compliance of controlled areas and systems in alignment with FDA regulations, global standards, site processes, and industry standards
  • Create systematic decision assessments ranging from high-level budgetary reviews to detailed design reviews

Required qualifications:

  • Bachelor’s degree in engineering or a related field
  • 3+ years of experience in facilities engineering or a related discipline
  • A proactive, self-driven approach to work and learning
  • Demonstrated ability to lead, inspire, and support others
  • Strong communication skills—both written and verbal
  • Collaborative mindset with the ability to work across diverse teams and disciplines
  • Experience navigating large, cross-functional organizations
  • Ability to travel up to 20% of the time (project-dependent)

Preferred qualifications:

  • Experience leading or coordinating complex engineering design projects
  • Ability to translate technical concepts into clear, accessible language
  • Background working within large-scale or Fortune 500 organizations
  • Familiarity with qualifying infrastructure for regulated manufacturing environments (e.g., medical devices)
  • Exposure to lean manufacturing principles and continuous improvement practices
  • Experience guiding or supporting process transformation initiatives
  • Adaptable and resilient in dynamic, evolving environments

Maximum Salary: $ 132000

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions: It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Among other requirements, Boston Scientific maintains specific prohibited substance test requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a prohibited substance test as a requirement. The goal of the prohibited substance testing is to increase workplace safety in compliance with the applicable law.

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משרות נוספות שיכולות לעניין אותך

22.11.2025
BS

Boston Scientific Senior Pricing & Contracting Analyst United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Prepare and review VAT returns, Intrastat reports, EC Sales Lists, and other indirect tax filings. Support VAT reconciliations, refund claims, and audits. Monitor regulatory changes and help improve compliance processes....
תיאור:

About the Role

You will collaborate with internal teams, external advisors, and tax authorities, gaining hands-on experience with VAT reporting processes in an international and dynamic environment.

Key Responsibilities

  • Prepare and review VAT returns, Intrastat reports, EC Sales Lists, and other indirect tax filings.
  • Support VAT reconciliations, refund claims, and audits.
  • Monitor regulatory changes and help improve compliance processes.
  • Assist in automation and standardization of VAT reporting (SAP DRC & ERP systems).
  • Act as a contact point for finance, AP/AR teams, and external advisors.
  • Contribute to creating documentation, SOPs, and training for the new Centre of Excellence.

Qualifications

  • Bachelor’s or Master’s degree in Taxation, Accounting, Finance, or related field.
  • 1–3 years of VAT compliance experience (multinational/shared service environment preferred).
  • Knowledge of European VAT regulations.
  • Experience with ERP systems (SAP, Oracle, etc.); SAP DRC is a plus.
  • Strong analytical skills, attention to detail, and ability to work under deadlines.
  • Good communication skills and fluency in English (Polish or another European language is a plus).

What We Offer

  • Hybrid work model with flexibility.
  • Work in a truly international and innovative environment.
  • Professional development, mentoring, and career growth opportunities.
  • Access to advanced tools and systems.
  • Attractive benefits package, including:
    • Private healthcare (Lux Med VIP)
    • Multisport / Culture card
    • Lunch card
    • Life insurance
    • Language courses
    • Employee Assistance Program
    • Employee Stock Purchase Plan (ESPP)
    • Internal events & charity initiatives
Show more

משרות נוספות שיכולות לעניין אותך

22.11.2025
BS

Boston Scientific Senior Product Reporting Analyst United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Executes recurring and ad hoc reporting for PIRs and FAs (i.e. internal and external customers). Requires knowledge of BSC divisions, database entities, data access methodology, Microsoft Office Applications, and business...
תיאור:

Your responsibilities will include:

