Audit Senior Manager | Alternative Investments CBIZ IncAudit Senior Manager | Alternative InvestmentsProvidence, RIAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
Audit Director | Alternative Investments CBIZ IncAudit Director | Alternative InvestmentsProvidence, RIAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
Investment Sales Associate Berkshire BankInvestment Sales AssociateProvidence, RI$52,000–$90,498 / yearPurpose/Objective: The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Planned Investment Manager Tristone NashPlanned Investment ManagerBristol, Bristol£48,000–£52,000Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. We are working with a registered social landlord, who are recruiting a Planned Investment Manager to lead the delivery of a range of projects within capital programmes, from inception through to completion.
Investment Consultant - Providence, RI FidelityInvestment Consultant - Providence, RIProvidence, Rhode IslandRemoteSales 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. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Investment Management Consultant II - Smithfield FidelityInvestment Management Consultant II - SmithfieldSmithfield, Rhode IslandRemoteSales 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. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
Consumer Investments - Financial Services Representative I (Lincoln, RI) Bank of America CorpConsumer Investments - Financial Services Representative I (Lincoln, RI)Riverside, RI$25–$27 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. Back to search results Consumer Investments - Financial Services Representative I (Lincoln, RI) Riverside, Rhode Island; Lincoln, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Head of Engineering - Investment Accounting, MD State StreetHead of Engineering - Investment Accounting, MDMassachusettsThe ideal candidate combines strong domain knowledge in enterprise investment accounting (e.g., ABOR/IBOR, event processing, corporate actions, reconciliations, cash management), technical excellence, and strategic leadership to scale teams, processes, and build platforms that enable accuracy, scalability, transparency, and auditability. This role is ideal for a seasoned engineering leader with deep expertise in cloud architecture (especially Azure), distributed computing, investment accounting capabilities, data architecture, and enterprise platform modernization within enterprise capital markets and asset servicing environments.
Sales Support and Proposal Manager, AVP - State Street Investment Management State StreetSales Support and Proposal Manager, AVP - State Street Investment ManagementQuincy, MassachusettsAs an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients. Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management.
Business Architect, VP III - State Street Investment Management State Street CorporationBusiness Architect, VP III - State Street Investment ManagementQuincy, MA$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 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.
Sales Support And Proposal Manager, AVP - State Street Investment Management State Street CorporationSales Support And Proposal Manager, AVP - State Street Investment ManagementQuincy, MA$80,000–$140,000 / yearAs an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients. Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management.
Sustainable Investing Strategist, VP II - State Street Investment Management State Street CorporationSustainable Investing Strategist, VP II - State Street Investment ManagementQuincy, MA$120,000–$202,500 / yearThe position requires a combination of strategic thinking, subject matter expertise, client engagement, thought leadership, and strong cross-functional collaboration to help advance the firm's sustainable investing capabilities and deliver commercially relevant, client-focused solutions. The Sustainable Investing Strategist supports the development and execution of the firm's sustainable investing strategy, working closely with investment teams, clients, product specialists, marketing, legal and compliance, and senior stakeholders.
Market Data Advisory, Governance & Vendor Management, VP II - State Street Investment Management State Street CorporationMarket Data Advisory, Governance & Vendor Management, VP II - State Street Investment ManagementQuincy, MA$110,000–$188,750 / yearState Street Investment Management is seeking a Vice President, Market Data Strategy & Vendor Management to work collaboratively across Investment Management business units and with partners across Procurement, Finance and Legal teams at State Street Bank and Trust Company enterprise, ensuring the effective management and administration of market data services. Establish and manage strong relationships with Investment Management business teams (Index, ESG, Investments, Operations, Technology) to develop and maintain a comprehensive understanding of market data products, services, and use cases.
Senior Business Analyst, AVP II - State Street Investment Management State Street CorporationSenior Business Analyst, AVP II - State Street Investment ManagementQuincy, MA$90,000–$157,500 / yearState Street Investment Management is looking for a highly skilled Senior Business Analyst who will be responsible for working with clients and development to create solutions to improve the client experience, the product feature set, and the strategic position of the Portfolio Construction Tools. Assist implementation and support to resolve escalated client issues Actively participate in the Agile software development process by adhering to Scrum Methodology including attending all daily standups, sprint planning, backlog grooming, and retrospectives.
Client Support, Officer - State Street Investment Management State StreetClient Support, Officer - State Street Investment ManagementQuincy, MassachusettsIn addition to working with our external clients, the Client Support Officer will collaborate internally with various Business Units across Investment Management including the Client Coverage Group and Portfolio Management team. The Client Support Officer’s primary responsibility is working with our institutional clients to ensure their trading needs are addressed to the highest level of satisfaction and any issues or problems are resolved promptly and professionally.
Client Onboarding Manager, AVP - State Street Investment Management State Street CorpClient Onboarding Manager, AVP - State Street Investment ManagementQuincy, MA$80,000–$140,000 / yearDue to the complex and continually evolving client relationships and goals, the most successful Client Onboarding Managers are agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing and other internal teams to achieve deadlines and develop a comprehensive working knowledge of the business and industry. Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes.
Data Platform Engineer, VP II - State Street Investment Management State Street CorporationData Platform Engineer, VP II - State Street Investment ManagementQuincy, MA$120,000–$202,500 / yearState Street Investment Management's Data, Analytics & AI Services (DAAIS) team is seeking an experienced Vice President - Technology Lead to lead the architecture, engineering execution, modernization strategy, and technology roadmap supporting the investment management business. Demonstrated hands-on experience designing and implementing modern, open architecture data platforms supporting OLAP, OLTP, and near real-time workloads; familiarity with catalog services that enable multiple compute engines, high concurrency, and strong performance.
Agentic AI Builder, Officer - State Street Investment Management State Street CorporationAgentic AI Builder, Officer - State Street Investment ManagementQuincy, MA$70,000–$118,750 / yearThe successful candidate will use modern agentic AI tools, frameworks, IDEs, large language models, prompt engineering techniques, and reusable skills or tools to iterate quickly, validate business value, and scale responsible AI capabilities across investment, product, client, finance, and operations functions. State Street Investment Management's Data, Analytics and AI Services team is seeking an Agentic AI Builder, Officer, to help design, prototype, and implement AI-enabled business workflows across the investment management organization.
Senior Client Experience Event Program Manager, VP - State Street Investment Management State Street CorporationSenior Client Experience Event Program Manager, VP - State Street Investment ManagementQuincy, MA$110,000–$188,750 / yearWe are hiring a Senior Client Experience Event Program Manager to drive the client experience strategy for State Street Investment Management's institutional business reporting to the Head of Client Experience, you will be responsible for developing and leading a comprehensive event strategy that strengthens client relationships, increases brand awareness, and delivers measurable outcomes tied to business objectives. Bring a One State Street view to industry conferences, client events; partnering with Marketing, Communications, and Distribution to align client event strategy with broader brand and distribution goals.