Counsel Real Estate Brokerage - Chestnut Hill, MA Anywhere Real Estate IncCounsel Real Estate Brokerage - Chestnut Hill, MAChestnut Hill, MAHome to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby''s International Realty , we fulfill our purpose to empower everyone''s next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Coldwell Banker Realty, part of Compass International Holdings (the nations largest real estate brokerage company) (NYSE: COMP), is seeking a skilled and business-savvy lawyer to join our dynamic in-house legal team.
Senior Legal Counsel, Vice President – Wealth, Custody & Clearing - Retail Brokerage State StreetSenior Legal Counsel, Vice President – Wealth, Custody & Clearing - Retail BrokerageBoston, MassachusettsReporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm’s retail brokerage activities, a core component of State Street’s Wealth strategy. Keen understanding of market practice impacting the business lines in the relevant jurisdictions and ability to work with business units to achieve practical solutions within applicable regulatory and risk parameters.
Senior Legal Counsel, Vice President - Wealth, Custody & Clearing - Retail Brokerage State Street CorpSenior Legal Counsel, Vice President - Wealth, Custody & Clearing - Retail BrokerageBoston, MA$120,000–$217,500 / yearReporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm's retail brokerage activities, a core component of State Street's Wealth strategy. For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
Brokerage Specialist Cushman & WakefieldBrokerage SpecialistBoston, MassachusettsIn addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work.
Brokerage Assistant, Entry Level Amwins Global Risks UK LtdBrokerage Assistant, Entry LevelWestborough, MAEach Brokerage Assistant provides vital team functions: Provide assistance to associate brokers, marketing brokers and producing brokers with administrative activities related to both renewal and new business accounts Data entry into multiple online based systems Includes gathering missing client information, crossing checking with existing accounts Prepare, revise and edit documents as requested Assist with the process and servicing functions of accounts Includes account start up processes such as quotes and binders Life cycle/change functions such as endorsements and certificates of insurance Assist with information gathering for renewal accounts such as requesting loss-runs and preparation of renewal letters to agents We are looking for people with: 1 year experience as support staff in an office environment or a Bachelor's degree from an accredited four-year university Insurance experience is a plus! Driven and highly motivated with team-focused mentality Detail-oriented and dedicated Excellent computer skills including Microsoft 365 proficiency with an emphasis in Excel spreadsheets Snapshot of what Amwins provides to our valued team members: Compensation includes a salary commensurate with experience Annual bonus potential Broad benefits package available Most benefits available first day of employment Medical, Dental, Vision, Life, etc Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc.
Customs Brokerage Agent Expeditors International of Washington IncCustoms Brokerage AgentPeabody, MA$19–$25 / hourGlobal supply chain management is what we do, and at the heart of Expeditors you will find professionalism, leadership, and a friendly environment, all of which foster an innovative, customer service-based approach to logistics. Culture: Exhibits and promotes the company's 10 cultural attributes: Appearance, Attitude, Confidence, Curiosity, Excellence, Integrity, Pride, Resolute, Sense of Humor, and Visionary.
Senior Accountant, Brokerage Accounting & Controllership FidelitySenior Accountant, Brokerage Accounting & ControllershipBoston, 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. 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.
New Development Sales - On-site Sales Associate / General Brokerage CharlesgateNew Development Sales - On-site Sales Associate / General BrokerageBoston, MassachusettsThis is a unique and exciting opportunity for someone who wants to leverage their existing real estate experience to learn the onsite sales process, experience the life cycle of a new construction development condominium project, earn additional income, and work closely with the management team and clients of CHARLESGATE in an exciting, fast-paced, entrepreneurial environment. CHARLESGATE is an integrated real estate firm that empowers thousands of clients throughout Eastern Massachusetts with a comprehensive array of services across residential and multifamily commercial real estate - property management & leasing, sales brokerage, investment sales, construction, and new development.
Operations Manager, Client Experience FidelityOperations Manager, Client ExperienceSmithfield, Rhode IslandBrokerage OperationsPlease 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. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ('FCCS'), which includes banks and broker dealers in the clearing space and registered investment advisors ('RIA'), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Freight Broker Agent Jy CarriersFreight Broker AgentLawrence, MassachusettsWe stand by our mission to provide swift, same-day, and next-day services to every corner of the Northeast, ensuring your shipments reach their destination with unmatched efficiency. With a rich legacy spanning two decades, our roots as a local, family-owned business have grown into a regional powerhouse headquartered in Boston, MA.
Freight Broker Agent JY CARRIERS LLCFreight Broker AgentLawrence, MAMaintain strong relationships with customers to drive repeat business. Bring and manage an existing book of business (shipper customers).
Manager - Global Financial Controls CoE FidelityManager - Global Financial Controls CoESmithfield, Rhode IslandSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives. 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.
NewManager, Global Financial Controls Center of Excellence FidelityManager, Global Financial Controls Center of ExcellenceSmithfield, Rhode IslandSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives. 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.
Representative, Client Experience FidelityRepresentative, Client ExperienceSmithfield, Rhode IslandBrokerage OperationsPlease 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. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing and Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
Senior Associate, Global Financial Controls CoE FMR LLCSenior Associate, Global Financial Controls CoEBoston, MA$67,000–$158,000 / yearLegal and Compliance Notices Please be advised that Fidelitys 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. This notice is applicable to all personal information collected by Fidelity through either this site, operated on behalf of Fidelity by Beamery, and/or other Careers Sites, including those Fidelity Websites and Web pages dedicated to employee recruitment across Fidelity business entities and geographical locations.
Senior Manager, Abandoned Property FidelitySenior Manager, Abandoned PropertySmithfield, Rhode IslandInvestment OperationsPlease 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. The Senior Manager of Abandoned Property oversees the escheatment operations team for Fidelity Digital Assets, FILI, eFILI, HR Services, Accounts Payable, Charitable, Green Pier, Workplace Investing, Fidelity Institutional Asset Management and Fidelity Management Trust Company.
Senior Software Engineer I Compass IncSenior Software Engineer IBoston, MA$149,580–$166,200 / yearp>As a Senior Software Engineer on the Staff AI Enablement Team, you will be a key driver of Compass''s enterprise AI strategy as part of a forward-deployed strike force that partners directly with major business units (such as Finance, Legal, HR, and Brokerage Operations, etc.) to produce game-changing, automated workflows. Requirements: Strong Application & Backend Engineering Background: 6+ years of professional software engineering experience, with a proven track record of designing, building, and operating production-grade web applications, API integrations, or business-critical backend services.
Engineering Manager Compass IncEngineering ManagerBoston, MA$194,130–$215,700 / yearYou will partner directly with Compass's highest-volume operations departments-such as Finance, Legal, HR, and Brokerage Operations-to build deep, programmatic AI workflows that streamline back-office operations and secure millions in operational savings. Bridge Communication Gaps: Drive clear and concise business and technical discussions, writing high-quality project plans, technical specifications, and postmortems to keep both engineering and non-technical partners aligned.
Client Operations Manager Hughes MarinoClient Operations ManagerBoston, MA$70,000–$80,000 / yearWe specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies.
Senior Consultant - Capital Markets Operations and Technology Deloitte Touche Tohmatsu LtdSenior Consultant - Capital Markets Operations and TechnologyBoston, MA$110,700–$218,300 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 5+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
Manager - Capital Markets Operations and Technology Deloitte Touche Tohmatsu LtdManager - Capital Markets Operations and TechnologyMA$151,800–$265,600 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 8+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
NewSenior FP&A Manager Xbridge LtdSenior FP&A ManagerBoston, MA$104,000–$171,700 / yearp>Serve as the US Finance lead in delivering operational improvements related to our FP&A systems & data processes (20% time allocation): Collaborate with the Global Finance Change team to implement and optimize our Enterprise Performance Management system (OneStream) and associated data infrastructure. As a Senior FP&A Manager you will: Oversee the Financial Planning & Analysis function (60% time allocation): Prepare and present clear, insightful financial performance reports with the broader business, our leadership team, and board.
Risk Analyst Aon PlcRisk AnalystBoston, MA$70,000–$90,000 / yearKey Duties and Responsibilities Underwriting and Risk Management Collect exposure information, prepares submissions for underwriting, evaluates risk financing alternatives, and coordinates insurance audits to maintain effective insurance coverage Clinical trial Support the clinical trial insurance process by managing related audits, maintaining investigator medical malpractice documentation, and updating the annual coverage summary and other required records. Outsourced to Aon's client in Boston, Massachusetts, the Insurance Senior Analyst reports to the client's Senior Director of Insurance & Risk Management and supports property and casualty insurance programs through underwriting data management, policy analysis, claims administration, and stakeholder communications.