  • Executes recurring and ad hoc reporting for PIRs and FAs (i.e. internal and external customers). Requires knowledge of BSC divisions, database entities, data access methodology, Microsoft Office Applications, and business specific applications such as FARS and SAP.
  • Performs data quality analysis and analyzes results. Proposes system and/or business process changes, data corrections, etc.
  • Provides training, direction and guidance to peers and other analysts according to established policies and management guidance.
  • Support FA team to assist with planning, communication, and execution strategy of the FA.
  • Support execution of approved FA plan. Assist with delivery of FA message(s) and/or retrieval activities.
  • Conduct post-action reporting and support document archiving and FA closure.
  • Contribute to the development/improvement of department and corporate FA policies and procedures.
  • Manage all report requests per established processes.
  • Functions as the Subject Matter Expert (SME) regarding FA product traceability in representing the associated division and region; this includes but is not limited to internal and external audits, and subject-matter presentations.

Required Qualifications

  • Bachelor’s degree or equivalent years of experience required
  • Minimum of 5 years of related experience
  • 0-10% travel required

Preferred Qualifications

  • Strong organizational, planning and management skills.
  • Strong analytical skills.
  • Strong Microsoft Excel skills.
  • Strong problem solving, verbal, and written communication skills.
  • Ability to coordinate and manage across groups in a matrix organization.
  • Experience with SAP, Microsoft Word, Teams, Outlook, PowerPoint.
  • Preferred experience in medical device industry

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Show more

משרות נוספות שיכולות לעניין אותך

22.11.2025
BS

Boston Scientific Business Analyst - Magellan Customer Cash United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Represent business users and stakeholders to define user requirements and translate them into user stories including the “Who, What, and Why” with clear acceptance criteria. Partner with the Change Enablement...
תיאור:




● Identify global functionality requirements for key CtC processes (including but not limited to Sales Order Management, Pricing and Rebate Processing, Billing Processing, and Accounts Receivable Management) within SAP S/4, with a focus on future state capabilities.

● Represent business users and stakeholders to define user requirements and translate them into user stories including the “Who, What, and Why” with clear acceptance criteria.

● Partner with the Change Enablement team and Site Leads/BPLs/SMEs to develop training plans and content for key functionality.

● Work collaboratively within a dynamic team that values constructive feedback, open dialogue, and professional growth.

● Support data migration efforts from SAP ECC to SAP S/4HANA through rigorous validation and stakeholder collaboration.


● Bachelor’s degree in Business, Engineering, Science, or Supply Chain–related field.

● Minimum of 3 years' experience with SAP Sales and Distribution processes or SAP Master Data creation and maintenance.

● Strong working knowledge of SAP Master Data (Customer Master, Material Master, Sales Master Data) and related processes.

● Knowledge of end-to-end processes within the Customer to Cash space.

● Minimum of 2–4 years' experience in business analysis or similar roles supporting order-to-cash or customer-facing processes.

● Exposure to SAP S/4HANA or SAP ECC modules such as SD, MM, or FI-AR.

● Basic understanding of order processing, pricing, billing, returns, and financial flows.

● Experience documenting requirements and supporting testing activities.

● Working knowledge of ERP systems and related application ecosystems and interfaces.

● Demonstrated continuous improvement mindset, with experience in system upgrades, enhancements, or Lean business processes.

● Ability to establish, communicate, and engage teams in the vision and strategy of the Magellan Program.

● Strong collaboration and influencing skills across functions and levels.


● Experience in the medical device or other regulated life sciences industries.

● Functional or operational experience with SAP Order to Cash in a medical device environment.

● Knowledge of life sciences processes and technology.

● Previous experience leading or supporting a major program introduction or upgrade, ideally within an IT/Systems or business representative role.


● Excellent listening and communication skills, with the ability to efficiently transfer knowledge.

● Demonstrated integrity, professionalism, and credibility.

● High sense of urgency and strong commitment to execution.

● Ability to quickly learn new systems and processes.

