NewFinancial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewFast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RITo determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
Investment Manager Governance & Relationship Manager Massachusetts Mutual Life Insurance CompanyInvestment Manager Governance & Relationship ManagerBoston, MA$118,900–$156,000 / yearAs an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual's enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. The team partners closely with internal and external stakeholders to support governance forums, oversee key performance and service metrics, drive continuous improvement, and ensure effective execution of oversight activities throughout the investment lifecycle.
Investment Manager Governance & Relationship Manager MassMutualInvestment Manager Governance & Relationship ManagerBoston, MassachusettsAs an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual’s enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. The team partners closely with internal and external stakeholders to support governance forums, oversee key performance and service metrics, drive continuous improvement, and ensure effective execution of oversight activities throughout the investment lifecycle.
Senior Investment Manager, Separately Managed Accounts FidelitySenior Investment Manager, Separately Managed AccountsBoston, MassachusettsRemoteThe Separately Managed Account (SMA) Team is responsible for SMA model management, portfolio construction, management and trading of existing Fidelity’s retail managed accounts in addition to developing, researching and launching new products and initiatives. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Planned Investment Manager Tristone NashPlanned Investment ManagerPlymouth, Devon£48,000–£52,000Lead on the building and management of sustainable and meaningful partnerships so that our contractors are resilient, and profitable whilst delivering good quality services in the way our customers expect. We are working with a registered social landlord, who are recruiting a Planned Investment Manager to lead the delivery of a range of projects within capital programmes, from inception through to completion.
Implementation Project Manager - Investment and Asset Management Platforms Cutter Associates, LLCImplementation Project Manager - Investment and Asset Management PlatformsBoston, MARemoteRole Overview: We are hiring an Implementation Project Manager to lead end-to-end implementations of investment management and asset servicing platforms for asset managers, wealth managers, asset owners, and financial institutions. Proven experience leading implementations of investment management platforms such as SimCorp Dimension, Charles River IMS, BlackRock Aladdin, Eagle, Clearwater, SS&C Geneva, Alpha, Bloomberg AIM, or similar solutions.
Investment Manager Ambassador Recruiting ServicesInvestment ManagerBoston, MassachusettsAbout the Organization This mission-driven investment fund supports economic opportunity within underrepresented communities by providing flexible capital to small businesses, social enterprises, and community-centered real estate projects. Structure creative and flexible investment solutions such as term loans, revenue-based financing, convertible notes, equity investments, and real estate-related capital.
Strategic Accounts Relationship Manager - Vice President - BNY Investments The Bank of New York Mellon CorpStrategic Accounts Relationship Manager - Vice President - BNY InvestmentsBoston, MA$83,000–$209,000 / yearThrough an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. S/He will serve in a consultative role to their assigned clients, advising on the best way to achieve short and long term strategic objectives, this may include working with research sales teams at assigned client firms.
Investment Manager Research Specialist Marsh McLennanInvestment Manager Research SpecialistBoston, MassachusettsYou’ll lead in-depth due diligence on a variety of equity managers, craft forward‑looking research that drives Mercer’s recommended list and gain unmatched exposure to top asset managers while accelerating your career through hands‑on training, collaborative mentorship, and real client impact. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerBoston, MA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Manager Research Specialist Marsh & McLennan Companies IncInvestment Manager Research SpecialistBoston, MA$82,800–$165,600 / yearYou'll lead in-depth due diligence on a variety of equity managers, craft forward‑looking research that drives Mercer's recommended list and gain unmatched exposure to top asset managers while accelerating your career through hands‑on training, collaborative mentorship, and real client impact. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Manager, Consulting - Asset & Investment Management Cutter Associates, LLCManager, Consulting - Asset & Investment ManagementBoston, MARemoteEstablished credibility, entrepreneurial spirit - Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm. Business Development Helps identify opportunities and communicates Cutter's proposition Supports BD teams in proposal development Builds trusted client relationships to support long-term account growth.
Investment Tax Manager Massachusetts Mutual Life Insurance CompanyInvestment Tax ManagerBoston, MA$115,900–$152,100 / yearThe Investment Tax Manager will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables.
