241 planning associate jobs at 158 companies in Haverhill, MA
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Wealth Planning Associate
Boston, Massachusetts, United States
OnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree in business/finance/economics/financial planning required; Series 7 and Series 66 (or Series 7 + 63/65) required or willingness to obtain; CFP preferred or commitment to obtain; proficiency in MoneyGuidePro and Microsoft Office; travel 25–50%.
MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
MedtronicNYSE: MDT: Developing and manufacturing medical technologies and therapies globally.
4+ YOEBachelor's degree and 4+ years of relevant experience, or an advanced degree and 2+ years. Requires analytical, financial modeling, presentation, collaboration, and strategic planning skills.
MedtronicNew York Stock Exchange: MDT: Develops and manufactures medical devices and digital health solutions.
4+ YOEBachelor’s degree and 4 years of relevant experience, or an advanced degree and 2 years. Requires quantitative analysis, financial modeling, executive presentations, and cross-functional influence.
SantanderMadrid Stock Exchange: SAN: Global financial institution providing banking and wealth management services.
5+ YOEBachelor's degree required, master's preferred, and 5+ years of financial planning and analysis experience in banking or financial services. Requires financial modeling, analysis, communication, and project management skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Provide consultative planning and advice via inbound/outbound calls, guide clients using planning tools, handle service and consultative calls, and obtain SIE/Series 7/Series 66 licensing (paid support).
Associate Director, Planning & Community Resilience
Boston, Massachusetts, United States
$90k-$100k/yrOnsiteFull Time
Boston Public Health Commission: Protects and promotes the health of all Boston residents.
7+ YOEMaster’s or BA/BS with extensive project planning and coordination experience, supervisory experience, emergency management knowledge (HSEEP, CDC/ASPR), grant experience preferred, strong writing and MS Office skills.
MSOffice, Microsoft Word, Microsoft Excel, PowerPoint, HSEEP
Rapport TherapeuticsNASDAQ: RAPP: Developing precision medicines for neurological and psychiatric disorders.
5+ YOEBachelor's degree and 5+ years in pharmaceutical or biotech commercial strategy, new product planning, or life sciences consulting. Requires forecasting, market assessment, financial modeling, and cross-functional leadership skills.
San Francisco or New York City or Atlanta or Chicago or Denver or Washington or Austin or Phoenix or Los Angeles or Seattle or Boston
$105k-$155k/yrOnsiteFull Time
DoorDashNYSE: DASH: Local food delivery and on-demand logistics platform.
4+ YOERequires a bachelor's degree, 4+ years in sales planning, sales operations, or related work, analytical and communication skills, cross-functional leadership, forecasting, quota and incentive design, SQL, Salesforce, Excel, and AI tooling experience.
SQL, Salesforce, Microsoft Excel, Anaplan, Xactly, Claude, ChatGPT, Covey
Veeva SystemsNYSE: VEEV: Cloud-based software solutions for the global life sciences industry.
4+ YOERequires 4+ years in sales, marketing, or consulting; life sciences and US commercial operations experience; executive stakeholder management; communication, project management, and cross-functional collaboration skills; and a bachelor's degree.
3+ YOEBachelor’s degree in an analytical field and 3+ years in analytics, data engineering, business intelligence, consulting, IT development, or a similar technical environment. Advanced Excel and SQL required.
Microsoft Excel, Power BI, SQL, Python, Power Query, Workday Adaptive Planning, Snowflake
GTM Planning Rhythm of Business (ROB) Senior Associate
Chicago or Downers Grove or Boston or Hartford or Melville or New York or Edison or Pittsburgh or Philadelphia or Baltimore or Arlington or Raleigh or Charlotte or Columbia or Atlanta or Jacksonville or Orlando or Fort Lauderdale or Tampa or Cleveland or Cincinnati or Southfield or Houston or Tulsa or Oklahoma City or Dallas or Austin or St Louis or Kansas City or Appleton or Minneapolis or Denver or Wichita or Salt Lake City or Phoenix or Newport Beach or Los Angeles or San Diego or San Jose or San Francisco or Portland or Bellevue
$96k-$144k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree required; 2+ years experience in strategic planning, business operations, or similar; strong Excel, reporting, planning, stakeholder communication, and executive storytelling skills.
BAE SystemsLondon Stock Exchange: BA: Designs and manufactures advanced defense and aerospace systems.
2+ YOEHigh school or associate degree and 2+ years related experience; inventory and manufacturing experience; ability to obtain Secret clearance; strong communication, prioritization, Excel and Outlook skills.
Oracle ERP, Paperless, Dataview, Microsoft SharePoint, iportal, PLM, Nice label, Microsoft Excel, Microsoft Outlook, MES, Solumina
Dallas or Atlanta or Los Angeles or Chicago or Ashburn or Boston
$170k-$190k/yrHybridFull Time
Digital RealtyNYSE: DLR: Provides global data center, colocation, and interconnection solutions.
10+ YOE10+ years telecom/datacenter experience, associate degree or equivalent experience, customer-facing experience, ability to read carrier LOA/CFA, Microsoft Office proficiency, Python/APIs and automation experience, strong communication and leadership skills.
6+ YOEBS in Finance/Accounting,6+ years experience with 2+ years as a finance business partner,biotech/dev finance experience,strong financial modeling/reporting,Adaptive Planning and advanced Excel skills.
Adaptive Planning, Workday, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
ams OSRAMSIX Swiss Exchange: AMS: Develops and manufactures intelligent sensors and optical solutions.
2+ YOEExperience in production planning, inventory management, demand/supply planning, SAP transactions, KPI monitoring, and cross-functional collaboration in manufacturing environments.
SAP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Brighton Marine: Healthcare and housing services for veterans and their families.
8+ YOEBachelor's required (Master's preferred),8+ years provider network/data/credentialing experience,2+ years with credentialing applications,knowledge of URAC/NCQA and federal program requirements,ability to obtain U.S. government security clearance.