2,079 Results for

Financial Services Jobs in Burlington, MA

Jobs

Entry Level Financial Services Vaco LLC

Boston, MA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

7 days ago

Senior Associate, Financial Due Diligence - Financial Services KPMG

Boston, MA

Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.

13 days ago

Business Development Director (Financial Services) bdo consulting

Boston, MA

$150,000–$180,000 / year

Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.

21 days ago

Financial Planner (Series 7/63/65/66) Jobot

Westborough, MA

$120,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

Today

Financial Advisor Jobot

Westborough, MA

$120,000–$200,000 / year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Today

Financial Customer Associate - Merrimack, NH Fidelity Investments

Merrimack, NH

Full time

In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.

30+ days ago

Associate, Transaction Advisory Services Jobot

Boston, MA

$120,000–$150,000 / year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

6 days ago

Sr Manager of Accounts Payable, Shared Services Jobot

Dedham, MA

$125,000–$150,000 / year

Manager of Accounts Payable, you will be responsible for managing a centralized AP team and the full AP lifecycle including, invoice intake and processing, approval workflows, vendor payments (check, ACH, wire), vendor master data and management. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

4 days ago

Vice President, Transaction Advisory Services Jobot

Boston, MA

$160,000–$215,000 / year

10 days ago

Financial Associate - Training Provided Rise North Capital

Nashua, NH

Remote

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

Today

Senior Associate, Financial Due Diligence KPMG

Boston, MA

13 days ago

Tax Senior Manager, International Tax Services bdo consulting

Boston, MA

$99,750–$262,500 / year

Work with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.

2 days ago

Tax Managing Director, Core Tax Services bdo consulting

Boston, MA

$190,000–$335,000 / year

The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

21 days ago

Tax Manager, Core Tax Services bdo consulting

Boston, MA

$112,000–$150,000 / year

The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

2 days ago

Technical Director - Accounting Advisory Services KPMG

Boston, MA

$195,415–$370,530 / year

If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.

7 days ago

Experienced Manager, Strategic Projects, Accounting Advisory Services bdo consulting

Boston, MA

$125,000–$145,000 / year

Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external. Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress).

2 days ago

Financial Reporting Analyst Vaco LLC

Boston, MA

$35–$40 / hour

7 days ago

Financial Reporting Analyst - Hybrid Vaco LLC

Boston, MA

$35–$40 / hour

7 days ago

VP Social Work and Behavioral Health Services Fresenius Medical Care

Waltham, MA

Ability and willingness to make impact by bringing innovative ideas, energy, and strategies together in a thoughtful and comprehensive approach, taking initiative, tackling new opportunities and challenges with a sense of urgency, high energy, and enthusiasm. With a focus on quality, clinical excellence and strategic foresight, this role is key in identifying new strategies and services that address and improve patient quality of life, transplant referrals, and treatment adherence.

9 days ago

Financial Operations Job Training Program Year Up United

Boston, MA

Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement.

Today

Antitrust Litigation Associate (3-6 Yrs Exp) Jobot

Boston, MA

$275,000–$400,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With offices worldwide and a collaborative culture, we combine deep industry knowledge with innovative strategies to help clients navigate complex legal challenges.

2 days ago

Senior Director of Premium Services - Fenway Park Aramark

Boston, MA

$140,000–$145,000

This role will provide strategic leadership and operational oversight for premium hospitality experiences across suites, clubs, restaurants, and catering operations throughout the New England District. The ideal candidate combines deep expertise in premium hospitality operations with strong business acumen, successfully balancing operational excellence, client relationships, and premium experiences.

16 days ago

Retail Customer Service Associate FedEx

Wilmington, Massachusetts

$19.70–$23.17 / hour
Full time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

6 days ago

National Advisor Consultant Ameriprise

Boston, MA

As a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include: • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.

5 days ago

Senior Finance Associate Vaco LLC

Boston, MA

$100,000–$145,000 / year

7 days ago

Sr. Technical BA | Investment MGT | Trading Lifecycle | Relo to Atlanta Living Talent

Boston, MA

$165,000–$180,000 / year

Institutional & Retail Investment Management Full Trading Lifecycle | Portfolio Construction & Rebalancing to Execution & Reporting | New Digital Tooling for Portfolio Managers Location Atlanta, GA (Midtown). Sit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting.