Sr. Manager, Consulting - Asset Management & Investment Cutter Associates, LLCSr. Manager, Consulting - Asset Management & InvestmentBoston, MARemoteEstablished credibility, entrepreneurial spirit - Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of an agile, fast-moving firm. For nearly 30 years, and with a global presence, we've combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions.
Sales Support and Proposal Manager, AVP - State Street Investment Management State StreetSales Support and Proposal Manager, AVP - State Street Investment ManagementQuincy, MassachusettsAs an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients. Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management.
NewSales Support And Proposal Manager, AVP - State Street Investment Management State Street CorporationSales Support And Proposal Manager, AVP - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearAs an Assistant Vice President within the U.S. Proposals Management team within State Street Investment Management Client Coverage Group (CCG), you will take an active role in the business development process, with responsibility for managing the end-to end process of creating accurate, high-quality, and compelling requests for proposal, requests for information and due diligence questionnaires for prospective and current institutional clients. Coordinate and produce high-quality responses to Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) for assigned asset class/es within State Street Investment Management.
ISG Portfolio Manager, Assistant Vice President - State Street Investment Management State StreetISG Portfolio Manager, Assistant Vice President - State Street Investment ManagementBoston, MassachusettsState Street Investment Management, one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. This position requires the ability to oversee complex portfolios, including custom balanced strategies, model portfolios, and registered funds, while contributing actively to tactical asset allocation discussions, portfolio reviews, and business development efforts.
Implementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River Development State Street CorpImplementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River DevelopmentBurlington, MA$90,000–$157,500 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerBoston, MAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Senior Data Product and Execution Manager, VP III - State Street Investment Management State StreetSenior Data Product and Execution Manager, VP III - State Street Investment ManagementQuincy, MassachusettsState Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office. The ideal candidate will possess extensive hands-on experience in investment data domain, product lifecycle execution, data pipeline development, and team leadership within the financial services sector.
Senior Data Product And Execution Manager, VP III - State Street Investment Management State Street CorporationSenior Data Product And Execution Manager, VP III - State Street Investment ManagementQuincy, MA$120,000–$217,500 / yearState Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office. The ideal candidate will possess extensive hands-on experience in investment data domain, product lifecycle execution, data pipeline development, and team leadership within the financial services sector.
Senior Data Product and Execution Manager, VP - State Street Investment Management State Street CorpSenior Data Product and Execution Manager, VP - State Street Investment ManagementQuincy, MA$120,000–$217,500 / yearState Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office. The ideal candidate will possess extensive hands-on experience in investment data domain, product lifecycle execution, data pipeline development, and team leadership within the financial services sector.
National Account Manager, VP I - State Street Investment Management State Street CorporationNational Account Manager, VP I - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearAs a Senior National Account Manager, you will: Own and execute the national account strategy for a defined set of the firm's largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives). Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.
Securitized Portfolio Manager, VP II - State Street Investment Management State StreetSecuritized Portfolio Manager, VP II - State Street Investment ManagementBoston, MAFull timeMonitor and manage key risks including: spread duration and interest rate exposure, prepayment and extension risk, credit and structural risk (including tranche behavior), ensure portfolios remain aligned with established risk frameworks and guidelines. This individual will play a key role in managing securitized credit portfolios across RMBS, CMBS, ABS, and CLOs, contributing directly to investment performance, portfolio construction, and client outcomes.
Investment Accounting Manager - Governance Massachusetts Mutual Life Insurance CompanyInvestment Accounting Manager - GovernanceBoston, MA$128,000–$168,000 / yearWe are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. Through the nature of this role, which involves coordinating and facilitating with our team of external consultants and internal business partners at MassMutual, you will have high visibility to leadership within Controllers Organization as well as more broadly across Corporate Finance and Investment Management.
