NewInvestor Relations Analyst Vaco LLCInvestor Relations AnalystBoston, MA$80,000–$95,000Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.Investment Consultant Burlington, MA The Charles Schwab CorpInvestment Consultant Burlington, MABurlington, MAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.Investment Consultant Lynnfield, MA The Charles Schwab CorpInvestment Consultant Lynnfield, MALynnfield, MAp>Youll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.Institutional Investment Consultant - Nationwide Financial Nationwide Mutual Insurance CoInstitutional Investment Consultant - Nationwide FinancialMANationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As an Institutional Investment Consultant, you will be responsible for the distribution of Nationwide mutual funds within a defined territory, across all distribution channels (Independent advisors, Hybrid advisors, wire house advisors, and RIA), with an emphasis on larger RIA firms.Regional Investment Consultant Morningstar IncRegional Investment ConsultantWoburn, MA$156,050–$280,900 / yearThis hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales - building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings - leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives.Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantBoston, MA$88,000–$176,000 / yearThis role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsMA$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantBoston, MA$162,000–$324,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.Implementation Consultant - Investment Software Implementation - Equities - Charles River Development State Street CorpImplementation Consultant - Investment Software Implementation - Equities - Charles River DevelopmentBurlington, MA$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the solution to the clients business and technical needs, training clients, testing workflows and resolving issues before taking the client live. Inclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.Senior Consultant - Compliance Investment Software Implementation - Charles River Development State StreetSenior Consultant - Compliance Investment Software Implementation - Charles River DevelopmentMassachusettsTheir contributions include organizing and coding compliance rule libraries, defining client requirements, configuring and tuning the solution to the client’s compliance needs, training clients, testing workflows and resolving issues before taking the client live. Read our CEO Statement.Investment Product Consultant MassMutualInvestment Product ConsultantSpringfield, MassachusettsYour work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution. In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services.Investment Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Product ConsultantSpringfield, MA$107,700–$141,300 / yearp>In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services. Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution.Associate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment Management State Street CorpAssociate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearYou will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings.Investment Quantitative Product Consultant MassMutualInvestment Quantitative Product ConsultantBoston, MassachusettsYou’ll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions—supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you’ll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Quantitative Product ConsultantBoston, MA$99,800–$131,000 / yearYou'll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions-supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you'll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.Investment Operations Consultant MassMutualInvestment Operations ConsultantSpringfield, MassachusettsWe come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.Investment Operations Consultant Massachusetts Mutual Life Insurance CompanyInvestment Operations ConsultantSpringfield, MA$67,400–$88,400 / yearWe come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.Direct Retail and Digital Wealth Consultant - US Partnerships, AVP - State Street Investment Management State Street CorpDirect Retail and Digital Wealth Consultant - US Partnerships, AVP - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearp>2 to 4 years experience in fintech, digital brokerage, asset management, platform strategy or top tier consulting Direct exposure to platform monetization, partnerships or ETFs preferred Post graduate degree from a leading business school in strategy, finance or digital transformation Strong financial modeling capability Clear commercial instincts Comfortable operating with senior stakeholders High intellectual horsepower and execution discipline. • Direct exposure to Managing Directors signing multi year platform agreements • Involvement in strategic negotiations, not just analysis • Ability to influence how a global asset manager integrates with digital ecosystems • High slope of responsibility early in career.Managing Director, Institutional OCIO Consultant Strategy MFS Investment Management, IncManaging Director, Institutional OCIO Consultant StrategyBoston, MAli>Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. Investment positioning & portfolio fit: Partner with Investment Teams and Product Strategy to articulate differentiated outcomes, role-in-portfolio, and implementation considerations (benchmarking, risk profile, fees, vehicle, capacity, liquidity, and operational requirements) tailored to OCIO decision frameworks.Management Consultant - Asset & Investment Management Cutter Associates, LLCManagement Consultant - Asset & Investment ManagementBoston, MARemoteFor nearly 30 years, and with a global presence, we?ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. 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.Senior Consultant Relations Liaison, VP II - State Street Investment Management State Street CorpSenior Consultant Relations Liaison, VP II - State Street Investment ManagementBoston, MA$120,000–$202,500 / yearp>State Street Investment Management is seeking a senior-level Consultant Relations professional with deep institutional experience to develop, manage, and expand relationships with key research and field consultants across the U.S. Reporting to the Head of Consultant Relations, Americas, this individual will partner closely with Consultant Relations, Sales, Relationship Management, Client Service, and Investment teams to drive new business, enhance consultant engagement, and support the retention and growth of institutional clients. Develop and execute strategic consultant coverage plans, including targeted business development initiatives and relationship expansion with research, field consultants, OCIO teams and senior decision-makers.Sr. Principal Lead Health & Benefits Consultant Marsh & McLennan Companies IncSr. Principal Lead Health & Benefits ConsultantMA$150,000–$225,500 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpBoston, MA$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinMA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.Investment Banking Consultant Accenture PlcInvestment Banking ConsultantBoston, MA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!...Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementMA$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).SVP Consultant Relations Voya Financial IncSVP Consultant RelationsBoston, MA$175,000–$200,000 / yearGetting Voya IM's best capabilities in front of consultants, moving such capabilities through the various stages of the manager research process at each consulting firm, gaining positive ratings for inclusion in consultant-influenced searches and, critically, securing investor allocations are key to how the chosen professional will be measured and compensated. In addition to a deep and broad set of substantive professional business relationships, this individual will need to have extensive knowledge of the investment business and related investment products, as well as an understanding of how to address the distinct needs of investment consultants and their clients.Relationship Manager - Investment Management Group Rockland Trust CompanyRelationship Manager - Investment Management GroupMAp>The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.Relationship Manager - Investment Management Group Rockland TrustRelationship Manager - Investment Management GroupOsterville, MAFull timeThe Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.Associate Director - Retirement Investment Consulting (DCIO) Manulife Financial CorpAssociate Director - Retirement Investment Consulting (DCIO)Boston, MA$45,000–$75,000 / yearp>The Associate Director contributes meaningfully to territory strategy, pipeline development, and client engagement while developing the judgment, consultative skills, and investment expertise required for future senior leadership roles within the DCIO organization. In addition to a competitive base salary, this role offers meaningful earning potential through a variable compensation structure, including commission and performance-based bonuses, tied to sales incentive plan based on sales performance and business impact.Director, Investment Architecture FidelityDirector, Investment ArchitectureBoston, MassachusettsSkills and Knowledge: Candidate must also possess: Demonstrated Expertise (“DE”) implementing and enabling Agile methodologies (Scrum, Kanban, Lean, and Scaled Agile) to allow faster time-to-market and improve coordination between multiple teams for complex projects; performing backlog management and story mapping using RICE; refining product backlog to manage sprints prioritization, using Jira, Trello, or Asana; overseeing and conducting risk management, cost management, budgeting, and forecasting, using MS Project, Smartsheet, Confluence, and Jira to identify and manage risks throughout the project lifecycle; and developing and executing product strategies, and prioritizing features and tasks based on business value and customer impact, using Tableau, Miro, and Jira Product Discovery. Education and Experience: Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director Investment Architecture (or closely related occupation) defining strategy and business requirements to develop technology solutions for multi-asset class investment products in a cloud-based AWS environment, using Angular, React JS, Python and Java ecosystems.Investment Analyst, Business Risk Analyst Cambridge AssociatesInvestment Analyst, Business Risk AnalystBoston, Massachusettsli>Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks. Base salary range for this role: Pay Range Minimum: 80000Pay Range Maximum: 88500In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.Vice President, Client Service Lead - Investment Performance and Risk Services The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk ServicesBoston, MA$68,000–$185,000 / yearli>Investment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers. Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.Investment Analyst, Business Risk Analyst Cambridge Associates Private ClientsInvestment Analyst, Business Risk AnalystBoston, MAli>Responsibilities include developing due diligence plans, reviews of managers' documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers' business and operational capabilities and their risk management frameworks. BRM's operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions.Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.Senior Analyst, Direct Lending - Liberty Mutual Investments Liberty Mutual Holding Company IncSenior Analyst, Direct Lending - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefitsClient Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisBoston, MAp>You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).Investment Analyst, Hedge Funds Cambridge Associates Private ClientsInvestment Analyst, Hedge FundsBoston, MAUtilize common analytical frameworks and develop unique analyses to assess hedge funds in terms of organization, investment strategy, performance, liquidity, fund terms, current portfolio positions, and other key attributes. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the hedge fund industry.Planned Investment Manager Tristone NashPlanned Investment ManagerBristol, Bristol£48,000–£52,000li>Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. The postholder will support the effective monitoring and reporting of spend, progress and risks across the delivery of the capital programme, escalating issues as required to the executive management team.Investment Strategist Loomis, Sayles & Company, L.P.Investment StrategistBoston, MA$130,000–$250,000 / yearp>Founded in 1926, Loomis Sayles currently oversees approximately $431 billion in assets under management as of 31 December 2025 for global clients spanning more than 50 countries. Developed Markets Credit Expertise: Strong grounding in U.S. and European High Yield and Leveraged Loans with multiple industry exposure.Implementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River Development State Street CorpImplementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River DevelopmentBurlington, MA$90,000–$157,500 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.Internal Sales Associate, Defined Contribution Intermediary, Officer - State Street Investment Management State Street CorpInternal Sales Associate, Defined Contribution Intermediary, Officer - State Street Investment ManagementBoston, MA$60,000–$101,250 / yearp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails).Defined Contribution (DC) Intermediary- Associate National Accounts Manager, AVP - State Street Investment Management State Street CorpDefined Contribution (DC) Intermediary- Associate National Accounts Manager, AVP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThis position sits on the Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization, and plays a critical role in driving growth across key intermediary relationships, including recordkeepers, aggregators, and 3rd party trust companies. As an essential partner in our shared success, youll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.Head of North America Proposal & Content Management, AVP - State Street Investment Management State Street CorpHead of North America Proposal & Content Management, AVP - State Street Investment ManagementQuincy, MA$80,000–$140,000 / yearBy ensuring consistent, high-quality, and compliant delivery across North America, this role directly supports new business growth, client retention, and regulatory confidence, while enabling Sales and client-facing teams to stay focused on relationship management and outcomes. This role manages the day-to-day performance of the North America proposals team, ensuring high-quality, timely, and compliant responses while partnering closely with Sales, Client Coverage, Product, Legal, Compliance, and Investment teams.National Account Manager, VP I - State Street Investment Management State Street CorpNational Account Manager, VP I - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearp>As a Senior National Account Manager, you will: Own and execute the national account strategy for a defined set of the firm's largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives). Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.Internal Sales Associate, Officer - State Street Investment Management State Street CorpInternal Sales Associate, Officer - State Street Investment ManagementBoston, MA$60,000–$101,250 / yearp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails).Associate Director – Retirement Investment Consulting (DCIO) ManulifeAssociate Director – Retirement Investment Consulting (DCIO)Boston, Massachusettsp/>Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify. for the salary range for your location.Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.Client Onboarding Manager, AVP - State Street Investment Management State Street CorpClient Onboarding Manager, AVP - State Street Investment ManagementQuincy, MA$80,000–$140,000 / yearDue to the complex and continually evolving client relationships and goals, the most successful Client Onboarding Managers are agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing and other internal teams to achieve deadlines and develop a comprehensive working knowledge of the business and industry. Bachelor's Degree required Minimum of 8 years' experience in the investment management industry, working directly with institutional clients In depth understanding of the Institutional marketplace and the various asset classes and investment product offerings.Business Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIM State StreetBusiness Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIMBoston, MassachusettsThe VP will serve as a key senior partner to Investments, Compliance, Marketing, Consultant Relations, and Operations, ensuring performance outputs are accurate, scalable, and aligned with regulatory requirements and industry best practices. Provide senior review and approval of GIPS Composite Reports and pooled fund reports, ensuring accuracy, consistency, and high-quality delivery to clients and consultants.Client Implementation Associate, Officer - State Street Investment Management State StreetClient Implementation Associate, Officer - State Street Investment ManagementBoston, Massachusettsp>Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds. For a full overview, visit https://hrportal.ehr.com/statestreet/Home..12345678910Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesAsset Manager JobsFund Manager JobsInvestment Advisor JobsInvestment Analyst JobsInvestment Manager JobsPortfolio Analyst Jobs
Investment Consultant Burlington, MA The Charles Schwab CorpInvestment Consultant Burlington, MABurlington, MAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Investment Consultant Lynnfield, MA The Charles Schwab CorpInvestment Consultant Lynnfield, MALynnfield, MAp>Youll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Institutional Investment Consultant - Nationwide Financial Nationwide Mutual Insurance CoInstitutional Investment Consultant - Nationwide FinancialMANationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As an Institutional Investment Consultant, you will be responsible for the distribution of Nationwide mutual funds within a defined territory, across all distribution channels (Independent advisors, Hybrid advisors, wire house advisors, and RIA), with an emphasis on larger RIA firms.
Regional Investment Consultant Morningstar IncRegional Investment ConsultantWoburn, MA$156,050–$280,900 / yearThis hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales - building the advisor connections that fuel Wealth's continued growth as a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Influence, persuade, and educate advisors on the strategic benefits of the firm's investment offerings - leading with client outcomes and advisor business impact, and actively assisting in case design tailored to each advisor's specific client circumstances and portfolio objectives.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantBoston, MA$88,000–$176,000 / yearThis role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsMA$102,000–$228,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways: Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.
Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantBoston, MA$162,000–$324,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Implementation Consultant - Investment Software Implementation - Equities - Charles River Development State Street CorpImplementation Consultant - Investment Software Implementation - Equities - Charles River DevelopmentBurlington, MA$70,000–$118,750 / yearTheir contributions include defining client requirements, configuring and tuning the solution to the clients business and technical needs, training clients, testing workflows and resolving issues before taking the client live. Inclusion, Diversity, and Social Responsibility: We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Senior Consultant - Compliance Investment Software Implementation - Charles River Development State StreetSenior Consultant - Compliance Investment Software Implementation - Charles River DevelopmentMassachusettsTheir contributions include organizing and coding compliance rule libraries, defining client requirements, configuring and tuning the solution to the client’s compliance needs, training clients, testing workflows and resolving issues before taking the client live. Read our CEO Statement.
Investment Product Consultant MassMutualInvestment Product ConsultantSpringfield, MassachusettsYour work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution. In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services.
Investment Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Product ConsultantSpringfield, MA$107,700–$141,300 / yearp>In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services. Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution.
Associate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment Management State Street CorpAssociate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearYou will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings.
Investment Quantitative Product Consultant MassMutualInvestment Quantitative Product ConsultantBoston, MassachusettsYou’ll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions—supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you’ll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.
Investment Quantitative Product Consultant Massachusetts Mutual Life Insurance CompanyInvestment Quantitative Product ConsultantBoston, MA$99,800–$131,000 / yearYou'll partner closely with QRD, Portfolio Management, and Technology to turn investment and quantitative needs into scalable, high‑quality solutions-supporting portfolio construction, investment analysis, and scenario testing in an Agile/DevOps environment. As an Investment Quantitative Product Consultant on the Quantitative Product Development team within Quantitative Research & Development (QRD), you'll build and improve the portfolio management and analytics tools used by Portfolio Managers, Quantitative Strategists, and Investment Research teams.
Investment Operations Consultant MassMutualInvestment Operations ConsultantSpringfield, MassachusettsWe come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.
Investment Operations Consultant Massachusetts Mutual Life Insurance CompanyInvestment Operations ConsultantSpringfield, MA$67,400–$88,400 / yearWe come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.
Direct Retail and Digital Wealth Consultant - US Partnerships, AVP - State Street Investment Management State Street CorpDirect Retail and Digital Wealth Consultant - US Partnerships, AVP - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearp>2 to 4 years experience in fintech, digital brokerage, asset management, platform strategy or top tier consulting Direct exposure to platform monetization, partnerships or ETFs preferred Post graduate degree from a leading business school in strategy, finance or digital transformation Strong financial modeling capability Clear commercial instincts Comfortable operating with senior stakeholders High intellectual horsepower and execution discipline. • Direct exposure to Managing Directors signing multi year platform agreements • Involvement in strategic negotiations, not just analysis • Ability to influence how a global asset manager integrates with digital ecosystems • High slope of responsibility early in career.
Managing Director, Institutional OCIO Consultant Strategy MFS Investment Management, IncManaging Director, Institutional OCIO Consultant StrategyBoston, MAli>Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps. Investment positioning & portfolio fit: Partner with Investment Teams and Product Strategy to articulate differentiated outcomes, role-in-portfolio, and implementation considerations (benchmarking, risk profile, fees, vehicle, capacity, liquidity, and operational requirements) tailored to OCIO decision frameworks.
Management Consultant - Asset & Investment Management Cutter Associates, LLCManagement Consultant - Asset & Investment ManagementBoston, MARemoteFor nearly 30 years, and with a global presence, we?ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. 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.
