Portfolio Administrator Job at Daley and Associates (Newton, MA)

New

Technical Solutions Specialist

We're looking for a Technical Solutions Specialist to help drive growth across G...

Location

United States , Minneapolis; Kansas City; St Louis

Salary:

Not provided

Gallagher Group

Expiration Date

July 24, 2026

Requirements

3+ years of experience in technical pre-sales design and technical engineering
3+ years of experience in technology sales, ideally in electronic security
Experience with access control, intrusion detection, and perimeter detection solutions
Strong IT knowledge and a solid understanding of networked environments
Experience supporting tenders, compliance responses, and technically complex customer needs
Strong communication, collaboration, and organizational skills, with a self-starter mindset and the ability to drive solutions
High integrity, accountability, and attention to detail
Willingness to travel regionally across the North Central U.S. and into Canada

Job Responsibility

Deliver technical pre-sales support across Gallagher's security solutions portfolio
Lead customer and partner presentations, demos, and technical discussions
Support tenders, proof-of-concept activity, solution design, and complex integrations
Build bills of materials and support quote accuracy based on customer and site requirements
Deliver training and technical guidance to technicians, administrators, and end users
Support commissioning, site audits, and system sign-off when needed
Partner with internal teams to solve technical issues and improve service delivery
Maintain accurate CRM activity and manage travel across your region

Fulltime

New

Manager: Sales Public Sector

To oversee and manage the segment sales teams, and collaborates with internal an...

Location

South Africa , Cape Town

Salary:

Not provided

Vodafone

Expiration Date

July 06, 2026

Requirements

Degree / Diploma – Essential (A 3-year Sales / Marketing or Business Diploma/Degree or SAQA Accredited relevant Equivalent).
A Post Graduate Degree in Sales/Marketing/Business Commerce or related field - advantageous.
A minimum of 8 years’ Sales and Service experience in the telecommunications or technology related environments e.g. (ICT) with demonstrated experience in: Portfolio management
Ability to increase NPS results and reduce administrative expense
Ability to build relationships
2 years management experience.
Valid Drivers licence: The successful candidate must have their own reliable vehicle and be willing to use it for business‑related travel (essential).
Growth mind set and out of box thinking.
Experience in solution selling within enterprise customers.
Deep understanding of the customer’s business, it’s market and industry alongside key decision-makers and influencers in account organisation.

Job Responsibility

Manage, monitor and review segment sales targets.
Contribute to sales targets setting for the respective segment sales team in line with overall sales target.
Operationalise the sales plan so as to meet the segment sales targets.
Develop a sales plan and monitoring its implementation.
Leadership of virtual segment account teams to meet targets for profitability and revenues.
Lead development of contact strategies and account development plans (ADP) for each of the allocated accounts within the portfolio.
Lead development of a pipeline of prospects which are systematically qualified, managing the decision-making process within allocated segment accounts to ensure sales prospects are closed.
Ensure operational Service delivery of all service touchpoints through the management and mentorship of the segment sales team.
Identify potential new opportunities through analysis of business intelligence reports.
Understand customer patterns and market behaviour to inform data-driven forecasting strategies to increase profitability through improved targeted sales strategies.

What we offer

Enticing incentive programs and competitive benefit packages
Retirement funds, risk benefits, and medical aid benefits
Cell phone and data benefits, advantages fibre connection discounts, and exclusive staff discounts offered in collaboration with partner companies

Fulltime

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New

Finance and Accounting Director

Works with the General Manager to lead the organization's financial operations b...

