Goldman Sachs jobs in Boston, MA - 701 jobs

Job Summary & Responsibilities: * Provides administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment * Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and all related client logistics. * Handles highly confidential and sensitive information with the utmost discretion and compliance. * Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. * Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner. * Coordinates a high volume of travel arrangements, including visa procurement when applicable, and processes expense reports in timely manner. * Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. Organizes and ships materials to clients as needed. * Plan, lead and manage various events, including client engagement as well as internal entertainment * Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management as needed * Works with conference and catering services for client engagements as needed. * Maintains detailed understanding of firm policies and can handle certain issues independently and escalate appropriately Qualifications: * Experience supporting executive(s) in a complex environment, preferably in financial services, private sector or government is preferred. * Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information. * Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication. * Extreme attention to detail and organizational skills, with ability to prioritize tasks. * Quick learner and self-starter with excellent anticipation skills. * Pro-active problem solver and independent thinker; ability to follow up as often as necessary. * Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment. * Adaptable to new technologies, familiarity with CRM systems such as Salesforce is preferred * Highest degree of integrity, professionalism, and diplomacy is required. * Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required. * Familiar with expense platforms such as SAP Concur * Supportive team player with a positive attitude, enthusiastic about bringing the team together. * Ideal candidate has at least 3 - 5 years of experience. Candidate must be located onsite in the Boston office.

A leading financial institution is seeking a Market Executive in Boston to lead the Applied Technology team. The role involves building relationships with innovative companies in sectors like robotics and quantum computing. Responsibilities include business development and supporting founders in their growth while managing a smaller portfolio. Ideal candidates should possess over 12 years of account relationship management experience, strong communication skills, and licenses related to securities. The company offers a competitive rewards package and values diversity and inclusion. #J-18808-Ljbffr

Who We Are Looking For State Street Investment Management (“State Street IM”, formerly known as State Street Global Advisors or SSGA) is seeking a Head of Technology Operations and Resilience, a strategic leadership role within the COO organization of State Street Investment Management. This position is responsible for ensuring the operational excellence, scalability, and resilience of over 200+ critical applications supporting Investment Management. The role is pivotal in driving transformation aligned with the Product, Platform, and Services operating model, and in meeting heightened regulatory, compliance, and governance expectations. This leader will oversee Production Management, platform and operations Resiliency, leading a global team responsible for incident and problem management, service continuity, and operational risk governance. The role is central to delivering robust service delivery, driving strategic transformation, and fostering a culture of continuous improvement. This role will report directly to State Street IM's Global Head of Technology and Business Architecture Service within the Chief Operating Officer (COO) organization. Key Responsibilities Leadership & Strategy Define and lead the global strategy for production management, platform and operations resiliency across technology platforms. Align operational capabilities with business goals and regulatory requirements. Serve as the accountable executive for service continuity, incident response, and operational risk governance. Champion modernization initiatives including cloud-native architectures, API-first platforms, and microservices. Support horizontal integration across Product, Client Experience, and Investment Management verticals. Drive the development and oversight of a resilient infrastructure and tightly controlled production environment, leveraging a unified, data-driven operational dashboard to ensure transparency, readiness, and continuity across investment management functions. Production Management Oversee Incident Management, Problem Management, Change Enablement, and Service Request Management. Lead Monitoring and Event Management, Service Level Management, and Service Continuity Management. Drive operational excellence through proactive issue resolution and performance optimization. Resiliency & Operational Risk Manage strategy and compliance for Technology Operational Risk and Governance. Ensure adherence to Cyber Controls Assurance Program and control ownership. Oversee supplier management, knowledge management, and broader State Street Technology alignment. Execution & Oversight Collaborate with and exercise oversight over production and support services provided by State Street's Global Technology Services (GTS). Foster a high-performance culture focused on innovation, ownership, and delivery excellence. Oversee the technology lifecycle and ensure scalable, resilient service delivery. Establish and monitor KPIs for execution quality, risk mitigation, and business value delivery. Qualifications 15+ years of experience in technology operations, technology engineering, or production management within financial services. Proven leadership in managing global teams across technology, operations, and risk domains. Strong understanding of service continuity, and operational governance. Experience with cloud-native architectures, monitoring tools, and enterprise risk frameworks. Bachelor's or Master's degree in Computer Science, Engineering, or related field. Strong executive presence with the ability to influence and engage senior stakeholders across business and technology. Bachelor's degree in business, finance, or technology required; MBA or advanced degree preferred. Exceptional communication, facilitation, and strategic thinking skills. Demonstrated ability to lead through influence, navigate organizational complexity, and drive measurable outcomes. Salary Range $170,000 - $282,500 Annual For a full overview, visit ***************************************** Employees are eligible to participate in State Street's comprehensive benefits program, which includes our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Job Application Disclosure 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. Read our CEO Statement Discover more information on jobs at StateStreet.com/careers #J-18808-Ljbffr

