Client Service Associate (Boston, MA) Oppenheimer Holdings IncClient Service Associate (Boston, MA)Boston, MA$50,000–$55,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Massachusetts and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Regional Sales Director Victory Capital Holdings IncRegional Sales DirectorBoston, MASalaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF, other investment products, and executing sales strategies to achieve business growth.
Sr. Wealth Strategist Northern TrustSr. Wealth StrategistBoston, MA$137,400–$240,400 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Mid-Level Designer / Job Captain The Jones Payne Group IncMid-Level Designer / Job CaptainBoston, MA$80,000–$100,000 / yearIn this position, you will be involved in all aspects of the project, including conducting field surveys, overseeing and coordinating design development activities, developing and detailing construction documents, and participating in construction administration activities. As part of our collaborative office culture, you will work closely with principals, project managers, designers, consultants, clients, and other team members through regular meetings and one-on-one discussions.
Senior AI ML Engineer - Remote UnitedHealth Group IncSenior AI ML Engineer - RemoteBoston, MARemote$120,118–$214,496 / yearThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Partner with cross-functional teams to define scope, success criteria, and delivery milestones, then execute with solid engineering rigor through CI/CD, environment readiness, and quality gates to deliver on schedule without compromising reliability or maintainability.
Client Service Associate Morgan StanleyClient Service AssociateWellesley, MassachusettsOur 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. • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Client Relationship Analyst Morgan StanleyClient Relationship AnalystMiddleton, MassachusettsOur 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. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Msim - Senior Client Product Specialist - Mortgage & Securitized Fixed Income - Vice President/Executive Director Morgan StanleyMsim - Senior Client Product Specialist - Mortgage & Securitized Fixed Income - Vice President/Executive DirectorBoston, MA$125,000–$250,000 / 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. The successful candidate will serve as a subject matter expert on the team's securitized fixed income strategies and will represent the team in client meetings, due diligence sessions, consultant reviews, prospect presentations and internal distribution discussions.
Manager, Software Engineering Vestmark IncManager, Software EngineeringBoston, MA$155,000–$165,000 / yearVestmark is a leading provider of wealth management solutions and services that enable financial advisors and institutions to efficiently manage and trade their clients'' portfolios using a purpose-built SaaS ecosystem. Lead a team building AI-native systems in production, in a domain where the business consequences are direct and measurable: $2 trillion in assets, millions of accounts, and a business model that is actively transforming.
PWM Client Relationship Analyst Morgan StanleyPWM Client Relationship AnalystBoston, MassachusettsOur 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. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Software Engineer Vestmark IncSoftware EngineerBoston, MA$80,000–$110,000 / yearVestmark is a leading provider of wealth management solutions and services that enable financial advisors and institutions to efficiently manage and trade their clients'' portfolios using a purpose-built SaaS ecosystem. Hands-on experience with agentic frameworks, LLM APIs, or workflow orchestration tools, whether through coursework, personal projects, or early professional work.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoston, Massachusetts$31,200–$90,000 / 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Senior Java Software Engineer Roberts RecruitingSenior Java Software EngineerBoston, MassachusettsResponsibilities § Assist team in developing and releasing new features and product to the market place§ Writing tested, idiomatic, and documented Java§ Communicating extensively and learning from the Product Owner/Manager§ When required attending meetings with clients to gather feedback and input on product improvements Skills and Qualifications § Experienced proficiency with Java 8, Spring MVC, Hibernate§ Experienced proficiency writing code coverage tests, as well as integration tests and using measurement tools (e.g.,Cobertura) to manage the process.§ Comfortable with MySQL, JSP, and jQuery§ Comfortable with SOAP and RESTful Web Services§ Professional, precise communication skills§ Creating configuration, build, and test scripts for Continuous Integration environments, as necessary We are currently seeking an experienced Java-experienced Software Engineer to help us build next-generation revenue management products for large wealthmanagement firms.
MSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive Director Morgan StanleyMSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive DirectorBoston, MA$125,000–$250,000 / 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. The successful candidate will serve as a subject matter expert on the team's securitized fixed income strategies and will represent the team in client meetings, due diligence sessions, consultant reviews, prospect presentations and internal distribution discussions.
Equity Institutional Portfolio Manager MFS Investment Management, IncEquity Institutional Portfolio ManagerBoston, MAAssume primary responsibility for portfolio management functions other than stock selection, including negotiating client guidelines for new accounts, management of cash in clone portfolios, management of customized portfolios (as well as internal and external marketing and client service as mentioned above). Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.
Senior Java Software Engineer Vestmark IncSenior Java Software EngineerWakefield, MA$112,000–$145,000 / yearVestmark is a leading provider of wealth management solutions and services that enable financial advisors and institutions to efficiently manage and trade their clients'' portfolios using a purpose-built SaaS ecosystem. Hands-on experience with agentic frameworks, LLM APIs, or workflow orchestration tools, whether through coursework, personal projects, or early professional work.
Toddler Teacher - Primrose School of Woburn - Full Time $21 - $24 Primrose SchoolsToddler Teacher - Primrose School of Woburn - Full Time $21 - $24Woburn, MA$21–$24 / hourExpert-designed lesson plans provided by Primrose - say goodbye to spending evenings or weekends searching Pinterest or building lessons from scratch. Opportunities to build competitive skills and grow professionally, with a strong track record of promoting teachers into management roles.
Manager, Tax - Private Client FORVIS, LLPManager, Tax - Private ClientBoston, MAThe Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Senior Manager, Tax - Private Client FORVIS, LLPSenior Manager, Tax - Private ClientBoston, MAThe Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Director, Tax - Private Client FORVIS, LLPDirector, Tax - Private ClientBoston, MAThe Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.