Location

United States , Cordova, AK or Anchorage, AK

Salary:

Not provided

Prince William Sound Aquaculture Corporation

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or Business Administration
Ten years of progressive accounting experience with a minimum of five years in a management role directly supervising accounting staff
Willingness to work extended hours during peak periods
Employment contingent upon successful background check

Job Responsibility

Works with the General Manager to lead the organization's financial operations by overseeing accounting, annual budgeting process, reporting, compliance, and internal controls to ensure fiscal integrity and transparency
Provides strategic financial guidance to leadership and the Board, while managing key financial activities such as cash flow, investments, audits, and regulatory compliance
Manages the organization's financial matters, ensuring accurate reporting, effective controls, and proactive oversight of accounting processes and timely communication of variances
Monitors financial performance, including budgets and cash flow, while ensuring compliance with all regulatory and audit requirements
Partners with leadership to guide financial planning and continuously strengthen processes, systems, and overall financial management, including oversight of insurance coverage
Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, and billing
Prepare and review monthly, quarterly, and annual financial statements
Present financial reports to the General Manager, Executive Committee, and Board
Oversee budget tracking, budget-to-actual analysis and provide variance insights
Work closely with the General Manager on financial planning, annual budgeting, and overall financial performance

New

ASO Intern

At HubX we build mobile and web apps, used and loved by millions all around the ...

Location

Turkey , Izmir

Salary:

Not provided

HubX

Expiration Date

Until further notice

Requirements

Currently pursuing a Bachelor's degree in Business Administration, Economics, Marketing, Industrial Engineering, Statistics, Mathematics, Computer Engineering, or a related field
Experience with Excel, Google Sheets, or data visualization tools through coursework, projects, or internships
Strong interest in digital marketing, mobile applications, and growth strategies
Analytical mindset with an interest in working with data
Comfortable working with Excel and spreadsheets
Eagerness to learn data analysis and performance marketing tools
Strong problem-solving and critical thinking skills
Self-motivated, detail-oriented, and proactive
Strong verbal and written communication skills in English
Ability to collaborate effectively within a team environment

Job Responsibility

Support ASO (App Store Optimization) activities across our app portfolio
Assist in conducting keyword research and identifying keyword opportunities to improve app visibility on the App Store
Help monitor and analyze app performance metrics and campaign results
Support the preparation of ASO reports by gathering data and summarizing insights
Assist in competitor research and industry trend analysis
Collaborate with Marketing Artists to support the creation and optimization of storefront assets
Participate in creative testing processes and help track the performance of different visual concepts
Contribute ideas for Promotional Content and In-App Events
Learn and utilize industry tools such as Sensor Tower, MobileAction and App Store Connect
Stay up to date with the latest trends and best practices in mobile marketing and ASO

What we offer

Commuting and meal support
A brand new MacBook and a designed welcome kit featuring Stanley and Herschel products along with customized items
Private medical insurance (TSS), HPV vaccination, critical women’s health coverage and annual Beije membership
Well-designed headquarters in the tallest building in Izmir with sunset views
Pet-friendly office
Unlimited coffee from XPresso, fully stocked kitchen with breakfast and snacks, HubX Breakfast Club
Education budget and weekly Cambly speaking sessions
Team events including All Hands gatherings, celebrations and happy hours
Strong company culture with open communication and teamwork
X Community discounts

New

Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to w...

Location

United Kingdom , London

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

CII Diploma in Financial Planning (as a minimum)
The ability to produce comprehensive, accurate, and clear recommendation reports
Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
Proficiency in complex report writing
Experience liaising with third party providers
Excellent grammar, spelling and punctuation skills
Excellent interpersonal and communication skills
A high standard of personal organisational and time management skills
Experience within Private Wealth Management
Experience of working to targeted service standards and procedures

Job Responsibility

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
Providing high quality technical, administrative and research support to the Advisers
Undertaking whole-of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
Liaising with the Regulatory & Technical team to ensure the advice is compliant
Be able to prioritise work in your queue by liaising with advisers on a regular basis
Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
Building strong and effective working relationships with other teams in the firm and third party product providers
Attending and contributing to meetings – both internal and external
Ensuring that all client records and data are maintained accurately and efficiently

What we offer

True hybrid working model
Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Company Pension scheme
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme

Fulltime

New

Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to w...

