Director, Financial Planning - Boston, MA
Edelman Financial Engines job in Boston, MA
Director, Financial Planning - Boston
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!
Responsibilities:
Serve the client's best interests, providing outstanding financial advice guidance
Effectively evaluate client situations and analyze their needs
Develop and present a compelling set of recommendations
Adept at building positive relationships with clients
Skilled at influencing clients to improve their financial well-being
Requirements:
Direct client-facing experience in a fee-based wealth management or planning role
Results driven approach with a consistent track record to form relationships
Desire for role with base salary, performance-based compensation and growing earnings potential
Must possess an active Series 65
Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
A Clean U-4
A Certified Financial Planner (CFP) or other certification is desired but not required
Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
Auto-ApplySenior Manager, Strategic Sourcing
Edelman Financial Engines job in Boston, MA
Senior Manager, Strategic Sourcing (Boston, Hybrid)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As the Senior Strategic Sourcing Manager, you will offer support in mitigating risk and negotiating appropriate commercial terms. If you are an experienced procurement manager with proficient supply management, vendor management and overall vendor and contract redlining and negotiating experience - including project management and spend analytics - this could be the opportunity for you!
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Senior Manager role, we are seeking a candidate with proven procurement experience who can work collaboratively across the organization. If you have strong negotiation skills and the ability to mitigate risk, this may be an opportunity for you!
Responsibilities:
Proactively identify and implement efficiencies across the end-to-end Procure-to-Pay (P2P) process to enhance operational effectiveness.
Lead procurement strategy and execution for key business categories including Facilities, Marketing, and Wealth Planning, ensuring alignment with organizational goals.
Drive supplier innovation, cost optimization, and transformation initiatives to deliver measurable business value.
Expertly negotiate and redline Professional Services Agreements, Statements of Work (SOWs), and technology/AI-related contracts, ensuring alignment with category-specific needs.
Advise business stakeholders on procurement strategy, contract structure, and volume-based agreements; deliver utilization reports and define negotiation criteria to support compliance and budget management.
Negotiate and implement supplier agreements with transparent, metric-driven fee structures that support business flexibility, including scalability during market downturns.
Collaborate closely with internal Legal to review, approve, and finalize contract redlines and edits.
Ensure timely and accurate creation, management, and closure of Purchase Orders (POs) for executed contracts; maintain contract records within SharePoint and ZYCUS (Procurement CRM platform).
Contribute to the annual review and enhancement of corporate Procurement Policies and Procedures, including Vendor Risk Management frameworks.
Effectively prioritize and communicate and follow up with stakeholders to ensure accountability and leadership oversight for critical contracts supporting firm-wide operations.
Prepare and deliver executive-level presentations on high-impact contracts and procurement initiatives using PowerPoint.
Requirements:
Demonstrate expertise in negotiating supplier contracts that optimize terms while mitigating financial and operational risk.
Technically proficient in Procure-to-Pay (P2P) systems and Microsoft Office Suite, with advanced skills in Excel and PowerPoint.
Proven ability to manage multiple priorities effectively in a fast-paced environment, with a strong track record of cross-functional collaboration.
7-10 years of progressive procurement experience, preferably within the Financial Services industry; Bachelor's degree (BA or BS) required.
Exceptional written and verbal communication skills, with the ability to engage stakeholders at all levels of the organization.
Skilled in presenting strategic recommendations, contract insights, and business initiatives to senior leadership, including the Head of Procurement.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000 - $145,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
4 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
Auto-ApplyProduct Strategist, Fidelity Digital Assets
Boston, MA job
The Role
The Senior Manager, Product Strategy role is focused on the advancement of our digital asset platform capabilities and crafting new, innovative products to meet the needs of our global institutional client base, now and in the future. You will contribute to long-term product and business strategy, partnering with the team to refine the product roadmap through your understanding of the market and underlying technology, and interpretation of future needs of our broad client base.
In addition, you will develop new product proposals, define end-to-end design for those products (i.e., from user experience through enabling operational and technical capabilities), and drive them through execution, collaborating across the firm.
Expertise and Skills you Bring
5+ years of experience in financial services, preferably in product management or similar domain
Clear and effective communicator with strong presentation skills and proven ability to articulate complex technical concepts in a digestible manner to senior audiences
Detail-oriented, analytical approach to problem solving
Understanding and strong interest in financial markets, cryptocurrencies, and blockchain
Commercial mindset and understanding of financial concepts
Proven ability to build strong relationships and trust company-wide
Ability to support multiple time-sensitive objectives while maintaining high quality standards
Ability to influence even when holding a position contrary to the majority
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets is a subsidiary of Fidelity Investments and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.
Product Strategy leads the strategy and vision for Fidelity Digital Assets product offerings. They are responsible for the overall user experience of our custody & trading platform as well as the tailored solutions & resources available to our clients. They constantly evaluate industry & market trends, business needs and use those insights to enhance our existing experience or incubate new offerings. They work closely with the Product Delivery team to bring their strategy to life for our clients. Members of our team have a commercial mentality, drive for innovation and range of backgrounds with a passion for digital assets, markets and financial services products.
The base salary range for this position is $89,000-180,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Product Management
Director, Quant Strategist
Boston, MA job
The Role
We are looking to hire a Director, Quant Strategist to strengthen our US team. By combining hands-on quantitative research with team leadership, the successful candidate will be accountable for developing and monitoring strategies, ensuring model robustness, troubleshooting issues, and driving workflow enhancements.
This role will play a central part in driving our DeFi research efforts and requires a strong technical background, excellent problem-solving skills, and the ability to manage and mentor a small team whilst coordinating our team efforts across multiple stakeholders, and cross-regional teams.
Key Responsibilities
Strategy Research & Implementation
Conduct research into yield-oriented strategies across of a range of market structures and venues, with an emphasis on identifying risk-adjusted return opportunities
Design and run backtests to evaluate strategy performance, stress-test assumptions, and establish statistical robustness
Help deeply analyze protocols to understand mechanics, risks, and potential drivers of yield. Translate insights into research hypotheses and strategy ideas
Monitoring & Troubleshooting
Act as a first line of response for alerts, coordinating with global colleagues to escalate and resolve issues quickly
Translate lessons learned from monitoring into research and operational playbook improvements
Team Leadership
Manage and mentor a team of quants/analysts: run sprints, allocate tasks, and oversee objectives and results
Conduct code and strategy reviews, enforce testing standards, and support professional development
Foster a culture of collaboration, technical excellence, and delivery focus
Risk & Stakeholder Interaction
Present weekly PnL, risk metrics, and performance attribution to senior management
Ensure transparent communication and reporting to internal stakeholders
The Expertise and Skills You Bring
Technical Expertise
Proficiency in Python (e.g., Pandas, NumPy, PyTorch, etc.) and SQL with the ability to write production-quality, maintainable code
Strong grounding in portfolio mathematics, risk modelling and statistical methods
Experience building and maintaining research infrastructure, including data pipelines, backtesting frameworks, and related tools
Communication & Engagement
Able to distill complex models into actionable insights for technical and non-technical stakeholders
Collaborate style and effective at working across teams and time zones, fostering strong engagement with colleagues
Analytical & Research Skills
Skilled at working with large, complex, and imperfect datasets, extracting signal from noise, and applying methods ranging from classical statistics to machine learning where appropriate
Professional Experience
Typically, 10+ years of relevant experience in digital assets, and/or quantitative research
Advanced degree (Master's or PhD) in a quantitative field (e.g. Mathematics, Statistics, Computer Science, Physics, or a related discipline)
Previous experience managing or mentoring a small team of quants, developers, or researchers
Preferred Qualifications
Prior exposure to DeFi yield strategies (staking, LP, lending, re-staking)
Experience with systematic trading across traditional asset classes (equities, FX, commodities, fixed income etc.)
Demonstrated initiative in generating ideas and improving processes
Comfort working across time zones and collaborating with distributed teams
The Team
Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance.
Come join the Quantitative Strategies team within Fidelity Digital Assets to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights.
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Data Analytics and Insights
Principal Search Engineer (Solr/OpenSearch)
Boston, MA job
The Role:
Our teams build and contribute to Fidelity's digital presence. As a Principal Search Engineer on the Search Platform team, you will play a key role in designing, developing, and optimizing our search and content discovery platform, supporting millions of customer requests. You will be responsible for implementing and enhancing hybrid search solutions, and leveraging AI/ML techniques to improve search relevance and user experience. Your role will include building, managing, and automating cloud infrastructure to ensure robust, high-performance search capabilities for both internal associates and customers. You'll collaborate with cross-functional teams to deliver innovative search solutions, contribute ideas for product enhancements, and continually develop your technical skills in a fast-paced, team-oriented environment.
