Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWestborough, MA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our 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.
Associate Director - Securities and Derivatives SS&C Technologies Holdings IncAssociate Director - Securities and DerivativesWaltham, MA$85,000–$160,000 / yearThe successful candidate will serve as a subject-matter resource for securities and derivatives activity, helping ensure accurate transaction processing, timely resolution of exceptions, effective risk management, and adherence to applicable policies and regulatory requirements. This role requires strong knowledge of capital markets, securities operations, derivatives, financial data, and risk controls, along with the ability to investigate complex issues and work effectively with internal stakeholders and external counterparties.
Senior Manager- Transaction Advisory Services TAG EisnerAmper, LLC (Inactive)Senior Manager- Transaction Advisory ServicesBoston, MARemoteOur clients are enterprises as diverse as sophisticated financial institutions, PE firms, 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. Participate in building and maintaining client relationships and other business development opportunities, including but not limited to authoring Thought Leadership articles, attending transaction-focused business conferences, and being an active contributor to priority client relationship teams.
Alpha Data Services – Reporting & Visualization Delivery Manager (Boston) – AVP State StreetAlpha Data Services – Reporting & Visualization Delivery Manager (Boston) – AVPBoston, MassachusettsThe role will require the ability to co-ordinate across multiple teams and stakeholders to drive our product offering forward and ensure we can deliver the control framework to clients in line with expectations. The role will require you to work closely with our product development team to implement new capabilities and with our client implementation teams to roll those capabilities out in line with clients’ scope.
Alpha Data Services - Reporting & Visualization Delivery Manager (Boston) - AVP State Street CorporationAlpha Data Services - Reporting & Visualization Delivery Manager (Boston) - AVPBoston, MA$80,000–$140,000 / yearThe role will require the ability to co-ordinate across multiple teams and stakeholders to drive our product offering forward and ensure we can deliver the control framework to clients in line with expectations. The role will require you to work closely with our product development team to implement new capabilities and with our client implementation teams to roll those capabilities out in line with clients' scope.
Principal, CFO Advisory Baker Tilly Virchow Krause, LLPPrincipal, CFO AdvisoryTewksbury, MAThis role is designed for an experienced advisor, auditor, consultant, or finance leader who combines a deep understanding of high-performing finance organizations and how the role of the Office of the CFO is evolving in response to growth, complexity, and rising stakeholder expectations with a proven ability to develop business, drive growth, build client relationships, and lead high-performing teams. The Ideal Candidate: The ideal candidate is a proven leader from audit, accounting advisory, consulting, or other client-service environments, or a finance executive with meaningful advisory or consulting experience, who has built trusted relationships with CFOs, finance leaders, and business executives and has a demonstrated track record of developing business and driving growth.
Vice President, Financial Planning and Analysis Lahey Hospital and Medical CenterVice President, Financial Planning and AnalysisMA$220,900–$292,600 / yearThe VP serves as a trusted strategic advisor to the Chief Financial Officer, the SVP, Financial Operations and Corporate Accounting, the executive leadership team, and operating leaders by providing actionable financial insight that supports organizational strategy, long-term financial sustainability, operational excellence, and informed decision making. Job Description: Reporting directly to the Senior Vice President, Financial Operations and Corporate Accounting, the Vice President, Finance Planning & Analysis (FP&A), serves as the enterprise leader responsible for financial planning, performance management, strategic decision support, and financial analytics across Beth Israel Lahey Health.
Senior Consultant - Practice Management, VP - State Street Investment Management State Street CorpSenior Consultant - Practice Management, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearOur work spans practice strategy, leadership, operating models, client experience, succession planning, technology adoption, scalable delivery, and investor engagement - helping clients build stronger businesses while deepening their strategic relationship with State Street Investment Management. As a Senior Consultant, you'll support leading wealth management firms, working with senior executives, advisory teams, and State Street relationship managers to address business challenges and support growth.
NewAssociate Director, Client Success SS&C Technologies Holdings IncAssociate Director, Client SuccessBraintree, MARelationship Managers are an integral component of our Global Customer Experience team, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, customer loyalty, our customers' growth, and ultimately maintenance of our industry-leading renewal rates. Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and impact all levels of management.
