Avp, Strategy Activation LPL Financial ServicesAvp, Strategy ActivationBoston, MA$114,124–$190,138 / 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.
Senior Associate, Platform Sales AGF ManagementSenior Associate, Platform SalesBoston, MA$110,000–$150,000 / yearThis is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and intermediary strategies. Compensation: The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.).
Regional Insurance Sales Manager (Life and Annuity) Integrity Marketing Group, LLCRegional Insurance Sales Manager (Life and Annuity)Needham, MA$65,000–$75,000 / yearFor more than 35 years, First American Insurance Underwriters (FAIU), an Integrity company, has been a leading national insurance brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions. The brokerage manager will own the full selling lifecycle, which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities.
Regional Insurance Sales Manager (Life And Annuity) Integrity Marketing GroupRegional Insurance Sales Manager (Life And Annuity)Needham, MA$65,000–$75,000 / yearFor more than 35 years, First American Insurance Underwriters (FAIU), an Integrity company, has been a leading national insurance brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions. The brokerage manager will own the full selling lifecycle, which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities.
Client Service Associate - Senior Baker Tilly Virchow Krause, LLPClient Service Associate - SeniorTewksbury, MA$80,200–$105,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.
Voya Voya Financial AdvisorsVoyaBraintree, MAVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Needham area to work plan sponsor relationships in the State and government retirement plan market. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions.
Commercial Relationship Manager The Cape Cod Five Cents Savings BankCommercial Relationship ManagerLeominster, MAPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
NewClient Services Associate II First Technology Federal Credit UnionClient Services Associate IIChelmsford, MA$27.50–$33 / hourFull timeCommunicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.
Commercial Relationship Manager Cape Cod Five Cents SavingsCommercial Relationship ManagerLeominster, MAPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
Investor Services Analyst Wellington Management Company LLPInvestor Services AnalystBoston, MAThe Investor Services Analyst will work as part of a team responsible for but not limited to: coordination of client account openings and closings, client reporting requirements with the fund reporting team, responsible for protecting the validity and accuracy of the client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Investor Services Analyst is expected to partner closely with other parts of the business such as Internal Wholesalers, Relationship Managers, Fund Services, Fund Reporting and the wider Funds Group team to ensure the client's requirements are met.
Client Service Associate - Senior Baker Tilly Virchow KrauseLLPClient Service Associate - SeniorTewksbury, MA$80,200–$105,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewIntermediary Channel Marketing, Senior Associate, Morgan StanleyIntermediary Channel Marketing, Senior Associate,Boston, MA$115,000–$130,000 / yearWorking closely with the broader Morgan Stanley Investment Management Marketing teams, Alternatives Product Marketing and Sales the Senior Associate will lead the execution of alternatives-focused campaigns, communications, events, and sales enablement initiatives while partnering with Channel Marketing colleagues on broader intermediary marketing programs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewAssociate Director, FP&A The Fountain Group LLCAssociate Director, FP&AMarlborough, MA$100–$115.89 / hourFinancial systems implementation experience a plus By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from and its affiliates, and contracted partners. · Drive month-end, quarter-end, and year-end accrual and purchase order cleanup processes in partnership with business and accounting teams.
NewAssociate Director, FP&A Sunrise Systems IncAssociate Director, FP&AMarlborough, MARemote$105.34–$115.88 / hourPrepare financial summaries and executive-level commentary for leadership reviews, highlighting key performance drivers, risks, opportunities, and variances. Drive month-end, quarter-end, and year-end accrual and purchase order cleanup processes in partnership with business and accounting teams.
Wealth Management Associate Morgan StanleyWealth Management AssociateBoston, MassachusettsProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Wealth Management Wealth Management Associate Morgan StanleyPrivate Wealth Management Wealth Management AssociateBoston, MA$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Business Development Associate Morgan StanleyBusiness Development AssociateMiddleton, Massachusetts$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Global Wealth Management UBS Group AGGlobal Wealth ManagementBoston, MAAccount Administration & Transactions: Oversee and execute a range of important administrative tasks including account openings, account maintenance, and transfers across multiple account types and entities, wires, disbursements, journals, and cash movements with precision and appropriate controls. The ideal candidate is a seasoned and decisive operations professional with deep knowledge of wealth management processes, strong leadership capabilities, an ability to navigate firm processes efficiently, and who can drive innovation with a technology-forward mindset.
NewVP, Funds & Partner Strategy, Wealth Management Voya Financial IncVP, Funds & Partner Strategy, Wealth ManagementBoston, MAThis role provides executive leadership for Retirement and Wealth Management products, including Voya Financial Advisors (VFA), third-party investment products, managed account solutions, mutual funds, ETFs, advisory platforms, and related investment solutions. Working closely with Wealth Management, Retirement, Distribution, Investment Management, Finance, Operations, Technology, Compliance, and external asset management firms, this leader ensures Voya maintains a market-leading investment platform that delivers value for advisors, clients, and shareholders.
