Co-Founder & CEO - AI WealthTech FutureSightCo-Founder & CEO - AI WealthTechBoston, MARemoteYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
Financial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.
Registered Client Service Associate (Boston, MA) Oppenheimer & Co. Inc.Registered Client Service Associate (Boston, MA)Boston, MA$60,000–$65,000 / 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.
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.
Senior Full Stack Developer- 181323 PeopleSERVE, Inc.Senior Full Stack Developer- 181323Boston, MAYou will play a leading role in the agile development of the web applications used by thousands of Registered Investment Advisors and Correspondents to deliver comprehensive brokerage solutions to their customers, including account management, trading, money movement, compliance, market research, portfolio management, and margin lending. Fidelity Brokerage Technology is looking for an experienced Full Stack developer to join us in the design and development of innovative technology for financial advisors and their clients using the latest technology stack in a collaborative and engaging environment.
Restaurant Leader Raising Cane'sRestaurant LeaderMarlborough, MA$72,000–$78,000 / yearFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
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.
Wealth Planning Associate Royal Bank of CanadaWealth Planning AssociateBoston, Massachusetts$60,500–$104,500 / yearIn the first year of the program, you will focus on building planning expertise, mastering MoneyGuidePro and RBC’s wealth planning methodology, supporting Financial Advisors within your local Complex and territory, and completing required licensing and credentialing milestones. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Restaurant Manager Raising Cane'sRestaurant ManagerMethuen, MA$22–$23.50 / hourFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Salary Restaurant Manager Raising Cane'sSalary Restaurant ManagerMarlborough, MA$65,000–$70,000 / yearFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Restaurant Zone Manager Raising Cane'sRestaurant Zone ManagerSaugus, MA$20–$21 / hourFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Operations Manager Raising Cane'sOperations ManagerFramingham, MA$25–$26 / hourFull timeOccasionally drive on behalf of the Company for work-related purposes (e.g., picking up product for the Restaurant) when required by business needs (e.g., when a salaried leader is on a leave of absence or there is a role vacancy). Perkspot Employee Discount Programs*Raising Cane's pays weekly, except in some states (e.g., California) where the company pays bi-weekly.
Assistant Restaurant Leader Raising Cane'sAssistant Restaurant LeaderMarlborough, MA$70,000–$75,000 / yearFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Financial Advisor Northwestern MutualFinancial AdvisorAndover, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Strategic Business Operations Advisor Worldcom Exchange, IncStrategic Business Operations AdvisorSalem, NHAssignments may include reviewing and redlining a commercial agreement, evaluating the profitability of a customer or solution offering, coordinating a customer compliance response, validating an OEM rebate payment, developing management reporting, or supporting a cross-functional business initiative. Five or more years of progressively responsible experience in contract-compliance auditing, financial analysis, operational auditing, risk management, business operations, internal controls, consulting, commercial contract review, or a related field.
55ip - Enterprise Business Development - Associate JPMorgan Chase Bank, N.A.55ip - Enterprise Business Development - AssociateBoston, MAFull timeA successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation.
Portfolio Management Associate Morgan StanleyPortfolio Management AssociateBoston, MA$92,500–$110,000 / yearThe Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. 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.
Member Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket) Navigant Credit UnionMember Relationship Advisor I - Floating (Scituate, Slatersville, Chepachet, Woonsocket)Woonsocket, RIFull timeCross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MassachusettsFull timeIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning) .
Planner, Conference and Events Commonwealth Financial NetworkPlanner, Conference and EventsWaltham, MACommonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement.