Business Solutions Advisor - New England North Market Bank of AmericaBusiness Solutions Advisor - New England North MarketLynn, MassachusettsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
Credit Solutions Advisor - Seaport Square Bank of AmericaCredit Solutions Advisor - Seaport SquareBoston, MassachusettsPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging. • Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions.
Client 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.
Associate Market Manager Morgan StanleyAssociate Market ManagerBoston, MAOur 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. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership.
Fashion Advisor, Boston ChanelFashion Advisor, BostonBoston, MACareer and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.
NewSales Advisor IV - Boston Spaces RivianSales Advisor IV - Boston SpacesBoston, Massachusetts$19.24–$24.05 / hourFull timeRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian’s service providers, including providers of background checks, staffing services, and cloud services.
Internal Sales Director Victory Capital Management Inc.Internal Sales DirectorBoston, MA$52,000–$55,000 / yearGeneral Summary and Purpose: The Internal Sales Director role will combine a basic knowledge of the investment management business, the ability to produce sales reporting and business intelligence for the team, and the support of a sales territory alongside a Victory Capital Regional Sales Director. Contact financial advisors after Regional Sales Director visits to provide additional information, obtain feedback about the meeting and utilize needs-based selling techniques to inquire about additional product needs.
NewChannel Marketing, Senior Associate Morgan StanleyChannel Marketing, Senior AssociateBoston, MassachusettsWrite 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.
Integration Finance Lead - Em&S SanofiIntegration Finance Lead - Em&SCambridge, MA$133.50–$192.83 / hourOur External Manufacturing & Supply organization manages the outsourced production and supply of Drug Substance, Drug Product, and Finished Goods for all GBUs (Specialty Care, General Medicines, and Vaccines) across Sanofi - representing €1.4B in CMO purchases annually. This position offers strong exposure to the leadership team and cross-functional partners across supply chain, operations, procurement, and quality - making it an exceptional opportunity for finance professionals looking to accelerate their career growth and broaden their strategic impact.
Internal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, MassachusettsThe Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. Actual annual compensation targets may vary based on factors including but not limited to education, training, experience, commissions earned, and other job-related factors.
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.
Vice President, Credit Ares OperationsVice President, CreditBoston, Massachusetts$150,000–$185,000 / 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. Ares U.S. DLG provides investors access to its self-originating direct lending platform through several vehicles, including commingled funds, separately managed accounts and a publicly traded vehicle, Ares Capital Corporation (NASDAQ: ARCC).
Director, Institutional Growth Marketing ChoreoDirector, Institutional Growth MarketingBoston, MAThis individual helps transform strategy into action by building prospecting programs, conducting market research, developing compelling sales enablement assets, creating growth campaigns, and helping establish a repeatable engine for CPA partner acquisition. The Director of Institutional Growth Marketing will partner closely with the VP of Institutional Growth & Marketing to translate growth strategy into research, prospecting programs, sales enablement assets, outreach campaigns, and measurable pipeline impact.
Delivery Director - Strategic Accounts Bridgenext Digital EngineeringDelivery Director - Strategic AccountsBoston, MassachusettsFull timeStrong working knowledge of the financial services, insurance and/or wealth/asset management industry — products such as life insurance, annuities, retirement plans, and group benefits; distribution models including captive agents, independent broker-dealers, and financial advisors; regulatory environment (NAIC, state insurance regulation, SEC/FINRA); and policy administration, underwriting, or in-force management systems, as well as investment/fund management platforms such as BlackRock Aladdin or SimCorp. This role is ideal for a seasoned delivery and technology leader who is equally comfortable reviewing a program plan, challenging an architecture or estimate, resolving a client escalation, coaching delivery leaders, and presenting portfolio health to senior executives.
Branch Manager II Make Your MoveBranch Manager IIBoston, MassachusettsEstablish and communicate clear sales goals and performance expectations for members of the team and employ consistent sales management practices to include conducting team meetings, sharing of results and progress toward goals, managing participation in corporate and divisional campaigns, and celebrating successes. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
Supervisory Control Specialist Wells Fargo BankSupervisory Control SpecialistBoston, MassachusettsThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. 2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Finance Professionals - AI Training - Boston, US Prolific Academic LtdFinance Professionals - AI Training - Boston, USBoston, MAWe've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. We're looking for Finance Subject Matter Experts to join our Expert Network to help train and evaluate cutting-edge AI models using professional financial insight.
External Wholesaler –Northeast PotomacExternal Wholesaler –NortheastMassachusettsThe External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory.
NewUnderwriter Consultant Massachusetts Mutual Life Insurance CompanyUnderwriter ConsultantBoston, MA$115,900–$152,100 / yearIf you are a customer-focused underwriting leader who thrives in a fast-paced environment and is passionate about balancing risk management with an outstanding customer experience, we invite you to bring your talents to MassMutual and help us continue our mission of helping people protect the ones they love. As a Senior Life Underwriter, you will play a critical role in evaluating complex life insurance risks, making sound mortality and financial assessments, and partnering with distribution and account management teams to deliver first-offer, best-offer outcomes.
Client Service Associate Waverly AdvisorsClient Service AssociateBoston, Massachusetts$60,000–$65,000 / yearA successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.