Finance consultant jobs in Pawtucket, RI - 844 jobs

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

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. 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 I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.) Tagged as: Hybrid #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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

Troutman Pepper Locke is seeking a mid-level associate to join our Private Equity + Investment Funds Practice Group, based in either our Providence or Boston office, with a preference for Providence. The ideal candidate will have 3 to 6 years of experience in private equity transactional work, focused on platform M&A deals and varied portfolio company matters. Candidates must have strong analytical and drafting skills, combined with excellent organizational and matter management abilities, including an ability to communicate effectively with clients and supervising attorneys. This is an opportunity to represent clients in a national PE practice and participate immediately in sophisticated matters. Our deal teams are structured to allow associates to assume more responsibility and receive a high level of partner and client contact. Our group is comprised of team players who are supportive, flexible, and invested in helping associates develop throughout their career. The salary range for this position is $260,000 - $350,000, dependent on relevant years of experience. Candidates must be licensed and in good standing in their state of residence, with excellent academic credentials. For inquiries or additional information on this position, please contact Tonja Washington. By applying for this position, you agree and understand that Troutman Pepper Locke will process your Personal Information pursuant to the terms of our Worker and Applicant Global Privacy Notice. If you have questions about our data handling practices, or you are a resident of California, the United Kingdom, or the European Union and wish to exercise your privacy rights, please contact us at privacy@troutman.com. #J-18808-Ljbffr

Our mission at Asimov is to radically advance humankind's ability to design living systems, enabling biotechnologies with societal benefit. We're developing a mammalian synthetic biology platform-from cells to software-to enable biotechnologies with outsized impact, with an initial focus on gene therapies, cell therapies, and protein therapeutics. We are seeking a strategic, hands‑on Head of Finance to build and lead our finance and accounting function from the ground up. In this newly created role, and reporting to the Head of Commercial, you will establish core financial processes, ensure accurate revenue recognition, support budgeting and forecasting, while overseeing all accounts payable and receivable activities. This role offers the unique opportunity to design and optimize financial systems as a team of one within a rapidly growing biotech startup. The ideal candidate will thrive in a fast paced, collaborative environment while bringing financial rigor, process discipline, and forward‑thinking leadership needed to support scientific innovation and fuel the company's next phase of growth. About the Role: Accounting & Controls: Ensure timely and accurate recording of revenue, COGS, and expenses across all product lines. Maintain reconciliations, accruals, and closing schedules. Audit & Compliance: Lead preparation for the annual audit, liaise with auditors on technical issues (e.g., revenue recognition, asset classification), and ensure compliance with tax and regulatory requirements. Budget Tracking: Monitor spend against budget, provide variance analyses, and maintain rolling forecasts with input from department leads. Systems & Processes: Recommend and implement scalable general ledger and procurement systems (e.g., Prendio or equivalents) to improve reporting, visibility, and spend control. Cash & Runway Visibility: Produce monthly cash flow reports, identify risks to runway, and flag required actions. Reporting: Prepare accurate and timely monthly/quarterly financial statements, management reports, and supporting schedules for leadership and investors. Payroll: Manage scalable payroll systems and processes, ensuring accuracy, timeliness, and compliance across multiple states, while partnering with HR to support an expanding and distributed workforce. Strategy: Serve as a strategic thought partner to leaders across the organization to align financial priorities with R&D, product, commercial and operations strategies. About You: You have a Bachelor's or Master's degree in Accounting or Finance with 10+ years of progressive experience in accounting/finance. CPA certification is strongly preferred. You have experience working in a high‑growth company, in the life sciences, biotech, or tools/services industry, You have strong technical accounting expertise, including revenue recognition, COGS tracking, accruals, and GAAP compliance. You have experience with audits, tax compliance, and working directly with external auditors. You are proficient with general ledger systems, procurement platforms, and financial reporting tools. You've demonstrated the ability to build scalable accounting processes and internal controls in a high‑growth company. You have an analytical mindset with attention to detail; able to identify variances, trends, and risks early. You have excellent communication skills, able to translate accounting into clear business insights. We're fueled by a vision to transform biological engineering into a fully‑fledged engineering discipline. Should you join our team, you will grow with a constantly evolving organization and push the frontiers of synthetic biology. Company culture is key to Asimov, and we believe that our mission can only be achieved by bringing together a diverse team with a mixture of backgrounds and perspectives. #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

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

A leading consulting firm is seeking an AI Finance Senior to develop AI-powered finance solutions. This role combines consulting impact with product engineering, focusing on finance process transformation through Machine Learning and agentic AI technologies. Candidates should have a strong technical background, with experience in data management and financial analysis, as well as effective communication skills. This position offers opportunities to work with innovative AI solutions in a dynamic environment. #J-18808-Ljbffr

