Boston Internal Audit and Financial Advisory Intern - 2027 ProtivitiBoston Internal Audit and Financial Advisory Intern - 2027Boston, MassachusettsInternal Audit and Financial Advisory interns are hired into one of two areas, including: Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Director Of Business Development Wright Family Law GroupDirector Of Business DevelopmentTewksbury, MA$25–$30 / hourYou will spend your week in rooms full of realtors, financial advisors, CPAs, estate planners, therapists, and mediators, building the kind of trust that makes people send their clients to us by name. You will also drive Morticia, our 1970 Cadillac hearse, to shows, festivals, and community events, because she is the reason people remember us and the conversation starter that opens most of those relationships.
Senior Investment Advisor Ballentine PartnersSenior Investment AdvisorBoston, Massachusetts$180,000–$265,000 / yearResponsibilities Include: Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.
Boston Internal Audit And Financial Advisory Intern - 2027 ProtivitiBoston Internal Audit And Financial Advisory Intern - 2027Boston, MA$28–$38 / hourInternal Audit and Financial Advisory interns are hired into one of two areas, including: Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerBoston, MA$99,000–$266,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
VP, Assistant General Counsel, Cybersecurity LPL Financial ServicesVP, Assistant General Counsel, CybersecurityBoston, MA$172,010–$286,752 / 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. This role will serve as the firm's lead legal advisor on cybersecurity matters and will provide strategic legal counsel on incident response, cybersecurity regulations, data security requirements, crisis management, and cyber governance activities across the broker-dealer and investment advisory operations.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateBoston, MA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
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.).
Financial Services Global Structuring - Senior Manager PwCFinancial Services Global Structuring - Senior ManagerBoston, MA$124,000–$335,000 / yearExamples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. 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 .
Private Wealth Management Wealth Management Associate Morgan StanleyPrivate Wealth Management Wealth 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.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerBoston, MA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you 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.
Client Services Associate II First Tech Federal Credit UnionClient Services Associate IIChelmsford, MA$27.50–$33 / hourCommunicate 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.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerBoston, MA$99,000–$266,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Channel Marketing, Senior Associate Morgan StanleyChannel Marketing, Senior AssociateBoston, MA$115,000–$130,000 / yearWrite proposal briefs and project manage channel marketing deliverables from concept through execution, partnering with creative, editorial, digital, legal, compliance, and production teams that could include product launches, thought leadership initiatives, advisor education programs, webinars, events and more. 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.
M&A Financial Due Diligence Data Analytics Senior Consultant DeloitteM&A Financial Due Diligence Data Analytics Senior ConsultantBoston, MA$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Assistant General Counsel Citizens Financial Group IncAssistant General CounselBoston, MA$176,000–$230,000 / yearThis role will provide legal advice on a broad range of matters impacting trust, fiduciary, brokerage, and investment management services, including regulatory compliance with OCC fiduciary regulations (12 CFR Part 9), the Investment Advisers Act of 1940, and applicable broker-dealer regulations. Familiarity with the federal securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, relevant portions of ERISA and its parallel provisions under the Internal Revenue Code, the Investment Company Act of 1940 and applicable FINRA rules and 12 CFR Part 9.
Home Lending Advisor Assistant - Boston, MA JPMorgan Chase & CoHome Lending Advisor Assistant - Boston, MABoston, MAEstablish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)''s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
VP, Wealth Management Alternative Investments Attorney LPL Financial ServicesVP, Wealth Management Alternative Investments AttorneyBoston, MA$168,611–$281,087 / 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. Requirements: 6+ years experience in dealing with issues arising under the Securities Exchange Act, Investment Advisers Act of 1940, Investment Company Act of 1940, FINRA rules and regulations as well as related federal and state securities laws, with a focus on sales of complex products, alternative investments and digital assets.
NewFinancial Planning Advisor Teachers Insurance and Annuity Association of America (TIAA)Financial Planning AdvisorBoston, MA$84,400–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Home Lending Advisor - Brighton, MA JPMorgan Chase & CoSenior Home Lending Advisor - Brighton, MABrighton, MAJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.