Marketing Project Manager Daley and AssociatesMarketing Project ManagerBoston, MA$55–$66 / hourThis ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration.
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.
Associate Director Gift Planning Tufts UniversityAssociate Director Gift PlanningMedford, MassachusettsWe are seeking a motivated and results-driven individual with experience identifying, soliciting and closing planned gifts, excellent written and oral communications skills, a customer-service orientation, and the ability to cultivate collegial and productive relationships with donors, their advisors, fellow gift officers, and internal partners across the university. UA’s mission is to build strong relationships with Tufts University’s constituents, match donor interests with the University’s needs and priorities, and secure the financial resources necessary for Tufts to achieve excellence in teaching, research and scholarship.
Director, Complex Assets Group (US Remote) FidelityDirector, Complex Assets Group (US Remote)Boston, MassachusettsRemoteThe Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies. The Director of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.
Wealth Management Client Associate - Resident Director’s Assistant Bank of AmericaWealth Management Client Associate - Resident Director’s AssistantMassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateBoston, MassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Private Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateBoston, MassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Product Marketing - Senior Strategist MFS InvestmentsProduct Marketing - Senior StrategistBoston, MA$123,000–$177,500 / yearThe Product Marketing - Senior Strategist develops strategies to support the marketing of MFS' investment product range and is responsible for developing and maintaining MFS investment product selling systems, including the development of compelling messaging and collateral to support campaign activities to support the business. Excellent influencing skills as this position primarily integrating and aligning the priorities, needs and requirements of the broader Enablement & Marketing organization, that optimize client experience; to influence increased adoption of MFS strategies resulting in increased sales, net new flows, client engagements and new producers.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateNorwell, WashingtonMaintaining 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. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts.
Senior Associate, Platform Sales AGF InvestmentsSenior Associate, Platform SalesBoston, MassachusettsThis 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. 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.).
Internal Sales Associate (June 2027 Class) Franklin TempletonInternal Sales Associate (June 2027 Class)Boston, FloridaWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
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.
Vice President, AI Risk and Governance LPL Financial Holdings IncVice President, AI Risk and GovernanceBoston, MA$137,093–$228,454 / yearThe role will lead the day-to-day execution and continued maturation of the firm's enterprise AI governance program, accountable for assessing and overseeing AI risk across LPL's business functions, maintaining a defensible governance framework, and partnering across functions to enable responsible AI adoption at pace. 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.
Principal Product Manager, Technical (IC)— Halo AI - in office Datalign Advisory Inc.Principal Product Manager, Technical (IC)— Halo AI - in officeCambridge, MAFull timeWe’re looking for a Principal Product Manager, IC (Technical) to own our flagship product: Halo — an AI wealth management companion that gives consumers SEC-compliant, personalized financial guidance through coordinated AI agents, and connects them with fiduciary advisors when they’re ready. We’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.
VP, End Client Strategy and Experience LPL FinancialVP, End Client Strategy and ExperienceBoston, MassachusettsThe 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.
Market 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.
Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH)) Mercer AdvisorsRegional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))Boston, MassachusettsSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
NewInternal Sales, Senior Associate State StreetInternal Sales, Senior AssociateBoston, MassachusettsClient Engagement & Outreach : Deliver an exceptional client experience through proactive outreach and quality outbound client engagement activity across multiple channels, including phone, email, video conferencing, and virtual meetings. Territory Planning & Execution : Partner with the Regional Consultant to develop and execute territory business plans to expand market share, uncover new business opportunities, and grow the distribution of SSIM’s investment solutions (e.g., ETFs, model portfolios, cash solutions).
Regional Insurance Sales Manager (Life and Annuity) Integrity Marketing GroupRegional Insurance Sales Manager (Life and Annuity)Needham, MassachusettsFor 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.