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.
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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.
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$95k-110k yearly 3d ago
Fund Finance Associate - Private Equity Lending
Citizens Bank 3.7
Finance representative job in Boston, MA
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.
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$61k-86k yearly est. 1d ago
Relationship Banker - Newburyport Financial Center
Bank of America 4.7
Finance representative job in Newburyport, MA
Newburyport, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************************************************
**:**
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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-39k yearly est. 1d ago
Trader - Biodiesel
Global Partners LP 4.2
Finance representative job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply and Trading on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel
5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Previous experience supplying marketing.
Knowledge in refinery operations a significant plus.
Strong industry knowledge and relationships with counterparts.
Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Willingness and desire to learn new skills and take on new responsibilities
Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$81k-126k yearly est. Auto-Apply 46d ago
Financial Advisor
Workers Credit Union 3.8
Finance representative job in Littleton, MA
Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: $60,000 to $200,000+
This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable.
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer.
About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals.
As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL.
This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard.
We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Key Responsibilities:
* Develop and manage personalized financial plans for members
* Provide guidance on investments, insurance, and retirement accounts
* Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution
* Collaborate with internal teams to deliver holistic financial solutions
* Educate clients on financial wellness and planning strategies
* Participate in your ongoing coaching and professional development
What We Offer:
* Competitive compensation payout agreement that is based on 100% of your production
* Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses
* Time off and continuing education support
* Access to advanced financial planning tools and technology
* A collaborative, member-first, value-driven culture
* Access to LPL's proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across LPL to help you create client solutions
* The freedom to create solutions specific to your client's goals
* And a whole lot more
Why Join Us?
* Trusted institution with deep community roots
* Assigned "book of business" of existing clients with recurring revenue to get started
* Multiple branches with a large deposit base within an assigned territory
* Warm member referrals from engaged credit union staff
* Autonomy with robust back-office Financial Assistant support
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial advisors grow and maximize their business
* Opportunity to make a real difference
Qualifications:
* FINRA Series 7 and 66 licenses (or Series 6, 63 and 65)
* MA Life, Accident, & Health Insurance license
* 2+ years of financial advising experience
* Satisfactory U5 and compliance record
* Solid knowledge of financial products and planning strategies
* Strong interpersonal and communication skills
* Commitment to ethical standards and fiduciary responsibility
* Passion for helping others achieve financial success
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Apply today and become part of a team that puts people first.
$60k-200k yearly 41d ago
Structured Products Trader - SLC Management
Sun Life 4.6
Finance representative job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 6d ago
Assistant Financial Planner/CFP
SDL Search Partners 4.6
Finance representative job in Boston, MA
One of Boston's top RIA's is hiring for an Assistant Financial Planner as an add-to-staff, growth position. This firm has tripled in size over recent year (both organic growth, as well as through acquisitions). This role will be responsible for Client Relationship Management, Financial Planning, as well as partnership with key internal team members (Legal, Compliance, Operations, Accounting).
Cultural fit is extremely important - this team is dynamic, vibrant, humble, intelligent, and operates as a cohesive unit.
Compensation / Benefits:
Strong base pay
Annual Bonus
401k match
Opportunities for growth, promotion, & professional development
Fantastic team & a dynamic environment
Great company benefits & perks
Key Responsibilities:
Work closely with Portfolio Managers/Leadership to develop tailored financial plans for clients
Investigate and uncover clients' wealth planning needs, goals, and issues through detailed data and information gathering process
Build relationships with clients through authentic support and guidance
Complete financial plans, investment reports, tax and estate analysis
Liaise with product providers to obtain quotes, projections, and product information
Coordinate cross functionally for relevant information (Legal, Compliance, Operations, Accounting)
Gather, input, and analyze client data to develop tailored recommendations
Perform scenario modeling, stress testing, and asset allocation analysis
Assist in the ongoing maintenance and updates of existing financial plans to ensure they remain aligned with clients' goals and any changes in their circumstances
Prepare and organize client-facing presentation materials
Monitor industry trends and regulatory changes to support compliant advice
Skills & Qualifications:
2-10 years of experience in Wealth Management, FS Clients Services, or related
Bachelor's degree in Finance, Accounting, or related
CFP or CFP track required
Positive, collaborative attitude/team-player
Interest in growth, and professional development within the firm
$123k-183k yearly est. 60d+ ago
Equities Quant Trader
Man Group 4.6
Finance representative job in Boston, MA
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent.
Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at ***********
* As at 30 September 2025
Purpose of the role
As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets.
Specific responsibilities
Trading of US / Canadian / Latam (cash equities, futures, FX, options)
Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets
Contribute to improvements across signal development, portfolio construction, risk management and trading
Drive development of our trading platform, infrastructure and technology
Use qualitative and quantitative analysis to improve performance of our systematic strategies
Monitor live trading and respond to changing market conditions when necessary
Develop and maintain relationships with our counterparties
Determine appropriateness of execution venues for various trades
Assist in various proprietary algorithm enhancements and algo experimentations
Key competencies
3-5 years of equity quant trading experience
Systematic trading of FX, Futures, Options experience also considered
Detailed understanding of Americas market microstructure (Developed & EM)
Expertise in a high-level programming language such as Python or R
Technical skills related to trading / order routing / transaction cost analysis
Ability to multitask in sometimes stressful environment
Excellent written and verbal communication skills
Analytical mindset
Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field
The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
US Pay Range$150,000-$180,000 USD
Inclusion, Work-Life Balance and Benefits at Man Group
You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity.
You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering.
Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance.
Equal Employment Opportunity Policy
Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.
$150k-180k yearly Auto-Apply 60d+ ago
Structured Products Trader - SLC Management
Sun Life of Canada 4.3
Finance representative job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 6d ago
Structured Products Trader - SLC Management
SLC Management
Finance representative job in Wellesley, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.
We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.
Visit our website to learn more and for the most up to date AUM information.
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.
Job Description:
Structured Products Trader - SLC Management
What is in it for you:
As a Structured Products Trader, you will be part of a collaborative US Insurance team that manages multiple portfolios of US fixed income assets with a focus on structured products to include MBS, CMBS, ABS and CLOs. The Director will be responsible for trading MBS, CMBS, ABS and CLOs for the institutional clients of SLC Management. A successful candidate is expected to be detail-oriented, self-motivated, intellectually curious and to possess strong analytical skills.
What You Will Do:
Review and execute structured product trades in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Generate trade ideas to contribute to client portfolio outperformance.
Execute trades across multiple product types.
Communicate relative value opportunities to portfolio managers and serve as a subject matter expert for various structured products.
Develop and maintain strong relationships with broker-dealers.
Communicate effectively across the organization to develop and maintain close relationship with other traders, research analysts, portfolio management and finance to respond to client requests.
Utilize analytical skills to leverage existing trading and portfolio management systems, with an eye towards improvements and increased efficiency.
Support growth by working on prospective client portfolio reviews, finals presentations, etc.
What You Will Need to Succeed:
5+ years of related experience.
Experience trading structured products, including CMBS, MBS, ABS and/or CLOs.
Bachelor's degree or higher.
Proficient in Bloomberg and Microsoft Office products.
Preferred Skills:
CFA and/or master's degree.
Proficient in Intex and Aladdin.
Experience with PowerBI and programming languages is a plus.
For US based candidates the full compensation range is $105k - $171k.
Why SLC Management?
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture -
Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work”
two years running
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Job Category:
Public Fixed Income Management
We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We do not require or administer lie detector tests as a condition of employment or continued employment.
For applicants residing in California, please read our employee
California Privacy Policy and Notice
.
$105k-171k yearly Auto-Apply 6d ago
Trader - Biodiesel
Global 4.1
Finance representative job in Waltham, MA
As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers.
At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us.
The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value.
:
Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing.
Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required.
Represent and be the lead for Supply and Trading on various projects and opportunities.
Prepare and present management reports as needed.
Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness.
Prepare and present risk/return reports on opportunities and analysis as necessary.
Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc.
Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets.
Support Supply and Trading on acquisitions and larger projects.
Additional Job Description:
Exceptionally strong interpersonal and communication skills
Outstanding ability to work collaboratively
Excellent attention to detail
Excellent time management and multi-tasking skills
Proficiency with Microsoft Excel
5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending.
Previous experience supplying marketing.
Knowledge in refinery operations a significant plus.
Strong industry knowledge and relationships with counterparts.
Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus.
Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus.
Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands
Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously
Willingness and desire to learn new skills and take on new responsibilities
Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field
Pay Range:
$182,300.00 - $291,500.00
The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors.
Our Commitments to You
Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development.
Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support.
The Road Ahead - We offer 401k and a match component!
Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service.
What to Expect From the Hiring Process (old GPS of the Interview Process)
We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you.
A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match.
Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward.
Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK.
*Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$76k-130k yearly est. Auto-Apply 46d ago
Financial Representative
Hanscom Federal Credit Union
Finance representative job in Boston, MA
It's an exciting time to be at Hanscom Federal Credit Union!
As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Hanscom Federal Credit Union
Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
Teamwork - we are in this together and we all benefit from our success.
Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.
What we offer
$25.02/hr - $31.28/hr
Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.
A full-time, permanent position that will reward you through a competitive incentive program.
Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
We are committed to fostering career growth and development - when you join our organization it's not just a job.
We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are - FinancialRepresentative
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards.
Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification
Deliver high quality, consistent member service
Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches.
Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
Assist in ensuring in-branch compliance with Credit Union service levels. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing.
At the request of the Manager, participate in business development events.
Other duties as assigned
Experience
1+ years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent
Interpersonal Skills
A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
$25-31.3 hourly 20d ago
Strategic Trader
Fusion Worldwide 4.3
Finance representative job in Boston, MA
Fusion is one of the leading independent distributors of electronic components and after more than 20 years of business, has grown into a $3B global organization. As a Strategic Purchasing Representative, you will be tasked with sourcing electronic components through various suppliers, while building long lasting relationships for future business in the process. The individual that will thrive in this role is one who is not satisfied with the status quo, is a natural negotiator, and loves to add value through collaboration with our Account Executive team.
What we can do for you
Offer uncapped commissions not seen in other industries.
Provide training to give you the knowledge to thrive in a fast-paced environment.
Offer support through a collaborative, and open environment professional with decades of expertise.
Enable growth through direct and focused mentorship.
What you can you do for us
Source product through prospecting new suppliers and managing existing supplier relationships.
Negotiate for the procurement of product to include price, terms, and ship date.
Ensure that quality standards are present and reflect Fusion Worldwide's deep commitment to quality components.
Collaborate with Account Executive team through proprietary ERP system, keeping detailed notes to maintain our unique competitive advantage.
Who we're looking for
2-3 years of work experience in sales or a related role.
A high-energy, smart, organized and persistent professional, driven to succeed and revolutionize an industry.
Dedicated individuals motived by commission and career growth.
Proficient with standard business tools (MS Office 365, etc.)
A graduate of a 4-year university
Benefits
Medical, Dental, Vision
401K benefits with company match
Short- & Long-Term Disability
EAP
Emergency Travel & Identity Theft Protection
Life Insurance
AD&D
State of the Art Open Concept Working Environment
Stocked fridges and pantries with a variety of healthy snack options
Unlimited cold brew & kombucha on tap
Collaborative and Motivated Team
Competitive Base Salary and Uncapped Commission
Frequent Team Events
Onsite Gym
Great Location in Boston's Seaport District
Fusion Worldwide is the preeminent open market distributor of electronic components and products. We source, inspect, test, and deliver a broad range of components to a large and diversified customer base that includes OEMs, CMs and ODMs across a wide array of verticals. Founded in 2001, Fusion is headquartered in Portsmouth, New Hampshire and maintains offices and quality centers in major manufacturing centers around the world. For more information, visit fusionww.com, or follow Fusion Worldwide on LinkedIn, Meta, Instagram, WeChat, and X.
$71k-126k yearly est. Auto-Apply 7d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance representative job in Boston, MA
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 52d ago
Finance Representative/Manager
Village Automotive Group 4.1
Finance representative job in Danvers, MA
We have an exceptional opportunity for Automotive Finance Professionals with our award-winning Volvo Danvers Dealership. The FinanceRepresentative is responsible for producing revenue for the dealership by selling finance and insurance products and other appropriate after-sale items to new- and used-vehicle customers.
Responsibilities include but not limited to:
· Sells financing, warranty, and other products to customers as approved by the Village Automotive Group.
· Provides our customers with thorough explanation of aftermarket products and extended warranties
· Establishes and maintains good working relationships with several finance sources, including the manufacturer.
· Processes finance and lease deals accurately and fairly through financial sources to secure approval.
· Conducts business in an ethical and professional manner.
· Processes all federal, state and dealer paperwork related to vehicle transaction.
· Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
· Completes necessary paperwork for vehicle sales and leases in a timely and efficient manner.
· Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting.
· Provides sales force and sales managers with current information about finance and lease programs continually.
· Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
· Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals.
· Works closely with general sales manager to establish sales department goals and objectives and ensures that they are achieved.
· Must be able to work the last day of the month even if it falls on a day off
· Maintains a professional appearance and a clean and professional work environment.
Requirements:
· At least 1 year of Dealership Finance
· Minimum PRU of $1500
· Minimum 3 years as a dealership sales person.
· Applicants must show integrity and a commitment to excellence
· Strong organizational and math skills.
Benefits:
· Paid Vacation Time
· Medical and Dental Insurance with over 50% Employer Match
· 401(k) Match
· Vision Insurance
· Life and Disability Insurance
· Flexible Spending Account
· Employee Purchase Program
· Company-paid outings
At Village Automotive Group, we never lose sight of the fact that our tremendous success is the result of many individual efforts. It's why we give our team members the acknowledgement, rewards, and respect they desire. In return, they provide our customers the kind of treatment they deserve-making Village Automotive Group a trusted name in the community for more than 60 years. We offer an enjoyable environment where your input is valued.
