83 Results for

Banking Jobs in Winchester, MA

Jobs

New!

Boston, MA3 days ago

$180,000–$250,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a Boston-based law firm with a distinguished Banking & Finance practice representing financial institutions, corporate clients, and public entities on complex commercial and finance matters.

New!

Westborough, MA5 days ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA5 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Westborough, MA5 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Westborough, MA11 days ago

$80,000–$150,000 Per Year

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

Boston, MA10 days ago

Full-time
Employee

Serve as a primary point of contact for assigned clients, delivering ongoing financial advice and supportConduct client meetings to assess financial goals, risk tolerance, and investment objectivesDevelop and maintain personalized financial plans, including retirement, investment, and wealth strategiesMonitor client portfolios and recommend adjustments based on market conditions and client needsEducate clients on financial products, strategies, and market trends in a clear and professional mannerMaintain accurate client documentation and ensure compliance with regulatory requirementsCollaborate with internal partners to deliver a seamless client experienceSupport client onboarding, account maintenance, and periodic reviews. Bachelor’s degree in Finance, Business, Economics, or a related field preferredActive Series 65 license required1–3+ years of experience in a financial advisory, wealth management, or client?facing financial roleStrong client relationship and communication skillsAbility to explain financial concepts to clients with varying levels of financial knowledgeHigh level of professionalism, integrity, and attention to detail.

Boston, MA30+ days ago

Will also act as a primary business relationship owner for new, complex community development investments with a focus on Low-Income Housing Tax Credits, but may also include New Market Tax Credit and Small Business Investment Company Private Equity Funds and other Alternative Investments. The Community Development Finance Relationship Manager within Commercial Banking is responsible for the sales, service and retention of complex community development investment customers for the Company's Community Reinvestment Act (CRA) Program.

Woburn, MA30+ days ago

Full-time

NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/). Comprehensive knowledge of the bank electronic services, including but not limited to, consumer and business electronic banking, mobile banking, bill-pay, external transfers, debit cards.

Boston, Massachusetts30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.

Boston, MA30+ days ago

Full-time

At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and expanding existing client relationships while managing complex credit and deposit solutions for individuals, corporations, and partnerships. • Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services.

Boston, MA30+ days ago

This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.

Wellesley, MA30+ days ago

Manage an existing client base and work to expand new opportunities from the portfolio to include but not be limited to cross sale for more loans, deposits, cash management services, and business credit cards. Overtime, lead the Relationship Managers by setting a robust strategy to achieve key goals in expanding and developing Non-For-Profit business relationships in the Bank’s network and footprint.

Foxborough, MA13 days ago

This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. + Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.

Nashua, NH30+ days ago

Remote

Full-time

What You'll Do Design, build, and maintain backend services using Java and Spring Boot Develop and evolve microservices and REST APIs Modernize legacy backend components while ensuring system stability Design and optimize PostgreSQL schemas and queries Integrate services with AWS (Lambda, S3, API Gateway, SQS, EventBridge, etc.) Apply event-driven and cloud-native patterns to improve scalability and resilience Write unit and integration tests and participate in code reviews Support production systems, debugging issues and improving observability Collaborate closely with Product, Frontend, QA, and DevOps teams in an Agile environment What We're Looking For Strong experience with Java and Spring Boot Solid understanding of backend architecture, microservices, and design patterns Hands-on experience with AWS services Strong SQL skills and experience with PostgreSQL Experience working with legacy systems and incremental modernization Familiarity with CI/CD pipelines and containerized deployments Financial Services or Wealth Management experience is a plus Ownership mindset and strong problem-solving skills Technology Stack Languages & Frameworks: Java 23, Spring Boot 3.x Architecture: Microservices, REST APIs, event-driven systems Database: PostgreSQL Cloud: AWS DevOps: Git, Gradle, Docker, CI/CD Observability: New Relic, Elasticsearch Productivity: GitHub Copilot Candidate Must Have's on a resume and for submittal: How many years working with: Java Developer How many years working with: Spring Boot How many years working with: Banking or Financial services Job Description: We're looking for a Senior Backend Developer to join an Agile team responsible for a mission-critical web platform.

Nashua, NH30+ days ago

Remote

This role suits a pragmatic, hands-on engineer who enjoys owning backend systems end-to-end and shaping technical direction in a regulated environment. We need: We need three backend Java developers with Banking, Financial or Capital Markets experience.

Boston, MA30+ days ago

$128,700–$196,000 Per Year

Through training, become deeply conversant in Pegasystems’ value propositions for product segment including the technology, differentiators, customer references and solutions to learn how to map solutions to client needs and develop an expertise in Pegasystems for the product segment. + Extensive knowledge of the CMO, Retention Executive, Revenue Officer etc., Next Best Action, predictive analytics and real-time marketing services and products from an enterprise technology perspective.

Boston, MA30+ days ago

$110,000–$110,000

Digital Banking Manager responsibilities include: Effectively manage all new online banking requests as they pertain to new online deposit accounts. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

Boston, MA30+ days ago

$165,000–$200,000

As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located in New York (or surrounding states), Boston or North Carolina.

Burlington, MA27 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Needham, MA30 days ago

$55,000–$155,000

Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals.

Waltham, MA30+ days ago

Customer Service: Advisors are responsible for all functions of client relationship maintenance, including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails, and proactive client outreach. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide.

Boston, MA13 days ago

Provide an elevated level of exceptional customer service by welcoming customers, minimizing wait times and assisting with their banking needs. You provide exceptional customer service, resolve concerns, minimize risk, defend against fraud, refer product solutions, and escalate complex issues for timely resolution.

Andover, MA30+ days ago

Milford, MA30+ days ago

Full-time

Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts and New Hampshire, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts, New Hampshire and Rhode Island. As a Teller Trainee at Rockland Trust, you are at the heart of our branches and the frontline of customer service, proactively exploring customer needs and offering personalized advice that serves to develop and maintain relationships.

Waltham, MA30+ days ago

Part-time

Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island. As a Teller Trainee at Rockland Trust, you are at the heart of our branches and the frontline of customer service, proactively exploring customer needs and offering personalized advice that serves to develop and maintain relationships.

Saugus, MA30+ days ago

Full-time

Nashua, NH30+ days ago

Full-time

Tewksbury, MA30+ days ago

Part-time

Westford, MA30+ days ago

Part-time

Hyde Park, MA30+ days ago

Full-time

Dracut, MA30+ days ago

Full-time

Boston, Massachusetts24 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Boston, MA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Billerica, MA30+ days ago

This role is ideal for candidates with entry-level experience in cash handling, banking, retail, or accounting environmentssuch as bank tellers or individuals responsible for balancing cash drawerswho are looking to grow their skills in financial operations. We strive to achieve excellence in job placement, staffing, and recruiting services, while treating candidates with the professionalism and respect they deserve.

Boston, MA30+ days ago

Full-time

55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Ashland, MA30+ days ago

The Teller promotes strong customer relationships as follows: conducts a wide array of customer transactions; recommends products and services in conformance with Bank objectives; and assists customers with questions, as requested. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data.

New!

Boston, MA2 days ago

$60,000–$65,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

Manchester, NH30+ days ago

Part-time

Communication Skills: Strong verbal and written communication skills to effectively interact with customers and colleagues and work as a team player. Mathematical Skills: Basic math skills to handle cash transactions, balance cash drawers, and perform calculations.

Derry, NH30+ days ago

Wellesley, MA27 days ago

Westwood, MA27 days ago

Framingham, MA20 days ago

Gloucester, MA20 days ago

Boston, Massachusetts30+ days ago

$100,000–$130,000 Per Year

As a Financial Advisor, you'll be at the forefront of building and managing a diverse portfolio of retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants. CAPTRUST is seeking engaging Financial Advisors to expand and nurture a $1 million+ institutional consulting practice across various markets.

Boston, MA25 days ago

Through networking and community connections, develop relationships with SEGs, business owners, and center of influences, schedule and conduct meetings at their locations, assess their needs in your capacity as a trusted financial advisor, and offer banking solutions to help them manage, grow their businesses and providing additional benefits for their employees. Although the Member Service Representatives may be responsible for conducting daily branch operations, the Branch Manager has ultimate responsibility for the branch's performance in these areas which include, but are not limited to, vault management, adherence to policy and procedure, branch schedules, the opening and closing of the office, and other such functions.

Wakefield, MA30+ days ago

$65,000–$72,000 Per Year

In this client-facing role, you will serve as a trusted partner to Financial Advisors, managing day-to-day inquiries while orchestrating cross-departmental projects that drive long-term client satisfaction and retention. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

New!

Boston, MA2 days ago

$50,000–$55,000 Per Year

Nashua, NH16 days ago

Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.

North Andover, MA10 days ago

Worburn, MA30+ days ago

The organization manages over 180,000 communication sites worldwide, including nearly 41,000 properties in the U.S. and approximately 139,000 internationally, along with U.S.-based data centers. You will act as the primary point of contact for PO-related inquiries, resolve processing exceptions, manage aging POs, and drive continuous process improvements.

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