Senior Trusts & Estates Associate Choate Hall & Stewart LLPSenior Trusts & Estates AssociateBoston, MA$310,000–$420,000 / yearWe provide coordinated and highly personalized advice for clients on estate, philanthropic, and tax planning, and we offer professional trustee services and independent investment management advice through Choate Investment Advisors, our SEC-registered investment advisory firm. Help some of the world''s wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in-house investment and trust administration professionals.
Executive Vice President, Risk & Intelligence Financial Industry Regulatory Authority IncExecutive Vice President, Risk & IntelligenceBoston, 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.
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.
Director Financial Planning & Analysis, Family Office Audax GroupDirector Financial Planning & Analysis, Family OfficeBoston, MA$205,000–$235,000 / yearWith approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. This individual serves as the principal financial point of contact for the family, overseeing recurring reporting cycles, tax strategy execution, investment diligence and administration, and supporting estate and wealth transfer planning in close partnership with outside tax, legal, and investment advisors.
Portfolio Manager Ballentine PartnersPortfolio ManagerWaltham, Massachusetts$115,000–$160,000 / yearThe Portfolio Manager is responsible for developing investment strategy and working with Senior Client Advisors and Senior Investment Advisors on portfolio management for clients. Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance.
Portfolio Associate Ballentine PartnersPortfolio AssociateBoston, Massachusetts$85,000–$115,000 / yearBallentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. Communicate with clients on day-to-day issues, during the new account transition process, and potentially in meetings regarding Monte Carlo analyses.
Trading Assistant Capstone Investment AdvisorsTrading AssistantBoston, Massachusetts$130,000–$190,000 / yearThe portfolio trades a broad range of instruments including government bonds, repo, interest rate swaps, swaptions, interest rate futures and options, inflation-linked products, FX forwards, volatility swaps and options, and other derivatives across developed and emerging markets. The team manages a diversified global macro and relative value portfolio, primarily focused on fixed income markets, whilst opportunistically deploying risk across volatility, foreign exchange, and equity dislocation strategies.
Account Executive ArchAccount ExecutiveBoston, MassachusettsBuild relationships with the people inside institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Senior Account Executive ArchSenior Account ExecutiveBoston, MassachusettsBuild relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Finance Associate/ Senior Finance Associate - Private Credit Bain Capital LPFinance Associate/ Senior Finance Associate - Private CreditBoston, MA$80,000–$85,000 / yearWe invest across the credit spectrum and in credit-related strategies, including leveraged loans, high-yield bonds, structured products, private middle market loans, bespoke capital solutions, distressed securities and assets, non-performing loans, hard assets, and equities. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
Account Executive Arch Labs IncAccount ExecutiveBoston, MAAt Arch you will: Build relationships with the people inside institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Senior Account Executive Arch Labs IncSenior Account ExecutiveBoston, MAAt Arch you will: Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Registered Client Service Associate (Boston, MA) Oppenheimer Holdings IncRegistered Client Service Associate (Boston, MA)Boston, MA$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Executive Loan Officer (New Hampshire/Massachusetts) Rocket Companies IncExecutive Loan Officer (New Hampshire/Massachusetts)MABuild and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWellesley Hills, 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.
Finance Manager - Tech Opportunities Bain Capital LPFinance Manager - Tech OpportunitiesBoston, MA$130,000–$150,000 / yearInvestments are deployed globally and across a broad array of archetypes, including mid-market control buyouts, late-stage growth capital, tactical opportunities, and cross-platform investments alongside other parts of Bain Capital. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.
Assurance Intern - Summer 2027 Wolf & Company, P.C.Assurance Intern - Summer 2027Boston, MassachusettsInternResponsibilities: We have Summer Internships open in our Assurance Department for students obtaining Bachelors degrees in Accounting, Business Management, Economics, Finance, Information Systems, and Information Technology in Accounting. Some of the industries served by Wolf professionals include financial institutions, manufacturing, food processing, investment advisors, professional service firms, software and technology, wholesalers and retailers.
Technology Advisory Intern - Summer 2027 Wolf & Company, P.C.Technology Advisory Intern - Summer 2027Boston, MassachusettsInternYou will gain valuable experience assisting members of our staff in designing, developing and executing audit procedures to test controls of network operating systems, software applications, and information security processes. Some of the industries served by Wolf professionals include financial institutions, manufacturing, food processing, investment advisors, professional service firms, software and technology, wholesalers and retailers.
Entry-Level Technology Advisory Staff 2027 Wolf & Company, P.C.Entry-Level Technology Advisory Staff 2027Boston, MassachusettsFull timeYou will work directly with our firm’s senior management and will gain valuable experience assisting senior members of our staff in designing, developing and executing audit procedures to test controls of network operating systems, software applications, and information security processes. Responsibilities: As an entry-level Technology Advisory Staff in our Advisory Group, you will work directly with our clients to strengthen their information systems and protect their businesses from internal threats and cyber hackers.
Internal Audit Intern - Summer 2027 Wolf & Company, P.C.Internal Audit Intern - Summer 2027Boston, MassachusettsInternResponsibilities: As an intern in our Internal Audit Group, you will help clients improve the quality and effectiveness of their internal control processes by identifying control weaknesses and offering practical solutions. Some of the industries served by Wolf professionals include financial institutions, manufacturing, food processing, investment advisors, professional service firms, software and technology, wholesalers and retailers.