Wealth Consultant Voya Financial IncWealth ConsultantBoston, MA$106,180–$132,720 / yearExpectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Sales Manager, Investor Center Voya Financial IncSales Manager, Investor CenterBoston, MA$125,980–$157,470 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Manager, Wealth Management VOYA Financial Inc.Manager, Wealth ManagementBoston, MA$150,000–$175,000 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
NewClient Service Associate SDL Search PartnersClient Service AssociateBoston, MassachusettsAn established regional wealth management and investment services firm is looking to bring on a CSA to their team. Excellent opportunity to learn from high-performing team and advance your career in the wealth management sector.
Senior Full Stack Ruby on Rails Software Engineer Vestmark, Inc.Senior Full Stack Ruby on Rails Software EngineerBoston, MA$125,000–$150,000 / yearIn 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. Vestmark is seeking a Senior Full Stack Engineer with expertise in Ruby on Rails and React to help us build and enhance our financial advisor portal.
Retail Internal Associate MFS InvestmentsRetail Internal AssociateBoston, MAWellness 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. Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions.
Quantitative Portfolio Analyst, Portfolio Engineering FidelityQuantitative Portfolio Analyst, Portfolio EngineeringBoston, 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.
Senior Software Engineer, AI/ML Datalign Advisory Inc.Senior Software Engineer, AI/MLCambridge, MAFull timeWe’ve served 100,000+ consumers, referred $80B+ in assets to 13,000+ advisors, won Financial Advisory Platform of the Year at the 2026 FinTech Breakthrough Awards, and recently opened our compliance-by-design agentic AI platform to advisory firms across the industry. Keep It Secure: Implement reliability, safety, and security guardrails for AI products, including PII handling/redaction, access controls, prompt-injection defenses, auditability, and pragmatic human-in-the-loop workflows where needed.
Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Client Service Associate (Boston, MA)Boston, MA$50,000–$55,000 / 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.
AVP, Industry Research & Competitive Strategy - Affiliation Models LPL Financial Holdings IncAVP, Industry Research & Competitive Strategy - Affiliation ModelsBoston, MACore Competencies: • Deep understanding of wealth management ecosystems, advisor business models, and industry trends • Strong analytical, critical thinking, and problem-solving skills • Ability to synthesize large amounts of information into clear, concise findings • Strong communication and presentation skills • Ability to influence stakeholders and work cross-functionally in a dynamic environment. The 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.
Director, Investor Services US Wealth Wellington Management Company LLPDirector, Investor Services US WealthBoston, MAExamples 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). The following skills are required for the role: Investor Servicing Expertise: Deep knowledge of alternatives and traditional products, investor lifecycle servicing, and wealth platform operations, including experience with evergreen and semi-liquid structures.
Director of Tax Finance TAG EisnerAmper, LLC (Inactive)Director of Tax FinanceBoston, MAThis is a leadership role, directly managing the Revenue Cycle & Billing Operations and Pricing, Realization & Profitability functions, and working in close, dotted-line partnership with the FP&A team on budgeting, forecasting, and reporting. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Premier Banker- Peabody- Cross Street The Toronto-Dominion BankPremier Banker- Peabody- Cross StreetPeabody, MA$25.75–$38.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Plaistow The Toronto-Dominion BankPremier Banker- PlaistowPlaistow, NH$25.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Newburyport- State Street The Toronto-Dominion BankPremier Banker- Newburyport- State StreetNewburyport, MA$25.75–$38.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Copley Sq The Toronto-Dominion BankPremier Banker- Copley SqBoston, MA$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Marketing Content Writer And Editor Victory Capital Management Inc.Marketing Content Writer And EditorBoston, MA$72,250–$85,000 / yearSalaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications. General Summary and Purpose: The Marketing Writer and Editor will craft compelling financial content across multiple platforms while ensuring regulatory compliance and brand consistency.
Lead Structural Engineer - Bridges WSP Global IncLead Structural Engineer - BridgesMerrimack, NHTypical duties may include applying high-level structural techniques for various phases of projects including concept development, preliminary design, final design, procurement, and construction; working as part of a team of engineers to design and check bridge superstructure and substructures; develop preliminary and final plans, specifications, quantities, and cost estimates; coordinate with other disciplines, subconsultants, and Clients; and utilize OpenBridge Software. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
Business Development Representative (RIA Channel) Vestmark, Inc.Business Development Representative (RIA Channel)Wakefield, MARemote$85,000–$110,000 / year3-5 years of experience in financial services in a client-facing, distribution, or sales support role — including internal wholesaling, hybrid wholesaling, or sales desk experience at an asset management firm, TAMP, or wealth management platform. Leverage Vestmark's thought leadership, market insights, and platform capabilities to educate prospective clients on industry trends, tax-managed investing, and the operational advantages of a unified managed account (UMA) approach.
