Wealth management Jobs in Boston, MA

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Program Manager with Wealth Management & Asset Management

VLink Inc

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Remote or Hartford, Connecticut, USA

Third Party, Contract

Title: Product Manager/ Project/Program Manager - Wealth Advisory Location: REMOTE Employment Type: Long Term contract Note: Candidates need to travel to NYC and CT location for meetings. Job Description : We are seeking a highly motivated and experienced Product/Project Manager with a strong background in Wealth Management products. The ideal candidate will be responsible for leading end-to-end delivery of complex projects involving digital transformation, regulatory compliance, product enhanc
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Posted 2 days ago

Business Analyst - Wealth Management

Kforce Technology Staffing

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Remote or San Diego, California, USA

Contract

RESPONSIBILITIES: Kforce has a client in San Diego, CA that is seeking a Business Analyst - Wealth Management. Responsibilities: * Working with business and/or product owner, you will formulate and help define system scope matrix, objectives, and requirements through best practice disciplines, research, and requirements gathering * Lead and/or assist business and technical teams to develop and/or modify processes to resolve moderate to complex business issues * Support design, build, and test p
Posted 3 days ago | Updated 20 hours ago

Asset and Wealth Management Domain Consultant

Avance Consulting

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Remote

Full-time

Job Description The client is seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirement
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Posted 13 days ago

C# Dot Net Developer with Capital Market & Wealth Management EXP

Magnum Technologies, Inc.

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Remote

Full-time

JOB DESCRIPTION: Please apply only if you have Investment banking/Capital market experience. W2 ONLY (No C2C) Role: C# Dot Net Developer with Capital Market & Wealth Management EXP Location: NY(Remote) Job Type: W2 Client is looking for a reliable full stack Dot Net developer ASAP.Wealth Management & Capital Market (Trading, Equities, , Portfolio) Exp. Must.SQL, C#, .NET, Full stack developer with 8+ years of experienceProficiency in C#, .NET framework, and object-oriented programming principles
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Posted 2 days ago

Business Analyst - Banking & Wealth Management

Photon

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Remote

Full-time, Third Party

Job Summary: We are seeking a highly skilled Business Systems Analyst (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing. The ideal candidate will have a deep understanding of wealth management processes, banking operations, and experience in delivering high-quality business solutions. As a BSA, you will work closely with business stakeholders and IT teams to gather requirements, pr
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Posted 16 days ago | Updated 5 days ago

Sr Lead, DevSec Ops - Wealth & Asset Management

Northern Trust

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Remote or Chicago, Illinois, USA

Full-time

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world'
Posted 60+ days ago | Updated 4 hours ago

Wealth/Financial Management Sales

EMW Staffing Solutions LLC

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Remote

Full-time

Thank you for your possible interest. Please apply for further information. Term: Open, either 1099 or w2 employee status Location: Open anywhere in the continental US and US territories Role: Financial/Wealth Advisor Client: Domestic US Investing House $: Compensation and terms are open for this role. Enterprise Level Financial Services Firms seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $ 300 K T/12 or $50 million AUM in production. Some of the many benefits
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Posted 60+ days ago | Updated 32 days ago

Private Client Financial Advisor

Citizens

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Boston, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 2 days ago | Updated 22 hours ago

Private Client Financial Advisor

Citizens

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Boston, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal
Posted 11 days ago | Updated 5 hours ago

Alternatives Investment Data Lead

Marsh & McLennan Companies

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Boston, Massachusetts, USA

Full-time

Company: Mercer Description: We are seeking a talented individual to join our Mercer Investments team at Mercer. This role will be based near a Mercer office anywhere in our East Zone. This is a hybrid role that has a requirement of working at least three days a week in the office. The Alternatives Data Solutions Leader will play a pivotal role in defining and executing Mercer's data strategy for alternative investments, supporting growth, operational excellence, and innovation within our glo
Posted 11 days ago | Updated 3 hours ago

Senior Cloud Platform Engineer - Identity & Security

State Street Corporation

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Burlington, Massachusetts, USA

Full-time

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 Identity and Access Management in the cloud. The candidate will be responsible for defining and automating processes to optimize access management using the Microsoft Identity Platform and related technologies. Why this role is important to us The team you will be joining is a part of Charles Rive
Posted 45 days ago | Updated 4 hours ago