A leading financial services company is seeking a Fund Accounting & Administration Officer in Boston, MA. This role involves supervising staff, managing client relationships, and overseeing financial documentation. The ideal candidate will possess a Bachelor's degree in Accounting or Finance and have 5-6 years of Private Equity experience. Strong critical thinking, communication, and organizational skills are essential. The salary range for this position is $70,000 - $115,000 annually, with participation in a comprehensive benefits program. #J-18808-Ljbffr

A leading financial institution is looking for a Commercial Banker specializing in Healthcare, Higher Education & Non-Profit sectors in Boston. This role involves managing client relationships, mentoring junior team members, and understanding industry trends. Candidates should have 5+ years of experience in direct lending and be proficient in commercial banking products. A bachelor's degree is preferred. The role offers competitive compensation and benefits, including health care coverage, retirement savings, and tuition reimbursement. #J-18808-Ljbffr

A leading financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in Private Banking, strong sales success, and the required financial licenses or the ability to obtain them. The role involves working closely with clients to provide a tailored service that meets their needs and objectives. Excellent communication skills and a strong community presence are essential for success in this position. #J-18808-Ljbffr

A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six years in Private Banking or Financial Services and the need for Series 7, 66, and Insurance licenses. Key responsibilities include advising clients on wealth management and generating new business through targeted relationships. Candidates should demonstrate strong sales success and a deep understanding of financial products. The position offers a chance to join a collaborative team in a fast-paced environment. #J-18808-Ljbffr

A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

A leading financial services firm in Boston is seeking a Senior Transaction Manager to optimize real estate for branches and ATMs. The role involves market analysis, negotiation of leases, and collaboration with partners. With 10+ years in real estate and strong analytic and negotiation skills, you will drive strategy in a fast-paced environment. Travel up to 50% is required, and a Bachelor's degree is mandatory, with an MBA preferred. #J-18808-Ljbffr

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

Job Information Job Identification 210596591 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/11/2025, 11:17 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Applied Technology team in our Innovation Economy business is for you. As a Market Executive on the Applied Technology Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Applied Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 12 years' account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr

A leading financial services firm in Boston seeks a Senior Associate to manage financial reporting and fund performance analysis. Responsibilities include maintaining general ledgers, preparing financial statements, and performing analytical reviews of investment data. The ideal candidate should hold a CPA certification or be in pursuit of it, with strong organizational and communication skills. The role offers a salary range of $52,000 - $94,120, along with comprehensive benefits. #J-18808-Ljbffr

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million. Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI) Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills 5 plus years' direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Woburn,MA $25.00 - $30.48 / hour

JobID: 210670287 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $150,000.00-$224,000.00 Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip. If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard. Overview The 55ip Quant team is looking for a quantitative professional to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate has a background in optimization and statistical modules using software design constructs and tools. The candidate will be motivated, a problem solver, and an effective team player looking to make a significant impact in supporting research projects and who can grow as an independent researcher. Responsibilities * The end-to-end research, development, and maintenance of investment algorithms * Contribute to development and maintenance of optimization models * Take part in building out the research and development framework * Thoroughly vet investment algorithmic results * Contribute to the research data platform design * Investigate datasets for use in new or existing algorithms * Participate in agile practices * Liaise with stakeholders to gather & understand the functional requirements * Take part in research & code reviews * Develop code using high quality standards and best practices, conduct thorough end-to-end unit testing, and provide support during testing and post go-live * Support research innovation through the creative and aggressive experimentation of cutting-edge hardware, advanced analytics, machine learning techniques, and other methods * Collaborate with technology teams to ensure appropriate requirements, standards, and integration Requirements * Experience in a quantitative role * Proficient in Python, Git and Jira * Professional experience with commercial optimizers (Gurobi, CPLEX) is a big plus * Master's degree in computer science, computational mathematics, or financial engineering * Excellent mathematical foundation and hands-on experience working in the finance industry * Proficient in quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, etc. * An understanding of or exposure to financial capital markets, various financial instruments (such as stocks, ETFs, Mutual Funds, etc.), and financial tools (such as Bloomberg, Reuters, etc.) * Experience in direct-indexing products is a big plus * Strong communication (written and oral) and analytical problem-solving skills * Strong sense of attention to detail, pride in delivering high quality work and willingness to learn * Knowledgeable in SQL * Agility: Able to shift gears and react quickly to timely requests * Hustle: Self-motivated, proactive, responsive-ability to think strategically but also willing to dig into the details and tactics About 55ip 55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at ******************

J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

A leading global investment bank is offering a Summer Analyst position in Boston focused on FICC and Equities, Sales and Trading. This nine to ten week program allows students to engage in training and gain hands-on experience in the finance industry. The role offers a competitive salary of $110,000. The selected candidate will attend orientation, receive training, and tackle real responsibilities while working alongside fellow interns. Ideal for those pursuing bachelor's or graduate degrees. #J-18808-Ljbffr