Senior Director, Commercial Packaging, Serialization and Global Logistics Bicara TherapeuticsSenior Director, Commercial Packaging, Serialization and Global LogisticsBoston, MassachusettsEnsures alignment of all packaging components and processes with regulatory filings, specifically Bicara’s first BLA submission, such as compliance of container closure systems, adherence to approved labeling as defined in regulatory submissions including strict change control and variation management, oversight of packaging validation and process qualification to meet regulatory expectations for commercial launch readiness. This position reports to the Senior Vice President, Supply Chain and serves as a key member of the leadership team with close partnership and collaboration with Technical Operations, Clinical Supply, Quality, Regulatory, Commercial, Finance, Legal, and a wide range of global external partners across drug substance, drug product, packaging and commercial distribution.
Senior FP&A Manager Simply BusinessSenior FP&A ManagerBoston, MassachusettsServe as the US Finance lead in delivering operational improvements related to our FP&A systems & data processes (20% time allocation): Collaborate with the Global Finance Change team to implement and optimize our Enterprise Performance Management system (OneStream) and associated data infrastructure. Oversee the Financial Planning & Analysis function (60% time allocation): Prepare and present clear, insightful financial performance reports with the broader business, our leadership team, and board.
Senior Software Engineer II Compass IncSenior Software Engineer IIBoston, MA$176,000–$196,100 / yearDrive Workflow and Data Model Enhancements: Contribute to the evolution of Next's underlying data models and workflows, helping define how tasks, cases, and transactions are structured, triggered, and tracked across the platform. At Compass, You Will: Build and Evolve the Next Platform: Design and deliver features within Next that streamline brokerage operations, including case management, task orchestration, and workflow automation across transaction and agent lifecycle use cases.
Global Wealth Management UBS Group AGGlobal Wealth ManagementBoston, MAWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. The indicative gross base salary range as a full-time equivalent role: United States - Massachusetts - Boston min USD 140000 - max USD 180000 /annum.
Senior Legal Counsel - Fixed Income FidelitySenior Legal Counsel - Fixed IncomeBoston, 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. 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.
Senior Legal Counsel EnvestnetSenior Legal CounselBoston, MAFull timeBacked by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Senior Manager, Product Management - Regulatory Reporting FidelitySenior Manager, Product Management - Regulatory ReportingBoston, 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. Fidelity Capital Markets offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting.
Warehouse Supervisor (2nd Shift) M.S. Walker, IncWarehouse Supervisor (2nd Shift)Norwood, MA$75,000–$85,000 / yearTo coordinate the shipment of out-of-state/control state/wholesale shipments by communicating both verbally and in writing with the principles of each department involved: Inventory Control, Production and Control State/Wholesale departments. Walker has an immediate opening for a 2nd Shift Warehouse Supervisor who will be responsible for facilitating the efficient movement of both incoming and outgoing goods and product in a productive and cost-effective manner.
Merchandiser M.S. Walker, IncMerchandiserEverett, MA$21–$22 / hourWe serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. Walker offers an ideal opportunity for anyone with retail experience who is interested in learning the wine and spirts industry, while getting excellent exposure to sales, operations and client relationship management.
Process & Automation Engineer M.S. Walker, IncProcess & Automation EngineerNorwood, MA$80,000–$105,000 / yearEssential Duties and Responsibilities: Build and maintain automated workflows across core systems including Paycor, Active Directory, Microsoft 365, Encompass, and other approved enterprise platforms. Position Summary: The Process & Automation Engineer is responsible for designing, building, and maintaining enterprise automations that reduce manual work, improve operational reliability, and enable M.S.
Trade Service Manager - Wealth Client Experience FidelityTrade Service Manager - Wealth Client ExperienceSmithfield, Rhode IslandBrokerage OperationsPlease 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. Join us as a Trade Service Manager where you will join a team of highly-skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients.
Operations Manager AIT Worldwide Logistics, Inc.Operations ManagerWrentham, MA$67,070–$100,610 / yearFor more than 40 years, the Chicago-based supply chain solutions leader has relied on a consultative approach to build a global network and trusted partnerships in nearly every industry, including aerospace, automotive, consumer retail, energy, food, government, high-tech, industrial, life sciences and marine. In addition, teammates may be eligible for up to 10 to 20 days of vacation (depending on tenure), 2 personal days, 1 floating holiday, 5 sick days, 5 volunteer hours, and 6 company holidays (plus Veterans Day for Veterans) annually.
Warehouse Associate (1st Shift) M.S. Walker, IncWarehouse Associate (1st Shift)Norwood, MAAs a Warehouse Associate you can expect to be on your feet and busy throughout your shift, but also enjoy fantastic perks like an onsite refrigerator with free Gatorade, $150 boot allowance, and guaranteed annual pay increases. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont.
