Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsBoston, MA$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.
Strategic Accounts Relationship Manager - Vice President - BNY Investments The Bank of New York Mellon CorpStrategic Accounts Relationship Manager - Vice President - BNY InvestmentsBoston, MA$83,000–$209,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. S/He will serve in a consultative role to their assigned clients, advising on the best way to achieve short and long term strategic objectives, this may include working with research sales teams at assigned client firms.
Vice President, Credit Alternatives Investment Product FidelityVice President, Credit Alternatives Investment ProductBoston, MassachusettsRemoteThe Investment Product Group (IPG) plays a key role in the company, partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, defined contribution and other institutional clients. 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.
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.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerBoston, MAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Markets Financing Solutions - Client Service, Officer - State Street Investment Management State Street CorpMarkets Financing Solutions - Client Service, Officer - State Street Investment ManagementBoston, MAAs our investment research and trading arm, SSM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Support the relationship managers and sales teams within Financing Solutions to create a seamless servicing model, including creation of presentations, improve reporting, and manage daily client activities.
Senior Vice President, Compliance & Control (Investments Compliance) The Bank of New York Mellon CorpSenior Vice President, Compliance & Control (Investments Compliance)Boston, MAIn this role, youll make an impact in the following ways: Assist the Chief Compliance Officer in developing investment adviser compliance programs and ensuring compliance with all applicable laws, regulations and industry best practices. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Senior Investment Director Cambridge Associates Private ClientsSenior Investment DirectorBoston, MAOur worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. Today the firm delivers a range of services across asset classes, including investment advising, discretionary portfolio management, research and investment.
Investment Managing Director, Private Clients Cambridge Associates Private ClientsInvestment Managing Director, Private ClientsBoston, MAFocus 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.
Fund Accounting Manager – Tech Investments (PE) Boston, MA $102-$153K base Daley and AssociatesFund Accounting Manager – Tech Investments (PE) Boston, MA $102-$153K baseBoston, MA$102,000–$153,000 / yearThis is an excellent opportunity to step into a leadership role with direct client exposure, team management responsibility, and hands-on involvement in complex private equity fund structures within the technology investment space. We are partnering with a leading fund administration platform supporting sophisticated private equity clients to hire a Fund Accounting Manager focused on technology investment strategies.
NewAI Business Engineer - Investment Banking Experience Raymond James Financial IncAI Business Engineer - Investment Banking ExperienceBoston, MAThe AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required.
Director, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, Washington$240,000–$260,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
DBT Investment Lead Data Engineer MFS InvestmentsDBT Investment Lead Data EngineerBoston, MA$110,000–$158,500 / yearKnowledge about various architectures, patterns such as unified data management architecture (UDM), data mesh architecture, event-driven architecture, real-time data flows, non-relational repositories, data virtualization, etc. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Counsel - Investment Management MFS InvestmentsCounsel - Investment ManagementBoston, MA$145,000–$218,500 / yearProvide legal advice and support relating to MFS-advised pooled investment vehicles, including the MFS' U.S. 1940 Act registered mutual funds and exchange-traded funds and external 1940 Act registered mutual funds that MFS sub-advises. Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Vice President, Alternative Investments Data Strategy FidelityVice President, Alternative Investments Data StrategyBoston, 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.
Planned Investment Manager Tristone NashPlanned Investment ManagerPlymouth, Devon£48,000–£52,000Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. We are working with a registered social landlord, who are recruiting a Planned Investment Manager to lead the delivery of a range of projects within capital programmes, from inception through to completion.
Associate Director, Real Estate Investments Massachusetts Institute of TechnologyAssociate Director, Real Estate InvestmentsCambridge, MAASSOCIATE DIRECTOR, REAL ESTATE INVESTMENTS, MIT Investment Management Company (MITIMCo) - Cambridge Real Estate (CRE) team, will report to the Head of Real Estate for this integrated investment, development, and asset management platform overseeing a $4 billion real estate portfolio including more than 1.5 million square feet of operating assets, a development pipeline exceeding 3 million square feet, and approximately 100 properties; lead asset-level investment analysis across the portfolio, including underwriting, forecasting, and performance evaluation; support asset strategy, capital allocation, and key investment decisions; and help modernize MITIMCo's investment platform by developing an integrated underwriting and forecasting framework that enhances decision-making, risk management, and capital allocation.
Principal, Private Investment Technology Wellington Management Company LLPPrincipal, Private Investment TechnologyNeedham, MAYou will serve as a hands-on technical leader and architect, shaping platforms that support the full private investment lifecycle from deal sourcing and execution to portfolio management and operational processes while helping define the next generation of scalable, data-driven investment infrastructure. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Investment Operations Associate (Private Credit Required) - Boston - Hybrid Daley and AssociatesInvestment Operations Associate (Private Credit Required) - Boston - HybridBoston, MA$100,000–$140,000 / yearThis is an excellent opportunity to join a collaborative, entrepreneurial team and play a key role in the operational execution of private credit investments across multiple strategies. This is an outstanding opportunity for a private credit operations professional looking to join a high-growth investment platform with significant visibility and cross-functional exposure.
NewInternal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, MassachusettsThe 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.