A leading consulting firm is seeking a Financial Due Diligence Manager in Boston. You will manage financial due diligence for transactions, coordinate cross-functional teams, and maintain strong client relationships. Required qualifications include a Bachelor's degree in Accounting, 6+ years of consulting experience, and strong knowledge in US GAAP. The position offers a salary range of $138,200 to $207,400. Travel is expected up to 25%. This role provides an opportunity for leadership and mentorship. #J-18808-Ljbffr

A leading investment firm in Boston is seeking a Finance Senior Associate responsible for administering Private Equity Limited Partnerships. The ideal candidate should have 2-4 years of accounting experience, a preferred CPA, and strong project management skills. Responsibilities include quarterly reporting, valuations, and capital calls. The role offers a competitive salary between $95,000 and $110,000, along with potential bonuses and a comprehensive benefits package. #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

About the Company We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us. As we scale production and expand operations, we're building out our finance function - and that's where you come in. About the Role As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems. This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company. What You'll Do Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs. Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements. Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting. Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting. Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups. Contribute to financial models for pricing, proposals, and project forecasting. Help design and implement scalable financial processes and ERP tools as the company grows. Ensure compliance with internal controls and support audit preparation. Support processes related to DCAA compliance and government contracting as the company expands into defense programs. What You Bring Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred. Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment). Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus. Technical Skills: Strong knowledge of cost accounting principles and GAAP. Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling). Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar). Strong understanding of manufacturing processes, BOMs, Routings and inventory control. Soft Skills: Entrepreneurial mindset and eagerness to build from the ground up. Analytical, detail-oriented, and comfortable in a fast-moving environment. Excellent communication and collaboration skills across technical and non-technical teams. Why Join Us Be part of a pioneering team in autonomous marine technology. Help shape the finance and cost accounting systems for a growing startup. Career growth opportunities as we scale - potential to move into senior finance or operations roles. A mission-driven, innovative culture that values initiative, curiosity, and collaboration. Compensation package Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO Equal Opportunity Statement Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.

A major financial institution in Boston is seeking a Private Equity Lending Associate. The role involves underwriting and managing a commercial loan portfolio, primarily focusing on fund finance transactions while also handling C&I and CRE transactions. Candidates should possess over three years of experience in credit analysis and strong communication skills. A bachelor's degree is required. The position provides a competitive salary and benefits package including bonus opportunities and comprehensive insurance coverage. #J-18808-Ljbffr

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies Location: Hybrid Schedule Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships Key Responsibilities Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects. Conduct valuation, cash flow projections, and scenario/sensitivity analyses. Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector. Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams. Prepare presentations, memos, and investment packages for internal approvals and decision-making. Support the structuring and execution of debt and tax equity financings under senior team guidance. Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making. Help track and organize documentation for transactions and financing processes. Qualifications Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus). 2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred). Strong technical skills in financial modeling, valuation, and Excel-based analysis. Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing. Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials. Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously. Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus What we offer Steady job in an international company Professional growth in fast developing team experienced in the field of renewable energy Hybrid working model Flexible working hours Day off on your birthday Benefits package: Private medical care Sharing the costs of professional training & courses 401 (k) 📩 Apply now and help us power a cleaner tomorrow.

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication. This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. External Manager Onboarding & Lifecycle Support • Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.) • Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution. • Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams. • Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc. • Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members. Cash Forecasting & Reconciliation • Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management. • Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls. Capital Activity Oversight • Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity. • Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers. Reporting & Controls • Contribute to monthly and quarterly management reporting deliverables. • Maintain and enhance documentation of procedures and internal controls. • Participate in team projects and strategic initiatives. Required Work Experience • 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments. • Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes. • Hands-on experience supporting private asset portfolios including capital call and distribution processing. Required Education • Bachelor's degree in Finance, Accounting, Economics, or a related field. Required Skills • Exceptional attention to detail and organizational skills. • Strong communication and problem-solving abilities. • Ability to manage multiple priorities and collaborate effectively across teams. • Proven team player comfortable working in a small, dynamic team environment. The hiring range for this position is $120,400 - $173,100 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financial services industry. This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA. Responsibilities: • Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements. • Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals. • Collaborate with other members of the Legal team in connection with complex contracting and documentation matters. • Support resolution of complex documentation issues and assist in establishing controls and processes where required. • Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps. • Participate in the ongoing development and improvement of legal processes, design, and operational efficiency. • Provide additional legal and documentation support as needed. Qualifications: • Bachelor's degree in Legal Studies or a related field required. • 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred. • Must have experience within the financial services industry; asset management experience is highly preferred. • Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization. • Hands-on experience negotiating contracts, including NDAs and exposure to RFPs. • Strong interest in legal technology, process design, and operational improvement initiatives. • Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly. • Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting. • Ability to work independently while also contributing effectively within a team environment. • Language skills are a plus but not required. For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************. IND123