Warehouse Associate (3rd Shift) M.S. Walker, IncWarehouse Associate (3rd Shift)Norwood, MAAs a Warehouse Associate you can expect to be on your feet and busy throughout your shift, but also enjoy fantastic perks like an onsite refrigerator with free Gatorade, $150 boot allowance, and guaranteed annual pay increases. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont.
Fine Wine Sales Representative M.S. Walker, IncFine Wine Sales RepresentativeNatick, MA$80,000–$90,000 / yearWe serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. Responsibilities include achieving maximum sales profitability by selling products to customers and soliciting new business for the company along with providing excellent customer service.
CDL Driver M.S. Walker, IncCDL DriverNorwood, MAWe serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont. Walker, a leading wine and spirits wholesaler, is seeking reliable and motivated Class B CDL Delivery Drivers to join our team!
On Premise Sales Representative M.S. Walker, IncOn Premise Sales RepresentativeWeymouth, MA$80,000–$90,000 / yearli>Prepares and delivers professional sales presentations to customers by balancing the company's priorities and customer's needs to include selling menu concepts, new products, well and back bar placements, drink and wine lists, and promotions. The On Premise Sales Representative will be responsible for maximizing the sales of supplier brands of the trade through effective territory planning, selling, merchandising and communicating that permits achievement of company and supplier objectives.
Warehouse Associate (Part-Time) M.S. Walker, IncWarehouse Associate (Part-Time)Norwood, MAAs a Warehouse Associate you can expect to be on your feet and busy throughout your shift, but also enjoy fantastic perks like an onsite refrigerator with free Gatorade, $150 boot allowance, and guaranteed annual pay increases. We serve On-Premise and Off-Premise establishments throughout the Northeast, with direct operations in Massachusetts, New York, New Jersey and Rhode Island and brokerage operations in Maine, New Hampshire and Vermont.
Client Service Associate Partners Capital Investment Group LLPClient Service AssociateBoston, MA$65,000–$80,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Insurance Product Operations Lead Xbridge LtdInsurance Product Operations LeadBoston, MA$81,500–$134,500 / yearThe actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Expert Communicator: You can translate a complex technical limitation into a clear business trade-off, building trust with partners while maintaining the discipline to negotiate timelines and protect the team's focus.
Client Service Associate Partner's CapitalClient Service AssociateBoston, MassachusettsClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Suitability Principal Massachusetts Mutual Life Insurance CompanySuitability PrincipalBoston, MARemote$69,000–$90,500 / yearp>As an InForce Business Acceptance Consultant you will effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors and provide guidance on money movement suitability, introducing broker/dealer and clearing firm money movement requirements and policies, and navigating margin related money movement matters (e.g., guarantee of funds). MML Investors Services (MMLIS) Cashiering department reviews and processes brokerage and advisory transfers in a timely manner to facilitate the movement of customer funds in and out of our brokerage accounts held with National Financial Services (NFS); including depositing and withdrawing of funds.
Registered Client Service Associate (Boston, MA) Oppenheimer Holdings IncRegistered Client Service Associate (Boston, MA)Boston, MA$60,000–$65,000 / yearWith 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.
Head of Financing and Portfolio Solutions Platforms and Product Strategy, Senior Vice President State StreetHead of Financing and Portfolio Solutions Platforms and Product Strategy, Senior Vice PresidentBoston, MassachusettsThe role works collaboratively with Financing and Portfolio Solutions Business leadership to define and execute our product roadmap for client and commercial growth, while working cross-functionally with other divisional Product leaders to ensure cohesive delivery across Markets. Lead a global, cross-functional team focused on product strategy across Agency Lending, Prime Services, Secured Financing, Agency Brokerage Execution, Partnered Trading and Currency Management.
Program Manager, Regulatory Operations Financial Industry Regulatory Authority IncProgram Manager, Regulatory OperationsBoston, MAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Supply Chain Operations Intern Mohawk Global LogisticsSupply Chain Operations InternBoston, MAWho We Are: Mohawk Global is a 350+ person team of logistics and trade specialists dedicated to fulfilling the supply chain needs of our customers with a strong emphasis on customs brokerage, domestic and international transportation, trade compliance, education, and consulting. The successful candidates will be self-motivated and detail-oriented individuals who are excited to showcase their analytical skills and business-minded background within the fast-paced world of third-party logistics and freight forwarding.
Client Service Manager I / II (Custody) - Wealth Client Experience FidelityClient Service Manager I / II (Custody) - Wealth Client ExperienceSmithfield, Rhode IslandThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. Client ServicePlease 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.