Solutions Architect - Digital Systems Formlabs IncSolutions Architect - Digital SystemsSomerville, MA$140,000–$180,000 / yearThe Job: Architecture & Strategy: Define and drive the "go-forward" technology strategy for our tech stack, specifically focusing on how our core platforms (Salesforce, NetSuite, Shopify) interact with custom applications and data layers. Solution Design: Partner consultatively with delivery teams (Financial Systems, Digital Systems, Data) to design scalable, secure, and robust solutions for major initiatives, such as our eCommerce migration and ERP optimizations.
Financial Analyst Edelman Financial Engines LLCFinancial AnalystBoston, MA$61,100–$81,400 / yearPrincipal Responsibilities: The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while proactively identifying variances and cost drivers before they become surprises. The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions.
Vice President, Advisory Consulting OsaicVice President, Advisory ConsultingBoston, MARemote$140,000–$175,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm.
Tax Manager, Core Tax Services, ASC 740 & Corporate Tax BDO USA PCTax Manager, Core Tax Services, ASC 740 & Corporate TaxBoston, MA$112,000–$150,000 / yearJob Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Manager, Core Tax Services, ASC 740 & Corporate Tax BDO International LtdTax Manager, Core Tax Services, ASC 740 & Corporate TaxBoston, MA$112,000–$150,000 / yearJob Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Personal Lines Account Manager Alera GroupPersonal Lines Account ManagerBedford, MassachusettsThis role is responsible for managing and servicing a book of personal lines business, delivering exceptional client service, supporting retention efforts, and identifying opportunities to strengthen client relationships through additional coverage solutions. Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, delivering customized solutions across Property & Casualty, Employee Benefits, Retirement, and Wealth Management.
General Counsel Community Financial System, Inc.General CounselWoburn, MassachusettsFull timeIn addition to typical General Counsel responsibilities, this role will be specifically accountable for managing the costs, allocation of work, and overall workload of external counsel to ensure optimal value and efficiency. This role will report to the CEO of NRS & GTC and work closely with executive leadership and business units to support our growth, manage risk, and ensure compliance with applicable laws and regulations.
NewFinancial Services Cybersecurity Senior Consultant CroweFinancial Services Cybersecurity Senior ConsultantBoston, MassachusettsAs a Financial Services Cybersecurity Senior Consultant , you will help financial institutions navigate evolving cyber threats, regulatory expectations, and technology risks by delivering practical, risk-based cybersecurity solutions. Advise clients on financial services regulatory expectations and industry frameworks, including FFIEC, GLBA, NYDFS Part 500, SEC cybersecurity requirements, NIST CSF, NIST 800-53, and CIS Controls.
Vice President -Investment Banking - M&A Alantra Solar Energy AdvisorsVice President -Investment Banking - M&ABoston, MassachusettsAlantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia.
Sr. Banking Treasury Sales Manager StifelSr. Banking Treasury Sales ManagerBoston, MassachusettsFull timeBanking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewClient Service Associate PathstoneClient Service AssociateBoston, MassachusettsFounded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors.
Senior Director – Family Office Services Cambridge AssociatesSenior Director – Family Office ServicesBoston, MassachusettsIn conjunction with the Head of Private Wealth Strategies and Family Office Services, this role will focus on: Strategic Leadership: Refine the vision, mission, and strategy for the Family Office Services team in alignment with the Private Client Practice and firm-wide objectives. Base salary range for this role: Pay Range Minimum: 181500 Pay Range Maximum: 246800 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
NewSenior Relationship Manager Northern TrustSenior Relationship ManagerBoston, MAFull timeAbout Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. As a Senior Relationship Manager, you will lead a portfolio of complex institutional clients, serving as a trusted advisor while delivering strategic solutions, enhancing the client experience, and identifying opportunities to deepen client relationships.
Business Banker II Berkshire BankBusiness Banker IILawrence, MA$80,083–$147,544 / yearThis role is responsible for providing advice and valuable financial solutions to business clients and prospects and serves as the primary advisor by identifying financial needs, delivering customized banking solutions, and ensuring the overall quality, profitability, and compliance of the assigned portfolio. The Business Banker partners closely with credit underwriting, loan operations, treasury management, and other internal business partners to deliver exceptional client experience while maintaining a profitable and high-quality loan and deposit portfolio.
