Market Director – Large Market RIA, New England The Vanguard GroupMarket Director – Large Market RIA, New EnglandBoston, MassachusettsOur sales team serves broker dealers, RIAs, and bank clients by consulting them on their business and offering up investment products, research, and non-investment solutions to our clients, both to home office decision makers and advisors alike. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Product Marketing Associate Edelman Financial Engines LLCProduct Marketing AssociateBoston, MA$71,800–$95,800 / yearDevelop a deep understanding of employee financial needs, behaviors and preferences to help define audience segments and translate their needs into relevant positioning, messaging and marketing experiences that drive engagement with EFE's products and services. Responsibilities: Design, develop and execute multi-channel marketing programs that drive advisor engagement, leveraging audience needs and insights to connect employees with relevant financial support and ultimately drive Employee Planning growth.
Senior Account Executive Datalign Advisory Inc.Senior Account ExecutiveCambridge, MA$135,000–$150,000 / yearSince launching from Cambridge's innovation hub in 2022 with Link Ventures as our lead investor, we've helped over 100,000 Americans with more than $80 billion in potential client assets connect with 13,000 trusted advisors. Our platform uses AI to connect advisors with high-intent consumers and unlock new opportunities, and our modular suite of organic growth solutions is purpose-built for Registered Investment Advisors (RIAs).
Institutional Client Marketing Associate Edelman Financial Engines LLCInstitutional Client Marketing AssociateBoston, MARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Compliance Manager Citizens Financial Group IncCompliance ManagerWestwood, MAStrong working knowledge of the compliance risks associated with a banking institution as well as experience working in and/or building effective compliance programs. The Compliance Manager will be responsible for enforcing the procedures and processes of the Wealth Management Surveillance and Monitoring program by performing the following activities: Review electronic and manual surveillance reports.
Vice President, Investor Relations & Fundraising The Bulfinch CompaniesVice President, Investor Relations & FundraisingBoston, MassachusettsThis individual will help cultivate and expand relationships with existing and prospective investors, support capital raising initiatives, and serve as a key point of coordination between investors, senior leadership, acquisitions, asset management, finance, legal, and marketing. • 5-10+ years of experience in investor relations, capital formation, fundraising, real estate private equity, private markets, investment management, wealth management, or a related field.
Strategic Advisers Quantitative Research Intern - Master's and PhD students FidelityStrategic Advisers Quantitative Research Intern - Master's and PhD studentsBoston, MassachusettsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Strategic Advisers, LLC (SAI) is a registered investment advisor and Fidelity Investments Company that provides investment management services to clients through Fidelity’s retail and institutional distribution channels.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesBoston, MA$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Financial Analyst Financial EnginesFinancial AnalystBoston, MA$61,100–$81,400 / yearPrincipal Responsibilities: The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: Owning and managing AUM, revenue, cost of revenue budgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises. The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions.
Wealth Planning Associate Ballentine PartnersWealth Planning AssociateWaltham, Massachusetts$75,000–$105,000 / yearBallentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.
Senior Service Desk Technician (Boston, Ma-Hybrid) Financial EnginesSenior Service Desk Technician (Boston, Ma-Hybrid)Boston, MA$48,800–$65,100 / yearAct as an escalation point for Tier 1 and Tier 2 support issues, ensuring timely resolution of complex incidents and service requests while maintaining SLA alignment, which will entail supporting Tier 1 and Tier 2 call queues as needed. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Sr. Provider Manager Remote or Boston, MA Edelman Financial Engines LLCSr. Provider Manager Remote or Boston, MABoston, MARemote$107,200–$143,000 / yearIn this role, you are responsible for the day-to-day management of these relationship(s), overseeing client initiatives in collaboration with provider client teams, and leading provider-specific projects in partnership with provider business teams. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Service Desk Technician Boston, MA-Hybrid Edelman Financial Engines LLCSenior Service Desk Technician Boston, MA-HybridBoston, MA$48,800–$65,100 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. As a Senior Service Desk Technician on the IT Service Tech team, you'll play a pivotal role as a primary escalation point for complex technical issues and provides advanced support to end-users.
Financial Analyst Edelman Financial Engines LLCFinancial AnalystBoston, MA$61,100–$81,400 / yearPrincipal Responsibilities: The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: Owning and managing AUM, revenue, cost of revenue budgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises. The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions.
AI COE - Strategic Partnerships & Execution Edelman Financial Engines LLCAI COE - Strategic Partnerships & ExecutionBoston, MA$151,100–$201,500 / yearThis role serves as a central liaison between the AI Center of Excellence (COE), business stakeholders, technology teams, and enterprise governance functions including Legal, Compliance, Information Security, Risk, Privacy, and Procurement ensuring consistency in delivery of AI Tools and Education across all platforms. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Director of AI Experience Design Edelman Financial Engines LLCDirector of AI Experience DesignBoston, MA$154,200–$205,600 / yearIf you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.
NewRetirement Plan Counselor - Boston Metro The Capital Group Companies, Inc.Retirement Plan Counselor - Boston MetroBoston, MAYou'll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
Director, Technology and Product CapShift LLCDirector, Technology and ProductMA5-7 years of experience in product management, technical program management, and technology operations; preferred that some or all of the experience is in financial services Experience managing technical vendors and outsourced development teams Experience working in Agile product development environments Familiarity with Salesforce Strong project management and cross-functional leadership skills Excellent communication skills and ability to work with both technical and non-technical stakeholders Experience implementing product operations or product development frameworks Strong interest in AI and emerging technologies; experience implementing AI tools across an organizations preferred Comfortable operating in a growing, fast-moving organization Systems thinker who enjoys connecting people, technology, and strategy. The ideal candidate is a technically fluent operator and systems thinker who enjoys working across teams, managing external partners, and helping translate business needs into effective technology solutions.
Corporate Finance Co-op Bain CapitalCorporate Finance Co-opBoston, MassachusettsThe Global Management Company consolidates the operations of all Registered Investment Advisors (one for each business) and the entities by geography including Asia (Hong Kong, Tokyo, Shanghai, Singapore, and Korea), Europe (London, Munich, Dublin, France, Spain, Sweden, Italy, Portugal, Luxembourg), Australia (Sydney and Melbourne) and India (Mumbai and Mauritius). Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
Quantitative Portfolio Analyst, Portfolio Engineering FidelityQuantitative Portfolio Analyst, Portfolio EngineeringBoston, MassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.