Private Wealth Management Wealth Management Associate Morgan StanleyPrivate Wealth Management Wealth Management AssociateBoston, MassachusettsProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Wealth Management Associate Morgan StanleyWealth Management AssociateMiddleton, MA$90,000–$130,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Client Services Associate II First Tech Federal Credit UnionClient Services Associate IIChelmsford, MA$27.50–$33 / hourCommunicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan. The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.
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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateBoston, MA$25–$44 / hourOur 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.
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.
Registered Client Service Associate (Boston, MA) Oppenheimer Holdings IncRegistered 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.
Associate Market Manager Morgan StanleyAssociate Market ManagerBoston, MassachusettsOur 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.
Commercial Relationship Manager Mutual Bancorp and its SubsidiariesCommercial Relationship ManagerLeominster, MassachusettsPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
Channel Marketing, Senior Associate Morgan StanleyChannel Marketing, Senior AssociateBoston, MA$115,000–$130,000 / yearWrite 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.
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 LeaderWorcester, 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.
Manager, Wealth Management VOYA Financial Inc.Manager, Wealth ManagementBoston, MA$150,000–$175,000 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Sales Manager, Investor Center Voya Financial IncSales Manager, Investor CenterBoston, MA$125,980–$157,470 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Assistant General Counsel Citizens Financial Group IncAssistant General CounselBoston, MA$176,000–$230,000 / yearThis role will provide legal advice on a broad range of matters impacting trust, fiduciary, brokerage, and investment management services, including regulatory compliance with OCC fiduciary regulations (12 CFR Part 9), the Investment Advisers Act of 1940, and applicable broker-dealer regulations. Familiarity with the federal securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, relevant portions of ERISA and its parallel provisions under the Internal Revenue Code, the Investment Company Act of 1940 and applicable FINRA rules and 12 CFR Part 9.
Internal Sales Director Victory Capital Holdings IncInternal 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.
Vice President and Service Line Controller AdvocatesVice President and Service Line ControllerFramingham, Massachusetts$140,000–$160,000 / yearFull timeIn this highly visible role, you'll bridge operational leadership and corporate finance, helping guide financial planning, performance management, budgeting, forecasting, and revenue optimization for one of our largest service lines. Ensure contract pricing and revenue structures maximize funding, recommending adjustments and changes when warranted to insure revenue maximization and leading and co-leading contract negotiations with services leadership.
State Steet Investment Management - Transition Management Oversight, Assistant Vice President State Street CorporationState Steet Investment Management - Transition Management Oversight, Assistant Vice PresidentBoston, MA$70,000–$130,000 / yearWhat you will be responsible for: As Transition Management Oversight AVP, you will: Provide governance and oversight for all services supporting the transition management investment function provided by our strategic partner, establishing clear processes, controls, and review frameworks that ensure compliance with internal policies and regulatory requirements. Investment operations expertise- Strong understanding of the end-to-end investment lifecycle and middle-office processes (trading, settlements, corporate actions, etc.) across multiple asset classes, including an appreciation for the risks and service requirements of portfolio transitions.
Experienced Tax Staff, Wealth AAFCPAsExperienced Tax Staff, WealthWestborough, MAAAFCPAs is seeking an Experienced Tax Staff Accountant to join our Wealth Management team, where you'll work alongside experienced tax specialists and financial advisors to deliver integrated tax planning and compliance services for high-net-worth individuals and families. This hybrid role offers exposure to sophisticated tax matters, including individual, trust, estate, and gift taxation, while providing opportunities to develop expertise in wealth transfer strategies, tax planning, and consulting.
Assistant/Associate Professor of Medicine-Hospital Medicine Rutgers The State University of New JerseyAssistant/Associate Professor of Medicine-Hospital MedicineNewark, NJ$240,000–$262,091 / yearUnder Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption. Ideal candidates will possess excellent clinical and communication skills, a strong commitment to serving a multicultural diverse patient population and teaching/faculty experience with a passion for training students and residents, and a commitment to scholarship.