Relationship Manager & Servicing Advisor FartherRelationship Manager & Servicing AdvisorBoston, MAE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Senior Wealth Advisor Claire Myers ConsultingSenior Wealth AdvisorWellesley, MassachusettsThe firm takes a comprehensive, planning-first approach, bringing together investments, retirement, tax strategy, estate planning, and family considerations to help clients make better financial decisions. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.
Planning Consultant - Framingham, MA FidelityPlanning Consultant - Framingham, MAFramingham, 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.
Tax & Wealth Planning Strategist Natixis Investment ManagersTax & Wealth Planning StrategistBoston, Massachusetts$133,900–$185,400 / yearThis highly visible role will shape sophisticated planning conversations around tax strategy, wealth transfer, liquidity events, and investment solutions, translating complex technical concepts into actionable insights that strengthen advisor relationships, elevate client engagement, and support business growth. What you will do: Serve as a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients through meetings, conferences, consultations, and customized planning.
NewMunicipal Relationship Manager Rockland TrustMunicipal Relationship ManagerBoston, MAFull timeCollaborate with Investment Management Group specialists and commercial banking partners to provide integrated solutions, including fixed income strategies, liquidity management, trust services, and banking products. The Relationship Manager will be responsible for building and maintaining strong relationships with municipalities, public agencies, and other government-related entities, delivering tailored investment management and advisory services.
NewMunicipal Relationship Manager Rockland Trust CompanyMunicipal Relationship ManagerBoston, MACollaborate with Investment Management Group specialists and commercial banking partners to provide integrated solutions, including fixed income strategies, liquidity management, trust services, and banking products. The Relationship Manager will be responsible for building and maintaining strong relationships with municipalities, public agencies, and other government-related entities, delivering tailored investment management and advisory services.
Sr. Wealth Strategist Northern TrustSr. Wealth StrategistBoston, MA$137,400–$240,400 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Associate Director, Client Advisory PathstoneAssociate Director, Client AdvisoryBoston, Massachusetts$120,000–$140,000 / yearOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
NewBusiness Development Officer, Schwab Wealth Advisory Northern New England The Charles Schwab CorpBusiness Development Officer, Schwab Wealth Advisory Northern New EnglandBoston, MARemoteMost of the Business Development Officer''s time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. What you are good at: The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).
Portfolio Manager II Bank of AmericaPortfolio Manager IIBoston, MassachusettsKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
Wealth Planning Associate SDL Search PartnersWealth Planning AssociateBoston, MassachusettsKey responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team. National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team.
Associate Counsel - Advanced Planning ManulifeAssociate Counsel - Advanced PlanningUsa, MassachusettsRemoteThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Vice President SCS Capital ManagementVice PresidentBoston, Massachusetts$150,000–$170,000 / 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. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningMARemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Principal Global Supply Chain Planner Quanterix CorpPrincipal Global Supply Chain PlannerBillerica, MAServe as the subject matter expert for inventory strategy and planning, establishing and continuously optimizing planning parameters including safety stock, reorder points, lot sizes, lead times, service levels, and inventory targets. Our industry-leading precision instruments, digital immunoassay technology and CLIA-certified Accelerator laboratory have supported research that advances disease understanding and management in neurology, oncology, immunology, cardiology, and infectious disease.
Lead Planner Memory and Compute Supply Continuity (Teradyne, North Reading, MA) Teradyne IncLead Planner Memory and Compute Supply Continuity (Teradyne, North Reading, MA)North Reading, MA$125,040–$190,760 / yearThe role manages end-to-end planning, allocation management, forecast translation, inventory strategy, and shortage mitigation across DRAM, NAND, SSD, DIMM, CPU, and related compute components. The planner coordinates supply across semiconductor suppliers, DIMM partners, motherboard manufacturers, EMS providers, computer aggregation partners, and their sub-tier suppliers.
Lead Planner Memory And Compute Supply Continuity (Teradyne, North Reading, MA) Teradyne, Inc.Lead Planner Memory And Compute Supply Continuity (Teradyne, North Reading, MA)North Reading, MA$125,040–$190,760 / yearThe role manages end-to-end planning, allocation management, forecast translation, inventory strategy, and shortage mitigation across DRAM, NAND, SSD, DIMM, CPU, and related compute components. The planner coordinates supply across semiconductor suppliers, DIMM partners, motherboard manufacturers, EMS providers, computer aggregation partners, and their sub-tier suppliers.
Planner/Buyer, ASICs Supply Continuity (Teradyne, N. Reading, MA) Teradyne IncPlanner/Buyer, ASICs Supply Continuity (Teradyne, N. Reading, MA)North Reading, MA$68,040–$127,760 / yearBenefits: Teradyne offers a variety of robust health and well-being benefit programs, including medical, dental, vision, Flexible Spending Accounts, retirement savings plans, life and disability insurance, paid vacation & holidays, tuition assistance programs, and more. The role manages end-to-end planning, allocation management, forecast translation, inventory strategy, and shortage mitigation across all aspects of the ASIC supply chain.
Customer Demand Planner Parker Hannifin CorpCustomer Demand PlannerWoburn, MA$70,890–$117,300 / yearCustomer Service Automation & System Support: Maintain Conexiom and Salesforce robotic process automation tools and stay current on Customer Service and Supply Chain trends to identify opportunities to automate workflows, improve order processing efficiency, reduce manual effort, and support continuous improvement within the Customer Service team. Parker Chomerics is part of a world leader in the development and manufacture of high-quality products that enable engineering breakthroughs for a cleaner and more sustainable world, including thermal interface materials, EMI shielding solutions, electrical grounding products, and conductive and non-conductive injection molded plastics.
Medical Planner Perkins+Will IncMedical PlannerBoston, MA$101,100–$134,700 / yearProfessional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation. We hold fast to our values-diversity, collaboration, and innovation-and we're only half-joking when we tell people to run until apprehended, because we see our studio less like an office and more like a test lab.