Financial Advisor JobotFinancial AdvisorMilford, MA$130,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
Financial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, MA$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
Legal Administrative Assistant – Private Wealth, Trusts & Estates JobotLegal Administrative Assistant – Private Wealth, Trusts & EstatesBoston, MA$85,000–$95,000 / yearOur client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Legal Advisor Boston Public Health CommissionLegal AdvisorMAThe Office of the Legal Advisor handles a wide variety of legal matters, including advising clients on operations and decisions, litigating employment, civil rights, and torts cases in Superior Court and Federal District Court, handling appeals of educational plans, and negotiating and reviewing contracts and other agreements. Advise BPS leadership on implementing and drafting new policies, procedures, or methods of performing departmental work and responding to changing legal, technological, or practical conditions and departmental needs.
Legal Advisor The City of BostonLegal AdvisorMAThe Office of the Legal Advisor handles a wide variety of legal matters, including advising clients on operations and decisions, litigating employment, civil rights, and torts cases in Superior Court and Federal District Court, handling appeals of educational plans, and negotiating and reviewing contracts and other agreements. Advise BPS leadership on implementing and drafting new policies, procedures, or methods of performing departmental work and responding to changing legal, technological, or practical conditions and departmental needs.
Senior Legal Counsel GMO LLCSenior Legal CounselBoston, MA$170,000–$215,000 / yearclients; Lead legal support for intermediary, model‑delivery, and distribution relationships, negotiating and structuring agreements with registered investment advisers, wirehouses, private banks, and platform partners; Partner closely with Investment, Client Relationship Management, Business Development, Operations and Product teams to deliver commercially pragmatic, risk‑aware legal advice that supports asset growth and client retention; Lead analysis and governance of fee arrangements, "Most Favored Nation" analysis, and affiliation rules to ensure regulatory compliance and risk mitigation; and. GMO's salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.
Senior Legal Counsel EnvestnetSenior Legal CounselBoston, MA$192,000–$240,000 / yearFull timeBacked by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
NewSenior Counsel, VP – Wealth Services Legal State StreetSenior Counsel, VP – Wealth Services LegalBoston, MassachusettsStrategic legal advisor with exceptional analytical and communication skills, translating complex and evolving regulatory frameworks into practical, commercially aligned guidance and influencing senior business leaders and non-legal stakeholders. Reporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm’s retail brokerage activities, a core component of State Street’s Wealth strategy.
Senior Legal Counsel Envestnet IncSenior Legal CounselBoston, MABacked by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Experience advising on alternative investment funds (including private funds); registered investment adviser (RIA) regulatory matters; and broker-dealer regulation.
Senior Legal Counsel, Vice President - Wealth, Custody & Clearing - Retail Brokerage State Street CorpSenior Legal Counsel, Vice President - Wealth, Custody & Clearing - Retail BrokerageBoston, MA$120,000–$217,500 / yearReporting to the SVP, Head of Alpha and Wealth Services Legal, this role serves as the primary subject matter expert and strategic legal advisor for the firm's retail brokerage activities, a core component of State Street's Wealth strategy. Keen understanding of market practice impacting the business lines in the relevant jurisdictions and ability to work with business units to achieve practical solutions within applicable regulatory and risk parameters.
Associate Commercial Counsel, Business Legal Team MimecastAssociate Commercial Counsel, Business Legal TeamLexington, MassachusettsThe Commercial Counsel – Business Legal Team, serves as a key legal advisor and business partner, providing expert guidance on a wide range of commercial, vendor, and compliance matters across the organization. Acting as the first point of legal escalation for regional issues, the Commercial Counsel supports cross-functional initiatives, and contributes to the development of legal policies, training, and operational efficiencies.
NewSenior Counsel Global Commercial Legal - Oncology AbbVie IncSenior Counsel Global Commercial Legal - OncologyWaltham, MAMinimum of 5+ years of relevant experience practicing in-house at a pharmaceutical company, practicing as a member of a nationally recognized law firm in a life sciences or healthcare practice, or practicing as an attorney for a government agency, or any combination of the above. Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position.
Commercial Counsel , Business Legal Team Mimecast LtdCommercial Counsel , Business Legal TeamLexington, MAThe Commercial Counsel - Business Legal Team, serves as a key legal advisor and business partner, providing expert guidance on a wide range of commercial, vendor, and compliance matters across the organization. Acting as the first point of legal escalation for regional issues, the Commercial Counsel supports cross-functional initiatives, and contributes to the development of legal policies, training, and operational efficiencies.
Legal Assistant - Trust & Estates Daley and AssociatesLegal Assistant - Trust & EstatesBoston, MA$40–$43 / hour3-5+ years of legal assistant or legal secretary experience, preferably supporting Trusts & Estates, Private Client, Family Office, or related practice areas. Prepare, edit, proofread, and finalize legal documents, estate planning materials, trusts, probate filings, and client communications.
Senior Legal Counsel GreenvoltSenior Legal CounselBoston, MAReporting to senior leadership and partnering cross-functionally, the AGC will provide comprehensive legal guidance across project development, commercial contracting, corporate governance, compliance, and strategic transactions. This role is ideal for a commercially minded attorney who thrives in a fast-paced, high-growth environment and is motivated to help scale the legal infrastructure of a leading clean energy developer.
Deputy General Counsel, US Commercial and Legal Operations - Fuze Services Alto IncDeputy General Counsel, US Commercial and Legal Operations - Fuze ServicesMARemote$235,000–$280,000 / yearPhysical requirements for this role include the ability to work at a computer terminal with monitor, keyboard and mouse for extended periods of time, stoop, bend, and reach for equipment and supplies, make frequent repetitive motions required to operate a computer that include the wrists, hands and fingers, and lift, carry, push, pull, and move light objects up to 20 pounds. Employees are also provided flexible vacation time, accrued paid sick time, 10 paid holidays, (2 floating holidays for full time non-exempt employees), and eight weeks of paid parental leave for eligible employees, additional paid weeks for the birthing parent, 4 weeks paid caregiver leave, and a Lifestyle Spending Account allowance each month.
NewVP and Legal Counsel – SSIM (Fixed Income) State StreetVP and Legal Counsel – SSIM (Fixed Income)Boston, MassachusettsIn the role of Vice President and Legal Counsel, you will be part of a team responsible for advising State Street Investment Management’s Product and Investments teams, particularly with respect to fixed income offerings, including collateralized loan obligation vehicles (CLOs), bank loan funds and private credit exposures. To be successful, you will develop a deep understanding of the firm’s investment and operational capabilities, service offerings, culture and vision, and regulatory and supervisory landscape in order to serve as a trusted advisor to your business and control partners, and efficiently identify, diagnose and help to address complex legal issues.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyBoston, MA$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologyBoston, MA$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Legal Practice Technology Principal of Review & AI Services Kirkland & Ellis LLPLegal Practice Technology Principal of Review & AI ServicesBoston, MA$203,000–$253,000 / yearWorking knowledge of LLM capabilities and limitations, including hallucination risks, consistency challenges, and document-by-document versus corpus-level review distinctions, with the ability to apply GenAI solutions across the review lifecycle, including document summarization, privilege and PII identification, early case assessment, and multi-issue classification, with the ability to assess model performance and implement human-in-the-loop quality controls. Demonstrated experience designing, iterating, and validating GenAI-assisted document review workflows, with hands-on proficiency with LLM-based review tools, the ability to develop and refine model prompts, apply statistical validation techniques (recall, precision, and elusion testing), and produce defensible AI methodology documentation suitable for disclosure to opposing counsel or regulators.
Vice President Legal Salary.com IncVice President LegalWaltham, MAThe ideal candidate is a thoughtful and pragmatic legal executive who enjoys partnering with business leaders, influencing strategy, solving complex problems, and helping innovative technology companies scale responsibly. Build and maintain scalable legal operations, including contract playbooks, self-service tools, automation technologies, approval frameworks, and operational workflows designed to enable business growth while minimizing legal bottlenecks.
Legal Practice Technology Principal of Discovery Services (All US Offices) Kirkland & Ellis LLPLegal Practice Technology Principal of Discovery Services (All US Offices)Boston, MA$203,000–$253,000 / yearSignificant client interactions and strong familiarity with core discovery workflows, including data preservation and collection, eDiscovery platforms (Relativity, Reveal), analytics and TAR tools (BrainSpace, RevealAI), and key eDiscovery rules (ESI Orders, FRCP, data privacy and cross-border requirements). The team is dedicated to defining and executing workflows for the thoughtful analysis and production of client documents and data across litigations, investigations, regulatory responses, due diligence reviews, and other complex legal matters.
