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.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesBoston, MA$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
55ip - Enterprise Platform Management - Vice President JPMorgan Chase Bank, N.A.55ip - Enterprise Platform Management - Vice PresidentBoston, MAFull timeOur Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. As an Enterprise Platform Management Vice President on the 55ip Enterprise Platform Management team, you will be responsible for ensuring the reliability, efficiency, and compliance of the platform that supports our client business, integration and associated support teams.
Marketing Project Manager Daley and AssociatesMarketing Project ManagerBoston, MA$55–$66 / hourThis ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration.
Director, Complex Assets Group (US Remote) FidelityDirector, Complex Assets Group (US Remote)Boston, MassachusettsRemoteThe Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies. The Director of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.
Senior Product Marketing Strategist MFS InvestmentsSenior Product Marketing StrategistBoston, MA$123,000–$177,500 / yearThe Senior Product Marketing Strategist develops strategies to support the marketing of MFS' investment product range and is responsible for developing and maintaining MFS investment product selling systems, including the development of compelling messaging and collateral to support campaign activities to support the business. Excellent influencing skills as this position primarily integrating and aligning the priorities, needs and requirements of the broader Enablement & Marketing organization, that optimize client experience; to influence increased adoption of MFS strategies resulting in increased sales, net new flows, client engagements and new producers.
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.
Senior Associate, Platform Sales AGF InvestmentsSenior Associate, Platform SalesBoston, MassachusettsThis is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and intermediary strategies. The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.).
VP, Assistant General Counsel, Cybersecurity LPL Financial ServicesVP, Assistant General Counsel, CybersecurityBoston, MA$172,010–$286,752 / yearThe 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. This role will serve as the firm's lead legal advisor on cybersecurity matters and will provide strategic legal counsel on incident response, cybersecurity regulations, data security requirements, crisis management, and cyber governance activities across the broker-dealer and investment advisory operations.
Vice President, Assistant General Counsel - Retirement LPL Financial ServicesVice President, Assistant General Counsel - RetirementBoston, MA$168,611–$281,087 / yearResponsibilities: Advise on impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian and record keeper, in particular, regulatory developments from the Department of Labor (DOL), Internal Revenue Service (IRS), the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA) and state regulators. 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.
Sr. Analyst, Retirement Compliance LPL Financial ServicesSr. Analyst, Retirement ComplianceBoston, MA$75,293–$125,454 / yearThe 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. As 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.
Vice President, AI Risk And Governance LPL Financial ServicesVice President, AI Risk And GovernanceBoston, MA$137,093–$228,454 / yearThe role will lead the day-to-day execution and continued maturation of the firm's enterprise AI governance program, accountable for assessing and overseeing AI risk across LPL's business functions, maintaining a defensible governance framework, and partnering across functions to enable responsible AI adoption at pace. As 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.
Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH)) Mercer AdvisorsRegional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))Boston, Massachusetts$119,000–$140,000 / yearSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Senior Associate, Platform Sales AGF ManagementSenior Associate, Platform SalesBoston, MA$110,000–$150,000 / yearThis is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and intermediary strategies. Compensation: The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.).
Principal Product Manager, Technical (IC)— Halo AI - in office Datalign Advisory Inc.Principal Product Manager, Technical (IC)— Halo AI - in officeCambridge, MAFull timeWe’re looking for a Principal Product Manager, IC (Technical) to own our flagship product: Halo — an AI wealth management companion that gives consumers SEC-compliant, personalized financial guidance through coordinated AI agents, and connects them with fiduciary advisors when they’re ready. We’ve served 100,000+ consumers, referred $80B+ in assets to 13,000+ advisors, won Financial Advisory Platform of the Year at the 2026 FinTech Breakthrough Awards, and recently opened our compliance-by-design agentic AI platform to advisory firms across the industry.
Sr. Analyst, Retirement Compliance LPL Financial Holdings IncSr. Analyst, Retirement ComplianceBoston, MA$75,293–$125,454 / yearThe 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. As 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.
Vice President, Assistant General Counsel - Retirement LPL Financial Holdings IncVice President, Assistant General Counsel - RetirementBoston, MA$168,611–$281,087 / yearResponsibilities: Advise on impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian and record keeper, in particular, regulatory developments from the Department of Labor (DOL), Internal Revenue Service (IRS), the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA) and state regulators. 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 Manager Bank of AmericaMarket ManagerBoston, MassachusettsSupports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.
Senior Sales Desk Manager FidelitySenior Sales Desk ManagerSmithfield, 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. The company offers Fidelity Advisor Funds, ETFs, SMAs, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Institutional Money Market funds, a suite of alternative investments, and more.
NewWealth Management Operations Associate Navigant Credit UnionWealth Management Operations AssociateSmithfield, RIPerforms annual checklist items to include preparation and distribution of Required Minimum Distribution letters, mailing of holiday cards, processing Annual Year End/New Year letters, and ordering of new Social Security booklets. Responsibilities include supporting the operations and marketing of NCU Financial Services program to credit union employees and members as well as appointment coordination and servicing calls in support of the NCU Financial Services program and the advisors.