Strategic Direct Retail And Digital Wealth Client Relationships, VP III - State Street Investment Management State Street CorporationStrategic Direct Retail And Digital Wealth Client Relationships, VP III - State Street Investment ManagementBoston, MA$110,000–$207,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. State Street Investment Management is building the next generation of ETF distribution by embedding directly into the fastest growing digital wealth platforms.
Global Head of Insight Generation and AI Adoption, MD - State Street Investment Management State StreetGlobal Head of Insight Generation and AI Adoption, MD - State Street Investment ManagementBoston, Massachusetts$170,000–$282,500 / yearThis is a senior global role requiring deep expertise in AI architecture, enterprise platforms, AI governance, and modern ML/GenAI/Agentic AI development, combined with significant leadership experience in asset management. State Street Investment Management (SSIM)—formerly State Street Global Advisors (SSGA)—is seeking an accomplished senior leader to serve as the Global Head of Insight Generation and AI Adoption .
Client Experience Strategic Project Management, AVP II - State Street Investment Management State StreetClient Experience Strategic Project Management, AVP II - State Street Investment ManagementBoston, MassachusettsState Street Investment Management (“State Street IM,” formerly known as State Street Global Advisors or SSGA) is seeking an experienced Project Manager to drive transformation, improve efficiency and enable rapid innovation across our Client Experience team. The role requires a self-motivated Project Manager with the ability to lead at both strategic and execution levels, and the ability to proactively lead project stakeholders and deliver.
Client Manager - Wealth Management Investment Software, AVP - Charles River Development State StreetClient Manager - Wealth Management Investment Software, AVP - Charles River DevelopmentBurlington, MAFull timeAs the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Global Head Of Insight Generation And AI Adoption, MD - State Street Investment Management State Street CorporationGlobal Head Of Insight Generation And AI Adoption, MD - State Street Investment ManagementBoston, MA$170,000–$282,500 / yearThis is a senior global role requiring deep expertise in AI architecture, enterprise platforms, AI governance, and modern ML/GenAI/Agentic AI development, combined with significant leadership experience in asset management. State Street Investment Management (SSIM)-formerly State Street Global Advisors (SSGA)-is seeking an accomplished senior leader to serve as the Global Head of Insight Generation and AI Adoption.
Strategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment Management State Street CorpStrategic Direct Retail and Digital Wealth Client Relationships, VP III - State Street Investment ManagementBoston, MA$110,000–$207,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. State Street Investment Management is building the next generation of ETF distribution by embedding directly into the fastest growing digital wealth platforms.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsAdditional responsibilities include creation and maintenance of marketing materials, review and updating of RFPs, responses to client and prospect questions, monthly and quarterly performance commentary, tracking allocations, assisting with internal updates to PMs, exposure analysis, and general flow data and analysis. HF Investor Relations acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Investment Managing Director, Private Clients Cambridge AssociatesInvestment Managing Director, Private ClientsBoston, MassachusettsFocus 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.
Investment Analyst, Private Equity Cambridge AssociatesInvestment Analyst, Private EquityBoston, MassachusettsThe team is located in Boston, MA and San Francisco/Menlo Park, CA and has three Investment Directors supported by three Investment Analysts/Associates (IAs).Investment Analysts complete an in-depth training program and receive ongoing training and mentorship from senior Investment Directors. Base salary range for this role: Pay Range Minimum: 80000 Pay Range Maximum: 88500 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
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.
NewInvestment 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.
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.
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.
Financial Advisor Associate - North Andover, Massachusetts TD BankFinancial Advisor Associate - North Andover, MassachusettsNorth Andover, MassachusettsThe 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- Bilingual Cambodian Speaking Preferred TD BankFinancial Advisor Associate- Bilingual Cambodian Speaking PreferredLowell, MassachusettsThe 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 - Bilingual Cambodian Speaking Preferred TD BankFinancial Advisor - Bilingual Cambodian Speaking PreferredLowell, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.