At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats?
American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications.
**Responsibilities**
+ Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs).
+ Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations.
+ Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts.
+ Contribute to team projects, process improvement, and development of new capabilities.
+ Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement.
+ Assess and develop incident response best practices to help mature the overall security operations of the organization.
+ Make recommendations for improving enterprise risk posture based on individual research and technical expertise.
+ Stay current on industry trends, attack techniques, mitigation techniques, and security technologies.
+ Produce high-quality written and verbal reports, recommendations, and actions.
**Minimum Qualifications**
+ 1-3 years of experience in information security
+ Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc).
+ Experience with various network and/or host-based security tools to detect and respond to security events.
+ Experience with log analysis using SIEM/SOAR platforms.
+ Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments.
+ Theoretical and practical knowledge in Incident Response lifecycles
+ Strong analytical, documentation, and communication skills.
+ Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Security
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023610
A leading financial institution is seeking a Market Executive in Boston to lead the Applied Technology team. The role involves building relationships with innovative companies in sectors like robotics and quantum computing. Responsibilities include business development and supporting founders in their growth while managing a smaller portfolio. Ideal candidates should possess over 12 years of account relationship management experience, strong communication skills, and licenses related to securities. The company offers a competitive rewards package and values diversity and inclusion.
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A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 2d ago
Broker-Dealer Submissions Specialist
Voya Financial, Inc. 4.8
Boston, MA job
A financial services firm in Boston is looking for a Customer Service Specialist. In this role, you will support registered representatives and clients with submissions-related inquiries. You will ensure forms are complete, provide expert advice on the submission process, and foster relationships with clients. Candidates should have 1-2 years of experience in customer service and a bachelor's degree. The position is on-site in Boston and offers competitive compensation and benefits.
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$70k-154k yearly est. 3d ago
VP, Alternative Fund Services & Accounting
Jpmorgan Chase & Co 4.8
Boston, MA job
A leading global financial institution is seeking a Vice President in Alternative Fund Services to lead a Fund Accounting team. You will drive excellence in operations and be pivotal in our initiatives involving a diverse client base. The ideal candidate will have over 10 years of accounting experience, comprehensive knowledge of hedge/private equity environments, and a strategic mindset. This role offers a dynamic environment where your leadership will significantly impact our client's success and business growth.
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$130k-186k yearly est. 3d ago
Head of AI Platform Engineering
Massmutual 4.3
Boston, MA job
The Opportunity
MassMutual is at the forefront of innovation in the financial services and insurance industry. Our commitment to leveraging cutting‑edge technology to deliver exceptional customer experiences and drive business growth sets us apart. MassMutual was recently ranked 8th overall in the Evident AI Insurance index, and 2nd for AI innovation. We are seeking a highly skilled and visionary leader to join MassMutual's Research & Development (R&D) organization as the Head of AI Platform Engineering. In this key role, you will be responsible for MassMutual's technology strategy. Cut through hype, drive beyond prototypes, and deliver scalable, performant AI systems with us!
The Team
The Research and Development organization is focused on delivering transformational change for MassMutual and its clients, financial professionals, and policyholders. We are a team of data scientists, engineers, social scientists, and product and project managers committed to innovation. We value creativity, courage, and accountability as well as our close partnerships with academia, government agencies, and the broader fintech community.
The Impact:
Architect and build the core platform for applied, secure, and efficient AI/ML platform engineering to support a broad range of AI workloads
Prototype and productionize agentic workflows and LLM-based systems that drive impact across the value chain
through the automation, deployment, scaling, and management of AI platform services, ensuring high availability, performance, and resilience
Be a talent magnet by attracting, developing, and retaining a world‑class team of high‑performing engineers
Shape strategy in partnership with R&D leadership and senior executives across the enterprise
Lead cross‑functional teams of AI platform engineers, ML engineers, and decision engineers to deliver robust, production‑ready AI solutions
Collaborate with product managers, researchers, engineers, and business stakeholders to define and execute AI strategies aligned with company objectives.
The Minimum Qualifications
Advanced degree in engineering, computer science, or related disciplines
10+ years of relevant engineering experience
5+ years of experience in managing research or engineering teams
Exceptional problem‑solving skills and willingness to learn new concepts, methods, and technologies
Ability to work in a highly collaborative environment
Outstanding written and verbal communication skills
The Ideal Qualifications
Financial Industry knowledge
Strong publication history in area of expertise
Demonstrated ability to translate research into business impact
What to Expect as Part of MassMutual and the Team
Regular meetings with the Research and Development team
Focused one‑on‑one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability‑focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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$124k-164k yearly est. 5d ago
National Advisor Consultant
Ameriprise Financial, Inc. 4.5
Boston, MA job
As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:P Advisor, Consultant, Producer, Asset Manager, Financial Planning, Banking, Wholesaler
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million.
Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
5 plus years' direct lending or credit support related experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Knowledge of the local market
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Excellent verbal, written and listening communication skills
Strong creative solution and problem solving abilities
Proficiency in building and maintaining positive client relationships
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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$78k-130k yearly est. 3d ago
SAP Finance Systems Director - S/4HANA Transformation
Massmutual 4.3
Boston, MA job
A leading financial services organization in Massachusetts seeks a Financial Systems Director to oversee SAP ERP implementations and finance operations improvements. The ideal candidate has 8+ years of experience, a Bachelor's degree in Accounting or IT, and a strong collaborative spirit. This role requires skills in change management and the ability to drive projects to completion while partnering with IT and finance teams for best practices and governance in financial reporting.
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$118k-149k yearly est. 2d ago
Market Executive, Technology, Middle Market Banking, Managing Director
Jpmorgan Chase & Co 4.8
Boston, MA job
Job Information
Job Identification 210596591
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 02/11/2025, 11:17 PM
Job Schedule Full time
Job Shift Day
Job Description
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Applied Technology team in our Innovation Economy business is for you.
As a Market Executive on the Applied Technology Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Applied Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software.
The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Minimum of 12 years' account relationship management experience with a focus on business relationships
Understanding of Commercial Banking products and services with knowledge of the region
Ability to mobilize internal networks and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Strong technology experience; digital background preferred
Excellent organizational, influencing and interpersonal skills
Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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$206k-363k yearly est. 3d ago
Private Markets Due Diligence Analyst
Bank of America 4.7
Boston, MA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single asset and multi-asset portfolios.
The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies.
The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects.
The ideal candidate will possess:
Strong General Partner (GP) network to source high-quality fund investments.
Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit.
Company-specific modeling and valuation skills necessary to assess underlying private company investments.
Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.
Excellent written and communication skills to present findings clearly and articulately to committees, advisors, and clients.
Strong presentation skills are a plus.
Comfortable dealing with senior executives at private market firms.
Team player capable of working across Investment Solutions Group (ISG) and Business lines.
Travel (approximately 25%) involved to meet fund managers and attend annual meetings.
Qualifications/Desired Skills:
Minimum of 7+ years of investment experience with a focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real Estate, or Infrastructure.
Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes.
Series 7 and 66 licenses or ability to obtain within 120 days of hire required.
Age requirement: Must be at least 18 years old.
Massachusetts pay and benefits information
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job or submit an application, please contact us by calling **************. This dedicated line is exclusively for assisting job seekers with disabilities. Messages left for this purpose will be considered. Responses may take up to two business days.
Please note: Messages left for other purposes, such as follow-up on an application or non-disability-related technical issues, will not receive a response.
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$58k-79k yearly est. 3d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Boston, MA job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 49d ago
Senior Software Engineer
American Express 4.8
American Express job in Boston, MA
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**About the Role**
This role is part of the Commercial Loyalty engineering team, responsible for building and operating backend platforms that power loyalty, benefits, and partner experiences for Commercial customers. As a Software Engineer II, you will be a strong backend-focused individual contributor who designs, builds, and maintains reliable, scalable services and data systems.
You will work closely with senior engineers, engineering managers, product partners, and cross-functional teams, contributing to core platform capabilities while continuing to grow your technical depth and mentorship impact.
**Key Responsibilities**
+ Design, develop, test, deploy, and maintain **backend and server-side systems** , with a focus on scalability, reliability, and data integrity.
+ Build and evolve **API-driven services** , including RESTful and service-oriented architectures, that support Commercial Loyalty use cases and integrations.
+ Contribute to the design and implementation of **transactional and analytical data systems** , ensuring correctness, performance, and scalability.
+ Work with **batch and streaming data pipelines** to support data ingestion, processing, and downstream consumption across the Loyalty platform.
+ Apply sound **data architecture and platform design** principles to support long-term maintainability and extensibility.
+ Ensure **data quality** through validation, testing, monitoring, and thoughtful schema and contract design.
+ Participate in technical design discussions, contributing ideas and helping evaluate tradeoffs related to system design, APIs, and data flows.
+ Write clean, maintainable, well-tested code that adheres to established technical standards and best practices.
+ Contribute to and improve **automated testing strategies** , including unit, integration, and service-level tests, to ensure high confidence in changes.
+ Review code for accuracy, quality, and maintainability, providing constructive feedback and helping raise overall code quality.
+ Support **observability and monitoring** for backend and data systems, helping teams detect, diagnose, and resolve issues effectively.
+ Provide **technical mentorship** to junior engineers through code reviews, pairing, and knowledge sharing, fostering engineering excellence and continuous learning.
+ Collaborate closely with product managers, business partners, and cross-functional teams to translate requirements into robust technical solutions.
+ Participate in Agile development practices such as sprint planning, stand-ups, demos, and retrospectives.
**Education and Knowledge**
+ Bachelor's degree in Computer Science, Computer Engineering, or comparable experience; advanced degree preferred.
+ Knowledge of distributed (multi-tiered) systems, algorithms, relational databases, and NoSQL technologies.
+ Familiarity with backend frameworks, data stores, and messaging systems used to build and operate enterprise platforms.
+ Understanding of tools and practices used to plan, design, build, test, deploy, and monitor backend applications and data systems.
**Work Experience and Qualifications**
+ Professional experience in software engineering or a related role, with emphasis on **backend or server-side development** .
+ Experience designing and implementing APIs (REST and/or SOA-style services).
+ Experience working with **transactional and analytical data systems** , including relational and NoSQL databases.
+ Experience with **batch and/or streaming data processing** systems.
+ Experience with automated testing practices and test strategies for backend services.
+ Experience applying code quality, maintainability, and technical standards in a team environment.
+ Experience working in Agile software development environments (Scrum and/or Kanban).
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 26000229
$123k-215.3k yearly 7d ago
Part Time (20 Hours) - Associate Banker - (New Build) - Pembroke, MA
Jpmorgan Chase & Co 4.8
Pembroke, MA job
JobID: 210695049 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Pembroke,MA $22.50-$27.60 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$31k-82k yearly est. Auto-Apply 23d ago
Private Banker VP - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Boston, MA job
A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six years in Private Banking or Financial Services and the need for Series 7, 66, and Insurance licenses. Key responsibilities include advising clients on wealth management and generating new business through targeted relationships. Candidates should demonstrate strong sales success and a deep understanding of financial products. The position offers a chance to join a collaborative team in a fast-paced environment.
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$125k-163k yearly est. 3d ago
J.P. Morgan Advisors - Senior Client Associate - Boston, MA
Jpmorgan Chase & Co 4.8
Boston, MA job
J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information
Job Category Client Advisory
Business Unit Consumer & Community Banking
Posting Date 01/09/2026, 10:32 PM
Job Schedule Full time
Job Shift Day
Job Description
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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$69k-103k yearly est. 2d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Boston, MA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$79k-106k yearly est. 20d ago
Quant Researcher & Developer
Jpmorgan Chase & Co 4.8
Boston, MA job
JobID: 210670287 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $150,000.00-$224,000.00 Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
Overview
The 55ip Quant team is looking for a quantitative professional to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate has a background in optimization and statistical modules using software design constructs and tools. The candidate will be motivated, a problem solver, and an effective team player looking to make a significant impact in supporting research projects and who can grow as an independent researcher.
Responsibilities
* The end-to-end research, development, and maintenance of investment algorithms
* Contribute to development and maintenance of optimization models
* Take part in building out the research and development framework
* Thoroughly vet investment algorithmic results
* Contribute to the research data platform design
* Investigate datasets for use in new or existing algorithms
* Participate in agile practices
* Liaise with stakeholders to gather & understand the functional requirements
* Take part in research & code reviews
* Develop code using high quality standards and best practices, conduct thorough end-to-end unit testing, and provide support during testing and post go-live
* Support research innovation through the creative and aggressive experimentation of cutting-edge hardware, advanced analytics, machine learning techniques, and other methods
* Collaborate with technology teams to ensure appropriate requirements, standards, and integration
Requirements
* Experience in a quantitative role
* Proficient in Python, Git and Jira
* Professional experience with commercial optimizers (Gurobi, CPLEX) is a big plus
* Master's degree in computer science, computational mathematics, or financial engineering
* Excellent mathematical foundation and hands-on experience working in the finance industry
* Proficient in quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, etc.
* An understanding of or exposure to financial capital markets, various financial instruments (such as stocks, ETFs, Mutual Funds, etc.), and financial tools (such as Bloomberg, Reuters, etc.)
* Experience in direct-indexing products is a big plus
* Strong communication (written and oral) and analytical problem-solving skills
* Strong sense of attention to detail, pride in delivering high quality work and willingness to learn
* Knowledgeable in SQL
* Agility: Able to shift gears and react quickly to timely requests
* Hustle: Self-motivated, proactive, responsive-ability to think strategically but also willing to dig into the details and tactics
About 55ip
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at ******************
$150k-224k yearly Auto-Apply 60d+ ago
Managing Consultant, Services - Acquiring Business Development
Mastercard 4.7
Boston, MA job
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Managing Consultant, Services - Acquiring Business Development
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
National Salary Range (Applies Regardless of Location): $139,000-$222,000
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.