Investment Specialist, Multi Asset Solutions Wellington Management Company, LLPInvestment Specialist, Multi Asset SolutionsBoston, MAContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
Investment Managing Director Cambridge Associates Private ClientsInvestment Managing DirectorBoston, 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.
Senior Investment Director, Endowment and Foundation Cambridge Associates Private ClientsSenior Investment Director, Endowment and FoundationBoston, MASelect and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas. Senior Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios.
MBA Investment Director Program Cambridge Associates Private ClientsMBA Investment Director ProgramBoston, MASelect and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas. Investment Directors also conduct due diligence on investment opportunities, select and recommend appropriate managers for investments, and evaluate performance of individual managers and total portfolios.
Senior Investment Director, Private Practice Cambridge Associates Private ClientsSenior Investment Director, Private PracticeBoston, MAJob 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. Responsibilities 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.
Senior Investment Content Writer Natixis Investment ManagersSenior Investment Content WriterBoston, Massachusetts$133,900–$206,000 / yearWhat you will do: Write clear, investment-led content across asset classes, including fixed income, equities, alternatives, private markets, and multi-asset portfolios, for financial intermediaries, institutional investors, and end clients. Overview:The Senior Investment Content Writer combines investment fluency, editorial judgment, and commercial awareness to turn complex market and portfolio themes into clear, timely content for advisors, institutions, and end investors.
Investment Specialist, Multi Asset Solutions Wellington Management Company LLPInvestment Specialist, Multi Asset SolutionsBoston, MAContributing to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. The individual will also contribute to the development of new investment strategies and client solutions, the creation and maintenance of marketing and client materials, review of RFPs, responses to client questions, evaluate product overlap and capacity trends, and prepare white papers and presentation materials that serve to differentiate our portfolios.
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.
Financial Advisor (Multiple Levels) - Methuen, Massachusetts The Toronto-Dominion BankFinancial Advisor (Multiple Levels) - Methuen, MassachusettsMethuen, MA$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor (Multiple Levels) - Revere, Massachusetts The Toronto-Dominion BankFinancial Advisor (Multiple Levels) - Revere, MassachusettsRevere, MA$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Retirement Plan Advisor, Sales Sentinel GroupRetirement Plan Advisor, SalesWakefield, MA$65,000–$125,000 / yearFrom due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Financial Solutions Advisor - South Shore Market Bank of America CorpFinancial Solutions Advisor - South Shore MarketQuincy, MA$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor - South Shore Market Quincy, Massachusetts; Sharon, Massachusetts; Boston, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Northern MA Market Bank of America CorpFinancial Solutions Advisor - Northern MA MarketBillerica, MA$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Northern MA Market Billerica, Massachusetts; Bedford, Massachusetts; Burlington, Massachusetts; Concord, Massachusetts; Wilmington, Massachusetts; Beverly, 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Head of Marketing - State Street Investment Management, Senior Managing Director State StreetHead of Marketing - State Street Investment Management, Senior Managing DirectorBoston, Massachusetts$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 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.
Social Media Marketing Lead, VP I - State Street Investment Management State StreetSocial Media Marketing Lead, VP I - State Street Investment ManagementBoston, MassachusettsSocial Media Marketing, Vice President is responsible for leading the North America social media function and developing the strategy that advances the firm's business, brand, and marketing objectives across paid, owned, earned, and emerging social channels. The ideal candidate will have extensive experience leading social media programs within asset management, financial services, wealth management, fintech, or other regulated industries.
Social Media Marketing, Assistant Vice President - State Street Investment Management State Street CorpSocial Media Marketing, Assistant Vice President - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearSocial Media Marketing, Vice President is responsible for leading the North America social media function and developing the strategy that advances the firm's business, brand, and marketing objectives across paid, owned, earned, and emerging social channels. The ideal candidate will have extensive experience leading social media programs within asset management, financial services, wealth management, fintech, or other regulated industries.
Director, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, Washington$240,000–$260,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Trust Real Estate Advisor II The PNC Financial Services Group IncTrust Real Estate Advisor IIBoston, MA$82,500–$150,000 / yearComplies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
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.