Senior Legal Director Research and Development Alnylam Pharmaceuticals IncSenior Legal Director Research and DevelopmentCambridge, MA$247,200–$334,400 / yearJD from an ABA-accredited law school and admission in good standing to at least one U.S. jurisdiction; Minimum of 12 years of post-JD experience advising on legal matters in the life sciences industry, including significant FDA regulatory law experience gained through law firm practice focused on FDA and regulatory matters or relevant government service, such as at the FDA; Deep expertise in U.S. regulatory frameworks, with working knowledge of EMA processes preferred; Demonstrated experience advising on complex regulatory strategy and novel modalities; Demonstrated experience advising cross-functional teams on clinical research, drug development, regulatory submissions, GCP, and related compliance frameworks, including regulatory exclusivities, orphan drug designations, as well as privacy, fraud and abuse, and product liability laws; Strategic thinker who translates complex regulations into pragmatic, risk-based business guidance; Strong executive presence and proven influence with senior stakeholders in a matrixed organization; Exceptional judgment, collaboration, and interpersonal communication skills; Maintains an independent, objective perspective while building strong partnerships with colleagues; Thrives in ambiguous, high‑stakes environments; Works independently, manages multiple matters, and delivers high-quality work under tight timelines; High integrity, forward-looking perspective, and a solution-oriented approach; Advanced contracting and redlining skills, with strong attention to detail; Ability to manage outside counsel effectively and efficiently while adhering to budget expectations. This role provides expert counsel to cross-functional partners across Regulatory Affairs, Public Policy & Government Relations, Therapeutic Area leadership in Cardiometabolic Disease and Neuroscience (and future therapeutic areas), Safety & Risk Management, Quality Assurance, Data Sciences, and Research & Early Development, empowering scientific innovation while managing regulatory and legal risk.
NewLegal Administrative Assistant- Litigation Hemenway & BarnesLegal Administrative Assistant- LitigationBoston, MA$70,000–$100,000 / yearOverviewThe Legal Administrative Assistant supports the delivery of quality legal services to clients by providing specialized administrative assistance to assigned attorneys and legal personnel pertaining to all aspects of our Litigation practice area. To ApplyTo Apply: If you possess the skills and credentials we are looking for, please submit your resume and cover letter, in strict confidence, for consideration to hr@hembar.comSalaryThe base salary range provided below reflects our good faith estimate of the expected starting compensation for this role at the time of posting.
Senior Product Manager - Legal practice areas Wolters Kluwer N.V.Senior Product Manager - Legal practice areasMA$102,600–$179,250 / yearThe Senior Product Manager partners closely with Editorial, with the Lead Product Manager responsible for the content roadmap, and with the other Product Managers to ensure that customer insight, content strategy, and commercial execution are tightly aligned. This role serves as a deep subject‑matter expert and market interpreter, translating customer needs, legal developments, and competitive dynamics into clear product and go‑to‑market direction.
Legal Administrative Assistant DLA Piper LLP (US)Legal Administrative AssistantBoston, MA$37.50–$48.75 / hourWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. Oversee billing matters including all approval forms and collaboration correspondence, ensures prebills are processed by the appropriate team accurately and timely; serves as a proxy attorneys to address questions or issues related to the billing process.
Senior Counsel, Legal Flagship Pioneering IncSenior Counsel, LegalCambridge, MA$204,000–$346,000 / yearFlagship Pioneering is seeking an experienced Senior Counsel to join a growing Legal Transactions team that serves as the strategic legal business partner to the Business Development, Corporate Development and Pioneering Medicines teams and an integral member of the Legal Team. This role will report to the Vice President, Legal Transactions and will be responsible for managing the process of structuring and negotiating complex pharmaceutical licensing and collaboration agreements and a wide range of other significant transactions across the Flagship ecosystem, as well as managing outside counsel for such matters.
Senior Legal Counsel HYCU IncSenior Legal CounselBoston, MA$185,000–$235,000 / yearAs we continue to scale globally, were looking for a Senior Legal Counsel to own and scale our commercial contracting engine-enabling revenue while protecting the company-and to lead key legal workstreams including data protection contracting and IP strategy. By bringing true SaaS-based data backup and recovery to both on-premises and cloud-native environments, the company provides unparalleled data protection, migration, disaster recovery, and ransomware protection to thousands of companies worldwide.
