OTHER

FEED

UNKNOWN

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner.

HOUR

Allworth Financial

Tax Client Service Representative

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The ideal candidate owns a portfolio of client relationships, provides strategic direction on complex compliance matters, leads and develops engagement teams, drives business development, and helps shape the growth, culture, and thought leadership of the practice. As a senior leader within the practice, you will own and grow key client relationships, serve as a trusted advisor to senior executives and boards, develop and mentor the broader team, and help drive the strategic growth of our award-winning global compliance consulting practice.

Kroll, LLC

Director, Compliance Consulting

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Kroll Technologies, LLC

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This role leads and prioritizes marketing efforts enterprise-wide, balancing long-term strategy with near-term execution in close partnership with Sales, Sales Enablement, and Business Line leadership. This role serves as the primary marketing partner to Business Line Leaders, Sales, and Sales Enablement, while directly managing Marketing Managers and ensuring consistent, high-quality execution across the organization.

YEAR

NFP Corp

AVP, Business Line Marketing (Remote)

As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients.

Cerity Partners LLC

Senior Tax Associate

As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Tax Principal

Proven experience building or scaling an AI-native marketing function—hands-on familiarity with AI-powered martech (generative AI for content and personalization, predictive lead scoring, marketing automation) and comfort partnering closely with data science/growth teams to operationalize it. Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI.

Advisor360°

Chief Marketing Officer

Key Accountabilities: Serve as the liaison between client service and the custodian for all operational inquiries - i.e. managing client onboarding, ACAT transfers, money movement requests and general account maintenance. The ideal candidate will be responsible for working closely with the Operations and Client Service teams to monitor and execute client requests to deliver an excellent client experience.

Berkshire Bank

Operations Specialist

Lead coverage of a targeted portfolio of enterprise RIAs and mid-sized Pershing broker-dealers, with direct accountability for generating net new flows, expanding share of wallet, and capturing strategic asset raising opportunities. Work closely with the field-facing RIA distribution team to activate opportunities at strategic clients, helping convert advisor relationships into asset raising results at scale.

The Bank of New York Mellon Corp

Director, Strategic Accounts

Support and identify modernization, centralization, and transition efforts, including reducing on-premise dependencies where appropriate, advancing a cloud-based identity architecture, and supporting the integration and migration of identity, access, and core network services across on-premises, cloud, and hybrid environments, including those introduced through acquisitions. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

Modera Wealth Management

Systems Administrator

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As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations—far beyond the preparation of returns.

Cerity Partners

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This ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration.

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
 
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

Daley and Associates

Marketing Project Manager

The ideal Senior Marketing Project Manager brings 5+ years of project management experience and direct experience supporting marketing initiatives within wealth management, asset management, or investment management. A leading investment management firm in Boston, MA, is seeking a Senior Marketing Project Manager to support the integration of marketing capabilities following a significant business acquisition within its Wealth Management division.

Senior Marketing Project Manager – Wealth Management

This role will provide legal advice on a broad range of matters impacting trust, fiduciary, brokerage, and investment management services, including regulatory compliance with OCC fiduciary regulations (12 CFR Part 9), the Investment Advisers Act of 1940, and applicable broker-dealer regulations. Familiarity with the federal securities laws, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, relevant portions of ERISA and its parallel provisions under the Internal Revenue Code, the Investment Company Act of 1940 and applicable FINRA rules and 12 CFR Part 9.

Citizens Financial Group Inc

Assistant General Counsel

The Private Wealth division focuses on growing alternative investments with advisors across Banks, National Broker Dealers, RIAs and Regional & Independent Broker Dealers, expanding our product set on key platforms and deepening relationships, and growing adoption of alternatives and the Blue Owl brand in the markets we operate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Blue Owl Capital Inc

Private Wealth, Regional Senior Market Leader, Principal

Blue Owl Capital Holdings

Private Wealth, Senior Market Leader - Principal

As a Director of Product Strategy at FRT, you will operate as an individual contributor with broad ownership and autonomy, partnering closely with product management, sales, marketing, client service, and delivery teams to take ideas from concept through commercial launch. This role will define and execute a market-driven product strategy to drive revenue and client growth across private banks, broker-dealers, RIAs, and other wealth market segments.

Financial Recovery Technologies LLC

Director, Product Strategy

Own the enterprise risk management function, including maintaining the organizational risk register, coordinating periodic risk assessments with practice and functional leaders, and reporting key risks and mitigation plans to the Management Team and Audit Committee. Improve the efficiency and effectiveness of the Corporate Finance function through better process design, fuller use of systems including Sage Intacct, Rippling, Roghnu, Power BI, Tableau, Bill.com, Expensify, etc. and thoughtful adoption of automation and AI tools where they measurably improve accuracy or free up capacity.

Social Finance

Corporate Controller

This role is important because WC&C requires strong engineering execution across core platform services, client and advisor experiences, third-party integrations, data movement, workflow automation, and production resiliency. Successful candidates will help build resilient, scalable, secure, and production-grade technology solutions supporting advisor, brokerage, custody, clearing, trading, onboarding, servicing, and operational workflows.

Investment Advisor Jobs in Massachusetts

Tax Client Service Representative Allworth Financial

Director, Compliance Consulting Kroll, LLC

Director, Compliance Consulting Kroll Technologies, LLC

AVP, Business Line Marketing (Remote) NFP Corp

Senior Tax Associate Cerity Partners LLC

Tax Principal Cerity Partners LLC

Chief Marketing Officer Advisor360°

Operations Specialist Berkshire Bank

Director, Strategic Accounts The Bank of New York Mellon Corp

Systems Administrator Modera Wealth Management

Tax Principal Cerity Partners

Senior Tax Associate Cerity Partners

Marketing Project Manager Daley and Associates

Senior Marketing Project Manager – Wealth Management Daley and Associates

Assistant General Counsel Citizens Financial Group Inc

Private Wealth, Regional Senior Market Leader, Principal Blue Owl Capital Inc

Private Wealth, Senior Market Leader - Principal Blue Owl Capital Holdings

Director, Product Strategy Financial Recovery Technologies LLC

Corporate Controller Social Finance

Software Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing) State Street Corp

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