Senior Consultant Relations Liaison, VP II - State Street Investment Management State Street CorpSenior Consultant Relations Liaison, VP II - State Street Investment ManagementBoston, MA$120,000–$202,500 / yearp>State Street Investment Management is seeking a senior-level Consultant Relations professional with deep institutional experience to develop, manage, and expand relationships with key research and field consultants across the U.S. Reporting to the Head of Consultant Relations, Americas, this individual will partner closely with Consultant Relations, Sales, Relationship Management, Client Service, and Investment teams to drive new business, enhance consultant engagement, and support the retention and growth of institutional clients. Develop and execute strategic consultant coverage plans, including targeted business development initiatives and relationship expansion with research, field consultants, OCIO teams and senior decision-makers.
Sr. Principal Lead Health & Benefits Consultant Marsh & McLennan Companies IncSr. Principal Lead Health & Benefits ConsultantMA$150,000–$225,500 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Consultant, Industry Solutions, Investment Management - SimCorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimCorpBoston, MA$118,700–$218,600 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinMA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantBoston, MA!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!...
Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementMA$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).
SVP Consultant Relations Voya Financial IncSVP Consultant RelationsBoston, MA$175,000–$200,000 / yearGetting Voya IM's best capabilities in front of consultants, moving such capabilities through the various stages of the manager research process at each consulting firm, gaining positive ratings for inclusion in consultant-influenced searches and, critically, securing investor allocations are key to how the chosen professional will be measured and compensated. In addition to a deep and broad set of substantive professional business relationships, this individual will need to have extensive knowledge of the investment business and related investment products, as well as an understanding of how to address the distinct needs of investment consultants and their clients.
Relationship Manager - Investment Management Group Rockland Trust CompanyRelationship Manager - Investment Management GroupMAp>The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
Relationship Manager - Investment Management Group Rockland TrustRelationship Manager - Investment Management GroupOsterville, MAFull timeThe Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
Associate Director - Retirement Investment Consulting (DCIO) Manulife Financial CorpAssociate Director - Retirement Investment Consulting (DCIO)Boston, MA$45,000–$75,000 / yearp>The Associate Director contributes meaningfully to territory strategy, pipeline development, and client engagement while developing the judgment, consultative skills, and investment expertise required for future senior leadership roles within the DCIO organization. In addition to a competitive base salary, this role offers meaningful earning potential through a variable compensation structure, including commission and performance-based bonuses, tied to sales incentive plan based on sales performance and business impact.
Director, Investment Architecture FidelityDirector, Investment ArchitectureBoston, MassachusettsSkills and Knowledge: Candidate must also possess: Demonstrated Expertise (“DE”) implementing and enabling Agile methodologies (Scrum, Kanban, Lean, and Scaled Agile) to allow faster time-to-market and improve coordination between multiple teams for complex projects; performing backlog management and story mapping using RICE; refining product backlog to manage sprints prioritization, using Jira, Trello, or Asana; overseeing and conducting risk management, cost management, budgeting, and forecasting, using MS Project, Smartsheet, Confluence, and Jira to identify and manage risks throughout the project lifecycle; and developing and executing product strategies, and prioritizing features and tasks based on business value and customer impact, using Tableau, Miro, and Jira Product Discovery. Education and Experience: Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director Investment Architecture (or closely related occupation) defining strategy and business requirements to develop technology solutions for multi-asset class investment products in a cloud-based AWS environment, using Angular, React JS, Python and Java ecosystems.
Investment Analyst, Business Risk Analyst Cambridge AssociatesInvestment Analyst, Business Risk AnalystBoston, Massachusettsli>Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks. Base salary range for this role: Pay Range Minimum: 80000Pay Range Maximum: 88500In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
Vice President, Client Service Lead - Investment Performance and Risk Services The Bank of New York Mellon CorpVice President, Client Service Lead - Investment Performance and Risk ServicesBoston, MA$68,000–$185,000 / yearli>Investment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers. Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.
Investment Analyst, Business Risk Analyst Cambridge Associates Private ClientsInvestment Analyst, Business Risk AnalystBoston, MAli>Responsibilities include developing due diligence plans, reviews of managers' documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers' business and operational capabilities and their risk management frameworks. BRM's operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.
Senior Analyst, Direct Lending - Liberty Mutual Investments Liberty Mutual Holding Company IncSenior Analyst, Direct Lending - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits
Client Development Specialist - Holistic Investment Thesis McKinsey & Co IncClient Development Specialist - Holistic Investment ThesisBoston, MAp>You will join the HIT team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. • Engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a 'critical moment' opportunity to connect with clients (e.g., changes in share price / analyst sentiments, M&A activity, etc.).