Associate Director, Supply Chain Advisor (Hybrid) RTX CorpAssociate Director, Supply Chain Advisor (Hybrid)Andover, MALead team collaboration with functional SMEs across Raytheon's LCC, SCM leadership, business partners, and other RTX legal entities, to obtain executive leadership buy-in and to implement and maintain organization-wide impacting operational policies, processes, templates, and tools. Strong collaboration and partnering, maintaining strong relationships with peers, internal clients, and external customers as this candidate will have regular interaction with Supply Chain personnel, LCC and Program Counsel, other SME functions, and other business entities.
Senior Legal Counsel - GMTE and US Marketing Dechra Pharmaceuticals LtdSenior Legal Counsel - GMTE and US MarketingBoston, MA$185,000–$190,000 / yearAs a member of the global Legal team, the Senior Legal Counsel will report to the Assistant General Counsel located in North America and will serve as the primary legal advisor and business partner to the U.S. and global marketing teams; providing strategic, business‑minded guidance on all aspects of marketing, advertising, brand, and consumer communication. The Senior Legal Counsel will need good listening skills, cultural awareness and to enjoy working with others, as Dechra is a friendly, collaborative, and people-focused business.
Senior Practice Technology Advisor Ropes & Gray LLPSenior Practice Technology AdvisorMA$150,100–$240,150 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. The Senior Practice Technology Advisor works closely with practice groups, IT teams, and vendors to identify opportunities for technology adoption, conduct successful pilot programs, and ensure the seamless integration of new technologies into practice group workflows.
Customer Success Manager Large Law Accounts (Legal Tech) RELX Group plcCustomer Success Manager Large Law Accounts (Legal Tech)MA$71,600–$119,400 / yearThis role helps large law firms integrate LexisNexis drafting, research, analytics, and AI-powered workflow solutions into daily practice, ensuring customers not only adopt the platform but realize measurable business outcomes from it. LexisNexis Legal & Professional provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world.
Counsel, AVP - WIM Financial Advisor Recruiting Wells Fargo & CoCounsel, AVP - WIM Financial Advisor RecruitingBoston, MA$100,000–$196,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The individual selected will be responsible for: (i) providing advice and guidance on financial advisor (FA) recruiting matters, (ii) analyzing and advising on legal questions concerning the Protocol for Broker Recruiting, (iii) advising on FINRA Form U5s, and (iv) supporting evolving WIM and Legal Department priorities.
Counsel, Legal Flatiron EnergyCounsel, LegalBoston, MassachusettsFounded by a team of experienced energy storage experts, Flatiron has a demonstrated track record of developing critical infrastructure needed to achieve our reliability and energy climate goals. The ideal candidate is highly self-motivated and proactive, able to independently drive complex workstreams, exercise sound judgment, and build practical solutions to evolving challenges.
Customer Success Manager Large Law Accounts (Legal Tech) LexisNexisCustomer Success Manager Large Law Accounts (Legal Tech)MassachusettsThis role helps large law firms integrate LexisNexis drafting, research, analytics, and AI-powered workflow solutions into daily practice, ensuring customers not only adopt the platform but realize measurable business outcomes from it. The Large Law Customer Success Manager is a strategic, consultative individual contributor responsible for driving customer value, workflow transformation, adoption, retention, and usage growth across a portfolio of large law firm customers.
VP Legal Coralogix IncVP LegalBoston, MA$295,000–$360,000 / yearIn this role, you will serve as a critical business partner to the executive team, directly support the company's growth, lead and develop the legal team, and oversee the full spectrum of legal matters across Coralogix's global entities and international operations. Lead complex commercial negotiations with enterprise customers and strategic partners, supporting a high-velocity GTM organization and helping accelerate deal cycles while protecting the company's interests.
Financial Advisor Northwestern MutualFinancial AdvisorMiddleton, Massachusetts$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Probate and Estate Planning Legal Assistant RightWorksProbate and Estate Planning Legal AssistantBoston, MassachusettsKnowledge of SE2 Trust Accounting System or similar, SEI/SWP, GEMS, · TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems beneficial. Job Functions: · Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate.