1 day ago

Compensation Analyst Vaco LLC

Waltham, MA

$90,000–$120,000 / year

7 days ago

Jr. Investor Relations Associate Vaco LLC

Boston, MA

$100,000–$110,000 / year

The Investor Relations Associate will serve as a key liaison between the firm and its institutional and high-net-worth investors, helping to deliver exceptional investor experiences while supporting capital raising efforts and ongoing communications. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

7 days ago

Senior Operations Associate Vaco LLC

Boston, MA

$75,000–$120,000 / year

7 days ago

Internal Advisor Consultant Ameriprise

Boston, MA

Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.

5 days ago

Digital Product Designer Vaco LLC

Stoneham, MA

$45–$50 / hour

7 days ago

Associate Sales Representative/ Sales Development Rep- Title Insurance (MA) Pernini Recruiting Company

Boston, MA

$25.49–$33.98 / hour

Our client, a leading provider of title insurance, financial, and escrow services, is seeking a Associate Title Insurance Sales Representative/Sales Development Representative to support business development and client relationship initiatives within the Boston residential real estate market. You’ll receive hands-on training, mentorship from experienced sales leaders, and a clearly defined path for career advancement, while gaining exposure to sophisticated real estate transactions and client needs.

1 day ago

Tax Manager, Alternative Investments bdo consulting

Boston, MA

$112,000–$150,000 / year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

2 days ago

Portfolio Manager-Investment Management Group Rockland Trust

Boston, MA

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

10 days ago

Director-Technology Delivery and Operations Ameriprise

Boston, MA

This role will drive the full lifecycle of applications and services — from strategy and roadmap through solution delivery, production operations, incident management, and continuous improvement — ensuring solutions are reliable, secure, cost effective, and aligned with business outcomes. • 3-5+ years of leadership experience, including demonstrated success in leading technical teams and executing technical projects within a quality management framework.

7 days ago

Sr. Recruiter The Computer Merchant, Ltd

Boston, MA

$45–$52 / hour
Contractor

While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. The ideal candidate has a strong track record recruiting for enterprise technology organizations, preferably within financial services, and possesses the ability to manage multiple priorities while delivering an exceptional candidate and stakeholder experience.

8 days ago

Customer Service Rep Financial Services Operations Tufts University

Medford, Massachusetts

Support the TSS model of excellent customer service and continuous improvement through collaborative teamwork, meeting service level agreements while executing tasks in a timely and accurate manner, and identifying opportunities for process improvements, all with customer satisfaction at the heart of each transaction. What You'll Do: The Financial Services Operations Team provides front-line customer service to Account Payable, Procurement Operations, Card Services, and Travel and Expense to support members of the Tufts community (faculty, staff, and student employees) and external customers.

30+ days ago

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

$77,000–$214,000 / year

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .

30+ days ago

PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLC

Boston, MA

$125,000–$190,000 / year

Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. Alvarez & Marsal is aware of various employment scams involving interviews and offers of employment through the use of imposter websites, social media profiles, spoofed email addresses, and other fraudulent means.

30+ days ago

Financial Reporting Manager - Stock Plan Services Fidelity

Merrimack, New Hampshire

Remote

Operations Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).

9 days ago

Enterprise Account Executive (Financial Services) F5 Inc

$124,000–$186,000 / year

The Enterprise Account Executive, AI Security: Financial Services is responsible for winning new logo and expansion business with Tier‑1 and Tier‑2 financial institutions, selling complex AI security deals, sitting at the intersection of securing AI inference, agentic systems, and enterprise LLM deployments. Complex deal leadership: Skilled at account mapping, multi‑threading, building coalitions across business, security, risk, data and IT, and running structured sales methodologies (e.g.

30+ days ago

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

$99,000–$266,000 / year

A 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.

30+ days ago

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Boston, MA

$124,000–$335,000 / year

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.