The Expertise You Have:
Deep expertise in implementing, configuring, and tuning enterprise-grade search solutions using Solr (preferred); experience with OpenSearch is a plus.
Comprehensive knowledge of information retrieval principles, including both classic approaches (such as TF-IDF, BM25) and advanced neural search techniques (like vector embeddings and transformer-based models).
Proficiency in container technologies, especially Kubernetes (AWS EKS preferred) and Docker.
Solid understanding of the software development and delivery lifecycle for large-scale systems.
Ability to design and implement automation and infrastructure solutions using languages such as Python, Groovy, Shell, and NodeJS.
Experience with build tools and package managers (helm, maven, npm, pip, etc.).
Familiarity with observability, monitoring, and logging tools such as Datadog, Splunk, or other OpenTelemetry/APM tools.
Experience troubleshooting and resolving complex CI/CD pipelines, release issues, and multi-component system environments.
Education / Certifications:
Advanced degree in Computer Science or a related field, or equivalent professional experience.
The Skills You Bring:
Proven ability to lead technical efforts from conception through production deployment.
Skill in translating business needs into scalable, effective search solutions.
Ability to work collaboratively across organizations and drive successful outcomes.
Passion and aptitude for learning new technologies and approaches, especially in the search and AI/ML space.
Comfort operating in a polyglot development environment.
Excellent verbal and written communication skills
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Vice President, Associate General Counsel
Smithfield, RI job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Vice President, Architecture
Boston, MA job
Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center
At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients.
As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities.
The Expertise and Skills You Bring
15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers.
You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps.
You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure.
You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems.
You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement.
You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services.
You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities.
You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution.
You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure.
You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization.
You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them.
The Value You Deliver
Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint.
Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates.
Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results.
Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps.
Ensuring the solutions that are delivered meet high standards for quality, performance, and scale.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Manager, Digital Assets Risk Operations
Smithfield, RI job
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Smart Contract Engineer/Data Science Associate
Boston, MA job
The Role
We are seeking a highly skilled and technically driven individual with deep expertise in blockchain engineering and applied data science to join Fidelity Digital Asset Management. This role is ideal for a hands-on expert who thrives in architecting and deploying advanced blockchain solutions, smart contracts, and quantitative models that support Research, Trading, Risk, and Operations. You will serve as a senior technical authority, driving innovation and ensuring the robustness of our digital asset infrastructure.
Key Responsibilities
Architect and oversee the development of blockchain-based systems and smart contracts across EVM, Solana, and Cosmos SDK platforms.
Lead technical design and implementation of crypto infrastructure, including secure deployment pipelines, testing frameworks, and audit processes.
Collaborate with quant researchers and data scientists to integrate blockchain data into predictive models, optimization engines, and trading algorithms.
Conduct deep technical reviews and audits of smart contracts, ensuring security, scalability, and compliance with DeFi standards.
Evaluate and implement emerging technologies, protocols, and tooling to enhance Fidelity's digital asset capabilities.
Serve as a technical liaison across engineering, trading, and risk teams to ensure seamless integration of blockchain systems into core workflows
The Expertise and Skills You Bring
4+ years of hands-on experience in blockchain engineering, smart contract development, or crypto infrastructure, with a strong track record of technical delivery.
Deep understanding of EVM/SVM architecture, token standards (ERC-20, ERC-721, SPL), and DeFi primitives.
Proficiency in multiple programming languages including Python, Solidity, and JavaScript/TypeScript.
Experience with smart contract frameworks and tools such as Hardhat, Truffle, OpenZeppelin, Mythril, and Ganache.
Strong background in quantitative modeling, data science, or financial engineering, with experience applying models to trading or risk systems.
Proven ability to lead complex technical projects and mentor senior engineers in a collaborative, high-performance environment.
The Team
Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity's retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Data Analytics and Insights
Director, Digital Assets, Financial Crimes Models & Analytics
Smithfield, RI job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
Director, Architecture
Smithfield, RI job
Director, Data Architect
Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities.
