Investment Director Cambridge AssociatesInvestment DirectorBoston, MassachusettsResponsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.
Investment Specialist, Multi Asset Solutions Wellington ManagementInvestment Specialist, Multi Asset SolutionsBoston, MassachusettsContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
NewInvestment Specialist, Multi Asset Solutions Wellington Management Company, LLPInvestment Specialist, Multi Asset SolutionsBoston, MAContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior AssociateBoston, MA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Associate PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior AssociateBoston, MA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Financial Advisor Associate - North Andover, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, MA$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Lowell, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Lowell, MassachusettsLowell, MA$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Merrill Advisor Development Program - Financial Advisor: Wellesley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wellesley MarketWellesley Hills, MA$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Back to search results Merrill Advisor Development Program - Financial Advisor: Wellesley Market Wellesley Hills, Massachusetts; Westborough, Massachusetts; Burlington, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MassachusettsEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Investment Operations Analyst Osaic IncInvestment Operations AnalystBoston, MAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role partners closely with Advisory, Investment, and Service Teams to improve operational workflows, enhance reporting accuracy, and drive automation across the investment lifecycle.
Investment Data Solution Architect Cutter Associates, LLCInvestment Data Solution ArchitectBoston, MARemote$180,000–$230,000 / yearEstablished credibility, entrepreneurial spirit Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm. Actual compensation will be determined based on factors including candidate experience, skillset, geographic location, market data, internal equity, and overall alignment to the role and level.
Senior Investment Content Writer Natixis Investment ManagersSenior Investment Content WriterBoston, MassachusettsWhat you will do: Write clear, investment-led content across asset classes, including fixed income, equities, alternatives, private markets, and multi-asset portfolios, for financial intermediaries, institutional investors, and end clients. Overview: The Senior Investment Content Writer combines investment fluency, editorial judgment, and commercial awareness to turn complex market and portfolio themes into clear, timely content for advisors, institutions, and end investors.
NewInvestment Specialist, Multi Asset Solutions Wellington Management Company LLPInvestment Specialist, Multi Asset SolutionsBoston, MAContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
Investment Analyst, Private Equity Cambridge Associates Private ClientsInvestment Analyst, Private EquityBoston, MAUtilize analytical frameworks and develop unique analyses to assess private equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio companies, and other key attributes. This includes meeting summaries with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics in the private equity industry.
Investment Director Cambridge Associates Private ClientsInvestment DirectorBoston, MAResponsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Job Description Summary: Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.
Investment Managing Director, Private Clients Cambridge Associates Private ClientsInvestment Managing Director, Private ClientsBoston, MAFocus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members.
Financial Solutions Advisor - South Braintree Financial Center Bank of America CorpFinancial Solutions Advisor - South Braintree Financial CenterBraintree, MA$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Head Of Marketing - State Street Investment Management, Senior Managing Director State Street CorporationHead Of Marketing - State Street Investment Management, Senior Managing DirectorBoston, MA$225,000–$337,500 / yearThe Head of Marketing at State Street Investment Management serves as a senior advisor to global Investments leadership partnering closely with Investment, Distribution, Product, and Corporate leadership teams to align marketing strategy with commercial priorities and client needs. You will be responsible for setting and executing the marketing strategy for the global investment management business, the 4th largest asset manager in the world, across institutional, intermediary, and retail audiences, with a focus on strengthening brand resonance, and driving integrated marketing programs that support AUM growth and deepening client and partner relationships.
Head of Marketing - State Street Investment Management, Senior Managing Director State StreetHead of Marketing - State Street Investment Management, Senior Managing DirectorBoston, MassachusettsThe Head of Marketing at State Street Investment Management serves as a senior advisor to global Investments leadership partnering closely with Investment, Distribution, Product, and Corporate leadership teams to align marketing strategy with commercial priorities and client needs. You will be responsible for setting and executing the marketing strategy for the global investment management business, the 4th largest asset manager in the world, across institutional, intermediary, and retail audiences, with a focus on strengthening brand resonance, and driving integrated marketing programs that support AUM growth and deepening client and partner relationships.
Director, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, WashingtonBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.