Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsBoston, MACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
NewInvestment Banking Vice President Financial Advisory Selby Jennings LtdInvestment Banking Vice President Financial AdvisoryBoston, MAThis role is ideal for professionals with experience advising underperforming, distressed, and special situation companies across a variety of strategic and financial initiatives, including restructuring, turnaround management, performance improvement, interim management, and transaction-related advisory services. The Vice President will play a key role in both client engagement execution and business development efforts, working directly with senior leadership and clients to deliver solutions to complex operational and financial challenges.
CSI Investment Assistant II - Chestnut Hill, MA Citizens Financial Group IncCSI Investment Assistant II - Chestnut Hill, MAMA$25–$26.50 / hourYou will occasionally be responsible for selected marketing activities including contacting the assigned Wealth Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate.
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.
SVP, Head of Non-Financial Risk Management (Investment Management) State Street CorpSVP, Head of Non-Financial Risk Management (Investment Management)Boston, MA$225,000–$337,500 / yearAs a member of the Investment Management senior leadership team and broader Non-Financial Risk Management leadership community, this executive serves as a trusted advisor, independent challenge function, and strategic partner to business leadership, enterprise stakeholders, regulators, and governance committees. Reporting to the Chief Compliance and Operational Risk Officer (CCORO), this role ensures that non-financial risk management strategies, governance and practices effectively identify, assess, mitigate and report on risks, supporting business objectives, fiduciary obligations, and global regulatory requirements.
Tax Center of Excellence, VP I - State Street Investment Management State Street CorpTax Center of Excellence, VP I - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThe CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
North America Strategic Implementation Lead, VP III - State Street Investment Management State Street CorporationNorth America Strategic Implementation Lead, VP III - State Street Investment ManagementQuincy, MA$110,000–$207,500 / yearAs a senior member of the Strategic Implementation team within the Chief Administrative Office (CAO) of State Street Investment Management, you will lead a team of project managers and drive the most strategic, high-complexity, cross-functional initiatives happening across State Street Investment Management. Complex Program & Project Management: Oversee a portfolio of large-scale, cross-functional programs with multiple interdependent workstreams, competing priorities, and significant enterprise-wide impact.
Business Architect, VP III - State Street Investment Management State StreetBusiness Architect, VP III - State Street Investment ManagementBoston, Massachusetts$120,000–$217,500 / yearYou will work closely with the Head of Business Architecture, business leaders, solution architects, and technology teams to help the organization transform to a PPS operating model, powered by a strong business architecture strategy that aligns business outcomes to platform and capability roadmaps. As a Business Architect, VP at State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA), you will play a key role in developing, maturing, and institutionalizing the business architecture function.
North America Strategic Insights Analyst, VP - State Street Investment Management State Street CorporationNorth America Strategic Insights Analyst, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThe VP, North America Strategic Insights Analyst is responsible for continuously monitoring what is happening across the North American asset management industry and within our own business-and translating that into real-time, decision-ready insight for leadership. Key Responsibilities: Develop and maintain a forward-looking view of the North American asset management landscape, including flows, product innovation, competitive positioning, client and advisor behavior, and emerging market trends.
Transition Management Engineering Lead, VP - State Street Investment Management State Street CorpTransition Management Engineering Lead, VP - State Street Investment ManagementBoston, MA$120,000–$202,500 / yearState Street Investment Management ("State Street IM", formerly State Street Global Advisors) is seeking a Vice President of Engineering to lead the design, delivery, and production support of the Transition Management (TM) & Trading technology platform. This role will be accountable for end-to-end platform ownership, ensuring high availability, scalability, and operational resilience, while enabling efficient execution of Transition Management workflows across asset classes.
NewRIA 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.
State Steet Investment Management - Transition Management Oversight, Assistant Vice President State StreetState Steet Investment Management - Transition Management Oversight, Assistant Vice PresidentBoston, Massachusetts$70,000–$130,000 / yearAs Transition Management Oversight AVP , you will: Provide governance and oversight for all services supporting the transition management investment function provided by our strategic partner, establishing clear processes, controls, and review frameworks that ensure compliance with internal policies and regulatory requirements. Investment operations expertise – Strong understanding of the end-to-end investment lifecycle and middle-office processes (trading, settlements, corporate actions, etc.) across multiple asset classes, including an appreciation for the risks and service requirements of portfolio transitions.
NewRIA 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.
Investment Banking Associate | Technology (Digital Infrastructure) Houlihan Lokey Europe GmbHInvestment Banking Associate | Technology (Digital Infrastructure)Boston, MAA trusted advisor, the group combines extensive market capabilities with in-depth industry knowledge to help clients maximize shareholder value across a variety of verticals, including Broadband, Data Centers, Towers & Wireless Infrastructure, Digital Infrastructure Services, Communication Software and Satellite. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Boston, MA Thrivent Financial for LutheransVirtual Financial Advisor - Boston, MABoston, MARemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
District Advisor First Command Financial Services, Inc.District AdvisorBurlington, MAThe District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building-with the ability to scale a business, develop leaders, and unlock uncapped growth potential. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
Senior Investment Analyst (CFA required) Great GraySenior Investment Analyst (CFA required)Boston, Massachusetts$100,000–$130,000 / yearThis individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this role.
SVP, Non-Financial Risk Management (Global Delivery and Investment Services) State Street CorpSVP, Non-Financial Risk Management (Global Delivery and Investment Services)Boston, MA$225,000–$337,500 / yearThe Senior Vice President, Non-Financial Risk Management is a senior leader responsible for developing, implementing and overseeing the global framework for Non-Financial Risks (including Compliance and Operational Risk) across State Street's Global Delivery and Investment Services businesses. Qualification & Skills: Minimum 15 years of experience in non-financial risk management, compliance or operational risk in financial services, with executive leadership experience; experience with GSIBs or large, complex financial institutions is a plus.