The Expertise and Skills You Bring
Education - BS or MS required
Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications
Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy
Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality
Ability to evaluate, prototype and recommend emerging data technologies and platforms
Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS
Experience architecting large complex systems with large volume and high-performance requirements
Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling
Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike
Expertise in programming languages such as SQL and Python, Java a plus
ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic
Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies
Analytical reporting experience, preferably Snowflake and PowerBI
Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Administrative Officer
Boston, MA job
Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for a Administrative Officer to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff
* conduct performance reviews and make personnel decisions related to compensation and promotion
* educate all employees on administrative policies and procedures
* escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
Detailed salary information:
* Massachusetts: the salary range for this role is $95000 to $120000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 2-5 years of relevant management experience in branch operations, within a leading financial institution
* series 7, 66 and 9/10
* known for your ability to work well in partnership
* motivated, self-directed and driven
* skilled at creating a positive business culture (you have the human touch)
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Retail Internal Specialist
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
Using discretion and judgment, works with wholesaler to assist with territory; places calls and provides information about portfolio composition, relative performance and product design; and develops and maintains relationships with registered representatives to promote the sale of MFS products and the retention of MFS assets.
WHAT YOU WILL DO
Works closely with wholesalers to implement MFS marketing strategies to assist with assigned territory. Prepares weekly action plan and reviews it daily to determine each day's call plan.
Develops sales leads by applying the advanced selling techniques and methods communicated in FSI Sales Training program. Runs hypothetical illustrations and organizes sales proposals for large potential accounts.
Documents and follows up on sales leads generated by the inbound call group.
Contacts registered representatives to provide detailed information about MFS products and special offerings and promotions to enhance sales.
Conducts conference calls with brokers, agents and their clients to discuss MFS products.
Maintains sales representative tracking system by updating, correcting or recording information as necessary.
Develops communication and presentation skills to travel with wholesalers and make sales presentations and conduct ad-hoc meetings as necessary.
Performs additional duties as requested.
WHAT WE ARE LOOKING FOR
Bachelor's degree or equivalent preferred.
Strong presentation, communication, and organization skills required.
Position requires FINRA Series 7 and 63 registrations in accordance with MFS's licensing policy.
0-2+ experience at MFS (one year in a marketing position or client services), two years' related experience at another financial services firm.
Must have either an extensive knowledge of MFS products or experience with the sales of other financial products.
Base Salary: $60,000.00 This position is eligible for competitive commission pay.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the
Know Your Rights: Workplace Discrimination is Illegal
document, linked for your reference.
Auto-ApplyDBT Investment Data Engineer
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
In conjunction with the Investment Data Management Office, the Lead Data Engineer contributes to a long-term strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients.
Are you a hands-on and detailed-oriented individual working on the cutting edge of financial instruments, investment data, and analytics? Are you interested in investment data strategies across a wide variety of traditional and alternative asset classes? Are you a thinker who enjoys devising innovative and flexible business solutions to meet emerging business needs?
The MFS Investment Data Management Office is actively searching for a Lead Data Engineer to implement data engineering and analytics solutions . Primary responsibilities include full implementation and maintenance of data ingestion, data maintenance, data validation and data delivery of investment data. We are looking for someone who thrives in an agile, collaborative, team-based environment, working closely with technology peers across MFS, investment professionals and key vendor partners. This position offers the opportunity to shape the future of investment data at MFS.
WHAT YOU WILL DO
Develop and maintain data models in dbt (Data Build Tool) within Snowflake, implementing business logic and ensuring alignment with existing architecture and data standards.
Manage and contribute to dbt projects, ensuring code quality, proper documentation, and alignment with modular, scalable design patterns.
Design, build, and administer scalable data pipelines and a robust data warehouse to support reporting, analytics, and operational use cases.
Lead and participate in all development activities, develop and implement solutions to meet business requirements that align with program strategic objectives
Drive continuous improvement of data quality, resiliency, control, efficiency, and monitoring
Troubleshooting complex system interactions to find the root cause to problems
Partner with platform lead to design, develop, implement and deploy new software components to investment data platform
Partner with data architect to evaluate and finalize the unified data model
Partner with integration architect to upgrade and integrate data ingestion and data delivery tools with the unified data platform
Upgrade and integrate transformation tool, data validation tool and orchestration tools with the unified data platform to implement data engineering, analytical engineering and data maintenance capabilities.
