Financial Solutions Advisor - Boston West Market Bank of America CorpFinancial Solutions Advisor - Boston West MarketBrookline, MA$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Boston West Market Brookline, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts; Waban, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Boston Market Bank of America CorpFinancial Solutions Advisor - Boston MarketBoston, MA$65,000–$80,000 / yearSkills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsPlease note that this requisition contains multiple locations but there is not an immediate opening for every location listed. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Wealth Investment Associate M&T Bank CorpWealth Investment AssociateBoston, MA$34.10–$56.83 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Wealth Investment Associate Wilmington TrustWealth Investment AssociateBoston, MassachusettsBachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Investment Analyst Ascensus LLCInvestment AnalystBoston, MA$60,000–$120,000 / yearThe Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the "Committee"); and (iii) providing analytic support to the Committee. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Capital Allocation & Investments - Sr. Analyst Agilent TechnologiesCapital Allocation & Investments - Sr. AnalystMassachusettsThe Capital Allocation & Investments team is a new function within Agilent that will play a critical role in shaping capital deployment strategy, driving financial analysis, and decision-making across M&A, organic growth (e.g. Reporting to the Director, Capital Allocation & Investments, this role is responsible for leading financial analyses in support of high complexity projects, with a primary focus on M&A.
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore MarketBoston, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Global Head of Content and Thought Leadership, VPIII - State Street Investment Management State StreetGlobal Head of Content and Thought Leadership, VPIII - State Street Investment ManagementBoston, Massachusetts$110,000–$207,500 / yearDevelop strategies to promote investment solutions (including exchange traded products) effectively, ensuring key differentiators are clearly positioned and communicated to institutional investors, financial advisors, and retail audiences. We’re seeking a Global Head of Content and Thought Leadership to lead the development and execution of a best-in-class content strategy that further enhances State Street Investment Management’s credibility and brand equity as a premier asset manager.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerBoston, MA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Director, Energy & Infrastructure - Liberty Mutual Investments Liberty Mutual Holding Company IncDirector, Energy & Infrastructure - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. The Energy & Infrastructure (E&I) strategy invests holistically across the infrastructure landscape including real asset, services, and technology opportunities spanning power, midstream, energy transition, digital, transportation, utilities, and products.
Vice President, Energy & Infrastructure - Liberty Mutual Investments Liberty Mutual Holding Company IncVice President, Energy & Infrastructure - Liberty Mutual InvestmentsBoston, MAThis hire will be an experienced investment professional contributing to deal execution across a variety of transaction types, with responsibility for driving investment performance, developing actionable ideas, and supporting E&I's future growth strategy as a key member of the team. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY.
Fixed Income Research Associate - Liberty Mutual Investments Liberty Mutual Holding Company IncFixed Income Research Associate - Liberty Mutual InvestmentsBoston, MAWith deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. Collaborate with Portfolio Managers, Traders, and other investment analysts to maintain a One Team/One Portfolio approach to investment decision-making, leveraging diverse perspectives to identify and pursue investment opportunities that align with overall portfolio objectives.
Portfolio Investment Analyst Daley and AssociatesPortfolio Investment AnalystBoston, MA$80,000–$100,000 / yearAdvanced proficiency with Microsoft Office tools, specifically Excel, is required; Pivot Tables and Macros ; experience with performance-measurement platforms such as FactSet or Bloomberg, and a track record of leveraging intelligent workflow and data-enrichment tools will set you apart. Strong verbal, written, and interpersonal skills are necessary to communicate and interact directly with a diverse group of Account Managers, clients and prospects, outside investment advisors, and other investment professionals.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateBoston, MAConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. 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.
Investment Analyst Wellington Management Company, LLPInvestment AnalystBoston, MAThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Investment Analyst Wellington ManagementInvestment AnalystBoston, MassachusettsThe product management function has three main objectives: Product Development and Marketing: EPM contributes to client growth and retention by assessing business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book of business, including materials that differentiate the product relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. Investment Integrity and Risk Management: EPM acts as an independent advisor to ensure the integrity of the investment and risk management processes, as well as consistency with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review group processes.
Vice President -Investment Banking - M&A Alantra Solar Energy AdvisorsVice President -Investment Banking - M&ABoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Vice President -Investment Banking - M&A Alantra Partners SAVice President -Investment Banking - M&ABoston, MAAlantra's portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerBoston, MA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)Boston, MA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.