Head of Workforce Authentication Services, MD State StreetHead of Workforce Authentication Services, MDBoston, MAFull timeThe role owns engineering, operations, resilience and compliance for the workforce authentication platform stack, including but not limited to: Directory & Identity Plane: Active Directory (on-premises forests, domain controllers, Kerberos, Group Policy), Microsoft Entra ID, Entra Connect, Cloud Kerberos Trust, Conditional Access. Provide a support and data for compliance management across the workforce authentication environment: control design, control testing readiness, KRI/KPI reporting to the IAM Governance Council, Cybersecurity Risk Committee (CRC) and Technology Risk Committee (TRC).
Manager, Business Tax Services KPMG International CooperativeManager, Business Tax ServicesBoston, MALicensed CPA, EA or JD/LLM, in addition to others on KPMGs approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Supervisor, Ophthalmology Surgical Services Lowell General HospitalSupervisor, Ophthalmology Surgical ServicesBoston, MA$60,908.12–$76,140.43 / yearIn addition, this role focuses on performing the following Clinical Administration duties: Long-term strategic planning, determines strategic issues and opportunities that could affect practice success, prioritizes and tracks investments across practices, allocates resources and makes decisions regarding practice growth, and develops need to accomplish the practice's vision. Minimum Qualifications: Associate's degree in Healthcare Administration, Business Administration, or related field AND Three (3) years of experience in a healthcare setting AND One (1) year of progressive administrative experience in a healthcare environment; OR High School diploma or equivalent AND Five (5) years of experience in a healthcare setting AND Three (3) years of progressive administrative experience in a healthcare environment.
Operations Client Service, Associate 2 State StreetOperations Client Service, Associate 2Quincy, MAFull timeFrom core custody and fund administration to alternative asset servicing, Global Delivery plays a critical role in supporting our clients' ability to operate and grow in global markets. As an Operations Client Service - A2 , you will: Act as a point of contact between internal partners and external clients regarding local market requirements for opening securities and cash accounts.
Client Service Principal, Taxable Partner's CapitalClient Service Principal, TaxableBoston, MassachusettsHands-on experience servicing US taxable clients (HNW families and family offices), including multi-entity household structures, tax-aware investment operations, and coordination with external CPAs and trust & estate counsel. Proactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes.
NewVice President - Global Fund Services Financial Reporting JPMorgan Chase & CoVice President - Global Fund Services Financial ReportingBoston, MAEstablish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution.
Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. 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.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)MAAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. 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.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesBoston, MARemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. 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.
Associate/Ediscovery (Forensic Services Practice) CRA International, Inc.Associate/Ediscovery (Forensic Services Practice)Boston, MA$92,500–$100,000 / yearYour responsibilities may include (but are not limited to): Support senior consultants and clients with tasks related to database administration, data processing, review management, and user experience; Support senior consultants and clients to conduct analysis of relevant data; Utilize database skills to effectively analyze large data sets; Investigate and analyze evidence for litigation and expert support as needed; Ensure reliability of analysis through quality control review; Assist with corporate initiatives, recruiting, and training efforts as needed. This is an immediate opening, current students should apply to our campus postings, which will open in July 2026; 1-3 years of related professional experience; Understanding of the Electronic Discovery Reference Model (EDRM) and eDiscovery processes; Experience using Relativity as an advanced user and database administrator.
Senior Associate/eDiscovery Forensic Services practice CRA International IncSenior Associate/eDiscovery Forensic Services practiceBoston, MA$130,000–$152,500 / yearYour responsibilities may include (but are not limited to): Executing projects involving the identification, collection, processing, review, and production of data relevant to litigation or regulatory investigations; Supporting engagement planning - participating in project team execution, analysis, and work product; Interfacing with client personnel and implementing client discovery strategies; Preparing client communications/reports for project milestones and senior leadership; Implementing client data processing projects, including planning of processing specifications, search parameters, etc. Implementing client data review within Relativity, including the use of technology assisted review and data analytics; Preparing and delivering data productions; Managing risk by implementing quality control measures and documentation; Participating in team recruiting and retention efforts and managing team morale.