Provide support during unexpected outages
WHAT WE ARE LOOKING FOR
Bachelor's degree in Computer Science or related disciplines.
5-6+ years of experience in design, development and building data oriented complex applications.
Minimum of 2-4 years of hands-on progressive experience from SQL to Advanced SQL.
Experience in developing and maintaining data models in dbt (Data Build Tool)
Experience working in data integration (ETL/ELT), data warehouse, data analytics architecture and sound understanding of design principles. Knowledge of and experience with Snowflake and other cloud native databases is highly preferred.
Development Experience in Cloud based PAAS platforms like Microsoft Azure, Google GCP or Amazon AWS
Deep understanding of Agile SDLC, DevOps and Cloud technologies required, in addition to exposure to multiple, diverse technologies, platforms, and processing environments.
Knowledge about various architectures, patterns such as unified data management architecture (UDM), data mesh architecture, event-driven architecture, real-time data flows, non-relational repositories, data virtualization, etc.
Experience with building solutions in the financial services domain with an understanding of financial instruments, transactions, and positions, is desired.
Good interpersonal and communication skills with the ability to lead cross-team collaboration and partnerships across a variety of internal and external constituencies.
#LI-MB1
Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the
Know Your Rights: Workplace Discrimination is Illegal
document, linked for your reference.
Auto-ApplyClient Service Representative I - February Start
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
MFS Investment Management is seeking multiple Client Service Representatives to form a class for February of 2026. Here you will be responsible for responding to incoming telephone inquiries from various MFS clients and provide general product knowledge about financial and non-financial transactions. This position provides an excellent training program to start, with the opportunity for advancement after six months.
WHAT YOU WILL DO
* Responds to incoming phone calls from existing and potential MFS clients about MFS products.
* Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
* Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
* Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
* Maintains proper documentation of telephone calls and performs additional duties as requested.
* Interacts with other departments within the Service Center to resolve problems and answer questions.
WHAT WE ARE LOOKING FOR
* Associate's Degree or equivalent experience preferred.
* 0-1+ year of customer service experience preferred.
* Detailed communication and analytical skills.
* Strong attention to detail and organizational skills.
* General knowledge of Microsoft Office products preferred.
* Employees in this role are required to be physically present in the office.
#LI-HD1
Base Salary Range: $40,000.00 - $54,000.00
This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
* MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
* Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
* Education Assistance: Tuition reimbursement up to $8,000 annually
* Education Assistance: Access to discounted tutors and college coaches
* Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
* Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
* Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
* Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.
Auto-ApplyInvestment Product Competitive Analyst (DC & RIA)
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
The Investment Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape.
WHAT YOU WILL DO
Competitive Analysis:
Act as an in-house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research.
Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active/passive trends.
Develop and produce reports on MFS's sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC/RIA competitors as well.
Evaluate trends in the ETF market, including:
Growth of active ETFs and their role in retirement portfolios.
Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc).
Provide regular and ad hoc analyses of MFS's competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior.
Collaboration & Communication:
Work closely with internal and external sales teams to strengthen DC and RIA sales efforts.
Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans.
Act as the key contact for external sources regarding MFS product performance and address related issues.
Establish competitive intelligence contacts to gather additional information.
Process Improvement:
Develop, automate and maintain recurring competitive intelligence data (monthly/quarterly) and ad hoc analysis used by sales leadership, global product and investment teams.
Other Duties:
Take on additional responsibilities as requested.
WHAT WE ARE LOOKING FOR
Bachelor's degree or equivalent experience.
7-9 years of related experience.
FINRA Series 7 and 63 registrations (as per MFS licensing policy).
In-depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace.
Understanding of the legislative, competitive, and regulatory environment affecting these products.
Strong written and oral presentation skills.
Ability to work independently and establish objectives with minimal supervision.
Team player with excellent interpersonal skills and experience in serving internal clients.
#LI-JN1
Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the
Know Your Rights: Workplace Discrimination is Illegal
document, linked for your reference.
