Quantitative Analyst FidelityQuantitative AnalystBoston, MassachusettsRemotePlease 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
VP, Assistant General Counsel - Brokerage LPL Financial ServicesVP, Assistant General Counsel - BrokerageBoston, MA$168,611–$281,087 / 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.
Sr Manager of Software Engineering JPMorgan Chase Bank, N.A.Sr Manager of Software EngineeringBoston, MAFull time55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Legal Counsel - Advisory And Intermediary Lead Grantham Mayo Van OtterlooSenior Legal Counsel - Advisory And Intermediary LeadBoston, 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 - Advisory and Intermediary Lead GMOSenior Legal Counsel - Advisory and Intermediary LeadBoston, MAFull timeclients; 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.
Intermediary Channel Marketing, Senior Associate, Morgan StanleyIntermediary Channel Marketing, Senior Associate,Boston, MA$115,000–$130,000 / yearWorking closely with the broader Morgan Stanley Investment Management Marketing teams, Alternatives Product Marketing and Sales the Senior Associate will lead the execution of alternatives-focused campaigns, communications, events, and sales enablement initiatives while partnering with Channel Marketing colleagues on broader intermediary marketing programs. Our 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.
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.
Chief Marketing Officer Advisor360°Chief Marketing OfficerNeedham, MassachusettsProven experience building or scaling an AI-native marketing function—hands-on familiarity with AI-powered martech (generative AI for content and personalization, predictive lead scoring, marketing automation) and comfort partnering closely with data science/growth teams to operationalize it. Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MAIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning).
Tax Principal Cerity Partners LLCTax PrincipalBoston, MAAs one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.
Senior Tax Associate Cerity Partners LLCSenior Tax AssociateBoston, MAAs one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients.
Channel Marketing, Senior Associate Morgan StanleyChannel Marketing, Senior AssociateBoston, MA$115,000–$130,000 / yearWrite proposal briefs and project manage channel marketing deliverables from concept through execution, partnering with creative, editorial, digital, legal, compliance, and production teams that could include product launches, thought leadership initiatives, advisor education programs, webinars, events and more. Our 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.
Operations Specialist Berkshire BankOperations SpecialistBoston, MA$21.55–$36.63 / hourKey Accountabilities: Serve as the liaison between client service and the custodian for all operational inquiries - i.e. managing client onboarding, ACAT transfers, money movement requests and general account maintenance. The ideal candidate will be responsible for working closely with the Operations and Client Service teams to monitor and execute client requests to deliver an excellent client experience.
Senior Tax Associate Cerity PartnersSenior Tax AssociateBoston, MassachusettsAs one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients.
Tax Principal Cerity PartnersTax PrincipalBoston, MassachusettsAs one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations—far beyond the preparation of returns.
Administrative Assistant Modera Wealth ManagementAdministrative AssistantBoston, Massachusetts$55,000–$88,000 / yearFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
Systems Administrator Modera Wealth ManagementSystems AdministratorBoston, Massachusetts$110,000–$145,000 / yearSupport and identify modernization, centralization, and transition efforts, including reducing on-premise dependencies where appropriate, advancing a cloud-based identity architecture, and supporting the integration and migration of identity, access, and core network services across on-premises, cloud, and hybrid environments, including those introduced through acquisitions. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
NewDirector, Accounting OsaicDirector, AccountingBoston, MA$200,000–$250,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Director of Accounting owns the monthly close, financial reporting, and accounting controls for a wealth management business scaling quickly through acquisition, while also driving cross-functional work across accounting, operations, and advisor relations.
External Wholesaler –Northeast PotomacExternal Wholesaler –NortheastMassachusettsThe External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory.
Planner, Conference and Events Commonwealth Financial NetworkPlanner, Conference and EventsWaltham, MACommonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Overseeing event technology strategy and execution of registration and mobile app platforms along with business meeting AV production, while identifying opportunities for process improvements and enhanced attendee engagement.