Tax Manager, Alternative Investments bdo consultingTax Manager, Alternative InvestmentsBoston, MA$112,000–$150,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Finance & Investment Funds Pursuits & Directories Sr Manager DLA Piper LLP (US)Finance & Investment Funds Pursuits & Directories Sr ManagerBoston, MA$146,349–$232,701 / yearActs as project manager throughout the pitch and proposal response lifecycle including, but not limited to: facilitating opportunity assessments; tracking opportunities; developing project plans; organizing and conducting kick-off calls with lawyers and colleagues; gathering and drafting relevant content; coordinating with client pricing, BD and other business professional colleagues; incorporating competitive intelligence to tailor responses; and ensuring high quality/error free proposals are submitted. The Finance & Investment Funds Pursuits & Directories Sr Manager, working in collaboration with and in support of the firm's strategic initiatives, ss a member of the Business Development's Pursuit team, the Transactions Pursuits & Directories Manager has a primary responsibility for assisting the Firm win new business through the development of compliant, on-time, best-in-class and client-centric formal RFP responses and pitch response.
NewMarketing Production Manager, Officer - State Street Investment Management State Street CorpMarketing Production Manager, Officer - State Street Investment ManagementBoston, MA$65,000–$113,750 / yearYou will act as the liaison between design and marketing to develop and maintain project schedules, statuses, and all communications as you ensure that deliverables are taken through the proper quality, regulatory (legal and compliance) and client approval processes. Strong knowledge of risk management related to the creation of assets including production processes, lead-times, legal and compliance requirements, vendor license agreements and data privacy/security.
Senior AI Product Manager, AVP - State Street Investment Management State Street CorpSenior AI Product Manager, AVP - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearState Street Investment Management's Data, Analytics and AI Services team is seeking a Senior AI Product Manager, Assistant Vice President, to help shape and deliver AI-enabled products across the investment management business. The successful candidate will combine deep asset management domain expertise, strong product management experience, and a practical understanding of AI capabilities, including machine learning, generative AI, and agentic AI.
Relationship Manager, Assistant Vice President - State Street Investment Management State StreetRelationship Manager, Assistant Vice President - State Street Investment ManagementBoston, MassachusettsWorking as part of a highly collaborative client coverage team, the RM will help manage the day-to-day needs of assigned clients, with a focus on strengthening relationships, supporting retention, and identifying opportunities for growth. The RM will build relationships across the Client Coverage Group, Client Business Office, Operations, Finance, Legal, Compliance, and other internal teams supporting the end-to-end client lifecycle.
Fund Accounting Manager – Tech Investments (PE) Boston, MA $102-$153K base Daley and AssociatesFund Accounting Manager – Tech Investments (PE) Boston, MA $102-$153K baseBoston, MA$102,000–$153,000 / yearThis is an excellent opportunity to step into a leadership role with direct client exposure, team management responsibility, and hands-on involvement in complex private equity fund structures within the technology investment space. We are partnering with a leading fund administration platform supporting sophisticated private equity clients to hire a Fund Accounting Manager focused on technology investment strategies.
Sr. Data Product Management and Execution Manager, VP - State Street Investment Management State Street CorpSr. Data Product Management and Execution Manager, VP - State Street Investment ManagementQuincy, MA$120,000–$217,500 / yearThe ideal candidate will possess extensive hands-on experience in client coverage and product management data domains, product lifecycle execution, data pipeline development, and team leadership within the financial services sector. State Street Investment Management Data, Analytics & AI Services (DAAIS) team is seeking a highly accomplished Senior Data Product and Execution Manager, Vice President to join our Boston office.
Product Manager - Client Experience Pathways, VP II - State Street Investment Management State StreetProduct Manager - Client Experience Pathways, VP II - State Street Investment ManagementBoston, MAFull timeState Street Investment Management ("State Street IM," formerly known as State Street Global Advisors or SSGA) is seeking an experienced Product Manager to drive enterprise transformation and deliver scalable, client-centric outcomes across the Client Experience ecosystem. Operating at both strategic and execution levels, the Product Manager translates business vision into actionable roadmaps while ensuring disciplined delivery, operational excellence, and effective risk management.
