Investment Director Cambridge Associates Private ClientsInvestment DirectorBoston, MAResponsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Job Description Summary: Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.
Investment Managing Director, Private Clients Cambridge Associates Private ClientsInvestment Managing Director, Private ClientsBoston, MAFocus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members.
Investment Operations Analyst OsaicInvestment Operations AnalystBoston, MAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role partners closely with Advisory, Investment, and Service Teams to improve operational workflows, enhance reporting accuracy, and drive automation across the investment lifecycle.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior AssociateBoston, MA$77,000–$214,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Associate PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior AssociateBoston, MA$77,000–$214,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Financial Solutions Advisor Registration Candidate - South Shore Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Shore MarketBraintree, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Back to search results Financial Solutions Advisor Registration Candidate - South Shore Market Braintree, Massachusetts; Sharon, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate - Northern MA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northern MA MarketBillerica, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate - Boston West Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Boston West MarketJamaica Plain, MA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate - Boston West Market Jamaica Plain, Massachusetts; Newton, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate - Boston Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Boston MarketBelmont, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate - Hyde Square Financial Center (Bilingual Spanish Preferred) Bank of America CorpFinancial Solutions Advisor Registration Candidate - Hyde Square Financial Center (Bilingual Spanish Preferred)Jamaica Plain, MA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate - Hyde Square Financial Center (Bilingual Spanish Preferred) Jamaica Plain, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate - Concord Center Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Concord Center Financial CenterConcord, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor Registration Candidate - Back Bay Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Back Bay Financial CenterBoston, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Boston, MA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Vice President, Enforcement Senior Advisor & Operations Financial Industry Regulatory Authority, Inc.Vice President, Enforcement Senior Advisor & OperationsBoston, MAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)Boston, MAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
Investment Operations Analyst Osaic IncInvestment Operations AnalystBoston, MAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role partners closely with Advisory, Investment, and Service Teams to improve operational workflows, enhance reporting accuracy, and drive automation across the investment lifecycle.
Investment Data Solution Architect Cutter Associates, LLCInvestment Data Solution ArchitectBoston, MARemote$180,000–$230,000 / yearEstablished credibility, entrepreneurial spirit Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm. Actual compensation will be determined based on factors including candidate experience, skillset, geographic location, market data, internal equity, and overall alignment to the role and level.
Consumer Investments Market Leader - Eastern New England Region - Boston West Market Bank of AmericaConsumer Investments Market Leader - Eastern New England Region - Boston West MarketBoston, MassachusettsThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels.
Head Of Marketing - State Street Investment Management, Senior Managing Director State Street CorporationHead Of Marketing - State Street Investment Management, Senior Managing DirectorBoston, MA$225,000–$337,500 / yearThe Head of Marketing at State Street Investment Management serves as a senior advisor to global Investments leadership partnering closely with Investment, Distribution, Product, and Corporate leadership teams to align marketing strategy with commercial priorities and client needs. You will be responsible for setting and executing the marketing strategy for the global investment management business, the 4th largest asset manager in the world, across institutional, intermediary, and retail audiences, with a focus on strengthening brand resonance, and driving integrated marketing programs that support AUM growth and deepening client and partner relationships.
Head of Marketing - State Street Investment Management, Senior Managing Director State StreetHead of Marketing - State Street Investment Management, Senior Managing DirectorBoston, MassachusettsThe Head of Marketing at State Street Investment Management serves as a senior advisor to global Investments leadership partnering closely with Investment, Distribution, Product, and Corporate leadership teams to align marketing strategy with commercial priorities and client needs. You will be responsible for setting and executing the marketing strategy for the global investment management business, the 4th largest asset manager in the world, across institutional, intermediary, and retail audiences, with a focus on strengthening brand resonance, and driving integrated marketing programs that support AUM growth and deepening client and partner relationships.