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Software development engineer • brockton ma

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Client Development & Portfolio Manager

Gray, Gray & GrayCanton, MA, United States
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Client Development & Portfolio Manager.Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm.Gray Private Wea...[internal_linking.show_more]

Business Development Representative

ICBDBraintree, MA, US
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Business Development Representative – ABA Centers of America.Compensation: Base Salary (depending on market) and Uncapped Commission Paid Out Quarterly.We are the nation’s fastest-growing provider ...[internal_linking.show_more]

Engineer I

Merritt Hospitality, LLC d/b/a HEI Hotels & ResortsBraintree, US
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About Us Designed for a comfortable, seamless travel experience, Hyatt Place Boston / Braintree provides you with lifestyle conveniences to help you feel right at home.Located in the heart of the S...[internal_linking.show_more]

Remote Corporate Development Manager - AI Trainer ($50-$60 per hour)

Data AnnotationBrockton, Massachusetts
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DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

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Customer Development Representative

Crown Linen Service IncBrockton, MA, USA
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We're a trusted partner helping businesses look their best and run efficiently every single day.We're seeking a dynamic Customer Development Representative (CDR) to drive revenue growth within our ...[internal_linking.show_more]

Business Development Director

North American RenewablesCanton, MA, USA
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Director | North American Renewables.Ready to help scale the future of clean energy?.North American Renewables (NAR) is a fast-growing renewable energy EPC firm - and the sister company to Professi...[internal_linking.show_more]

Field Sales Talent - Territory, Route-to-Market & Business Development

Philip Morris International U.S.Canton, Massachusetts, United States
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Be a part of a revolutionary change!.At Philip Morris International (PMI), we’ve chosen to do something incredible.We’re totally transforming our business and building our future on one clear purpo...[internal_linking.show_more]

Senior Software Engineer

Analogic CorporationCanton, Massachusetts, USA
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Build software that powers precision motion.At Copley Controls, we’re pushing the boundaries of motion control technology—and we’re looking for a Senior Software Engineer who’s excited to build rel...[internal_linking.show_more]

Field Engineer

ThriveBrockton, MA, US
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Brockton, MA (onsite 5x/week supporting local clients) About Us Thrive is an innovative technology solutions provider focused on Cyber Security, Hybrid Cloud, Global Network Management, Disaster Re...[internal_linking.show_more]

Senior Engineer I, Device Development

Alexion PharmaceuticalsUS,Canton,MA
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Location: Boston, MA or New Haven, CT.This position will serve the role of Development Engineer within the Alexion Device Development organization.The candidate will act as the technical SME/projec...[internal_linking.show_more]

Automotive Business Development Center Representative

Copeland ChevroletBrockton, MA, US
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Copeland Chevrolet, located in Brockton, Massachusetts, is seeking a driven and enthusiastic Business Development Center Representative to join our Chevrolet Business Development Center (BDC).As an...[internal_linking.show_more]

Business Development Director

FirstService ResidentialCanton, MA, US
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As a Business Development Director, you will drive strategic growth by identifying new opportunities, building relationships, and leading sales efforts in partnership with Market Leaders, operation...[internal_linking.show_more]

Remote Software Engineer (AI-Native Platform & Integrations) - AI Trainer ($70-$110 per hour)

MercorBrockton, Massachusetts, US
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[job_card.full_time] +2

About Mercor’s talent network** **This is an open application for future contract opportunities that match your background and interests.Once you complete your profile and pass our AI interview, yo...[internal_linking.show_more]

Behavioral Health Business Development Rep (40hrs)

Gosnold Behavioral HealthStoughton, MA, United States
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Business Development Representative.We offer a full, end-to-end continuum of care offering a wide range of treatment options.Highly regarded for innovation, we offer a comprehensive patient centere...[internal_linking.show_more]

Senior Engineer I, Device Development

Alexion PharmaceuticalsUS,Brockton,MA
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Location: Boston, MA or New Haven, CT.This position will serve the role of Development Engineer within the Alexion Device Development organization.The candidate will act as the technical SME/projec...[internal_linking.show_more]

