NewInvestment Accountant - Alternative Investments MassMutualInvestment Accountant - Alternative InvestmentsSpringfield, MAWe are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. See MassMutual Terms & Conditions at https://www.massmutual.com/legal/terms-of-use and Privacy Policy at https://www.massmutual.com/protecting-your-information and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
VP, Financial Consultant - Boston, MA Charles SchwabVP, Financial Consultant - Boston, MABoston, MAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
NewManager, Investment Accounting - Income Governance MassMutualManager, Investment Accounting - Income GovernanceSpringfield, MAAs a member of this newly formed team, you'll have the opportunity to help shape and enhance critical investment accounting processes, leverage technology and automation solutions, and contribute to a culture focused on operational excellence and continuous improvement. Reporting to the Director of Investment Operational Accounting Governance, you'll join the Financial Controllership team, an important part of the Controllers Organization dedicated to delivering accurate financial reporting and strong financial stewardship.
Internal Wholesaler / Investment Consultant Natixis Investment ManagersInternal Wholesaler / Investment ConsultantBoston, Massachusetts$85,000–$115,000 / yearThe Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. Actual annual compensation targets may vary based on factors including but not limited to education, training, experience, commissions earned, and other job-related factors.
Senior Vice President, Consultant Relations - BNY Investments The Bank of New York Mellon CorpSenior Vice President, Consultant Relations - BNY InvestmentsBoston, MA$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.
Implementation Consultant - Fixed Income - Investment Software Implementation - Charles River Development State StreetImplementation Consultant - Fixed Income - Investment Software Implementation - Charles River DevelopmentBurlington, MAFull timeTheir 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.
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.
RIA Regional Consultant - Enterprise Rias, VP III - State Street Investment Management State Street CorporationRIA Regional Consultant - Enterprise Rias, VP III - State Street Investment ManagementBoston, MA$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementBoston, MA$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
NewSenior Consultant - Practice Management, VP - State Street Investment Management State Street CorporationSenior Consultant - Practice Management, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearOur work spans practice strategy, leadership, operating models, client experience, succession planning, technology adoption, scalable delivery, and investor engagement - helping clients build stronger businesses while deepening their strategic relationship with State Street Investment Management. As a Senior Consultant, you'll support leading wealth management firms, working with senior executives, advisory teams, and State Street relationship managers to address business challenges and support growth.
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.
NewData Migration Consultant Investment Management Implementation Cutter Associates, LLCData Migration Consultant Investment Management ImplementationBoston, MARemoteEstablished credibility, entrepreneurial spirit Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm. For nearly 30 years, and with a global presence, weve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions.
Implementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River Development State Street CorporationImplementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River DevelopmentBoston, MA$90,000–$157,500 / yearCRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Technical implementations include all aspects of a consulting project, from installation of n-tier software and integration with third party systems to DR/HA design to documenting and performing technical training for the client.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantBoston, MAKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Investment Accountant - Alternative Investments Massachusetts Mutual Life Insurance CompanyInvestment Accountant - Alternative InvestmentsSpringfield, MA$128,000–$168,000 / yearWe are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.
NewHead of Strategic Portfolio Construction - Investment Solutions Group, MD - State Street Investment Management State Street CorpHead of Strategic Portfolio Construction - Investment Solutions Group, MD - State Street Investment ManagementBoston, MA$170,000–$282,500 / yearYour main objective is to establish and facilitate global consistency of architecture and analytical principles behind ISG SAA, while identifying and integrating appropriate discretionary elements that allow practical, channel- and region-specific implementation. As 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.
Consultant/Senior Consultant - Market Access Reimbursement, Contracting & Analytics Trinity PartnersConsultant/Senior Consultant - Market Access Reimbursement, Contracting & AnalyticsWaltham, New York$96,000–$144,000 / yearFamiliar with core US healthcare system stakeholders and business environment related to the payer and / or healthcare provider contract environment and landscape, notably: Managed Care Organizations, Pharmacy Benefit Managers / Payer GPOs / Rebate Aggregators, Provider Practices (e.g., community oncology clinics, outpatient infusion clinics, etc.), Integrated Delivery Networks, Health Systems, Group Purchasing Organizations (GPOs), third party logistics (3PL) providers, among others. Key EVAP R&C activities span across several adjacent strategic, functional, and operational topic areas: data-driven market / competitive landscape analyses, payer / provider contracting strategy and decision support analyses, commercial / financial planning for quarterly-client board of directors’ meetings.
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.
Investment Analyst Wellington Management Company, LLPInvestment AnalystBoston, MAThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.