30+ days ago

Managing Partner, IT Strategy Consulting - Financial Services & Insurance Industry Gartner Inc

Boston, MA

Who you are: Comfortable selling to, influencing and building trust-based, value-added relationships with senior executives Coachable and embracing of best practices and feedback as a means of continuous improvement A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges Proven track record in achieving / exceeding revenue targets Ability to travel to client sites as necessary Associates are expected to travel to client sites and meetings as required by business needs or specific engagement requirements, ensuring we deliver exceptional service where it matters most. What you will need: Experience within a well-regarded management consultancy in a project delivery and sales capacity Experience working with and selling into Financial institutions, such as large banks, insurance, and asset/wealth management Clients Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems.

30+ days ago

MEDIATOR | Insurance & Financial Services Division Commonwealth of Massachusetts

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8 days ago

Student Financial Services Counselor Wentworth Institute of Technology

Boston, Massachusetts

These focus areas are determined by the Associate Vice President for Student Financial Services and may include audit prep, compliance, payment plans, collections, third party payments, outside scholarships, state affiliations, federal compliance, veteran benefits, and graduate programs. The professional scope for this position includes the capacity to provide guidance on aid eligibility, satisfactory academic progress, student lending/repayment options, institutional payment plans, aid related tax exposure, student employment and health insurance compliance.

30+ days ago

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Boston, MA

Full time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

30+ days ago

PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Boston, MA

Full time

A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations.

30+ days ago

Financial Services Representative The Moody Street Group

Newton, MASSACHUSETTS

The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices.

30+ days ago

Director – Financial Services Strategy Alvarez & Marsal Financial Services Industry Group, LLC

Boston, MA

Full time

Clients can expect bottom line results through action-oriented leadership and success-aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex industry challenges, and harness rapid technological changes that drive market advantage.

30+ days ago

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Financial Services Jobs in Burlington, MA

Entry Level Financial Services Vaco LLC

Senior Associate, Financial Due Diligence - Financial Services KPMG

Business Development Director (Financial Services) bdo consulting

Financial Planner (Series 7/63/65/66) Jobot

Financial Advisor Jobot

Financial Customer Associate - Merrimack, NH Fidelity Investments

Associate, Transaction Advisory Services Jobot

Sr Manager of Accounts Payable, Shared Services Jobot

Vice President, Transaction Advisory Services Jobot

Financial Associate - Training Provided Rise North Capital

Senior Associate, Financial Due Diligence KPMG

Tax Senior Manager, International Tax Services bdo consulting

Tax Managing Director, Core Tax Services bdo consulting

Tax Manager, Core Tax Services bdo consulting

Technical Director - Accounting Advisory Services KPMG

Experienced Manager, Strategic Projects, Accounting Advisory Services bdo consulting

Financial Reporting Analyst Vaco LLC

Financial Reporting Analyst - Hybrid Vaco LLC

VP Social Work and Behavioral Health Services Fresenius Medical Care

Financial Operations Job Training Program Year Up United

Antitrust Litigation Associate (3-6 Yrs Exp) Jobot

Senior Director of Premium Services - Fenway Park Aramark

Retail Customer Service Associate FedEx

National Advisor Consultant Ameriprise

Senior Finance Associate Vaco LLC

Sr. Technical BA | Investment MGT | Trading Lifecycle | Relo to Atlanta Living Talent

Compensation Analyst Vaco LLC

Jr. Investor Relations Associate Vaco LLC

Senior Operations Associate Vaco LLC

Internal Advisor Consultant Ameriprise

Digital Product Designer Vaco LLC

Associate Sales Representative/ Sales Development Rep- Title Insurance (MA) Pernini Recruiting Company

Tax Manager, Alternative Investments bdo consulting

Portfolio Manager-Investment Management Group Rockland Trust

Director-Technology Delivery and Operations Ameriprise

Sr. Recruiter The Computer Merchant, Ltd

Customer Service Rep Financial Services Operations Tufts University

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

PEPI: Manager, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLC

Financial Reporting Manager - Stock Plan Services Fidelity

Enterprise Account Executive (Financial Services) F5 Inc

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Managing Partner, IT Strategy Consulting - Financial Services & Insurance Industry Gartner Inc

MEDIATOR | Insurance & Financial Services Division Commonwealth of Massachusetts

Student Financial Services Counselor Wentworth Institute of Technology

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Financial Services Representative The Moody Street Group

Director – Financial Services Strategy Alvarez & Marsal Financial Services Industry Group, LLC

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