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.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$130,000–$140,000 / yearInformation 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. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
Senior Accountant Kforce Inc.Senior AccountantBoston, MA$115,000–$125,000Responsibilities: The Senior Accountant will perform accounting for multiple entities, investments, real estate, significant asset holdings (multiple classes), trusts and other related businesses for an assigned group of clients. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewTrust Officer MassMutualTrust OfficerBoston, MASeek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients care about.
NewSenior Legal Counsel - Advisory and Intermediary Lead GMOSenior Legal Counsel - Advisory and Intermediary LeadBoston, MAclients; Lead legal support for intermediary, model‑delivery, and distribution relationships, negotiating and structuring agreements with registered investment advisers, wirehouses, private banks, and platform partners; Partner closely with Investment, Client Relationship Management, Business Development, Operations and Product teams to deliver commercially pragmatic, risk‑aware legal advice that supports asset growth and client retention; Lead analysis and governance of fee arrangements, “Most Favored Nation” analysis, and affiliation rules to ensure regulatory compliance and risk mitigation; and. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.
NewRegistered Funds Associate Attorney Direct CounselRegistered Funds Associate AttorneyBoston, MA$260,000–$390,000 / yearJob Description Registered Funds Associate Attorney Direct Counsel is seeking a Registered Funds Associate Attorney with 3–6 years of experience to join a leading global law firm and its highly regarded Asset Management practice. Counsel clients regarding mutual funds, ETFs, listed closed-end funds, interval funds, tender offer funds, and business development companies .
NewEstate and Trust Associate Howland CapitalEstate and Trust AssociateBoston, MA$58,000–$75,000 / yearn Role Description The Estate and Trust Associate will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Administrator is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration.
NewDue Diligence Consultant MassMutualDue Diligence ConsultantBoston, MAThe Advisory & Risk Oversight team has varied backgrounds and experience in the industry but shares a developed business acumen, an agility to switch between support and analytical work as well as a strong communication skillset, delivered both internally and externally. Ad-hoc projects such as research on investment categories, vehicle types, emerging trends, supporting processes, technology enhancements, and serving as subject matter expert in a consultative role to various departments.
Senior Investment Advisor Ballentine PartnersSenior Investment AdvisorBoston, MassachusettsResponsibilities 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.
CLO, Private Credit, & Investment Advisor Lending, Assistant Vice President State Street CorpCLO, Private Credit, & Investment Advisor Lending, Assistant Vice PresidentBoston, MA$90,000–$157,500 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. The products include Collateralized Loan Obligations (CLOs), Private Credit (BDC and Direct Lending) Facilities, GP level loans.
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.
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 CorporationHead 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.
Head of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing Director State StreetHead of Asset Manager & Insurance Legal, Investment Services (Americas) - Managing DirectorBoston, Massachusetts$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 StreetModel Portfolio & Strategic Solutions Specialist, Officer - State Street Investment ManagmentBoston, Massachusetts$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.
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.
Marketing Manager - North America, VP II - State Street Investment Management State StreetMarketing Manager - North America, VP II - State Street Investment ManagementBoston, MassachusettsReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.
North America Marketing, Vice President II - State Street Investment Management State Street CorpNorth America Marketing, Vice President II - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearReporting directly to the Head of North America Marketing, the ideal candidate will have extensive Institutional marketing experience as well as experience leading registered and non-registered product launches and multi-channel, integrated marketing campaigns leveraging various marketing tactics such as paid search, advertising, paid media, social, in-person and virtual events, public relations, content, and digital experience. The role will collaborate with members of Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence, Compliance and other internal teams to develop marketing strategies, align on messaging and lead integrated marketing campaigns from conception to execution.