NewHead of Regulatory Legal TakedaHead of Regulatory LegalBoston, MA$320,000–$440,000 / yearHow you will contribute:Provide end‑to‑end oversight and deliver high‑quality legal support to global teams operating in GSQ, R&D, Regulatory Affairs, and PDT.Deliver strategic legal guidance to senior leadership on all regulatory, manufacturing, and quality‑related matters, ensuring robust compliance and risk mitigation across the enterprise. Advanced professional training in pharmaceutical law from a highly regarded law firm.15+ years of post‑qualification legal experience advising on complex regulatory issues, including regulatory affairs, clinical trials, manufacturing, quality, and supply chain matters within the pharmaceutical or biotechnology industries.
Legal Executive Assistant Ropes & Gray LLPLegal Executive AssistantBoston, MA$77,000–$117,450 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C. The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. Possesses strong interpersonal skills, maintains a positive and professional attitude at all times (i.e. an openness to constructive feedback and a flexibility to adjust behavior or performance as needed) and demonstrates an intellectual curiosity and continuous drive to improve service.
Legal Product Consultant Litera CropLegal Product ConsultantMA$105,000–$125,000 / yearIn this dynamic role, you will serve as the critical bridge between sophisticated legal practice and innovative technology solutions, working directly with law firms and legal organizations to transform how they leverage AI-powered tools in their daily workflows. Hybrid: This position can be based in any of our Toronto, New York City, Holmdel, New Jersey, Boston, Philadelphia, Chicago or Raleigh offices and candidates should reside within reasonable commuting distance, as this role requires on-site presence at least six days per month.
Senior Manager, Advisor Oversight - Alternative Investments FidelitySenior Manager, Advisor Oversight - Alternative InvestmentsBoston, MassachusettsRemoteThe team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
NewExecutive Advisor, Enterprise Risk and Regulatory Affairs University of Massachusetts Medical SchoolExecutive Advisor, Enterprise Risk and Regulatory AffairsWestborough, MassachusettsThe incumbent will work closely with For Health Consulting Deputy Executive Vice Chancellor, Associate Executive Vice Chancellors (AEVCs) and Managing Directors (MDs) to anticipate and address potential legal risks related to new and existing For Health business initiatives and internal processes; serve as a creative problem solver for complex business, legal, and compliance challenges to facilitate the development of business strategy and subsequent growth in products and services; and lead negotiations on behalf of ForHealth Consulting where appropriate. In this leadership position, the candidate must demonstrate influencing skills and organizational savvy to effectively interact with multiple internal business unit leaders at ForHealth Consulting, key stakeholders throughout the broader UMass Chan Medical School and University of Massachusetts system, and many other external partners in public and private organizations.
Financial Solutions Advisor - Sharon Financial Center Bank of America CorpFinancial Solutions Advisor - Sharon Financial CenterMA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor - Boston West Market Bank of America CorpFinancial Solutions Advisor - Boston West MarketWellesley, MA$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Boston West Market Brookline, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts; Waban, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Northern MA Market Bank of America CorpFinancial Solutions Advisor - Northern MA MarketBedford, MA$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Northern MA Market Bedford, Massachusetts; Peabody, Massachusetts; Woburn, Massachusetts; Burlington, Massachusetts; Winchester, Massachusetts; Chelmsford, Massachusetts; Acton, Massachusetts; Reading, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - South Shore Market Bank of America CorpFinancial Solutions Advisor - South Shore MarketQuincy, MA$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Boston Market Bank of America CorpFinancial Solutions Advisor - Boston MarketBoston, MA$65,000–$80,000 / yearSkills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsPlease note that this requisition contains multiple locations but there is not an immediate opening for every location listed. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Deputy Chief Compliance Officer- Investment Advisor Victory Capital Holdings IncDeputy Chief Compliance Officer- Investment AdvisorBoston, MA$170,000–$200,000 / yearReporting directly to the Chief Compliance Officer (CCO) of the registered investment advisor, this individual plays a critical role in maintaining the integrity of the firms compliance program - overseeing regulatory adherence, managing risk, and fostering a culture of ethical conduct across investment, operational, and client-facing teams. You Will: Assist the CCO of the registered investment advisor and the CCO of the mutual funds in designing, implementing, and administering the firms Rule 206(4)-7 and Rule 38a-1 compliance programs, including maintaining and updating policies and procedures designed to prevent violations of the federal securities laws.