Strategy and Analytics Partner - Lending and Banking Services

MassMutual

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Boston, Massachusetts, USA

Full-time

Job DescriptionThe Opportunity As the Strategy and Analytics Partner, you don t just influence you architect the future of Lending and Banking within our Wealth Management platform. This role serves as a trusted partner to the Head of Lending and Banking, responsible for turning vision into execution, unlocking growth, and delivering measurable results. You will own the strategy, business performance, and data-driven decisions that will shape organizational priorities, drive operational excelle
Posted 3 hours ago

Software Engineer, Charles River Development, Off

State Street Corporation

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Burlington, Massachusetts, USA

Full-time

Job Description Software Engineers will work on developing the user interface (C#) and/or related server-side systems (Java) of the Charles River Investment Management System. Positions involve highly technical development helping to build functionality for the system and working on new product development. This role promotes growth in technical areas, as well as expertise in the financial market space. Why this role is important to us The team you will be joining is a part of Charles River D
Posted 15 hours ago | Updated 4 hours ago

Product/Project/Program Manager - Wealth Advisory

VLink Inc

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Remote

Contract

Hope you are doing great. We are actively hiring for REMOTE JOB for Product Manager/ Project/Program Manager - Wealth Advisory role. This is a 100% REMOTE Job. Please let me know if you are interested in this job role. Title: Product Manager/ Project/Program Manager - Wealth Advisory Location: REMOTE Employment Type: Long Term contract Note: Candidates need to travel to NYC and CT location for meetings. Job Description : We are seeking a highly motivated and experienced Product/Project Manager
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Posted 11 days ago | Updated 10 days ago

Senior Software Engineer I

State Street Corporation

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Burlington, Massachusetts, USA

Full-time

Senior Software Engineer I Summary: Contribute to the enhancement and maintenance of one or more Charles River IMS modules or components as a senior member of an agile scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams within Charles River. Responsibilities: Work under minimal supervision to analyze, design, develop, test, and debug small to medium software enhancements and solutions within Charles River's business and technical pro
Posted 60+ days ago | Updated 4 hours ago

Senior Software Engineer

State Street Corporation

•

Burlington, Massachusetts, USA

Full-time

Summary: 30 trillion dollars in assets are managed on Charles River Investment Management System (CR IMS) by 38,000+ professionals in 30+ countries. The portfolio management platform offers a saleable, state-of-the-art set of functions, enabling various user types from Portfolio Managers to high powered institutional Traders to construct and manage large and diverse portfolios. The platform services both Institutional and Wealth Management clients. The Wealth Management platform provides signifi
Posted 40 days ago | Updated 4 hours ago

Systems Analyst

State Street Corporation

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Burlington, Massachusetts, USA

Full-time

Who we are looking for The L2 Systems Analyst is a client-facing, business and technical position responsible for all aspects of managing production of Charles River IMS systems clients as part of the Charles River Software as a Service (SaaS)/Managed Services offerings, including Application Management for hosted and non-hosted clients. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CR
Posted 56 days ago | Updated 4 hours ago

Sr. Software Engineer I, AVP

State Street Corporation

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Burlington, Massachusetts, USA

Full-time

Who we are looking for: Contribute to the enhancement and maintenance of one or more Charles River IMS modules or components as a senior member of an agile Scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams within Charles River. Responsibilities: Work under minimal supervision to analyze, design, develop, test, and debug medium to large software enhancements and solutions within Charles River's business and technical problem domains
Posted 55 days ago | Updated 4 hours ago

AI Engineer

Mass Mutual Financial Group

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Remote or Boston, Massachusetts, USA

Full-time

Position Summary: MassMutual's Data Science team is seeking an exceptional, highly motivated and self-directed AI Engineer. In this role, you will perform data-driven research, problem solving, and algorithm development through the systematic application of mathematics, statistics and computer science as well as cutting edge AI methods and technologies. Results of this work manifest themselves in a variety of ways, including interactive visualizations, presentations, publications, web applicatio
Posted 60+ days ago | Updated 4 hours ago

Sr. Engineering Lead II, VP

State Street Corporation

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Burlington, Massachusetts, USA

Full-time

Summary: Act as engineer responsible for the enhancement and maintenance of one or more Alpha/Charles River Development modules or components of an agile scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams within Charles River. Responsibilities: Analyze, design, develop, test, and debug large and complex software enhancements and solutions within Charles River's business and technical problem domains including modifications to core fra
Posted 39 days ago | Updated 4 hours ago