Auto-ApplyOperations Lead Specialist
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
The Operations Lead Specialist supports the Legal, Compliance, Enterprise Risk Management (LCERM) Director and LCERM Division focusing on project and other technical and operational support needed to carry out their responsibilities. This role will focus on being the audit liaison and identifying, addressing, and reporting on the support provided by the LCERM Operations team. The LCERM Lead Specialist will train junior members of the department. Facilitates key communications in a consistently professional, efficient and effective manner.
WHAT YOU WILL DO
Collaborate with cross-functional teams, providing advice on process improvement opportunities across the LCERM Division.
Appraise implementation of tools within LCERM to streamline new or existing practices.
Work with Senior members of the Division collaborating with gap review of processes and creating and maintaining process and procedure documentation.
Evaluate the effectiveness of controls through the application of knowledge of technical and business processes and internal control systems.
Work with members of LCERM on departmental matters as needed (such as budgeting process, audit liaison and technology).
Execute additional duties and responsibilities as needed, including supporting various other LCERM operations work streams, meeting planning and preparation.
Support strategic planning of the Intranet sites owned by the LCERM Division.
Provide widespread support to LCERM and assist with ad-hoc tasks and special projects.
WHAT WE ARE LOOKING FOR
Bachelor's degree or equivalent, 5-6+ years of experience.
Internal audit or risk and control experience.
Proven track record of collaborating in a fast-paced environment with cross-functional groups to set objectives and produce meaningful results, successfully managing multiple deadlines.
Strong experience in developing, implementing, and using technology solutions.
Demonstrated ability to work independently with minimum guidance.
Ability to solve complex problems and move projects forward by gaining support needed from others while working in a cross-functional role.
Excellent communication skills, both verbal and written, and the ability to liaise with senior management, peers, and other team members.
Flexible and adaptable, Excellent analytical skills, with high sensitivity to details and quality as well as excellent problem-solving.
Initiative-taking and able to identify issues, risks, and potential liabilities in order to report these matters to partner teams.
Advanced knowledge of Microsoft Office Suite.
#LI-JN1
Base Salary Range: $76,500.00 - $109,500.00 This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the
Know Your Rights: Workplace Discrimination is Illegal
document, linked for your reference.
Auto-ApplyAspiring Financial Adviser
Worcester, MA job
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Education
Matriculation Certificate (Matric)
Closing Date
22 January 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Auto-ApplyQuantitative Trading Specialist
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
The Quantitative Trading Specialist will assess trade execution quality across asset classes and globally, and work with the investment team to assess best execution, form and share actionable insights and provide recommendations on how to improve trading.
As part of the team, the Quantitative Trading Specialist will work to expand and support the existing analytics platform in order to facilitate additional quantitative studies.
With a lens of improving trading outcomes, the Quantitative Trading Specialist will build and apply models to drive automation and decision making by the Trading team.
In addition, the Quantitative Trading Specialist will work to improve the accessibility of actionable insights through ownership of data visualization and reporting that will be used across Trading and other Investment team colleagues.
Additionally, the Quantitative Trading Specialist will engage externally with vendors and trading counterparties to understand the market micro-structure context in which we operate, educate teams internally on the team's collective efforts and provide transparency to clients, the board and others around our best execution process.
WHAT YOU WILL DO
Conduct execution research and analysis globally, across asset classes.
Proactively and independently develop quantitative analyses and tools to support and enhance the execution of trading ideas.
Provide regular and ad hoc reporting/data visualization as output of analysis.
Find and action opportunities for automation in analysis production and in the trading process.
Collaborate with a variety of participants in the trading cycle, including PMs, traders, brokers, technologists, other trading analysts and third party providers to improve execution outcomes.
Consult with PMs and traders on execution quality and efficiencies in the trading process.
Improve the availability and quality of internal and external data and analysis.
Maintain and manage third party post-trade execution analytic and vendor relationships.
Participate in the firm's assessment of Best Execution.
Independently discover and evaluate tools and vendors that can enhance the trading process.
Additional responsibilities may extend beyond trading cost analysis.
WHAT WE ARE LOOKING FOR
Master's degree or equivalent in a relevant field such as finance with some experience in software engineering, statistics, or data science.
Minimum of three to five years of trading, transaction cost analysis or related experience.
Thorough understanding of quantitative financial and statistical concepts.
Experience with Python, KDB/Q or other programming languages with a focus on interfacing with high volume data.
