Wealth Management jobs in Massachusetts

Business Analyst (Wealth/Investment Management)

Remote

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6d ago

Only Citizen We are looking for individuals who can connect wealth management business needs with data and analytics, working with the Strategic Initiatives Office to translate priority business needs into rigorous analysis, insights, and decision support. Successful candidates will understand the wealth management business, be highly analytical and data savvy, and be comfortable working with Strategy and business leaders to understand the questions they are trying to answer, determine how data

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Contract

$60 - $70

Agile Program Manager (AI Platform)- Boston, MA

Boston, Massachusetts

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Yesterday

Role: Agile Program Manager (AI Platform) Location: Boston, MA Duration: Long Term Overview We are seeking a hands-on Program Leader to drive delivery of our Enterprise AI Platform and the agent portfolio running on it. The role sits at the intersection of AI engineering, platform governance, and AI-augmented delivery. Key Responsibilities Own the roadmap, release train, and delivery cadence for a multi-pod AI platform spanning agent runtime, tooling, identity, observability, and enterprise int

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Contract

Depends on Experience

SEI Wealth platform

Boston, Massachusetts

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3d ago

SEI Wealth Platform (SWP) Must HaveWealth Management domain expertiseCapital Markets knowledgeData Analysis and Data MappingBusiness Analysis and Requirements ManagementData Governance and Data QualityWealth Platform IntegrationsFunctional ConsultingPlatform Experience Hands-on experience with one or more of the following platforms: SEI Wealth Platform (SWP) MandatoryFIS AddVantageCharles River IMSAddeparDomain Knowledge Requirements Strong understanding of: Wealth Management Advisory Services

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Third Party, Contract

Depends on Experience

Data Engineer (Snowflake, Python, AI/ML Data Pipelines)

Remote

•

Today

A leading wealth management technology firm is seeking a Data Engineer to join their growing AI and Data team. This fully remote contract opportunity offers the chance to build modern data solutions leveraging Snowflake, Python, dbt, Airflow, and AI/ML technologies that support enterprise-scale analytics and next-generation AI applications. Candidates who convert to full-time should be in or willing to relocate to one of the organization's hub locations in Atlanta, GA; La Vista, NE; Oakdale, MN;

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Contract

$52 - $60

Lead Data Engineer

Remote or Hybrid

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Today

This Senior Cloud Data Engineer will join a team building and supporting a new AWS-based wealth data ingestion platform. The platform receives large vendor data feeds containing brokerage, trust, account, ownership, and transactional information, processes and validates that data, and makes standardized outputs available to downstream enterprise consumers. The environment is heavily AWS-native and currently leverages Python, Lambda, Step Functions, S3, Aurora/Postgres, Terraform, and GitHub Act

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Contract

$90-$100

Project Manager (Cybersecurity) (100% Remote)

Remote or Birmingham, Alabama

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Today

RESPONSIBILITIES: Kforce has a client that is seeking a Product Manager (Cybersecurity) for a 100% Remote role. Overview: Our client, a large financial services organization, is seeking an experienced IT Security Project Manager to lead and coordinate technology initiatives focused on cybersecurity vulnerability remediation and improving enterprise security posture. This individual will manage approximately 4-5 concurrent projects supporting technology teams across banking, wealth management,

Contract

$70 - $80 hourly

Technology Support

Boston, Massachusetts

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10d ago

Job Description Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip, a separately branded subsidiary of J.P. Morgan, means standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. Application Support Analyst (602) provides L2 production support for business-critical applications, focusing on incident triage and resolution, monitoring and alert handling, root-cause analysis, and support for releases/changes. The

Full-time

Staff Product Designer

Remote

•

Today

Staff Product Designer, Internal tools REMOTE Direct Hire 20% fee Up to $200K yearly Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, we leverage a "human-plus-tech" approach, combi

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Full-time

USD 175,000.00 - 200,000.00 per year

Policy & Procedure Documentation Specialist

Remote

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Today

Description: Remote Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, com

Full-time

Cloud Platform Engineer - AuthN/Z

Burlington, Massachusetts

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Today

Who we are looking for State Street Alpha is seeking a highly motivated Security Engineer to join our Cloud Platform Engineering team. In this role, you'll help to design and implement solutions for Customer Identity and Access Management (CIAM) in the cloud. The candidate will be responsible for defining and automating processes to optimize access management using the Customer Identity Platform and related technologies. Why this role is important to us The team you will be joining is a part of

Full-time

USD 90,000.00 - 157,500.00 per year

Java Developers Fintech

Boston, Massachusetts

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Today

Contribute to the enhancement and maintenance of one or more industry leading trading platform modules or components as a senior member of an agile scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams. Responsibilities: ? Work under minimal supervision to analyze, design, develop, test, and debug small to medium software enhancements and solutions within our trading platforms business and technical problem domains ? Collaborate with Bus

Full-time

Senior ServiceNow Administrator

Remote or St. Louis, Missouri

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Today

Job Description Summary: The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Job Description: Primary Responsibilities Design and implement scalable administrative and configuration solutionsLead platform upgrades, performance tuning, and health initiativesDefine and enforce configuration standards and gu

Full-time

USD 100,000.00 - 115,000.00 per year

Staff Software Engineer - Files Platform

Remote

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Today

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end

Full-time

USD 158,000.00 - 248,000.00 per year

Project Manager - PM, Agile, Senior Project Manager, Sr Project Manager, Technical Project Manager

Remote

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Today

Project Manager - PM, Financial, Retirement or Investment Experience Type: W2 With Benefits - No C2C Location: Hybrid - Denver, CO OR Remote - will be supporting MST hours Top Technical Skills: Sr. Project ManagerWork with multiple project teamsMust own the project, and all meetingsUnderlying Projects are being run Agile - This is NOT a Scrum Master PositionStrong financial backgroundMust have Strong Communications Financial, Retirement or Investment ExperienceTop 3 Soft Skills: Soft Skills are

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Full-time

Depends on Experience

Senior Software Engineer (CA - Remote)

Remote or Santa Ana, California

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Today

Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported,

Full-time

USD 129,300.00 - 172,300.00 per year

Contract CRM Data Lead / Project Manager

Remote

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Today

Description: Remote Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operati

Contract

Chief Technology Officer, MD

Boston, Massachusetts

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Yesterday

Founding Chief Technology Officer (CTO) Position Summary We are seeking a Founding Chief Technology Officer to join the leadership team of a new mobile- and AI-first wealth and retirement advisory platform being launched in partnership with major financial institutions and strategic investors. Trust, privacy, and responsible AI usage are the core tenets of our platform identity. The CTO will be responsible for defining the platform architecture, establishing engineering standards, building the

Full-time

USD 170,000.00 - 282,500.00 per year

Senior Software Engineer - Backend Platforms, Vice President (Wealth Custody & Clearing)

Boston, Massachusetts

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Today

Who we are State Street's Wealth Custody & Clearing (WC&C) business delivers institutional grade custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions. As WC&C continues to scale its digital and cloud native platforms, we are building modern, resilient backend systems that support high volume financial transactions, real-time data access, and regulatory grade controls. We are seeking a Senior Software Engineer to provide technical leadership acro

Full-time

USD 120,000.00 - 202,500.00 per year

ServiceNow Administrator II

Remote or St. Louis, Missouri

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Today

Job Description Summary: The ServiceNow Administrator II is a mid-level computer systems professional responsible for independently administering, configuring, analyzing, testing, and modifying the ServiceNow platform and related workflows. This role applies systems analysis techniques, consults with business and IT stakeholders to define functional and technical requirements, and designs secure, scalable configurations, automation, integrations, and data controls based on approved specificatio

Full-time

USD 70,000.00 - 85,000.00 per year

Senior Full-Stack Cloud Native Developer (OTC Team), Charles River Development, Assistant Vice President

Burlington, Massachusetts

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Today

Who We Are Looking For We are seeking a full-stack, cloud-native engineer to enhance and maintain our Enhanced OTC Module. This includes building a modern JavaScript front end and a Java-based backend deployed on Azure Cloud. You will also support both customer-facing and internal teams through technical troubleshooting and domain expertise. What You Will Be Responsible For Work under minimal supervision to design, develop, test, and debug medium- to large-scale software enhancements within Ch

Full-time

USD 90,000.00 - 157,500.00 per year

Wealth Management jobs in Massachusetts, USA