Location

United Kingdom , Bath

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

CII Diploma in Financial Planning (as a minimum)
The ability to produce comprehensive, accurate, and clear recommendation reports
Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
Proficiency in complex report writing
Experience liaising with third party providers
Excellent grammar, spelling and punctuation skills
Excellent interpersonal and communication skills
A high standard of personal organisational and time management skills
Experience within Private Wealth Management
Experience of working to targeted service standards and procedures

Job Responsibility

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
Providing high quality technical, administrative and research support to the Advisers
Undertaking whole-of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
Liaising with the Regulatory & Technical team to ensure the advice is compliant
Be able to prioritise work in your queue by liaising with advisers on a regular basis
Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
Building strong and effective working relationships with other teams in the firm and third party product providers
Attending and contributing to meetings – both internal and external
Ensuring that all client records and data are maintained accurately and efficiently

What we offer

True hybrid working model
Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Company Pension scheme
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme

Fulltime

New

Assoc Dir, Corporate Responsibility & Global Philanthropy

This is where your work makes a difference. At Baxter, we believe every person—r...

Location

United States of America , Deerfield

Salary:

152000.00 - 209000.00 USD / Year

Baxter

Expiration Date

Until further notice

Requirements

10+ years of success delivering global community impact programs, managing and building multi-year, multi-million-dollar philanthropic portfolios, and leading strategy across philanthropy, corporate responsibility, global health and related fields
Experience leading administrative and financial operations, solid project management skills, including driving initiatives and influencing decisions across global matrixed organizations
Exceptional relationship builder and influential communicator, serving as a strong ambassador and spokesperson with the ability to navigate complexity and translate it into clear, cohesive messaging both internally and externally.
Collaborative team player with high emotional intelligence, known for transparent decision-making and effective, inclusive ways of working
Growth-oriented change leader with a strategic mindset and strong appetite for transformation and driving collaborative innovation
Ability to translate data and impact into compelling narratives taking into account the reputational considerations connected to being a corporate foundation
Strong analytical, organizational, financial and project administration capabilities
Executive presence and excellent communication and presentation skills
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Job Responsibility

Lead Global Portfolio Strategy
Drive High-Impact Grantmaking
Build Strategic Partnerships
Collaborate Across the Enterprise
Advance Thought Leadership & Storytelling
Lead and Develop Talent

What we offer

medical and dental coverage that start on day one
insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount
401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching
Flexible Spending Accounts
educational assistance programs
paid holidays
paid time off ranging from 20 to 35 days based on length of service
family and medical leaves of absence
paid parental leave

Fulltime

New

E R G Program Manager

The ERG Program Manager is a critical part of the Corporate Citizenship Team. Th...

Location

United States , Detroit

Salary:

Not provided

General Motors

Expiration Date

Until further notice

Requirements

Bachelor’s degree with emphasis on organizational development, Human Resources, Business Administration, or related field
5+ years of professional experience
Extensive ERG experience including implementing and sustaining ERG strategy
Excellent written and verbal communication skills
MS Office Suite proficient
Strong project management and change management organizational skills
Ability to prioritize workload and communicate expectations to stakeholders
Strong written, oral, and executive presentation and interpersonal skills
Passionate, proactive, solution orientated, and approaches new initiatives with a growth mindset

Job Responsibility

Lead ERGs in the development of their annual business plans and ensure strategic alignment to global strategy
Develop and implement governance for the ERGs to align with company goals, values, and business impact
Create Cultural strategy with ERG, paired with a capacity plan and guide work across teams
Plan and forecast budget, including reporting back on actuals with their ERGs
Facilitate the development of ERG communications strategy, communications with leadership, and handle outside agency/consultants, as needed, to deliver on key initiatives for your ERG Portfolio
Track and measure the impact and effectiveness of ERG initiatives
Manage project plans within the portfolio, based on agile methodology
Prioritize and execute process changes on key opportunities and streamline ERG practices and procedures
Partner across the enterprise to integrate ERG initiatives into business guidance/policy and practices

What we offer

medical
dental
vision
Health Savings Account
Flexible Spending Accounts
retirement savings plan
sickness and accident benefits
life insurance
paid vacation & holidays
tuition assistance programs

Fulltime

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Portfolio Administrator

Job Description

Job Responsibility

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