Experience working with large data sets, structured and unstructured
Experience with data visualization and concepts around display of data
Equity and fixed income quantitative background, market structure knowledge, plus experience with trading processes and/or transaction cost analysis (TCA).
Ability to work independently and proactively generate project ideas.
Strong interpersonal and communication skills.
Some international travel.
Base Salary Range: $134,000 - $180,000
This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the
Know Your Rights: Workplace Discrimination is Illegal
document, linked for your reference.
Auto-ApplyLead Software Engineer - Post-Trade Workflows
Boston, MA job
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
THE ROLE
Apply sound judgment and discretion to address business challenges by analyzing processes and environments, and leveraging technology across business units. Lead software development efforts throughout the lifecycle, focusing on advanced software creation while adhering to established standards and best practices. Serve as a technical lead for small to midsized projects, the candidate collaborates with product owners, business analysts, and quality assurance teams to deliver solutions within tight deadlines. Establish, document, and enforce technical standards and best practices throughout all project phases.
Technical lead to help maintain and support operational risk reduction portal, cash management, collateral management and product master systems. The applications suite spans across 35 separate application modules supporting a wide consumer base and integrates with Equity, Fixed Income, and Derivative Systems and Trade Operations Systems. Demonstrate strong problem-solving skills, effective communication, and the ability to work collaboratively in a fast-paced environment.
WHAT YOU WILL DO
Lead projects from inception to completion, including interpreting business requirements, analyzing technical environments, mapping requirements to design, coding, debugging, and unit testing.
Collaborate with business analysts and end users to evaluate business needs and select optimal technologies.
Drive the adoption of AI and Copilot technologies to enhance solution quality and delivery efficiency.
Stay current with emerging technologies and assist System Architects in evaluating and selecting new products.
Provide technical guidance and mentorship to junior team members.
Document code and processes to support system maintenance and facilitate knowledge transfer.
Manage multiple tasks simultaneously and demonstrate a thorough understanding of software development lifecycle methodologies.
Create and improve processes, examine workflows, and recommend ways to increase efficiency and standardize practices across projects.
Provide ongoing process support, including on-call responsibilities.
Participate in the development community of practice to promote innovation and best practices.
Collaborate effectively with globally distributed teams.
WHAT WE ARE LOOKING FOR
Bachelor's degree in computer science or related technical field, or equivalent experience.
Minimum 5-6+ years of experience in Financial Services supporting Operations, Trading or Quantitative systems.
Experience with one or more development language/platforms (Angular, Java, C#, Python), messaging/API technologies (Kafka, MQ, Mulesoft) and BI/Reporting (Tableau, PowerBI, SSRS) will be required.
Experience building integrations with multi-tiered third-party systems, both hosted and on-premises.
Experience working in a continuous integration environment
Strong oral/written communication skills and front office support experience preferred. Excellent communication and interpersonal skills
Experience working within a mature SDLC model; working closely with BA and QA teams as well as end users to drive solutions to completion. Knowledge and proven experience in software development methodology
Data platform knowledge and experience (Snowflake, Oracle & MS SQL)
Strong troubleshooting and analytical skills; demonstrated ability to make independent decisions. planning and estimating skills required.
Bachelor's degree in computer science or related technical field, or equivalent experience.
Minimum 5-6+ years of experience in Financial Services supporting Operations, Trading or Quantitative systems.
Experience with one or more development language/platforms (Angular, Java, C#, Python), messaging/API technologies (Kafka, MQ, Mulesoft) and BI/Reporting (Tableau, PowerBI, SSRS) will be required.
Experience building integrations with multi-tiered third-party systems, both hosted and on-premises.
Experience working in a continuous integration environment
Strong oral/written communication skills and front office support experience preferred. Excellent communication and interpersonal skills
Experience working within a mature SDLC model; working closely with BA and QA teams as well as end users to drive solutions to completion. Knowledge and proven experience in software development methodology
Data platform knowledge and experience (Snowflake, Oracle & MS SQL)
Strong troubleshooting and analytical skills; demonstrated ability to make independent decisions. planning and estimating skills required.
PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE
Experience working with platforms such as Charles River, Eagle, Heliograph are a plus.
Project work experience with globally distributed teams is preferred.
#LI-MB1
Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
#LI-HYBRID
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the
Know Your Rights: Workplace Discrimination is Illegal
document, linked for your reference.
Auto-Apply