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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments- Boston North Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects. The ideal candidate will possess: <ul> <li>Strong General Partner (GP) network to source high quality fund investments.</li> <li>Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. </li> <li>Company specific modelling and valuation skills necessary to assess underlying private company investments.</li> <li>Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.</li> <li>Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.</li> <li>Strong presentation skills are a plus.</li> <li>Must be comfortable dealing with senior executives at private market firms.</li> <li>Team player comfortable working across Investment Solutions Group (ISG) and Business lines</li> <li>Travel (approximately 25%is involved to meet fund managers and attend annual meetings.</li> </ul> Qualifications/Desired Skills: <ul> <li>Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.</li> <li>Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. </li> <li>Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.</li> <li>Series 7 and 66 licenses or ability to obtain within 120 days of hire required</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Causation Analysis</li> <li>Presentation Skills</li> <li>Research</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Active Listening</li> <li>Data Quality Management</li> <li>Trading and Investment Analysis</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Markets Due Diligence Analyst

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships. The Charitable Gift Fund, Bank of America’s donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and to recommend grants to public charities over time. In 2024 the CGF took in $1.4B in charitable contributions from clients and facilitated approximately $1B in grants to approved charities. The CGF has grown 20% per year (AUM) over the last five years, outpacing growth in the Donor-Advised Fund industry nationwide. With ongoing investment in technology and its team, the CGF is preparing for projected further growth. This is an opportunity to join a tight-knit team in a growing line of business and to make positive impacts for clients and their charities. As a member of the Client Services team, this individual will provide high quality communications and service for CGF clients and their financial advisors. This position will report to the Service Team Lead and work closely with peer team members, the CGF Operations team, and the CGF's outside processing partner. Responsibilities include but are not limited to: <ul> <li>Answering incoming calls, emails and voice messages to address questions and resolve client issues</li> <li>Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed</li> <li>Learning routines and developing knowledge to review and approve grant recommendations</li> <li>Communicating with clients, ML FAs and PB client teams, and charities to verify IRS-eligibility for charities and grant purposes</li> <li>Accurately handling and processing a significant volume of work under daily/weekly deadlines</li> <li>Meeting expectations in line with experience for productivity levels</li> <li>Helping with project-based work as needed</li> <li>Limited time off during year-end (due to giving season)</li> </ul> Desired skills and attributes: <ul> <li>Able to work and adapt in a fast-paced, collaborative, team environment</li> <li>Able to develop trust, rapport and respect with CGF team members and vendor partners</li> <li>Able to multi-task effectively and work independently (and with the team)</li> <li>Able to prioritize, manage details and follow through 100% of the time</li> <li>Able to listen actively and correctly identify issues/concerns</li> <li>Able to exercise good judgment leading towards resolutions or escalations</li> <li>Able to communicate clearly, professionally and efficiently on phone and via email</li> <li>Able to use Microsoft Office and learn additional systems</li> <li>Able to work in-office minimum of 3 days per week</li> <li>Able to work extended hours/overtime, especially during year-end</li> <li>Customer service and financial services or non-profit/philanthropic experience preferred</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Client Management</li> <li>Collaboration</li> <li>Relationship Building</li> <li>Active Listening</li> <li>Business Case Review</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Account Management</li> <li>Strategy Planning and Development</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Philanthropic Client Manager

