Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateBoston, 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. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MassachusettsFull timeIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning) .
Director, Technology and Product CapShift LLCDirector, Technology and ProductMA5-7 years of experience in product management, technical program management, and technology operations; preferred that some or all of the experience is in financial services Experience managing technical vendors and outsourced development teams Experience working in Agile product development environments Familiarity with Salesforce Strong project management and cross-functional leadership skills Excellent communication skills and ability to work with both technical and non-technical stakeholders Experience implementing product operations or product development frameworks Strong interest in AI and emerging technologies; experience implementing AI tools across an organizations preferred Comfortable operating in a growing, fast-moving organization Systems thinker who enjoys connecting people, technology, and strategy. The ideal candidate is a technically fluent operator and systems thinker who enjoys working across teams, managing external partners, and helping translate business needs into effective technology solutions.
Vice President, Executive Planning Consultant - Northeast Market FidelityVice President, Executive Planning Consultant - Northeast MarketMassachusettsRemotePlease 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. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.
NewSr Manager of Software Engineering JPMorgan Chase Bank, N.A.Sr Manager of Software EngineeringBoston, MAFull time55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
AI COE - Strategic Partnerships & Execution Edelman Financial Engines LLCAI COE - Strategic Partnerships & ExecutionBoston, MA$151,100–$201,500 / yearThis role serves as a central liaison between the AI Center of Excellence (COE), business stakeholders, technology teams, and enterprise governance functions including Legal, Compliance, Information Security, Risk, Privacy, and Procurement ensuring consistency in delivery of AI Tools and Education across all platforms. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Institutional Client Marketing Associate Edelman Financial Engines LLCInstitutional Client Marketing AssociateBoston, MARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Director of AI Experience Design Edelman Financial Engines LLCDirector of AI Experience DesignBoston, MA$154,200–$205,600 / yearIf you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystBoston, Massachusetts$31,200–$90,000 / yearOur 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. Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxBoston, MA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstateBoston, MA$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
Registered Client Service Associate - Boston, MA Raymond James Financial IncRegistered Client Service Associate - Boston, MABoston, MA$45,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Tax & Wealth Planning Strategist Natixis Investment ManagersTax & Wealth Planning StrategistBoston, MassachusettsThis highly visible role will shape sophisticated planning conversations around tax strategy, wealth transfer, liquidity events, and investment solutions, translating complex technical concepts into actionable insights that strengthen advisor relationships, elevate client engagement, and support business growth. What you will do: Serve as a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients through meetings, conferences, consultations, and customized planning.
Market Manager Morgan StanleyMarket ManagerBoston, MassachusettsLeads by example by ensuring that the Branch Manager’s office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. 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.
Portfolio Specialist Team, Senior Associate Morgan StanleyPortfolio Specialist Team, Senior AssociateBoston, MA$100,000–$145,000 / yearOur 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. Working closely with Portfolio Managers, Research Analysts, and senior Portfolio Specialists, this individual will help develop investment messaging, create client-facing materials, support product positioning, and participate in institutional client meetings, consultant discussions, and Financial Advisor engagements.
Senior Account Executive Datalign Advisory Inc.Senior Account ExecutiveCambridge, MAFull timeSince launching from Cambridge's innovation hub in 2022 with Link Ventures as our lead investor, we've helped over 100,000 Americans with more than $80 billion in potential client assets connect with 13,000 trusted advisors. Our platform uses AI to connect advisors with high-intent consumers and unlock new opportunities, and our modular suite of organic growth solutions is purpose-built for Registered Investment Advisors (RIAs).
Vice President, Regional Branch Manager LPL FinancialVice President, Regional Branch ManagerBoston, Massachusetts$300,000–$350,000 / yearAs 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. The 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.
Regional Administrative Manager LPL Financial Holdings IncRegional Administrative ManagerMA$99,086–$165,109 / yearThe Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint. The 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.
Market Director - Large Market RIA, New England Vanguard GroupMarket Director - Large Market RIA, New EnglandBoston, MAOur sales team serves broker dealers, RIAs, and bank clients by consulting them on their business and offering up investment products, research, and non-investment solutions to our clients, both to home office decision makers and advisors alike. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
SVP, Head of Investment Sales Desk FidelitySVP, Head of Investment Sales DeskSmithfield, Rhode IslandRemoteSales 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 a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels.