Implementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River Development State StreetImplementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River DevelopmentPrinceton, MassachusettsCRD 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.
Software Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing) State Street CorpSoftware Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing)Quincy, MA$90,000–$157,500 / yearThis role is important because WC&C requires strong engineering execution across core platform services, client and advisor experiences, third-party integrations, data movement, workflow automation, and production resiliency. Successful candidates will help build resilient, scalable, secure, and production-grade technology solutions supporting advisor, brokerage, custody, clearing, trading, onboarding, servicing, and operational workflows.
Product Marketing Lead US XapienProduct Marketing Lead USBoston, MassachusettsOwn our analyst relations programme building relationships with Gartner, Forrester and other relevant firms to shape how they cover Xapien, actively soliciting their market intelligence and feedback to inform product strategy, and working towards recognition in key Magic Quadrants and Market Guides. 2024 was a landmark year as we closed a $10M Series A, earned recognition in the Chartis RiskTech100® and Everest Group’s Leading 50, and expanded our products, markets and customer base.
Sr. Software Engineer II - Java, AVP State StreetSr. Software Engineer II - Java, AVPMassachusettsAuthoritative experience with object-oriented programming, compiler or interpreter technologies, embedded systems, operating systems, relational databases (RDBMS), scripting and new/advanced programming languages. 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.
SMA Specialist Franklin ResourcesSMA SpecialistBoston, MA$110,000–$125,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The SMA Specialist acts as a subject matter expert and resource to Franklin Templeton's Distribution organization and Financial Advisors across the firm's network of distribution partners by working with Franklin Templeton's independent Specialist Investment Managers and other internal groups.
Financial Advisor ManulifeFinancial AdvisorBoston, MA$59,000–$98,300 / yearSupported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships.
NewRegistered Client Associate Royal Bank of CanadaRegistered Client AssociateBoston, MassachusettsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Channel Marketing Manager - State Street Investment Management, Assistant Vice President State Street CorpChannel Marketing Manager - State Street Investment Management, Assistant Vice PresidentBoston, MA$70,000–$130,000 / yearYou will lead and deliver marketing programs to drive awareness, engagement and interest in State Street investment solutions and work closely with members of Marketing, Sales, Client Engagement, Strategy, and Product Innovation as well as external agencies and partners. If you are a driven, curious, and high-energy marketing professional ready to step into an exciting role within a focused marketing organization, this marketing position with State Street Investment Managements business might be for you.
NewInternal Sales, Senior Associate State StreetInternal Sales, Senior AssociateBoston, MassachusettsClient Engagement & Outreach : Deliver an exceptional client experience through proactive outreach and quality outbound client engagement activity across multiple channels, including phone, email, video conferencing, and virtual meetings. Territory Planning & Execution : Partner with the Regional Consultant to develop and execute territory business plans to expand market share, uncover new business opportunities, and grow the distribution of SSIM’s investment solutions (e.g., ETFs, model portfolios, cash solutions).
Corporate & Institutional Banking Undergraduate Intern - Real Estate Banking The PNC Financial Services Group IncCorporate & Institutional Banking Undergraduate Intern - Real Estate BankingBoston, MA$18–$35 / hourOpportunities are available throughout PNC's footprint and could include, but not limited to: Atlanta, GA; Boca Raton, FL; Boston, MA; Dallas, TX; Denver, CO; East Brunswick, NJ; Los Angeles, CA; Irvine, CA; New York, NY; San Francisco, CA; New York, NY; San Diego, CA; Houston, TX or Washington, D.C. Learn more about PNC's Internships by visiting www.pnc.jobs/students. Required Education and Experience: Working toward bachelor's degree, preferred business relevant majors (e.g., Real Estate, Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status.
Director, Client Implementation and Transitions Cambridge Associates Private ClientsDirector, Client Implementation and TransitionsBoston, MAAs a senior individual contributor, this role is accountable for shaping and driving the end-to-end implementation approach for the most complex, high-risk, and high-visibility client events, requiring deep specialized expertise, strong judgment, and the ability to operate effectively in ambiguous situations. The individual will serve as a partner to key stakeholders, including CIOs, Investment Directors, Business Development Directors, and clients, aligning parties across functions, identifying and managing risks, and driving decisions to successful outcomes.
Vice President, Lead Business Analysis Morgan StanleyVice President, Lead Business AnalysisBoston, MassachusettsRequires five (5) years of experience with the following skills: Utilizing Full-service on-premises Order Management System; Trade life cycle for Equities, Derivatives and Fixed Income; Performing Trading Desk execution support; Querying SQL Server Management Studio; Applying Bloomberg API and Real-Time Data; Utilizing ETL applications with Kettle Spoon; Scheduling software, including AutoSys or ESP; Utilizing CRIMS (Charles River Investment Management) OMS including: Manager Workbench configuration, Blotter configuration, Middle Tier/Server configuration, Compliance Rule and Configuration, Import Export and Reporting and Sysadmin; Jira; GITHUB; Batch Scripting; SQL and PLSQL scripting; Writing advanced scripts in Perl, Shell, and Python; and. Morgan Stanley Services Group Inc. is seeking a Vice President, Lead Business Analysis in Boston, Massachusetts to act as the primary point of contact with Business Users (Portfolio Managers, Traders etc.) for the support of technology used within the Order Lifecycle across multiple investment classes.
VP, End Client Strategy And Experience LPL Financial ServicesVP, End Client Strategy And ExperienceBoston, MA$159,959–$266,564 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
SVP, Principal Full Stack Engineer - Performance Product Engineering The Bank of New York Mellon CorpSVP, Principal Full Stack Engineer - Performance Product EngineeringBoston, MAYou will operate as the solution architect for the organization: setting technical direction across teams, owning the cross-cutting design decisions that no single team can make alone, and partnering directly with the Director of Engineering as the org''s principal technical voice. This is the senior technical leadership role for Performance Product Engineering, an organization of ~100 engineers building the performance measurement and attribution calculation platform underneath our wealth management and asset servicing products.
Senior Director - Family Office Services Cambridge Associates Private ClientsSenior Director - Family Office ServicesBoston, MAJob Description: In conjunction with the Head of Private Wealth Strategies and Family Office Services, this role will focus on: Strategic Leadership: Refine the vision, mission, and strategy for the Family Office Services team in alignment with the Private Client Practice and firm-wide objectives. This individual will be responsible for executing the team''s mission to serve as a partner and resource across a range of family office services and solutions, including family office design, governance, legacy planning, and advisory services.
Head of Operations PMO MassMutualHead of Operations PMOSpringfield, MassachusettsMaintain strong relationships with peer groups: Product Owner, Portfolio Management, Project Readiness, and other Project Management leaders to improve delivery and execution through shared best practices and aligned workflows. Shared Services & Enablement Operations was established to drive alignment and effectiveness of non-production functions that support advisors, field partners, customers, and service associates—enhancing the overall performance of the Operations organization.
NewAvp, Senior Trustee Consultant LPL Financial ServicesAvp, Senior Trustee ConsultantBoston, MA$88,580–$147,599 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Investment Management Agreements Specialist - Vice President Morgan StanleyInvestment Management Agreements Specialist - Vice PresidentBoston, Massachusetts$150,000–$225,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Senior Account Executive ArchSenior Account ExecutiveBoston, MassachusettsBuild relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
NewVirtual Wealth Advisor - Boston, MA Citizens Financial Group IncVirtual Wealth Advisor - Boston, MAWestwood, MA$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.