Liberty Mutual Strategic Ventures

Enterprise Risk Management Analyst

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryAetna, a CVS Health company has an outstanding opportunity for a Medical Director. Ready to take your career to the next level with a Fortune 6 company? This is a remote Work at Home position and can be located anywhere in the United States. In this role as Medical Director MPO (Medical Policy &amp; Operations) you will be responsible for providing clinical expertise and business direction in support of medical management programs to promote the delivery of high quality, constituent focused medical care with a focus on clinical and payment policy. This Medical Director provides subject matter expertise to provide clinical support and business direction in these areas. Knowledge of Aetna clinical and coding policy and experience with appeals, claim review, reimbursement issues, and coding is preferable, but a willingness to learn is essential. The Primary Responsibilities of the Medical Director include support of the appeal process, clinical claim review process, pre-certification, and predetermination of covered benefits in the Commercial and Medicare environment. This Medical Director provides subject matter expertise in clinical and payment policy to provide clinical support and business direction in these areas. In this role you will: ◾Participate on work groups as a clinical subject matter expert to identify and promote opportunities to improve the quality and efficiency of health care services. ◾Apply clinical coding and reimbursement expertise to ensure alignment and correct application of Aetna policies and practices to service and payment requests.◾Proactively use data analysis to identify opportunities for quality improvement and positively influence the effective delivery of quality care services. ◾ Be a subject matter expert and internal consultant and payment policy contributor subject matter expertise and internal consultant. ◾Demonstrate the ability to work within and lead as necessary teams comprised of a diverse group of health delivery professionals in order to manage the business objectives of the company. ◾Work Collaboratively with the functional areas. Required Qualifications*Five (5) or more years of experience in Health Care Delivery System e.g., Clinical Practice and Health Care Industry. *Active and current state medical license without encumbrances. *M.D. or D.O., Board Certification in an ABMS recognized specialty including post-graduate direct patient care experience Preferred Qualifications* Health plan/payor experience. * Foundational baseline skills in Medicine, Health Policy, Coding: HCPCS / CPT, Clinical Policy, Reimbursement and Health Care Systems. * Strong communication skills both written and verbal. Education* M.D. or D.O., Board Certification in an ABMS recognized specialty including post-graduate direct patient care experiencePay RangeThe typical pay range for this role is:$174,070.00 - $374,920.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/14/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Medical Director (Medical Policy & Operations)

HealthEdge

Senior Software Engineer

Dreaming big is in our DNA. It’s who we are as a company. It’s our culture. It’s our heritage. And more than ever, it’s our future. A future where we’re always looking forward. Always serving up new ways to meet life’s moments. A future where we keep dreaming bigger. We look for people with passion, talent, and curiosity, and provide them with the teammates, resources and opportunities to unleash their full potential. The power we create together – when we combine your strengths with ours – is unstoppable. Are you ready to join a team that dreams as big as you do?SALARY: $120,000 – $135,000, bonus and long-term incentive eligible LOCATION: Boston, MA COMPANY: Michelob ULTRA. Cutwater Spirits. Budweiser. Kona Brewing Co. Stella Artois. Bud Light. That’s right, over 100 of America’s most loved brands, to be exact. But there’s so much more to us than our top-notch portfolio of beers, seltzers, and more. We are powered by a 19,000-strong team that shares our passion to create a future with more cheers. We look for people with talent, curiosity, and commitment and provide the teammates, resources and opportunities to unleash their full potential. The power we create together – when we combine your strengths with ours – is unstoppable. Are you ready to join a team that dreams as big as you do? ROLE SUMMARY: The Trade Marketing Manager (TMM) has the coolest job in town. They are known across wholesalers, retailers and partners as the person who brings our brand portfolio to life across events, venues and retail. They are organized, communicative, creative and want to operate on a slightly non-traditional work week because they will have later nights and weekends than most.JOB RESPONSIBILITIES:<ul> <li>Lead the On Premise strategy by developing plans and tailored playbooks for all channels against their local properties and events</li> <li>Owns performance of the On Premise channel: identifies execution opportunities &amp; works closely with wholesalers to close gaps</li> <li>Mobilizing brand planning</li> <li>Sampling execution </li> <li>Event and venue activations across territory </li> <li>Ticket management </li> <li>Resort / Destination planning and execution (where applicable)</li> <li>Works with Experiential Team to inform professional or Tier 1 sponsorships </li> <li>Owns local event sponsorship negotiations and territory specific budget that includes rights fees and activation funds </li> <li>Ensures mobile asset requests are complete and aligned with brands / events </li> <li>Supports Venue CAPEX execution in their market with direction from CSO and visibility for On-Premise team </li> <li>Works closely with their top wholesalers where they have properties and activation budgets to ensure clarity of execution against their plans </li> <li>Supports and Owns the execution and KPIs for On-Premise plans</li> <li>BET Team Captain (where applicable) </li> <li>Manage the implementation of brand programming within the off-premise channel to deliver volume and share growth</li> <li>Manage the ROI for channel programs</li> <li>Communicate results and priorities weekly/monthly</li> <li>Coach and mentor Trade Activation Managers and wholesaler sales teams</li> <li>Direct channel specific pilots; manage optimization of each channel's key levers</li> <li>Cascade annual/trimester channel blueprint (Initiatives and Programs)</li> <li>KPI's - Channel volume, share, program execution, distribution</li> </ul>JOB QUALIFICATIONS:Required:<ul> <li>Live in Market – Greater Boston Area</li> <li>Bachelor's Degree</li> <li>5-7 years sales and/or marketing experience</li> <li>In-depth knowledge of regional marketing and sales organization</li> <li>Strong communication skills, both internal and external</li> <li>Proficiency in PowerPoint, Excel and internal system tools</li> <li>Must possess an in-depth knowledge of the Off-Premise Channel</li> </ul>Preferred:<ul> <li>MBA/Advanced Degree</li> <li>Willingness to relocate for future opportunities</li> <li>Beer/alcohol industry knowledge</li> </ul> WHY ANHEUSER-BUSCH: Anheuser-Busch has always dreamed big. It’s who we are as a company. It’s our culture. It’s our heritage. And more than ever, it’s our future. A future where we’re always looking forward. Always serving up new ways to meet life’s moments. A future where we keep dreaming bigger. To reimagine what a beer company can be. And what, together with our people and our partners, Anheuser-Busch can do. Our collective impact is significant. Over the last decade alone, we have contributed more than $400 million to charitable organizations that support our communities, provided over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At the heart of these investments is our shared commitment to community – providing opportunity for our people, lifting our neighbors, and making a meaningful difference in the world. This future is our purpose. A future that everyone can celebrate, and everyone can share in. A future with more cheers.BENEFITS:<ul> <li>Health benefits including Medical, Dental, Vision, Wellness and Tax-Advantaged Savings and Spending Accounts</li> <li>Life Insurance and Disability Income Protection</li> <li>Generous Parental Leave and FMLA policies</li> <li>401(k) Retirement Savings options with a company matching contribution</li> <li>Chance to work in a fast-paced environment among a company of owners</li> <li>Free Beer!</li> </ul>