Remote Software Engineer - AI Trainer ($40-$50 per hour)

MercorBrockton, Massachusetts, US
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[job_card.full_time]

Role Overview We’re hiring Software Engineers to build and ship apps for Mercor’s RL Studio platform.The role involves developing MCP servers and sometimes BUAs, integrating real software into sand...[internal_linking.show_more]

Entry-Level Leadership Development Representative

Fisher Agenciesbraintree, MA, US
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The Fisher Organization is hiring motivated, coachable individuals for our Leadership Development Representative role.This is an entry-level opportunity designed for candidates who want to develop ...[internal_linking.show_more]

Home Care Marketer - B2B Sales and Business Development

Assisting Hands of DedhamCanton, MA, US
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Assisting Hands Home Care, a Greater Boston market leader in Home Care for Seniors and the Disabled.Norfolk, Suffolk and Plymouth Counties in Massachusetts.This opportunity is unique in that our Ma...[internal_linking.show_more]

Director of Sales & Business Development - Outside Plant

BroadstaffCAnton, MA, US
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Director of Sales & Business Development – Outside Plant / OSP.The Director of Sales & Business Development is responsible for identifying, securing, and expanding OSP construction opportunities ac...[internal_linking.show_more]

Client Development & Portfolio Manager

Client Development & Portfolio Manager

Gray, Gray & GrayCanton, MA, United States
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  • [job_card.full_time]
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Client Development & Portfolio Manager

Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

We are seeking a self-motivated and team-oriented individual to join our growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base, developing new client and firm relationships, deepening existing relationships, and delivering exceptional financial guidance. As a lead advisor, you will focus primarily on identifying potential prospective clients, effectively conveying the firm's value proposition and investment philosophy, win and onboard new clients and serve as a strategic partner in helping clients define and achieve their financial goals. This includes comprehensive financial planning, tax-efficient investment advisory services, and risk management strategies tailored to each client's unique needs. The ideal candidate is a proactive communicator with strong interpersonal skills, a passion for client service, and a talent for identifying growth opportunities. They will also mentor and collaborate with associate advisors, contributing to the development of our advisory team and the overall success of the firm.

Client Development:

  • Identify and pursue new business opportunities through networking, referrals, and strategic outreach.
  • Qualify prospective clients and guide them through the onboarding process.
  • Collaborate with marketing and operations to support lead generation campaigns.
  • Maintain a strong understanding of the firm's value proposition and communicate it effectively to prospects.
  • Track and report on business development metrics (e.g., close rate, pipeline growth).
  • Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners.
  • Stay informed on industry trends and competitor offerings to position the firm effectively.
  • Support the development of associate advisors by sharing business development strategies.

Portfolio Manager:

  • Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice.
  • Conduct discovery meetings to understand client goals, values, and financial considerations.
  • Develop and present customized financial models and investment strategies.
  • Monitor client portfolios and adjust strategies as needed based on market conditions and changes to client circumstances.
  • Coordinate with internal and external professionals (e.g., tax, estate, insurance) to deliver holistic advice.
  • Ensure high levels of client satisfaction and retention through proactive communication and service.
  • Mentor associate advisors and contribute to their technical and professional development.
  • Participate in firm-wide initiatives to improve client experience and operational efficiency.

Qualifications:

  • 8-10 years' experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans.
  • Demonstrable network of centers of influence, business owners, and high net worth individuals
  • CFA or CFP designation or progress toward certification preferred.
  • Experience guiding, developing, and supporting advisors to enhance their skills and capabilities.
  • Strong communication, prioritization, and relationship-building skills.
  • Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
  • Experience with the Charles Schwab platform preferred
  • Qualified candidates must submit a cover letter and resume when applying
  • Must be present in-office at least 2 days per week, or more depending on needs of the department

Compensation:

  • $140,000 -150,000 Base salary
  • Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits
  • Healthcare, Vision, Dental
  • 401k Eligibility with Company Match
  • Education and conferences reimbursement upon completion