Co-Founder & CEO - AI Wealthtech FutureSightCo-Founder & CEO - AI WealthtechBoston, MAYou’ll co-create with a proven studio team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. It integrates market and news signals with client and portfolio data to surface prioritized next-best actions and auto-draft client communications in the advisor's voice.
Software Engineer Vestmark, Inc.Software 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.
Treasury Management Sales Officer Rockland TrustTreasury Management Sales OfficerSalem, NHFull timeThe Treasury Management Sales Officer is responsible for developing and expanding Treasury Management (TM) relationships with commercial and institutional clients to drive fee income and deepen customer relationships. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Consultant Aon PlcConsultantBoston, MA$72,000–$150,000 / yearKnowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team need Effective time management and decision-making skills Diligent follow up skills Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: BA/BS preferred More than 5 years industry and product line experience. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
Sr. Family Office Financial Planner Adviser Investments, LLCSr. Family Office Financial PlannerBoston, MA$115,000–$150,000 / yearThey will be a member of the RWA Family Office Financial Planning team, advising clients with net worths in excess of $10,000,000 on all aspects of financial planning and supporting the team in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships. ESSENTIAL FUNCTIONS: The Family Office Financial Planner will lead clients with planning and analysis in areas including, but not limited to, income taxes, insurance, equity compensation, trust and estate planning, Social Security, Medicare, retirement planning, educational funding, and investment planning.
Recruiter Specialist Veterans Sourcing GroupRecruiter SpecialistWestwood, MAExperience utilizing the latest sourcing tools and methods (Internet Search tools like LinkedIn Recruiter, Chrome Extensions, Social Media, Google etc.). • Maintaining a close partnership with your assigned recruiter(s) in order to maintain a tight territory rotation across multiple assignments.
Registered Client Associate Royal Bank of CanadaRegistered Client AssociateBoston, MassachusettsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateNorwell, MA$49,500–$77,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts.
NewCommercial Financial Consultant Rockland Trust CompanyCommercial Financial ConsultantPeabody, MAWorking closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
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.
Client Service Associate SDL Search PartnersClient Service AssociateBoston, MassachusettsAn established regional wealth management and investment services firm is looking to bring on a CSA to their team. Excellent opportunity to learn from high-performing team and advance your career in the wealth management sector.
SVP, Strategic Account Executive NFP CorpSVP, Strategic Account ExecutiveBoston, MA$205,000–$250,000 / yearMarketing/Renewals: Responsible for acting on and completing client requests and/or action items that may arise throughout the year with assistance from Account Management teams, including but not limited to: Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy. You will strategize with Producers in acquiring and marketing new business, work to ensure a seamless renewal process for clients, and effectively deliver the resources of NFP to our clients.
Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH)) Mercer AdvisorsRegional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))Boston, MassachusettsSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Digital Asset Product Manager – Fidelity Digital Asset Management FidelityDigital Asset Product Manager – Fidelity Digital Asset ManagementBoston, 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. Client & Market Insight Partnership: Partner closely with the Digital Asset Strategist team to maintain a real‑time understanding of market developments, institutional adoption trends, advisor/client sentiment, and digital asset specific portfolio needs.
Senior Software Engineer, AI/ML Datalign Advisory Inc.Senior Software Engineer, AI/MLCambridge, MAWe’ve served 100,000+ consumers, referred $80B+ in assets to 13,000+ advisors, won Financial Advisory Platform of the Year at the 2026 FinTech Breakthrough Awards, and recently opened our compliance-by-design agentic AI platform to advisory firms across the industry. Keep It Secure: Implement reliability, safety, and security guardrails for AI products, including PII handling/redaction, access controls, prompt-injection defenses, auditability, and pragmatic human-in-the-loop workflows where needed.
Client Service Associate - Senior Baker Tilly Virchow KrauseLLPClient Service Associate - SeniorTewksbury, MA$80,200–$105,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Analyst Financial EnginesFinancial 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.
Senior Manager | Sales Reinvention | Insurance Accenture PlcSenior Manager | Sales Reinvention | InsuranceBoston, MAKnowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.
Principal Software Engineer - Digital Systems FormlabsPrincipal Software Engineer - 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.
Solutions Architect - Digital Systems FormlabsSolutions 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.
Business Systems Analyst FormlabsBusiness Systems AnalystSomerville, MA$103,000–$140,000 / yearDrive Cross-Functional Projects: Partner with Marketing, Sales, Service, Fulfillment, and Finance teams to translate complex business needs into clear technical requirements and specifications for our Digital Systems roadmap (e.g., eCommerce, CRM, ERP, marketing automation). Be Hands-On with the Platform: Go beyond documentation—perform hands-on configuration, troubleshoot data issues, develop proofs-of-concept, and compile data to drive decision-making, validate logic, and secure stakeholder support before working with developers to implement.
ODPP - Commercial Lines Business Development Executive Martin Grant Associates, Inc.ODPP - Commercial Lines Business Development ExecutiveDanvers, MAIf you're looking for more than just another producer role—and want access to a platform with true cross-selling opportunities, marketing support, leadership potential, and long-term growth—MGA would be happy to have a confidential conversation and share more about this opportunity. This role is ideal for an experienced producer looking for a larger platform—or a high-performing Commercial Lines Account Manager or Account Executive ready to transition into sales with substantial support and opportunity.
Business Development Associate Morgan StanleyBusiness Development AssociateMiddleton, Massachusetts$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Client Operations, Transfer Agent Oversight - Senior Analyst/Associate KKR & Co. Inc.Client Operations, Transfer Agent Oversight - Senior Analyst/AssociateBoston, MA$110,000–$140,000 / yearThe successful candidate will partner closely with Wealth IR, Fund Finance, Legal, Compliance, Tax, Data Operations, Technology, fund administrators, custodians, intermediaries, and transfer agents to help deliver a high-quality servicing experience for advisors and investors. Our team is global in every sense of the word - working across all asset classes, products, and geographies - to ensure that our clients have seamless and positive experiences with KKR's products, services, and people.
NewDirector, Institutional Growth Marketing ChoreoDirector, Institutional Growth MarketingBoston, MAThis individual helps transform strategy into action by building prospecting programs, conducting market research, developing compelling sales enablement assets, creating growth campaigns, and helping establish a repeatable engine for CPA partner acquisition. The Director of Institutional Growth Marketing will partner closely with the VP of Institutional Growth & Marketing to translate growth strategy into research, prospecting programs, sales enablement assets, outreach campaigns, and measurable pipeline impact.
Onboarding Specialist II CorientOnboarding Specialist IIMassachusettsCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
NewSystems Administrator Modera Wealth ManagementSystems AdministratorBoston, Massachusetts$110,000–$145,000 / yearSupport 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).
NewFP&A Manager Modera Wealth ManagementFP&A ManagerBoston, Massachusetts$140,000–$160,000 / yearFor 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 is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
Head of Individual Markets Business Risk & Resiliency The Guardian Life Insurance Company of AmericaHead of Individual Markets Business Risk & ResiliencyBoston, MAn \n\n \nYou are\n\n A confident, visible leader and trusted advisor comfortable operating in a highly transparent environment, engaging senior leaders, risk committees, and cross\u2011functional stakeholders to support informed business decision\u2011making.\n \n\n A change leader with strong business acumen who provides clear risk insights, credible challenges, and pragmatic trade\u2011off perspectives to advance business priorities.\n \n\n An exceptional communicator and collaborative relationship builder with a proven ability to partner across lines of business, risk domains, and enterprise functions to drive outcomes through others.\n \n\n \nYou have \n\n 5+ years of experience in operational risk management or a related risk discipline within the financial services industry, insurance experience preferred.\n \n\n Strong analytical, decision making and problem-solving skills.\n \n\n Flexibility and resourcefulness in managing multiple priorities.\n \n\n The ability to accelerate impact and the desire to lead change.\n \n\n \nReporting relationship\n \nThis position is an individual contributor reporting to the Head of Business Risk & Resiliency, who reports to our Chief Risk Officer within Enterprise Risk Management.\n \nLocation: \n \nHybrid role - 3 days in a Guardian office located in Hudson Yards, NYC; Holmdel, NJ; Stamford CT; Bethlehem PA; Boston, MA or Pittsfield, MA.
AWM - Digital Assets Senior Manager PricewaterhouseCoopers LLPAWM - Digital Assets Senior ManagerBoston, MA$119,000–$299,930 / yearAs an AWM - Digital Assets Senior Manager, you will assist clients with business transformations by leveraging large-scale digital solutions such as SAP, Oracle, and other business applications. 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 .
Commercial Banker C&I Washington Trust Bancorp, Inc.Commercial Banker C&IBoston, MA$175,000–$220,000 / yearActively participate in networking functions and events with business and community organizations to maintain high visibility in the market and maintain strong working relationships with diverse groups to enhance the organization's lending relationships to grow commercial loans, deposits, and wealth. As a Commercial Banker with the Washington Trust C&I Lending team, you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management.
AVP, Industry Research & Competitive Strategy - Affiliation Models LPL Financial Holdings IncAVP, Industry Research & Competitive Strategy - Affiliation ModelsBoston, MACore Competencies: • Deep understanding of wealth management ecosystems, advisor business models, and industry trends • Strong analytical, critical thinking, and problem-solving skills • Ability to synthesize large amounts of information into clear, concise findings • Strong communication and presentation skills • Ability to influence stakeholders and work cross-functionally in a dynamic environment. 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.
Senior Account Executive Arch Labs IncSenior Account ExecutiveBoston, MAAt Arch you will: Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Account Executive Arch Labs IncAccount ExecutiveBoston, MAAt Arch you will: Build relationships with the people inside institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform. Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
Korean Business Network - Private Tax Manager PwCKorean Business Network - Private Tax ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Senior Content Marketing Manager Harbor FundsSenior Content Marketing ManagerBoston, MA$130,000–$150,000 / yearWriting & production (primary): Draft, revise, and finalize content to meet Distribution and campaign objectives including: research articles, market insights, presentation decks, product narratives, video scripts, email copy, web copy, etc. SME coordination: Work with portfolio managers, analysts, and investment partners to gather source materials, verify facts, request charts/performance tables, and iterate drafts with SMEs.
Private Partnership Solutions (Pps) - Tax Senior Manager PwCPrivate Partnership Solutions (Pps) - Tax Senior ManagerBoston, MA$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
Corporate Advisory & Banking Relationship Manager Brown Brothers Harriman & CoCorporate Advisory & Banking Relationship ManagerBoston, MAYou will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners.
Private Partnership Solutions (Pps) - Tax Senior Associate PwCPrivate Partnership Solutions (Pps) - Tax Senior AssociateBoston, MA$77,000–$214,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
Private Partnership Solutions (Pps) - Tax Manager PwCPrivate Partnership Solutions (Pps) - Tax ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Tax Senior Manager - Private Companies PwCTax Senior Manager - Private CompaniesBoston, MA$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
NewRelationship Banker I Milford South Branch Rockland TrustRelationship Banker I Milford South BranchMilford, MAFull timeRockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts and New Hampshire, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts, New Hampshire and Rhode Island. Collaborate with Branch Manager to develop and maintain a culture of strong lobby management and customer outreach efforts, aiming to enhance the customer experience both inside and outside of the branch.
Complex Assistant Manager Royal Bank of CanadaComplex Assistant ManagerBoston, Massachusetts$99,000–$176,000 / yearEnsure new advisors are properly onboarded including overseeing the process of coordinating new clients’ paperwork, and ensure new advisors receive training on RBC’s policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients. Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting Additional Job Details .
Trust Officer MassMutualTrust OfficerBoston, MassachusettsSeek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. When joining the MassMutual Private Wealth & Trust family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity and offer a distinguished and memorable experience.
Asset Management (55ip) Portfolio Oversight - Vice President JPMorgan Chase Bank, N.A.Asset Management (55ip) Portfolio Oversight - Vice PresidentBoston, MAFull timeThe 55ip Portfolio Oversight team manages and oversees 55ip's portfolio implementation and tax management capabilities across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and active SMAs. Provide ongoing oversight of the portfolio implementation and tax-management platform, identifying enhancement opportunities and partnering with Technology, Research, Product, Operations, and client teams to improve systematic processes and controls.
Senior Associate, Platform Sales AGF Management LtdSenior Associate, Platform SalesBoston, MA$110,000–$150,000 / yearThis is an external, execution‑focused sales role responsible for engaging financial advisors, supporting platform initiatives, and contributing to distribution through managed accounts (SMAs/UMAs), model portfolios, and ETF strategies. Compensation: The anticipated compensation range for this role is $110,000 - $150,000 USD annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.).
Market Manager Bank of AmericaMarket ManagerBoston, MassachusettsSupports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.
Senior Client Services Representative Cetera Financial Group IncSenior Client Services RepresentativeWoburn, MA$23.55–$30.75 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Business Systems Analyst Formlabs IncBusiness Systems AnalystSomerville, MA$103,000–$140,000 / yearThe Job: Drive Cross-Functional Projects: Partner with Marketing, Sales, Service, Fulfillment, and Finance teams to translate complex business needs into clear technical requirements and specifications for our Digital Systems roadmap (e.g., eCommerce, CRM, ERP, marketing automation). Be Hands-On with the Platform: Go beyond documentation-perform hands-on configuration, troubleshoot data issues, develop proofs-of-concept, and compile data to drive decision-making, validate logic, and secure stakeholder support before working with developers to implement.
Principal Software Engineer - Digital Systems Formlabs IncPrincipal Software Engineer - 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.