Investment Analyst, Hedge Funds Cambridge Associates Private ClientsInvestment Analyst, Hedge FundsBoston, MAUtilize common analytical frameworks and develop unique analyses to assess hedge funds in terms of organization, investment strategy, performance, liquidity, fund terms, current portfolio positions, and other key attributes. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the hedge fund industry.
Planned Investment Manager Tristone NashPlanned Investment ManagerBristol, Bristol£48,000–£52,000li>Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. The postholder will support the effective monitoring and reporting of spend, progress and risks across the delivery of the capital programme, escalating issues as required to the executive management team.
Investment Strategist Loomis, Sayles & Company, L.P.Investment StrategistBoston, MA$130,000–$250,000 / yearp>Founded in 1926, Loomis Sayles currently oversees approximately $431 billion in assets under management as of 31 December 2025 for global clients spanning more than 50 countries. Developed Markets Credit Expertise: Strong grounding in U.S. and European High Yield and Leveraged Loans with multiple industry exposure.
Implementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River Development State Street CorpImplementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River DevelopmentBurlington, MA$90,000–$157,500 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Internal Sales Associate, Defined Contribution Intermediary, Officer - State Street Investment Management State Street CorpInternal Sales Associate, Defined Contribution Intermediary, Officer - State Street Investment ManagementBoston, MA$60,000–$101,250 / yearp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails).
Defined Contribution (DC) Intermediary- Associate National Accounts Manager, AVP - State Street Investment Management State Street CorpDefined Contribution (DC) Intermediary- Associate National Accounts Manager, AVP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThis position sits on the Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization, and plays a critical role in driving growth across key intermediary relationships, including recordkeepers, aggregators, and 3rd party trust companies. As an essential partner in our shared success, youll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Head of North America Proposal & Content Management, AVP - State Street Investment Management State Street CorpHead of North America Proposal & Content Management, AVP - State Street Investment ManagementQuincy, MA$80,000–$140,000 / yearBy ensuring consistent, high-quality, and compliant delivery across North America, this role directly supports new business growth, client retention, and regulatory confidence, while enabling Sales and client-facing teams to stay focused on relationship management and outcomes. This role manages the day-to-day performance of the North America proposals team, ensuring high-quality, timely, and compliant responses while partnering closely with Sales, Client Coverage, Product, Legal, Compliance, and Investment teams.
National Account Manager, VP I - State Street Investment Management State Street CorpNational Account Manager, VP I - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearp>As a Senior National Account Manager, you will: Own and execute the national account strategy for a defined set of the firm's largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives). Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.
Internal Sales Associate, Officer - State Street Investment Management State Street CorpInternal Sales Associate, Officer - State Street Investment ManagementBoston, MA$60,000–$101,250 / yearp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home. Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails).
Associate Director – Retirement Investment Consulting (DCIO) ManulifeAssociate Director – Retirement Investment Consulting (DCIO)Boston, Massachusettsp/>Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify. for the salary range for your location.Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Client Onboarding Manager, AVP - State Street Investment Management State Street CorpClient Onboarding Manager, AVP - State Street Investment ManagementQuincy, MA$80,000–$140,000 / yearDue to the complex and continually evolving client relationships and goals, the most successful Client Onboarding Managers are agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing and other internal teams to achieve deadlines and develop a comprehensive working knowledge of the business and industry. Bachelor's Degree required Minimum of 8 years' experience in the investment management industry, working directly with institutional clients In depth understanding of the Institutional marketplace and the various asset classes and investment product offerings.
Business Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIM State StreetBusiness Analyst - Head of Investment Performance & Analytics (GIPS), VP - SSIMBoston, MassachusettsThe VP will serve as a key senior partner to Investments, Compliance, Marketing, Consultant Relations, and Operations, ensuring performance outputs are accurate, scalable, and aligned with regulatory requirements and industry best practices. Provide senior review and approval of GIPS Composite Reports and pooled fund reports, ensuring accuracy, consistency, and high-quality delivery to clients and consultants.
Client Implementation Associate, Officer - State Street Investment Management State StreetClient Implementation Associate, Officer - State Street Investment ManagementBoston, Massachusettsp>Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds. For a full overview, visit https://hrportal.ehr.com/statestreet/Home..