Finance advisor jobs in Lowell, MA - 696 jobs

A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking commissions. The anticipated cash range for this role is $125,000 - $350,000, reflecting base salary and bonuses, with opportunities for performance-based compensation. #J-18808-Ljbffr

The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi‑asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross‑functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third‑party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for the commercial success of these products. Key Responsibilities Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target‑date funds, lifetime income solutions, and multi‑asset strategies. Ensure products meet client needs, market demands, and regulatory standards. Cross‑Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products. Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities. Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed. Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings. Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team. Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures. Key Qualifications Education: MBA or advanced degree in Finance, Business Administration, or related field. Certifications: CFA, CAIA, or a comparable financial certification. Experience: 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi‑asset strategies. Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co‑manufactured target‑date funds and managed account solutions. Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.). Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. Skills: Excellent analytical and problem‑solving capabilities, with a strategic mindset. Strong project management skills, with proven ability to manage complex cross‑functional initiatives. Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. Experience with competitive analysis, financial modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset. Ability to travel (up to 25%). Key Competencies Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives. Leadership & Collaboration: Demonstrated ability to lead and motivate cross‑functional teams, driving alignment and accountability across departments. Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs. Results‑Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals. Client‑Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback. Adaptability: Ability to thrive in a fast‑paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives. Why Join Us? As the Director, Investment Specialist/Head of Co‑Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high‑impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $120,750.00 USD - $217,350.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short‑ and long‑term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr

***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d'utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de*****Position Overview**The **Director, Investment Specialist/Head of Co-Manufactured Products** will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products.**Key Responsibilities*** **Product Management**: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards.* **Cross-Functional Leadership**: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products.* **Market Research & Strategy**: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities.* **Project Management**: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed.* **Client & Consultant Engagement**: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings.* **Product Innovation**: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team.* **Regulatory Compliance**: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures.**Key Qualifications*** **Education**: MBA or advanced degree in Finance, Business Administration, or related field.* **Certifications**: CFA, CAIA, or a comparable financial certification.* **Experience**: + 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies. + Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions. + Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.). + Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments.* **Skills**: + Excellent analytical and problem-solving capabilities, with a strategic mindset. + Strong project management skills, with proven ability to manage complex cross-functional initiatives. + Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. + Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. + Experience with competitive analysis, financial modeling, and pricing strategies. + Proficiency with industry tools, such as Morningstar Direct and Factset* Ability to travel (up to 25%).**Key Competencies*** **Relationship Building & Collaboration:** Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives.* **Leadership & Collaboration**: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments.* **Innovation**: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs.* **Results-Oriented**: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals.* **Client-Focused**: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback.* **Adaptability**: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives.As the **Director, Investment Specialist/Head of Co-Manufactured Products**, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development.***When you join our team:**** We'll empower you to learn and grow the career you want.* We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.* As part of our global team, we'll support you in shaping the future you want to see.**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l'adresse .**Manuvie est un employeur qui souscrit au principe de l'égalité d'accès à l'emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforcons d'attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d'un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l'ascendance, du lieu d'origine, de la couleur, de l'origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l'orientation sexuelle, des caractéristiques génétiques, du statut d'ancien combattant, de l'identité de genre, de l'expression de genre, de l'âge, de l'état matrimonial, de la situation de famille, d'une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d'éliminer les obstacles à l'accès égalitaire à l'emploi. C'est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement #J-18808-Ljbffr

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

A leading investment banking firm in Boston is seeking an Associate to work closely with senior team members on corporate finance transactions and business development initiatives. This role involves analyzing financial data, building financial models, and managing due diligence. Candidates should have a bachelor's degree and 2-4 years of relevant experience, with proficiency in Microsoft Office and Capital IQ. The position offers a competitive salary range of $110,000 - $125,000 along with various benefits. #J-18808-Ljbffr

Compensation: $75,000-$150,000 (wage is comprised of base salary and % of department profit to be determined as part of pay plan) The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type and years and experience within the industry, education, etc. Do you have a passion for developing relationships, providing exceptional guest experiences, and being an innovator in the automotive industry? As an Automotive Sales/Client Advisor, you will have the opportunity to make a positive impact on our business and in the lives of our team members and customers every day. We are looking for strong, energetic, people-focused team members who will help us redefine the car-buying experience. The Sales Consultant/Client Advisor's primary role in the dealership is to respond to customers that inquire about a vehicle advertised on-line utilizing phone and email methods. The Sale Consultant works with customers who visit the store directly taking them through the initial buying process through to the final sale. Contacting and communicating with customers to identify needs using the Asbury selling process Build rapport with customers to build a base of referrals to establish customer network Answer internet leads with in the stores required time and email product information with pricing Answer sales phone calls and set appointments for customers Confirm appointments Make outbound phone calls to follow up with customers on inquiry, after the sale, and for repeat business Conduct test drives and vehicle walk arounds with customer Work with the customer from start to finish throughout the buying process Must have motivation to be successful Exhibit great customer service skills Must be able to create and maintain customer relationships Strong computer & phone skills Experience utilizing and maintaining a customer relations management database Prior automotive sales or retail experience, customer service, call center, or business development experience a plus Maintain professional business attire and appearance Bi-lingual is always a plus Self-motivated and a team player Must be a minimum of eighteen years of age Must have a valid Driver's License Must be able to pass pre-employment screenings (background & drug test) Company Benefits: Pay and Recognition: Weekly pay Paid holidays & paid time off Paid training Stock Awards(select management and front-line team member's eligible Insurance / Retirement: Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans Up to 12 weeks paid pregnancy leave (disability leave) Paid Parental Leave Health savings Flex spending accounts (tax free) Short-term and Long-term disability plans Life Insurance (Whole Life and Term) 401k with company match Learning, Tuition Assistance and Career Development: Digital career path tool to assist with career development Continuous training through Asbury's Internal Learning Management System Professional growth and development opportunities Additional advantages: Student loan relief resources Employee assistance program Employee discounts on parts and service repairs Scholarship awards Opportunities to join our community service initiatives, which includes paid volunteer hours Aggressive Employee referral program with bonus opportunities INDSALES

A leading financial institution in Boston seeks a Transaction Monitoring Lead Analyst. The role involves designing and deploying monitoring models for suspicious activities related to digital assets. Candidates should possess 3+ years of experience in suspicious activity monitoring and a Bachelor's degree in a quantitative field. This position offers competitive compensation and a comprehensive benefits program including 401K and insurance coverage. #J-18808-Ljbffr

Role: Client Advisor Reporting to: Assistant Store Manager or Store Director Position Overview As a Client Advisor at BVLGARI, you will deliver a world-class luxury experience, building lasting client relationships while achieving sales targets. Your expertise in storytelling, product knowledge, and client engagement will embody the brand's heritage. Client Experience & Sales Deliver a seamless, personalized luxury experience, ensuring that every client interaction is memorable. Master the BVLGARI Selling Ceremony, tailoring the approach to each client's needs, lifestyle, and motivations. Convey the passion, heritage, and values of BVLGARI, fostering deep client connections and brand loyalty. Proactively achieve and exceed sales targets, contributing to both individual and boutique goals. Drive high-end sales by curating premium, exclusive experiences for top-tier clients. Client Relationship Management Build and maintain long-term relationships with new and existing clients, becoming their trusted advisor. Expand and nurture a strong client portfolio through strategic outreach, referrals, and personalized follow-ups. Utilize CRM tools and data-driven insights to engage, track, and retain clientele. Serve as a BVLGARI brand ambassador at private client events, in-store activations, and high-profile engagements Boutique Operations Uphold brand standards by ensuring a pristine, welcoming, and luxurious boutique environment. Participate in inventory control, visual merchandising, and product replenishment. Support boutique opening and closing procedures, ensuring daily readiness. Assist with special projects, high-profile client requests, and operational needs Proven success in luxury retail, with a strong record of meeting and exceeding sales targets. Expertise in engaging high-net-worth clients and executing sophisticated sales interactions. Fluency in luxury storytelling-passionate about craftsmanship, design, and brand heritage. Exceptional interpersonal skills-confident, engaging, and adaptable to a diverse clientele. Proactive, self-motivated, and results-driven, with an entrepreneurial spirit. Tech-savvy, proficient in CRM software and digital clienteling tools. Multi-lingual skills are a plus to cater to an international clientele passionate about luxury craftsmanship and brand storytelling. Self-motivated, results-driven, and proactive. Tech-savvy, with CRM and digital clienteling proficiency. Being Multilingual is a plus when serving a global clientele.

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders. If you're interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career. Position Summary Berkshire has over 50 years of real estate investment experience and manages over $30 billion in U.S. residential real estate on behalf of a global institutional client base. The Associate, Investor Relations is responsible for supporting Berkshire's Capital Markets team with all aspects of capital raising and client service for the firm's multifamily investment vehicles across equity and debt. This will include collaboration with portfolio managers, the investments team, asset managers, accounting, research and other functional areas of the organization to support fundraising efforts. This position must develop and grow a comprehensive, strategic and technical knowledge of the organizations' client base and funds as well as the competitive landscape and the overall real estate investment industry. Responsibilities include, but are not limited to: Capital Raising Assist with completion of prospective investor requests across the firm's investment offerings Maintain Berkshire's RFP software as the team's primary user to support capital raising efforts Assist with the preparation and updating of marketing materials and investor deliverables Assist with preparation for investor meetings and site visits Industry and competitive research, including investor, prospect, competitor and real estate market activity Tracking prospect pipelines and existing investor information, in Berkshire's Customer Relationship Management software Client Service Assist in preparation and coordination of Berkshire's Annual Investor Conference and other regular fund meetings Formatting and branding of various materials in accordance with company brand guidelines to be used with current and prospective clients Communicate with multiple internal business groups to coordinate the production of deliverables in a timely manner Internal Support Tracking current investment information and corporate facts and figures Collaborate with all members of the Capital Markets team & offshore resources Drive technological advancement and adoption Knowledge/Experience: 3-5 years of real estate private equity experience Clear understanding of fund management and private funds structure, preferably with knowledge of real estate investment concepts/metrics Team player with an aptitude for organizing, prioritizing and managing multiple priorities using critical thinking and problem solving Demonstrated self-confidence with senior management Demonstrated mature conduct in high pressure and sensitive situations Excellent verbal and written communication skills Diligent attention to detail and accuracy Technical/Educational Requirements: Bachelor's degree in business, Finance, Accounting, Economics and/or a related field is strongly preferred Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs) Experience with response management software a plus Proficiency with computers, keyboards, monitors and telephone headsets. Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point) Berkshire Residential offers an excellent benefits package, focusing on our employees' total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details - and to learn more about how we value our employees. Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.

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: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Leads the Client Process Management Process within the client team to identify new business development opportunities Sources new clients in alignment with the bank's established risk appetite Leads the client team to deliver meaningful interactions and a Branded Client Experience Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence Required skills: 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience Responsible for driving new business development for target client segment ($3MM++ investable assets) Present to clients a holistic approach, leveraging the entire Private Bank platform A high touch, client-focused individual with exceptional interpersonal skills A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client Ability to influence; proactively asks for and closes business Solutions oriented; sales and financial aptitude a must Must be a skilled negotiator Ability to work and identify the need for team specialists; collaborate closely with other team members Takes on a leadership role on the team and within the business community Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: Business Development Client Management Client Solutions Advisory Prospecting Wealth Planning Analytical Thinking Oral Communications Referral Management Relationship Building Risk Management Active Listening Attention to Detail Collaboration Decision Making Loan Structuring Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

A financial services consulting firm in Boston seeks a skilled Business Analyst. The ideal candidate will have over 3 years of business analysis experience, preferably in financial services, and demonstrate strong analytical and development skills. Responsibilities include defining requirements for financial applications and collaborating with business partners. A Bachelor's degree in a related field is required, alongside proficiency in tools like JIRA and SQL. This role offers a dynamic work environment in a fast-paced industry. #J-18808-Ljbffr

About Us PLEASE NOTE: This is a Hybrid position located in Westborough MA. The job will require to train on-site and to work 3 days on-site in Westborough, MA. Identify customer-related trends, patterns, typologies and issues associated with money laundering, terrorist financing and other suspicious transactions. Ensure that all transactions/customers deemed suspicious are referred to the appropriate BSA Analyst or Supervisor in a timely manner and in accordance with Bank policies and procedures. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Responsibilities Complete analysis of BSA/AML alerts within established timeframes and following alert processing guidelines. Recommend alerts to send to case for further evaluation of suspicious activity Manage BSA cases by analyzing and documenting results of activity and supporting documentation, resulting in a recommendation to file or not to file a Suspicious Activity Report (SAR) Participate in SAR completion process including SAR filing, SAR committee, SAR narratives, Quality Review, and SAR re-files. Utilize multiple systems including but not limited to core banking, AML monitoring software, check imaging software, document imaging software and online resources to analyze transaction activity and identify unusual patterns Conduct enhanced due diligence on high-risk customers and recommend changes to risk ratings when warranted Prepare and maintain documentation necessary to fulfill regulatory and third party audit requirements Monitor Customer Due Diligence (CDD) questionnaires for completion and follow up with responsible departments for corrections as appropriate. Evaluate CDD alerts for unidentified high-risk customers generated by the AML monitoring system. Monitoring proper and correct completion of beneficial owner documentation as required for business deposit accounts and commercial loans. Complete verification and filing of Currency Transaction Reports (CTRs) within regulatory deadlines. Complete analysis of watch list alerts including possible matches to OFAC SDN lists, sanctioned countries, politically exposed persons, and internal lists Provide backup coverage as needed for all BSA AML related tasks. Participates in annual required BSA/AML training Serves as a resource for internal departments Performs related and unrelated duties as may be required. May be required to travel to designated high-risk customer sites to observe presence of ATM machines, lottery sales and money transfer services. Requirements BA or BS degree preferably in finance, accounting or related discipline, or equivalent work experience. A minimum of 3 years BSA/AML or related banking experience. Must have at least basic knowledge in all areas of the BSA/AML and regulatory requirements. Experience using BSA/AML or Fraud monitoring systems preferred. Must possess excellent verbal and written communication skills. Must be self-motivated with excellent analytical and investigative skills. Must be willing to attend BSA/AML training sessions both on and off bank premises. Must possess at least intermediate technology skills, including fluency in Word, Excel and Outlook applications. Expected Pay Range The expected annual pay range for this role is $45,122 to $74,451. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities

About Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired skills and experience: MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references Exceptional work ethic - self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States

About G2 G2 Capital Advisors (************** is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactions. G2 is not your typical investment bank or restructuring firm; we are a group of former business operators with unique industry experience and financial advisory expertise who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients. About the Role As an Associate, you'll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process-from idea generation to closing. You'll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends- making you a critical player in both business development and deal execution. This entrepreneurial role offers hands-on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you. Location: Boston, MA office location Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What We Look For Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client-ready insights Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision-making Transform complex client data into clear visuals that convey appealing narratives to prospective buyers Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions Support the build out of comprehensive market landscapes for M&A-focused mandates, analyzing strategy, market position, industry value chains, and financial characteristics to drive successful deal execution Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials-from deal pitches to financing strategies-turning ideas into presentations that win business Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us What We Look For 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing Financial modeling and analytical skills, including knowledge of financial accounting Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models Deep knowledge of Microsoft Office especially Excel and PPT A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams A track record of acting with integrity, consistently choosing to do what's right-even when it's difficult or unnoticed Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients What we offer Catered lunch 3 days a week Generous performance bonus program Comprehensive healthcare Unlimited vacation 401K match Professional development opportunities Quarterly peer-recognition awards Team events & outings Branded swag Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation of $220,000, including an annual base salary of $125,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction. G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora's investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm's ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods. We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates. Summary Working as a member of the portfolio strategy team within the equity group, s/he provides analysis, reports, perspective and understanding of the quantitative investment strategies to the sales and distribution teams as well as current and prospective clients. Primary Duties and Responsibilities Working as a member of a quantitative equity group to manage portfolios, to improve existing strategies and to develop new stock-selection models Conduct alpha factor research for global equity strategies by generating creative investment ideas and rigorous quantitative analysis Apply statistical analysis and modeling techniques with finance intuition to datasets large and small, enhance existing models and pursue new and previously unexplored research topics Analyze global financial markets, industry-specific, and macroeconomic data to forecast business, industry and economic conditions and trends in order to make investment decisions Education/Work Experience An advanced degree (PhD or MS) from top programs with strong background in Finance, Mathematics, Computational Science, and Engineering 3+ years of experience in quantitative research / portfolio management in active equity strategies preferred In-depth knowledge of quantitative alpha source research and modeling and portfolio construction and optimization Research experience working with large data sets, applying statistical and numerical methods including machine learning Strong coding skills, example languages includes Python and R Demonstrated experience highlighting innovation, creativity, intuition, and passion for the market Essential Skills Strong analytical and problem solving skills Passion for research and creativity Critical knowledge of the relevant theoretical and empirical alpha factor research, forecasting methodologies and portfolio construction techniques Strong programming and database skills including Python, SQL, R Knowledge of machine learning process and data science Superior written and verbal communications skills Salary Range: 110,000 - 130,000 Disclaimer: The posted salary range represents the company's good faith estimate of the compensation for this position at the time of posting and the same is not a promise of a particular wage for any individual. Actual compensation may be dependent on a variety of factors including, but not limited to, the candidate's experience, education or skills, and other factors. **PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation. PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.

If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates! Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): Finance (Chicago, Boston) Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading). Forensic Services - Forensic Accounting (Boston, Chicago) Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. Intellectual Property (Houston, New York) Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation. During the internship program, you may work on many aspects of a project: Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts; Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues; Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients; Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse; Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony; Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings; Leverage your database skills to effectively analyze large data sets; Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings. Check out our blog about a typical day at CRA and how you can make an impact ! Desired Qualifications Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area; Solid working knowledge of finance, accounting, and economic methodologies; Command of a broad range of research and quantitative analysis skills (including strong Excel skills); Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments; Experience in gathering, standardizing, and analyzing voluminous transactional data; Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information; Curious and analytical thinkers who bring creative approaches to non-standard problems; Effective written and oral communication skills; Demonstrated high level of initiative and leadership; Strong teamwork and collaboration capabilities; Excellent time management and task prioritization skills; Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; Transcript - may be unofficial. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.

The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products. Key Responsibilities Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards. Cross-Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products. Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities. Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed. Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings. Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm's offerings in the market. Foster a culture of innovation within the Product Development team. Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures. Key Qualifications Education: MBA or advanced degree in Finance, Business Administration, or related field. Certifications: CFA, CAIA, or a comparable financial certification. Experience: 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies. Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions. Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem. Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments. Skills: Excellent analytical and problem-solving capabilities, with a strategic mindset. Strong project management skills, with proven ability to manage complex cross-functional initiatives. Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels. Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines. Experience with competitive analysis, financial modeling, and pricing strategies. Proficiency with industry tools, such as Morningstar Direct and Factset. Travel: Ability to travel (up to 25%). Key Competencies Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives. Leadership & Collaboration: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments. Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs. Results-Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals. Client-Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback. Adaptability: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives. Why Join Us? As the Director, Investment Specialist/Head of Co-Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm's growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. マニュライフ・ファイナンシャル・コーポレーションは,「あなたの未来に,わかりやすさを」を提供する,国際的な大手金融サービスプロバイダーです。当社について詳しくは, *********************************** マニュライフは機会均等を是とする雇用主です。マニュライフ/ジョン・ハンコックでは,多様性を受け入れます。私たちは,サービス提供先であるお客さまと同様に,多様な人材を引きつけ,育成し,定着させ,文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用,定着,昇進,報酬に努めています。当社のすべての慣行およびプログラムは,人種,祖先,出身地,肌の色,民族的出自,市民権,宗教または宗教的信念,信条,性別（妊娠および妊娠関連の状態を含む）,性的指向,遺伝的特徴,退役軍人としての地位,性自認,性に関する表明,年齢,婚姻状況,家族状況,障害,または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために,障壁を取り除くことが当社の優先事項です。人事担当者は,応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は,適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには,************************までご連絡をお願いします。 Boston, Massachusetts ハイブリッド勤務 $120,750.00 USD - $217,350.00 USD Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. They also offer retirement savings plans, incentive compensation tied to business and individual performance, and generous paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, and full statutory leaves of absence. #J-18808-Ljbffr

A leading investment firm in Boston seeks an Associate for the Risk Management Team. Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis. Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL. This role offers the opportunity to work in a collaborative environment while driving projects to successful completion. #J-18808-Ljbffr