SVP, Head of Retirement Fiduciary Services Sentinel GroupSVP, Head of Retirement Fiduciary ServicesWakefield, MARemote$170,000–$240,000 / yearWith responsibility for leading and managing SPA’s ERISA 3(21) and 3(38) advisory business, you will drive the performance, discipline, and coordination needed to grow the business, expand capacity, and deliver stronger outcomes for clients, participants, and the business. The SVP, Retirement Fiduciary Services is a senior leader within Sentinel Pension Advisors (SPA) who works closely with the Head of Retirement to shape the direction of the business while leading the execution of our business plan, strategic priorities, and growth initiatives across the business.
Sr. Relationship Manager - Global Commercial Bank - Transformative Technology - Boston Bank of America CorpSr. Relationship Manager - Global Commercial Bank - Transformative Technology - BostonBoston, MA$140,000–$235,000 / yearSkills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline Management Minimum Education Requirements:Undergraduate degree or equivalent work experience required: Majors in business, finance or economics preferred. GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits.
Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group Bank of AmericaSr. Relationship Manager -Global Commercial Bank - Middle Market - Technology GroupBoston, MassachusettsCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits.
Account Manager NFP CorpAccount ManagerNorwell, Massachusetts$55,000–$105,000 / yearFull timeBegins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Consultant - Employee Benefits NFP CorpConsultant - Employee BenefitsBoston, Massachusetts$72,000–$150,000 / yearFull timeThe Consultant will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately. Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
Associate, Marketing Copywriter Selby Jennings LtdAssociate, Marketing CopywriterBoston, MAThis is an opportunity to work at the intersection of insurance, annuities, retirement planning, content marketing, and digital strategy, creating compelling content that drives engagement, supports distribution teams, and simplifies complex financial concepts. Join a leading global investment firm and help shape the messaging behind innovative retirement and wealth solutions used by financial professionals and consumers nationwide.
VP, Advanced Planning FidelityVP, Advanced PlanningBoston, MassachusettsPlease 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior HR Coordinator NFP CorpSenior HR CoordinatorBoston, MA$52,600–$84,200 / yearWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
SVP, Sales NFP CorpSVP, SalesBoston, MA$195,000–$260,000 / yearThis position manages sales results, maintains strong relationships with key client stakeholders and carriers and is responsible for policy compliance and human resources functions. Summary: The Senior Vice President has regional and/or national responsibility for growing organic revenue with highly complex clients through an integrated selling strategy.
Account Manager II NFP CorpAccount Manager IINorwell, Massachusetts$45,000–$85,000 / yearFull timeBegins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Claims Processor - Flex Benefits Aon PlcClaims Processor - Flex BenefitsMA$43,000–$50,000 / yearPosition Summary: The Claims Processor is responsible for accurate and timely processing of claims which includes claims for Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Retiree plans, Lifestyle Accounts, Parking and more. American Benefits Group (ABG) is one of the nation's leading employee benefit solution providers for Consumer Directed Health accounts, COBRA and Direct Billing services.
Account Manager Aon PlcAccount ManagerNorwell, MA$45,000–$85,000 / yearAssist with creating and updating benefits related guides, education resources for clients Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing document Attend to client requests including product or vendor service or performance challenges File form 5500 filing, reaching out for assistance as needed. Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients Learns vendor/carrier products and services from the more senior Account Manager or Account Executive.
Account Manager-Employee Benefits (Hybrid) NFP CorpAccount Manager-Employee Benefits (Hybrid)Norwell, Massachusetts$45,000–$85,000 / yearFull timeBegins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients. We help companies and individuals around the globe address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.
Account Manager-Employee Benefits Aon PlcAccount Manager-Employee BenefitsNorwell, MA$45,000–$85,000 / yearMay assist Account Manager in drafting renewal presentations Assist with creating and updating benefits related guides, education resources for clients Learns how to conduct annual client compliance audits using NFP portal, assists more senior Account Managers in preparing document Attend to client requests including product or vendor service or performance challenges File form 5500 filing, reaching out for assistance as needed. Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients Learns vendor/carrier products and services from the more senior Account Manager or Account Executive.