Senior Manager, Advisor Oversight - Alternative Investments FidelitySenior Manager, Advisor Oversight - Alternative InvestmentsBoston, MassachusettsRemoteThe team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Client Manager - Wealth Management Investment Software, AVP - Charles River Development State Street CorpClient Manager - Wealth Management Investment Software, AVP - Charles River DevelopmentBurlington, MA$80,000–$140,000 / yearAs the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)Boston, MA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Manager, Investments (Hybrid, Newton, MA or Orlando FL) Sonesta Great Bay Beach Resort & CasinoManager, Investments (Hybrid, Newton, MA or Orlando FL)Newton, MA$115,000–$135,000 / yearAn epic blend of full-service and focused hotels in major cities, Sonesta's uniquely diverse portfolio of owned, managed, and franchised properties makes us everywhere you want to be. Create and maintain portfolio reporting and financial analysis tools, such as dashboard reports, monthly critiques, strategic plans, budget analysis, and ROI models.
Manager, Investments (Hybrid, Newton, MA or Orlando FL) Sonesta International Hotels CorporationManager, Investments (Hybrid, Newton, MA or Orlando FL)Newton, FloridaAn epic blend of full-service and focused hotels in major cities, Sonesta’s uniquely diverse portfolio of owned, managed, and franchised properties makes us everywhere you want to be. Create and maintain portfolio reporting and financial analysis tools, such as dashboard reports, monthly critiques, strategic plans, budget analysis, and ROI models.
Manager, Investment Content Royal Bank of CanadaManager, Investment ContentBoston, MassachusettsPartner with Investment, Distribution, and Marketing teams to generate high impact thought leadership across media channels (print, digital, video), ensuring alignment with commercial goals and client needs, with a particular focus on intermediary audiences. Join the Global Content Marketing Team within our Global Asset Management (GAM) business, where you will play an integral role in the origination, production, distribution and measurement of investment marketing content across diverse media platforms.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior ManagerBoston, MA$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior ManagerBoston, MA$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Investment Risk Manager - Fixed Income Franklin Resources IncInvestment Risk Manager - Fixed IncomeBoston, MA$180,000–$190,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Our Investment Risk team safeguards the quality and performance of the firm's fixed income strategies by providing quantitative insights, independent analysis, and forward-looking risk guidance.
Investment Risk Manager - Tax Exempt / Taxable Franklin ResourcesInvestment Risk Manager - Tax Exempt / TaxableBoston, MA$180,000–$190,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Our Investment Risk team safeguards the quality and performance of the firm's fixed income strategies by providing quantitative insights, independent analysis, and forward-looking risk guidance.
Manager - AI Assisted Process, Risks & Controls Transformation - Investment Management Deloitte Touche Tohmatsu LtdManager - AI Assisted Process, Risks & Controls Transformation - Investment ManagementBoston, MA$144,600–$265,100 / yearSupport clients in designing and implementing AI-enabled governance across the process, risk and control lifecycle including regulatory and compliance impact assessment, process modeling and risk and control mapping, risk identification, control review, testing and enhancement, and issue management and reporting. Support the development and operationalization of model risk management (MRM) practices for AI and traditional models across the model lifecycle (development, testing/validation, deployment, monitoring), including clearer roles, accountability, and control environment expectations.
Tax Manager, Alternative Investments BDO USA PCTax Manager, Alternative InvestmentsBoston, MA$112,000–$150,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Job Summary: The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Fund Services Tax Manager, VP II - State Street Investment Management State StreetFund Services Tax Manager, VP II - State Street Investment ManagementBoston, MassachusettsThe CoE also coordinates reclaim and relief at source operations for the global investment platform, oversees value added tax and financial transaction taxes across multiple international jurisdictions, offers guidance and technical tax support during new product launches, and administers withholding tax procedures for non-US clients. Proactively monitor tax legislative, regulatory, and/or administrative changes and cooperate closely with relevant stakeholders to maintain robust compliance posture amidst a changing regulatory landscape.
Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management State Street CorporationFiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment ManagementQuincy, MA$110,000–$188,750 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Ability to conduct independent research on planned giving-related tax topics, prevailing tax regulations and be able to generate value-added ideas to clients and to the team.
Audit Manager | Alternative Investment Group CBIZ IncAudit Manager | Alternative Investment GroupBoston, MASupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth.
Asset & Wealth Management Regulated Investment Company (Ric) - Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .