wealth management Jobs in boston, ma

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Enterprise Architect - Wealth Management

MassMutual

•

Boston, Massachusetts, USA

Full-time

The Opportunity Join an industry leading EA function within MassMutual that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions. This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innova
Posted 1 day ago | Updated moments 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 4 days ago | Updated 1 hour 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 14 days ago

Program Manager with Wealth Management & Asset Management

VLink Inc

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Remote or Hartford, Connecticut, USA

Contract, Third Party

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 3 days ago | Updated 21 hours 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 17 days ago | Updated 6 days ago

Sr Lead, DevSec Ops - Wealth & Asset Management

Northern Trust

•

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 3 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 3 days ago | Updated 4 hours ago

Private Client Financial Advisor

Citizens

•

Boston, Massachusetts, USA

Full-time

Job DescriptionDescription 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
Posted 7 days ago | Updated 3 hours ago

Private Client Financial Advisor

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 15 hours ago

Strategy Consultant, Business Strategy

MassMutual

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Boston, Massachusetts, USA

Full-time

The Opportunity Brand, Product, and Affiliated Distribution (BP&AD) manages MassMutual's largest sales channel, a network of about 7,000 financial advisors across the U.S, helping their clients secure their financial future through an array of insurance and wealth management solutions. BP&AD also has responsibility for MassMutual's product roadmap that supports our full spectrum of distribution channels, Brand and Marketing across the wider enterprise, and MassMutual's Institutional Solutions b
Posted 1 day ago | Updated 4 hours ago

Alternatives Investment Data Lead

Marsh & McLennan Companies

•

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 13 days ago | Updated 3 hours ago

AI Engineer

MassMutual

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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 1 day 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 47 days ago | Updated 3 hours ago

Investment - Valuation Senior Associate

MassMutual

•

Boston, Massachusetts, USA

Full-time

Investment - Valuation Senior Associate Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work
Posted 1 day ago | Updated 4 hours ago

Director, Reporting - Investment Controllership

MassMutual

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Boston, Massachusetts, USA

Full-time

Director - Reporting Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers legal en
Posted 1 day ago | Updated 4 hours ago

Strategy and Analytics Partner - Lending and Banking Services

MassMutual

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Boston, Massachusetts, USA

Full-time

The 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 excellence, and scale a
Posted 1 day ago | Updated 4 hours ago

Director, Credit & Valuation - Investment Controllership

MassMutual

•

Boston, Massachusetts, USA

Full-time

Director, Credit & Valuation Investment Controllership Full-Time New York, NY, Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise's actual results, forecast implications and strategic decision making. This work considers
Posted 1 day ago | Updated 3 hours ago

Investment Accounting Associate - Stategic Programs

MassMutual

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Boston, Massachusetts, USA

Full-time

Investment Accounting Associate - Strategic Programs Investments and Corporate Subsidiaries Controllership - Strategic Programs Controllers Organization of Corporate Finance Full-Time Boston, MA & Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the
Posted 1 day ago | Updated 4 hours ago

Investment Accountant - Strategic Programs

MassMutual

•

Boston, Massachusetts, USA

Full-time

Investment Accountant - Strategic Programs Investments and Corporate Subsidiaries Controllership - Strategic Programs Controllers Organization of Corporate Finance Full-Time Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterpri
Posted 1 day ago | Updated 4 hours ago

Software Engineer, Charles River Development, Off

State Street Corporation

•

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 2 days ago | Updated 3 hours ago