Asset & Wealth Management Regulated Investment Company (RIC) - Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC 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 .
NewClient Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsBoston, MassachusettsKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid) Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)Boston, MAIt fits the candidate who can create structure in a startup-like environment with access to resources from the world's largest professional services organization, stay close to code, architecture and infrastructure, build attractive and effective interfaces for expert users, and seamlessly work with enterprise constraints part of the design rather than an afterthought. Key Responsibilities: Spearhead the full-stack productization path for QuantAI assets, turning quantitative and agentic prototypes into applications, interfaces, workflow tools, services, and packaged products that can hold up with internal senior leaders, expert users, and client stakeholders.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Sr Relationship Manager, Community Development Lending & Investment KeyCorpSr Relationship Manager, Community Development Lending & InvestmentBoston, MA$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, and other CRA-qualified activities.
Head Of Asset Manager & Insurance Legal, Investment Services(Americas) - Managing Director State Street CorporationHead Of Asset Manager & Insurance Legal, Investment Services(Americas) - Managing DirectorBoston, MA$170,000–$282,500 / yearThe team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas. Provide practical and actionable legal advice and counsel with respect to Investment Services (Americas) clients, products and operations, including in respect of custody, accounting, trustee, transfer agency, fund administration and related asset servicing services.
Head of Asset Manager & Insurance Legal, Investment Services(Americas) - Managing Director State Street CorpHead of Asset Manager & Insurance Legal, Investment Services(Americas) - Managing DirectorBoston, MA$170,000–$282,500 / yearThe team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas. Provide practical and actionable legal advice and counsel with respect to Investment Services (Americas) clients, products and operations, including in respect of custody, accounting, trustee, transfer agency, fund administration and related asset servicing services.
DIRECTOR OF INVESTMENTS, Investment Office Boston UniversityDIRECTOR OF INVESTMENTS, Investment OfficeBOSTON, MA$350,000–$750,000Full timeThis new hire will be a key senior member of the team, expected to work closely with the most-Privates-oriented Investment Director to affect a smooth transfer of responsibilities and relationships over the next 12-18 months, while also pro-actively contributing to generalist investment activities. The University’s 17 schools and colleges span a broad range of disciplines across the Charles River, Fenway, and Medical Campuses, as well as a global network of study abroad programs in more than 30 cities worldwide.
DIRECTOR OF INVESTMENTS Investment Office Boston UniversityDIRECTOR OF INVESTMENTS Investment OfficeBOSTON, MAThis new hire will be a key senior member of the team, expected to work closely with the most-Privates-oriented Investment Director to affect a smooth transfer of responsibilities and relationships over the next 12-18 months, while also pro-actively contributing to generalist investment activities. The University's 17 schools and colleges span a broad range of disciplines across the Charles River, Fenway, and Medical Campuses, as well as a global network of study abroad programs in more than 30 cities worldwide.
NewBusiness Architect, Investment Management, VP III - State Street Investment Management State StreetBusiness Architect, Investment Management, VP III - State Street Investment ManagementBoston, MassachusettsYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
NewHead of Strategic Portfolio Construction - Investment Solutions Group, MD - State Street Investment Management State Street CorpHead of Strategic Portfolio Construction - Investment Solutions Group, MD - State Street Investment ManagementBoston, MA$170,000–$282,500 / yearYour main objective is to establish and facilitate global consistency of architecture and analytical principles behind ISG SAA, while identifying and integrating appropriate discretionary elements that allow practical, channel- and region-specific implementation. As 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.
Investments Business Risk Partner - COO, VP I - State Street Investment Management State Street CorpInvestments Business Risk Partner - COO, VP I - State Street Investment ManagementBoston, MA$120,000–$202,500 / yearAs the COO - Investments Business Risk Partner, you will: Maintain deep subject matter knowledge related to business line control activities, operating model, strategy, and key initiatives; efficiently and effectively apply this insight into how content, themes, and priorities are framed and actioned. The State Street Investment Management's (IM) Business & Technology Risk and Resilience (BTRR) team is first line function that partners with business teams to properly manage operational, technology, and regulatory risk, together with business and technology resiliency.
COO Investments Global Head Of Front Office Re-Engineering, Senior Vice President - State Street Investment Management State Street CorporationCOO Investments Global Head Of Front Office Re-Engineering, Senior Vice President - State Street Investment ManagementBoston, MA$160,000–$280,000 / yearReporting to the Global Head of Investments and Business Services within the COO organization, this is a hands-on engineering leadership role accountable for enterprise execution, solution architecture, and modernization of front-office technology supporting a ~$6T global asset manager across equities, fixed income, multi-asset, and alternatives. Strong solution architecture capability, including design thinking, design-for-failure, API-first design, event-driven platforms, microservices, shared services, cloud-native engineering, and resilient data platforms.
Investment Operations Director, FIWA Investment Services FidelityInvestment Operations Director, FIWA Investment ServicesBoston, MassachusettsRemoteAs a member of the Investment Services team, you’ll play a key role in supporting day‑to‑day investment operations, managing and processing research and investment datasets, and partnering closely with FIWA’s research and portfolio management teams to help deliver high‑quality investment outcomes. Please 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.
Internal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, Massachusetts$85,000–$115,000 / yearThe Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. Actual annual compensation targets may vary based on factors including but not limited to education, training, experience, commissions earned, and other job-related factors.
Senior Investment Associate Canadian Imperial Bank of CommerceSenior Investment AssociateBoston, MA$115,000–$130,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You'll prepare research and analytical reports to inform investment decisions and work closely with Relationship Managers and Business Development Officers to deliver sound investment management and advisory services.
Investment Analyst Ascensus LLCInvestment AnalystBoston, MA$60,000–$120,000 / yearThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
NewInvestment Managing Director Cambridge AssociatesInvestment Managing DirectorBoston, 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. POSITION OVERVIEW We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios, helping to organically identify new commercial opportunities, and communicating timely information to clients.
Investment Analyst, Public Equity Cambridge AssociatesInvestment Analyst, Public EquityBoston, MassachusettsThis includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research, potentially including white papers exploring current topics of interest in the equity markets and fund industry. 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.