Anheuser-Busch

Manager, Trade Marketing

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryWe are seeking a highly analytical and detail-oriented Data Analyst to join our Special Investigation Unit within a leading health insurance organization. This role is ideal for a data professional with strong skills in SQL and Python who can transform complex healthcare data into actionable insights to support fraud, waste, and abuse (FWA) detection and Medicaid regulatory &amp; compliance reporting. This is an individual contributor role. Job responsibilities include:<ul> <li>Write robust, efficient code in SQL and Python to extract, manipulate, and analyze large healthcare datasets.</li> <li>Design, develop, and maintain complex data analyses to support investigations of potential fraud, waste, and abuse in Medicaid claims and provider activity.</li> <li>Prepare timely and accurate Medicaid regulatory &amp; compliance reports in accordance with prescribed guidelines and standards.</li> <li>Communicate messages based on data analyses, including preparing easy-to-understand visualizations and other related documents for diverse audiences </li> <li>Collaborate with SIU investigators, Program Integrity Manager, and Compliance to understand business processes and translate them into actionable data requirements.</li> <li>Develop and participate in presentation and consultation with business partners on data, capabilities and performance results</li> <li>Identify data quality issues, perform root cause analysis, and recommend improvements to enhance reporting accuracy and data integrity.</li> <li>Document data logic and methodology used in analyses and ensure reproducibility and transparency of results.</li> <li>Stay informed about changes in Medicaid policy, regulatory requirements, and FWA detection techniques to ensure ongoing compliance.</li> </ul>This is a work-from-home position in the US. supporting standard east coast business hours. Required Qualifications<ul> <li>3+ years of experience in data analytics or data science, preferably in healthcare, health insurance, or Medicaid programs</li> <li>Ability to distill complex data into meaningful insights and present findings to non-technical audiences.</li> <li>Solid understanding and experience interpreting medical claim data</li> <li>Advanced experience in SQL coding sourcing from a data warehouse</li> <li>3+ years of data interpretation and analysis experience</li> <li>3+ years of project leadership experience</li> <li>Strong business as well as systems knowledge</li> <li>Excellent problem-solving, critical thinking, and written communication skills</li> <li>Advanced experience in Excel </li> </ul> Preferred Qualifications<ul> <li>Experience in healthcare fraud, waste and abuse </li> <li>Proficiency in Python coding</li> <li>Knowledge of Medicaid healthcare claims adjudication (QNXT) &amp; regulatory reporting</li> <li>Experience with data visualization tools (e.g., Tableau, Power BI</li> <li>Familiarity with Big Query &amp; Jupyter Notebook</li> </ul> Education<ul><li>Bachelor’s degree or equivalent experience</li></ul>Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$54,300.00 - $145,860.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/30/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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