Wealth R&D Design Lead, VP State StreetWealth R&D Design Lead, VPBoston, MassachusettsPartner with product team to provide demos to showcase design concepts, workflows, and AI-forward interactions to leadership, partners, prospective clients, and cross-functional teams. Lead cross-functional collaboration with R&D, product, engineering, and data teams to define user-centered solutions and translate complex business, technical, and regulatory requirements into intuitive workflows and experiences.
NewSoftware Engineer – Backend Platforms, Assistant Vice President (Wealth Custody & Clearing) State StreetSoftware Engineer – Backend Platforms, Assistant Vice President (Wealth Custody & Clearing)Boston, MassachusettsThis role is important because WC&C requires strong engineering execution across core platform services, client and advisor experiences, third-party integrations, data movement, workflow automation, and production resiliency. Successful candidates will help build resilient, scalable, secure, and production-grade technology solutions supporting advisor, brokerage, custody, clearing, trading, onboarding, servicing, and operational workflows.
NewSoftware Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing) State Street CorporationSoftware Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing)Boston, MA$90,000–$157,500 / yearThis role is important because WC&C requires strong engineering execution across core platform services, client and advisor experiences, third-party integrations, data movement, workflow automation, and production resiliency. Successful candidates will help build resilient, scalable, secure, and production-grade technology solutions supporting advisor, brokerage, custody, clearing, trading, onboarding, servicing, and operational workflows.
Wealth Advisor AprioWealth AdvisorBoston, MA$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Sr. Banking Treasury Sales Manager StifelSr. Banking Treasury Sales ManagerBoston, MABanking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Banks commercial, Venture Banking, Fund Banking, and institutional client segments. 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.
Senior Content Manager - Metals & Mining FactSet Research Systems Inc.Senior Content Manager - Metals & MiningBoston, MA$117,000–$153,000 / yearYou will bring expertise in granular databases, data model architecture, and AI-driven content collection and curation to lead a team delivering high-quality mining datasets to some of the most sophisticated investors and analysts in the industry. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Wealth Investment Associate Wilmington TrustWealth Investment AssociateBoston, MassachusettsBachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Senior Counsel, VP – Wealth Services Legal State StreetSenior Counsel, VP – Wealth Services LegalBoston, Massachusetts$120,000–$217,500 / yearStrategic legal advisor with exceptional analytical and communication skills, translating complex and evolving regulatory frameworks into practical, commercially aligned guidance and influencing senior business leaders and non-legal stakeholders. Reporting 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.
Senior Counsel, VP - Wealth Services Legal State Street CorporationSenior Counsel, VP - Wealth Services LegalBoston, MA$120,000–$217,500 / yearStrategic legal advisor with exceptional analytical and communication skills, translating complex and evolving regulatory frameworks into practical, commercially aligned guidance and influencing senior business leaders and non-legal stakeholders. Reporting 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.
Wealth Services Product & Lifecycle Marketing, VP State StreetWealth Services Product & Lifecycle Marketing, VPBoston, Massachusetts$110,000–$188,750 / yearThe role will also define and operationalize client segmentation and personas , ensuring all product marketing, content, and lifecycle programs are targeted, relevant, and aligned to the specific needs, behaviors, and buying journeys of priority wealth client segments . This role is accountable for translating Wealth Services’ commercial priorities into clear positioning, compelling product narratives, and high-performing digital and lifecycle experiences that drive awareness, adoption, and revenue growth across the client journey.
NewMarket Manager Bank of AmericaMarket ManagerBoston, MassachusettsSupports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.
Senior Program Manager, Transformation Office Northern TrustSenior Program Manager, Transformation OfficeBoston, MA$137,400–$240,400 / yearThis role is accountable for end-to-end program execution, aligning resources, managing risk and dependencies, and ensuring delivery of intended business outcomes across a highly matrixed enterprise environment. With a significant focus on transforming Wealth Management, the team leads complex initiatives across strategy, operating model design, data and AI, technology, and change management to reimagine how we serve clients, empower employees, and drive growth.
Complex Assistant Manager Royal Bank of CanadaComplex Assistant ManagerBoston, MassachusettsEnsure new advisors are properly onboarded including overseeing the process of coordinating new clients’ paperwork, and ensure new advisors receive training on RBC’s policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients. Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting Additional Job Details .
Content & Research Manager - Metals & Mining FactSet Research Systems Inc.Content & Research Manager - Metals & MiningBoston, MA$108,000–$135,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. You will be expected to stay current on industry developments and news, publish timely and relevant articles and insights tying such developments into FactSet's suite of products, and be ready to both educate the team and help answer external questions.
Assistant Account Manager - Commercial Lines Hub InternationalAssistant Account Manager - Commercial LinesWilmington, MA$20.99–$39.15 / hourClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Assistant Account Manager - Commercial Lines Hub International InsuranceAssistant Account Manager - Commercial LinesWilmington, MassachusettsClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Vice President, Growth Manager LPL Financial ServicesVice President, Growth ManagerBoston, MA$142,552–$237,518 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
AWM Operations Management Consultant - Manager PwCAWM Operations Management Consultant - ManagerBoston, MA$99,000–$232,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by 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 .
Account Manager (aka Client Relationship Manager) – Employee Benefits Hub International InsuranceAccount Manager (aka Client Relationship Manager) – Employee BenefitsManchester, New Hampshire$57,680–$112,000 / yearIn this role, you'll serve as a key resource for clients and a collaborative partner to our Producers and Account Executives — managing the full scope of account service, retention, and day-to-day client experience. Coordinate employee meetings for new and renewal plans, including carrier coordination, completion of new business/carrier change applications, and confirmation of enrollment materials.
Senior Manager, Financial Planning & Analysis Edelman Financial EnginesSenior Manager, Financial Planning & AnalysisBoston, Massachusetts$106,400–$156,000 / yearThe ideal candidate is equally comfortable building a forecast model, developing executive-level presentations, coordinating cross-functional initiatives, and supporting interactions with lenders, ratings agencies, and private equity sponsors. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .