NewFinancial Advisor JobotFinancial AdvisorLynn, MA$120,000–$200,000 / yearSince 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.
Portfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs 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.
NewTax Director - Private Client Services JobotTax Director - Private Client ServicesWoburn, MA$190,000–$250,000 / yearThe team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters. We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.
Senior Investment Advisor Ballentine PartnersSenior Investment AdvisorBoston, Massachusetts$180,000–$265,000 / yearResponsibilities Include: Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyBOSTON, MA$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
CRLS Club Advisor: Investment Cambridge Public SchoolsCRLS Club Advisor: InvestmentCambridge, MAAdvisors will be paid half of the stipend after the first semester, and the remaining half of the stipend after the second semester. (f) Supervising club activities including all approved field trips and fundraising activities.
Hybrid Sales Manager - US Wealth, VP III - State Street Investment Management State Street CorpHybrid Sales Manager - US Wealth, VP III - State Street Investment ManagementBoston, MA$110,000–$207,500 / yearReporting into the Head of Internal and Hybrid Sales, this position is responsible for leading a team of Associate Regional Consultants across the Broker Dealer and Registered Investment Advisor (RIA) channels, driving distribution strategy, business development, and sales execution to accelerate net new asset (NNA) and net new revenue (NNR) growth. Provide leadership, coaching, and strategic direction to a team of Associate Regional Consultants while strengthening key distribution relationships, advancing State Street Investment Management's strategic priorities, and driving business growth across the Broker Dealer and RIA channels.
RIA Associate Regional Consultant - US Wealth, AVP - State Street Investment Management State Street CorporationRIA Associate Regional Consultant - US Wealth, AVP - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearLead and coordinate regional travel with key sub‑advisory partners and index providers, including Apollo, Bridgewater Associates, DoubleLine Capital, Blackstone, World Gold Council, and Galaxy Asset Management. We are seeking a highly motivated and experienced sales professional to join our US Wealth team as an RIA, Associate Regional Consultant covering Registered Investment Advisors (RIAs) and Bank Trust organizations across the territory.
Senior Investment Manager, Separately Managed Accounts FidelitySenior Investment Manager, Separately Managed AccountsBoston, MassachusettsRemoteThe Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. 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.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Head of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing Director State Street CorpHead of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing DirectorBoston, MA$170,000–$282,500 / yearYou will serve as a trusted advisor to senior business partners, control functions and client-facing teams on legal, regulatory, governance, operational and risk management matters affecting Asset Manager and Insurance Segment clients and related asset servicing products and services, including custody, fund accounting, trustee, fund administration, transfer agency, ETF servicing, collateral services and related back office services. The team advises on a broad range of asset servicing products and services, including custody, accounting, trustee, transfer agency and fund administration, and supports client relationships, product development, operational strategy, regulatory matters, risk management, transformation initiatives and complex commercial arrangements across the Americas.
Model Portfolio & Strategic Solutions Specialist, Officer - State Street Investment Managment State Street CorpModel Portfolio & Strategic Solutions Specialist, Officer - State Street Investment ManagmentBoston, MA$70,000–$118,750 / yearThe Global Multi-Asset Solutions & Model Portfolios (GMAS) team is responsible for the commercialization, customization, and delivery of SSIM's model portfolio solutions across RIAs, broker-dealers, platforms, and institutional partners. The successful candidate will work closely with senior members of the GMAS team to support onboarding and growth of custom model portfolio relationships, provide market intelligence and analytical support to model strategists, and contribute to key strategic initiatives across the business.
Business Architect, Investment Management, VP III - State Street Investment Management State StreetBusiness Architect, Investment Management, VP III - State Street Investment ManagementBoston, MassachusettsYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Merrill Advisor Development Program - Financial Advisor-Partially Registered: Suburban Boston Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor-Partially Registered: Suburban Boston MarketWestborough, MA$38.46–$43.27 / hourJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. 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.
NewAssociate Advisor Allworth FinancialAssociate AdvisorLynnfield, Massachusetts$65,000–$90,000 / yearThis role is designed for an early-career advisor who is building technical expertise, client-facing skills, and a strong understanding of Allworth Financial’s planning philosophy and business model, with a long-term path toward becoming a Lead Advisor. The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical support.
Financial Advisor Northwestern MutualFinancial AdvisorRockland, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewGlobal Chief Compliance Officer and Managing Director —Manulife Investment Management Private Markets Timberland, Agriculture, Private Equity Infrastructure ManulifeGlobal Chief Compliance Officer and Managing Director —Manulife Investment Management Private Markets Timberland, Agriculture, Private Equity InfrastructureBoston, MassachusettsProvided matrix reporting compliance oversight of the Chief Compliance Officer of Manulife Investment Management Timberland and Agriculture (Australasia) Pty Limited (“MIMTA AU”), a wholly owned subsidiary of MIMTA, to ensure MIMTA AU’s compliance with the registration, internal governance requirements, and compliance obligations consistent with its financial service license issued by the Australian Securities and Investment Commission. Provide compliance and ethical leadership and manage a sound Rule 206(4)-7 compliance program for MIMTA, including development and maintenance of policies and procedures, testing, management of regulatory examinations, regulatory change management, training, conflict of interest management, management and oversight committee reporting, and regulatory filings.
Advisor Loan Consultant MassMutualAdvisor Loan ConsultantBoston, MassachusettsThis is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.
Advisor Loan Consultant Massachusetts Mutual Life Insurance CompanyAdvisor Loan ConsultantBoston, MA$102,500–$134,500 / yearThis is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.