Wealth management Jobs in Boston, MA

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Senior Data Architect with Wealth Management/Investment experience @ Boston/New Jersey (Hybrid/onsite)

Hexaware Technologies, Inc

•

Boston, Massachusetts, USA

Full-time

What Working at Hexaware Offers: Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed. Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profiles. We complete the circle with excellent growth opportunities, chances to collaborate with
Easy Apply
Posted 18 days ago | Updated 5 days ago

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio
Posted 39 days ago | Updated 1 hour ago

Senior Delivery Lead - Wealth Management Technology (Remote)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role, with the expectation that there could be upto 25% travel This senior role requires a forward-thinking leader who can work independently while leading multiple platform teams to deliver projects, and programs across their full delivery life cycle. The incumbent provides oversight of numerous concurrent initiatives and cross-functional teams (including coordination with external groups), aligning timelines and expectations across departments to achieve organizatio
Posted 39 days ago | Updated 1 hour ago

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe
Posted 39 days ago | Updated 1 hour ago

Senior Manager IT - Wealth Management Technology (Remote, NC)

First-Citizens Bank & Trust Company

•

Remote or Raleigh, North Carolina, USA

Full-time

Overview This is a remote role that may only be hired in North Carolina. Seeking a Senior Manager for IT Delivery to lead planning, program management & governance, drive execution of delivery of technology solutions used at First Citizens Wealth. This is a leadership role that collaborates with executives in First Citizens Wealth and Engineering leaders to develop a technology roadmap and lead execution to deliver reliable, secure, and efficient technology solutions that enhance customer expe
Posted 39 days ago | Updated 1 hour ago

Project Manager - Wealth Managemet

Mindlance

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Boston, Massachusetts, USA

Contract

Project ManagerLocation: New York City, Boston, or Springfield, MADuration: 12 monthsW2 Only. Minimum Qualifications:Bachelor s degree8+ years relevant Program/Project Management experience; driving execution of large complex projects, experience with delivering projects involving financial services products, preferably asset and wealth management products, processes (e.g. Fixed Income, Equity, OTC, Alternatives, Trust Services, Trade Order Management, Execution Management, CRM, Onboarding, Fina
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Posted 2 days ago | Updated 2 days ago

Private Client Financial Advisor

Citizens

•

Waltham, 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 12 days ago | Updated 9 hours ago

Private Client Financial Advisor

Citizens

•

Watertown, 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 12 days ago | Updated 9 hours ago

Private Client Financial Advisor - Boston, MA

Citizens

•

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 12 days ago | Updated 9 hours ago

Private Client Financial Advisor

Citizens

•

Burlington, 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 8 days ago | Updated 9 hours ago

Private Client Financial Advisor - Westwood, MA

Citizens

•

Westwood, 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 12 days ago | Updated 9 hours ago

Epic Billing and Claims Sr. Analyst

Deloitte

•

Boston, Massachusetts, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic Billing and Claims Senior Analyst you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delive
Posted 4 days ago | Updated 4 hours ago

Epic ASAP and Orders Analyst

Deloitte

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Boston, Massachusetts, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic ASAP and Orders Analyst you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work
Posted 43 days ago | Updated 4 hours ago

Epic Orders/ClinDoc/ASAP Support Specialist

Deloitte

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Boston, Massachusetts, USA

Full-time

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Epic Orders/ClinDoc/ASAP Support Specialist you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service d
Posted 60+ days ago | Updated 4 hours ago

Lead IT Business Management Associate

DTCC

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Boston, Massachusetts, USA

Full-time

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world t
Posted 39 days ago | Updated 1 hour ago

AS400 Developer- Remote(Direct Client)

Digipulse Technologies, Inc

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Remote

Full-time

Hi Everyone, Please find below the role of high importance. Make sure before sending the profiles that the candidate have all key skills and have Wealth management/ brokerage domain experience in recent projects Role:AS400 developer, , remote role- C2C & W2 Skills: -Need for a AS400 developer. Someone who is very strong in hashtag RPG programming and has extensive experience in DB2 -Financial services experience is must. -Should be able to direct other developers and communicate very well.
Easy Apply
Posted 5 days ago

AS400 Developer- Remote Role(No layers in between)

Digipulse Technologies, Inc

•

Remote

Full-time

Hi Everyone, Please find below the role of high importance. Make sure before sending the profiles that the candidate have all key skills and have financial services orWealth managemnt/ brokerage domain experience in recent projects Role:AS400 developer, , remote role- C2C & W2 Skills: -Need for a AS400 developer. Someone who is very strong in hashtag RPG programming and has extensive experience in DB2 -Financial services experience is must. -Should be able to direct other developers and commun
Easy Apply
Posted 5 days ago | Updated 5 days ago

Full Stack .NET Developer

Kforce Technology Staffing

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Remote or Birmingham, Alabama, USA

Contract

RESPONSIBILITIES: Kforce has a client that is seeking a Full Stack .NET Developer in Birmingham, AL. Overview: Our client in the wealth management space is seeking a Senior Full Stack .NET Core Engineer with strong cloud experience. This is a hands-on engineering role ideal for someone who can contribute to architecture, infrastructure, and application development in a modern AWS environment. REQUIREMENTS: * 7+ years of full stack .NET Core and API development * 4+ years of hands-on AWS experi
Posted 15 days ago | Updated 9 hours ago

Applications Development Sr Programmer Analyst - AVP - TAMPA/Irving

Citi

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Remote or Tampa, Florida, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 16 days ago | Updated 4 hours ago

Data Integration Lead Analyst - VP - GETZVILLE

Citi

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Remote or University at Buffalo, New York, USA

Full-time

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemic
Posted 8 days ago | Updated 4 hours ago