Account Manager Employee Benefits (Hybrid) NFP CorpAccount Manager Employee Benefits (Hybrid)Norwell, MA$45,000–$85,000 / yearBegins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Consultant Employee Benefits NFP CorpConsultant Employee BenefitsBoston, MA$72,000–$150,000 / yearThe Consultant will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately. Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
VP, Benefits Compliance Aon PlcVP, Benefits ComplianceMA$120,000–$173,000 / yearDevelop and maintain internal and external employee benefits compliance tools and resources Draft benefits compliance whitepapers and other important communications in a concise, easy-to-understand manner Conduct employee benefit compliance seminars and webinars Stay abreast of the changing legislative and regulatory landscape, including ownership of a set of states for tracking legislative and regulatory developments Perform client compliance checklist reviews in conjunction with account management teams Own or co-own compliance initiatives in conjunction with regional sales and account management leaders, including compliance committee discussions and webinar training Mentor or manage junior team members of the Benefits Compliance team, as needed Contribute to the overall mission of the Benefits Compliance Department Other duties as assigned KNOWLEDGE, SKILLS, AND/OR ABILITIES: Deep knowledge of ERISA, HIPAA, COBRA, ACA, MHPAEA, FMLA, CAA 2021, Transparency in Coverage rules, Section 125 plans, tax-advantaged arrangements (e.g., FSAs, HRAs, and HSAs), state PFML laws, and state employee health and welfare benefit laws Exceptional writing and editing skills, with the ability to produce clear, concise, and engaging compliance content for a non-legal audience Ability to synthesize complex legal concepts into practical business guidance Strong presentation skills, with experience leading webinars and educational sessions Proven ability to function as a thought leader and trusted advisor in a fast-paced, client-facing environment Strong research and analytical capabilities, with attention to detail and accuracy Ability to collaborate cross-functionally with consulting, sales, and leadership teams Highly organized with the ability to manage multiple competing priorities and deadlines SUPERVISORY RESPONSIBILITIES: None required, but potential for managing or mentoring junior team members. JOB SUMMARY: Under the general direction of the Deputy Chief Compliance Officer, the AVP or VP of Benefits Compliance, sometimes also referred to in the industry as "Benefits Compliance Counsel", "ERISA Counsel", "Employee Benefits Attorney", or "Benefits Compliance Specialist", will join a team of other compliance attorneys and specialists dedicated to providing exemplary benefits compliance services with a primary focus on developing and delivering high-quality compliance content, thought leadership, and technical guidance.
Senior Accountant Sound DecisionsSenior AccountantBoston, MAWe're seeking a Senior Accountant to take a lead role in tax preparation and consultation as we bring new clients onto our platform, which includes tax prep, financial planning, trusts, estates, and investment management. Must reside within 100 miles of our Venice, FL or Boston, MA (suburbs) offices; remote role with periodic office visits required, especially during tax season.
North America Strategic Insights Analyst, VP - State Street Investment Management State Street CorpNorth America Strategic Insights Analyst, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearThe VP, North America Strategic Insights Analyst is responsible for continuously monitoring what is happening across the North American asset management industry and within our own business-and translating that into real-time, decision-ready insight for leadership. Key Responsibilities: Develop and maintain a forward-looking view of the North American asset management landscape, including flows, product innovation, competitive positioning, client and advisor behavior, and emerging market trends.
Head Of Marketing - State Street Investment Management, Senior Managing Director State Street CorporationHead Of Marketing - State Street Investment Management, Senior Managing DirectorBoston, MA$225,000–$337,500 / yearThe Head of Marketing at State Street Investment Management serves as a senior advisor to global Investments leadership partnering closely with Investment, Distribution, Product, and Corporate leadership teams to align marketing strategy with commercial priorities and client needs. You will be responsible for setting and executing the marketing strategy for the global investment management business, the 4th largest asset manager in the world, across institutional, intermediary, and retail audiences, with a focus on strengthening brand resonance, and driving integrated marketing programs that support AUM growth and deepening client and partner relationships.
Head of Marketing - State Street Investment Management, Senior Managing Director State StreetHead of Marketing - State Street Investment Management, Senior Managing DirectorBoston, MassachusettsThe Head of Marketing at State Street Investment Management serves as a senior advisor to global Investments leadership partnering closely with Investment, Distribution, Product, and Corporate leadership teams to align marketing strategy with commercial priorities and client needs. You will be responsible for setting and executing the marketing strategy for the global investment management business, the 4th largest asset manager in the world, across institutional, intermediary, and retail audiences, with a focus on strengthening brand resonance, and driving integrated marketing programs that support AUM growth and deepening client and partner relationships.
["Retirement Planner - Retirement Benefits Group - MA, Boston (3894)","Retirement Planner - Retirement Benefits Group - MA, Boston (3894)"] Equitable Services["Retirement Planner - Retirement Benefits Group - MA, Boston (3894)","Retirement Planner - Retirement Benefits Group - MA, Boston (3894)"]Boston$250–$1,000Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Private Banking Business Development Officer II Eastern Bankshares IncPrivate Banking Business Development Officer IIBoston, MA$108,896–$178,901 / yearRefers clients and prospects to Commercial Lending, Wealth Management, Treasury Services, Residential Lending, as appropriate, for purpose of cross-selling other Bank products and services. This position develops new deposit and treasury management relationships for small and midsize businesses, nonprofit organizations, business professionals and high-net-worth individuals within the Bank's assessment area.
Pricing Governance Lead EnvestnetPricing Governance LeadBoston, MA$108,000–$135,000 / yearFull timeDevelops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
Technical Account Manager Advisor360°Technical Account ManagerNeedham, MassachusettsIdentify and address adoption gaps across the platform — proactively surfacing underutilized capabilities, diagnosing barriers, and working with clients to drive meaningful usage. Ability to simplify complex technical concepts for clients by using clear language, storytelling, visuals, and active listening—empowering them to understand and embrace the technology without feeling overwhelmed.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, Massachusetts$90,000–$125,000 / yearSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
NewDirector, Investment Strategy Focus Partners WealthDirector, Investment StrategyBoston, Washington$240,000–$260,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Global Employer Services Managing Director-Actuarial Services BDO USA PCGlobal Employer Services Managing Director-Actuarial ServicesBoston, MA$157,500–$420,000 / 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: A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group.
Vice President, Regional Branch Manager LPL Financial ServicesVice President, Regional Branch ManagerBurlington, MA$300,000–$350,000 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Compliance Officer Adviser Investments, LLCCompliance OfficerNewton, MA$120,000–$180,000 / yearRWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. This role works closely with the compliance team, business partners, operations, the investment team, and client-facing teams to help ensure adherence to the firm's policies, procedures, and regulatory obligations.
Manager, Software Engineering VestmarkManager, Software EngineeringBoston, MA$155,000–$165,000 / yearVestmark is a leading provider of wealth management solutions and services that enable financial advisors and institutions to efficiently manage and trade their clients' portfolios using a purpose-built SaaS ecosystem. Lead a team building AI-native systems in production, in a domain where the business consequences are direct and measurable: $2 trillion in assets, millions of accounts, and a business model that is actively transforming.
Software Engineer VestmarkSoftware EngineerBoston, MA$80,000–$110,000 / yearVestmark is a leading provider of wealth management solutions and services that enable financial advisors and institutions to efficiently manage and trade their clients' portfolios using a purpose-built SaaS ecosystem. Hands-on experience with agentic frameworks, LLM APIs, or workflow orchestration tools, whether through coursework, personal projects, or early professional work.
Delivery Director - Strategic Accounts Bridgenext Digital EngineeringDelivery Director - Strategic AccountsBoston, MassachusettsStrong working knowledge of the financial services, insurance and/or wealth/asset management industry — products such as life insurance, annuities, retirement plans, and group benefits; distribution models including captive agents, independent broker-dealers, and financial advisors; regulatory environment (NAIC, state insurance regulation, SEC/FINRA); and policy administration, underwriting, or in-force management systems, as well as investment/fund management platforms such as BlackRock Aladdin or SimCorp. This role is ideal for a seasoned delivery and technology leader who is equally comfortable reviewing a program plan, challenging an architecture or estimate, resolving a client escalation, coaching delivery leaders, and presenting portfolio health to senior executives.
Compliance Manager Citizens Financial Group IncCompliance ManagerWestwood, MAStrong working knowledge of the compliance risks associated with a banking institution as well as experience working in and/or building effective compliance programs. The Compliance Manager will be responsible for enforcing the procedures and processes of the Wealth Management Surveillance and Monitoring program by performing the following activities: Review electronic and manual surveillance reports.
Head Of Individual Markets Business Risk & Resiliency Guardian LifeHead Of Individual Markets Business Risk & ResiliencyBoston, MA$132,420–$217,545 / yearOversee consolidation and synthesis of risk data across all domains to maintain an aggregated residual risk profile, assess alignment to risk appetite, identify material risk themes and trends, and inform LOB leadership and risk governance discussions. A confident, visible leader and trusted advisor comfortable operating in a highly transparent environment, engaging senior leaders, risk committees, and cross‑functional stakeholders to support informed business decision‑making.
Assistant General Counsel Community Bank, N.A.Assistant General CounselWoburn, MAIn addition to typical General Counsel responsibilities, this role will be specifically accountable for managing the costs, allocation of work, and overall workload of external counsel to ensure optimal value and efficiency. This role will report to the CEO of NRS & GTC and work closely with executive leadership and business units to support our growth, manage risk, and ensure compliance with applicable laws and regulations.