If you have been searching for a career for the long haul, put yourself in the driver's seat and steer your career in a new direction.
For more information about Village Automotive Group and the benefits it offers its employees, please visit us online at *************************
$30k-53k yearly est. Auto-Apply 60d+ ago
Cramer Future Opportunities
Cramer 4.4
Finance representative job in Norwood, MA
Are you interested in joining the team at Cramer?
While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community.
If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out.
What types of opportunities can we offer?
Account Services
Business Development
Marketing
Event Production
Creative Direction
Brand Strategy
Content Writing/Copywriting
Project Management
Operations
Video Production
Technical Direction
Warehouse Assistant/Broadcast Technician
In the meantime, keep up with us on LinkedIn and Instagram
Benefits
Cramer's Hiring Philosophy
We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status.
We encourage you to apply and show us who you are and what you can do!
$74k-122k yearly est. Auto-Apply 60d+ ago
US Equity Trader
Wellington Management Company 4.9
Finance representative job in Boston, MA
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Company
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The Position
We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts.
This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore.
Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients.
Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities.
Responsibilities
Principal responsibilities will include, but are not limited to:
Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management.
Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures.
Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities.
Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts.
Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market.
Remaining informed of new product developments.
Fostering new trading relationships and leveraging existing relationships.
Monitoring and improving efforts to enhance efficiency while mitigating risk.
Qualifications
A successful candidate should have the following qualifications:
Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive.
Ability to work quickly and accurately in a fast-paced, dynamic environment.
Demonstrate a high degree of accuracy in his/her work.
Work well in a team oriented environment.
Strong organizational and communication skills.
Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day.
Strong analytical skills and an ability to apply those skills in a highly practical fashion.
An attitude and practice of proactive idea generation and continuous review and improvement of our processes.
Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority.
Strong quantitative skills, programming experience would be additive.
A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$95k-162k yearly est. Auto-Apply 60d+ ago
Financial Services Representative (Waltham, MA)
Brightbridge Credit Union
Finance representative job in Waltham, MA
Job Description
Join Our Team as a Financial Service Representative Location: Waltham, MA | Full-Time
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We're looking for a Financial Service Representative to serve our Waltham members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we'd love to meet you!
Why You'll Love Working Here
A collaborative team culture where your contributions matter
Ongoing training and career development opportunities
Competitive pay, benefits, and the chance to grow with a supportive organization
The satisfaction of making a real difference in your community every day
What You'll Be Doing (Your Responsibilities)
Maintains a working knowledge of all products and services offered by the Credit Union.
Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.
Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.
Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.
Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.
Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.
Promotes, refers and sells additional third party products as determined by the Credit Union.
Function as a Membership Officer in the Branch, as approved by the Board of Directors.
Handles opening and closing of all account types and completes all proper documentation.
Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.
Assists Call Center with resolution of member issues on a daily basis.
Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
Fills in at other branches as requested.
What We're Looking For (Your Qualifications)
Minimum of high school diploma or equivalent is required. Associates degree preferred.
Minimum of high school diploma or equivalent is required.
Minimum of two years Customer Service experience preferably in a financial institution.
Strong interpersonal, written/verbal communication and organization skills required.
Demonstrated ability to deal effectively with members and staff is essential.
Experience with personal computers in a windows environment including Outlook, Excel and Word.
Flexibility of work hours and proven reliability/dependability required.
Must be able to handle multiple tasks effectively and accurately.
Must have excellent cross-selling and problem solving skills.
Must possess a professional and positive attitude and image to all of our members, at all times.
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
$25k-47k yearly est. 14d ago
Financial Service Representative/FT Onsite/Manchester
Triangle Credit Union 3.8
Finance representative job in Manchester, NH
Role:
To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.
Essential Functions & Responsibilities:
- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.
- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.
- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.
- Respond to all telephone and/or E-mail correspondences on the same day as they are received.
- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.
- Assures that appropriate records are maintained and required reports are prepared.
- Performs other related duties, as assigned.
Knowledge and Skills:
Experience
Previous Member/Customer Service or Financial Service Experience, required
Cash Handling Experience, required
Previous Lending Experience, is a plus
Education
A high school education or GED
Post-secondary education, desired
Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
* Sales Acumen
* Strong Computer Skills
* Good Communication Skills
* Detailed Oriented
* Ability to Multi-task
* Problem Solving Skills, essential
* Organizational Skills
* Attention to Details
* Basic Math Skills
* Ability to work independently and part of a team
Physical Requirements
* Ability to sit for long extended periods of time
* Ability to bend, twist, squat and reach
Work Environment
Member facing/Fast Paced/Team Oriented
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
How much does a finance representative earn in Lowell, MA?
The average finance representative in Lowell, MA earns between $21,000 and $75,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Lowell, MA