● Proactive, curious, and comfortable in a fast-paced project environment.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Show more

משרות נוספות שיכולות לעניין אותך

22.11.2025
BS

Boston Scientific HEMA Analyst III - ICTx Coronary Therapies United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Manage pipeline data to support the region in meeting strategic and revenue goals. Lead onboarding and training for new Territory Managers and Clinical Specialists, including Salesforce App training. Contribute to...
תיאור:

Your responsibilities will include:

  • Manage pipeline data to support the region in meeting strategic and revenue goals

  • Lead onboarding and training for new Territory Managers and Clinical Specialists, including Salesforce App training

  • Contribute to national and corporate training initiatives such as Initial Sales Training (IST) and marketing programs

  • Own and execute special projects across the supported areas (e.g., inventory management for expiration dates)

  • Maintain and analyze business metrics to uncover new business opportunities and support revenue growth

  • Oversee tools such as Sales Tracking Scorecard, MBO tracking, and Pending POS/Accounts Receivable reporting

Required qualifications:

  • Bachelor’s degree

  • Minimum of five years' experience in a sales and/or clinical role, or an equivalent combination of education and experience

  • Experience using and training others on the Salesforce App

  • Proven project management skills with the ability to manage a large portfolio across multiple territories

  • Strong analytical thinking and the ability to convert business metrics into actionable strategies to drive results

  • Ability to travel up to 50% within the assigned region

Preferred qualifications:

  • MBA

  • Experience in medical device sales

  • Bachelor’s degree in Nursing, Biology, Kinesiology, or other related science field

The anticipated annualized base amount or range for this full time position will be, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.

Show more

משרות נוספות שיכולות לעניין אותך

20.09.2025
BS

Boston Scientific Commercial Strategy & Excellence Analyst III - Endo United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Provide analytical and operational support to both traditional and digital organizational initiatives. Support forecasting processes and deliver ongoing analytical insights for business initiatives. Manage and maintain key data points and...
תיאור:



Your responsibilities will include:

  • Provide analytical and operational support to both traditional and digital organizational initiatives

  • Support forecasting processes and deliver ongoing analytical insights for business initiatives

  • Manage and maintain key data points and references to ensure reliable, up-to-date information

  • Create, oversee, and enhance operational processes such as backorder management, T&E budget tracking, and sample allocations

  • Develop and provide training on existing reporting and analytics tools

  • Host office hours to provide on-demand analytics and reporting support to cross-functional partners

  • Partner with cross-functional teams to support market modeling through data-driven customer segmentation, providing account-level insights that inform product, sales, and marketing strategies

  • Collaborate with the Portfolio Core Team and other stakeholders to support the NPD Portfolio process

  • Drive project management and cross-functional communication, ensuring alignment, clear documentation, and timely execution of marketing operations initiatives

  • Continuously improve reporting tools and processes, ensuring scalability, accuracy, and stakeholder value

Qualifications:

Required qualifications:

  • Bachelor’s degree in data, business, marketing, or related field

  • Minimum of 3 years' experience in marketing operations, analytics, or a related function

  • Strong analytical and data-driven mindset, with attention to detail and a desire to learn

  • Proficiency in Excel and reporting tools (Python, Tableau, SQL, or similar)

  • Ability to work collaboratively in cross-functional environments, with an understanding of diverse stakeholder needs

  • Skilled at balancing multiple priorities and adapting to a dynamic environment

  • Proven time management skills and ability to meet tight deadlines

  • Strong problem-solving skills and continuous improvement mindset

Preferred qualifications:

  • Master’s degree in data analytics, business, or related field

  • Experience with market modeling, segmentation analysis, or forecasting

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Show more

משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
תיאור:

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

  • Aptitude in obtaining required industry licenses.
  • Must be self-disciplined in managing time and capacity.
  • Experience in cultivating client relationships, accessing needs and recommending solutions.
  • Success creating strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
  • Executes multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.


Desired Qualifications:

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills:

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule:Monday – Fridays and rotating Saturdays

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​

1st shift (United States of America)

Show more
תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Corporate Financial Analyst באזור United States, Massachusetts, Marlborough, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.