Director, FP&A-Budgeting & Forecasting Firstlight Fiber IncDirector, FP&A-Budgeting & ForecastingSomerville, MAAbout FirstLight: FirstLight, headquartered in Albany, New York, provides fiber-optic data, Internet, data center, cloud and voice services to enterprise and carrier customers throughout the Northeast connecting more than 13,000 locations in service with more than 125,000 locations serviceable by our more than 25,000-route mile network. FirstLight offers a robust suite of advanced telecommunications products featuring a comprehensive portfolio of high bandwidth connectivity solutions including Ethernet, wavelength, and dark fiber services as well as dedicated Internet access solutions, data center, cloud and voice services.
Asset Management (55ip) Portfolio Oversight - Vice President JPMorgan Chase & CoAsset Management (55ip) Portfolio Oversight - Vice PresidentBoston, MAThe 55ip Portfolio Oversight team manages and oversees 55ip's portfolio implementation and tax management capabilities across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and active SMAs. Required qualifications, skills and capabilities: 6+ years experience in an Investment and/or Wealth Management environment, particularly with a focus on SMA portfolio management, investment oversight/governance, quantitative investment solutions, and/or wealth management platform/tech experience.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsBoston, MACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Senior FP&A Analyst Envestnet IncSenior FP&A AnalystBoston, MA$94,600–$118,300 / yearBy identifying key trends, risks, and opportunities, and continuously enhancing planning and reporting processes, the team delivers meaningful impact on business outcomes-standing out for its ability to combine analytical rigor with strategic partnership in a fast-paced, data-driven environment. Supporting finance leaders and cross-functional partners across the organization, the team drives enterprise-wide planning, forecasting, and reporting while building robust financial models and dashboards that inform executive decision-making.
Director of Treasury Dana-Farber Cancer Institute IncDirector of TreasuryBROOKLINE, MARemote$188,500–$207,400 / yearDirects all treasury operations, including cash and liquidity management, cash positioning and forecasting, treasury management systems, banking relationships, and related operational processes to ensure effective stewardship of financial resources. Partners with the Finance department to provide critical input for the balance sheet, income statement, and cash flow statement in support of the Institute's multi-year financial forecasting, particularly as they relate to debt and investment activities.
Senior Project Accountant Erland ConstructionSenior Project AccountantBurlington, MAFinancial Closeout: Managed the comprehensive closeout lifecycle, including final subcontractor audit reconciliations, multi-tier lien waiver finalization, and timely submission of final owner billings to ensure rapid project wrap-up. Technical: Expert proficiency in construction-specific ERPs (Sage, Timberline, etc.), project management tools (Procore, Autodesk), and subcontractor payment platforms (Procore, Textura, GCPay, etc).
NewAsset Management (55ip) Portfolio Oversight - Vice President JPMorgan Chase Bank, N.A.Asset Management (55ip) Portfolio Oversight - Vice PresidentBoston, MAFull timeThe 55ip Portfolio Oversight team manages and oversees 55ip's portfolio implementation and tax management capabilities across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and active SMAs. Provide ongoing oversight of the portfolio implementation and tax-management platform, identifying enhancement opportunities and partnering with Technology, Research, Product, Operations, and client teams to improve systematic processes and controls.
Senior Investment Content Writer Natixis Investment ManagersSenior Investment Content WriterBoston, MassachusettsWhat you will do: Write clear, investment-led content across asset classes, including fixed income, equities, alternatives, private markets, and multi-asset portfolios, for financial intermediaries, institutional investors, and end clients. Overview: The Senior Investment Content Writer combines investment fluency, editorial judgment, and commercial awareness to turn complex market and portfolio themes into clear, timely content for advisors, institutions, and end investors.
Analyst, Real Estate Secondaries Ares OperationsAnalyst, Real Estate SecondariesBoston, Massachusetts$105,000–$135,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Over the course of our 30-year history in this space, we have invested across thousands of partnership interests, driving highly differentiated and proprietary transactions through our deeply established relationships with institutional investors, fund sponsors, and market advisors.
Channel Marketing Manager Victory Capital Management Inc.Channel Marketing ManagerBoston, MA$93,000–$105,000 / yearSalaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications. General Summary and Purpose: The Channel Marketing Manager will help develop and execute targeted marketing strategies for Victory.
NewPricing Governance Lead EnvestnetPricing Governance LeadBoston, MA$108,000–$135,000 / yearFull timeHow You’ll Contribute Own Deal Desk operations and pricing governance that supports pricing decisions (approval workflows, escalation thresholds, required documentation, and controls) to improve speed, consistency, and price realization. Backed 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.