Portfolio manager jobs in Boston, MA - 728 jobs

» » SVP, Alternatives Institutional Portfolio Manager**Job Title:** SVP, Alternatives Institutional Portfolio Manager**Job Location:** Boston, MA**Job Description:****The Role****SVP, Alternatives Institutional Portfolio Manager**The SVP Alternatives IPM will work closely with Fidelity's private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.**The Team**Located in Boston, MA, the Alternative Product Development Team (‘Alternatives') is part of Fidelity's Enterprise Services Division that manages the firm's growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity's Asset Management Division as well Fidelity's proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.**The Purpose of Your Role and the Value You Deliver**The Institutional PM will be one of the senior advocates of Fidelity's private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity's private markets offering.**Primary Responsibilities*** Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.* Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect's due diligence process to client reporting.* Meet with existing clients to provide portfolio and performance updates.* Work with marketing on creating the client facing collateral.* Provide client and consultant feedback to senior leaders.* Identify thought leadership and other events to drive awareness of Fidelity's capabilities.* Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.* Collaborate on new products and be creative in bringing value to our clients.**The Expertise We're Looking For*** Series 7, Series 24, Series 63* Experience in the private markets industry, specifically real estate, infrastructure or private equity* 15+ years' experience working within alternatives in product development, relationship management and sales* Ability to explain complex products and structures for various levels of staff and clients* Excellent writing skills and experience in creating product promotion materials, articles and in public speaking* Deep understanding of private market regulations.**The Skills You Bring*** Outstanding collaboration skills, with an ability to work with and across portfolio managers, product development, senior managers, legal and compliance, salespeople and relationship managers across various channels.* Experience with owning outcomes and driving solutions.* Experienced analytical skills and attention to detail.* Always seeking accurate, complete, and timely information.* Address concerns and questions from clients in a thorough and thoughtful manner.* You are a hands-on contributor who enjoys working with a high-performing team and delivering results.### Certifications:Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA### Category:#### Private EquityMost 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.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.**Application Instructions:** #J-18808-Ljbffr

About Growald Climate Fund Growald Climate Fund is a global philanthropic organization dedicated to accelerating the transition towards clean energy. As a high-impact venture philanthropy fund, Growald Climate Fund focuses on nurturing innovative climate solutions, supporting a vibrant civil society, and fostering objective research and analysis for use by governments and critical partners. The organization strives to identify and address gaps in the ecosystem of energy transition, with initiatives including incubation of new projects, strategic research, and rapid response grants. With offices based in Brookline, Massachusetts, Growald Climate Fund is recognized as one of the top 25 best places for families to live. Committed to diversity and equal opportunity, the organization promotes an inclusive environment where varied experiences and backgrounds are embraced. About this Role As a Senior Portfolio Manager within Growald Climate Fund, the role involves leading efforts to tackle significant bottlenecks in the energy transition sector. Under the Field Innovation pillar, the position entails coordinating initiatives that prioritize renewable energy finance, coal phase‑out, and strategic convenings in energy diplomacy. The manager will serve as a vital bridge in developing ecosystem strategy within the field, with an emphasis on driving collaboration across funders and experts. This strategic position demands high‑level engagement in thought leadership, handling special projects, and supporting catalytic and innovative grant‑making moments. The position is pivotal for achieving Growald Climate Fund's mission of a swift transition to a clean, sustainable energy future. Responsibilities Organize and deliver key events that facilitate collaboration across funders, experts, and the field. Lead and support ecosystem strategy development related to Field Innovation priorities, particularly coal phase‑out. Provide thought leadership on coal phase‑out and transition economics to Growald and partners. Complete opportunity assessments and pipeline recommendations for Field Innovation and Venture portfolios. Conduct due diligence and provide recommendations for proposals in priority areas. Provide analysis, consultation, and strategic support to Growald venture‑funded grantees. Report to Growald's Director of Field Innovation. Requirements Graduate degree (MBA, MPP, JD, or other relevant degree) and 8 years of relevant experience. Minimum 4 years experience in coal phase‑out and energy finance. Significant experience in emerging economies and strategic capabilities. Experience in philanthropic sectors is advantageous. Outstanding written and oral communication skills. High organization skills and problem‑solving abilities in complex scenarios. Ability to travel up to 20% of the time. Experience in Asian countries' energy sectors and multilingual ability preferred. Benefits Flexible work policy with flex hours and an option to work from home two days a week. 401(k) plan with 6% employer match. 100% employer‑paid medical, dental, and vision insurance. 100% employer‑paid long and short‑term disability and basic life insurance. Four weeks of PTO plus thirteen paid holidays, including a closure week between Christmas and New Year's. Annual professional development allowance. Coaching and management support with regular one‑on‑one meetings. Performance reviews and feedback for personal and team growth. Co‑developed initial three‑month work plan for clarity on role and responsibilities. #J-18808-Ljbffr

A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal specialists to deliver integrated wealth strategies and ensure compliance with relevant mandates. The position offers a competitive salary range from $160,000 to $200,000, alongside an attractive benefits package. #J-18808-Ljbffr

Portfolio Partner Duration: 6+ Months Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy, finance, and execution, enabling leadership teams to make informed, timely, and confident decisions. Portfolio Partners are accountable for portfolio integrity, financial stewardship, and decision clarity, ensuring that investments align with enterprise priorities and deliver measurable value. This role requires strong judgment, financial rigor, and the ability to influence outcomes. Portfolio Partners are expected to challenge assumptions, steward definitions and standards, and bring clarity in complex, ambiguous environments. Functional Requirements: Portfolio Strategy and Decision Leadership • Serve as a strategic thought partner to R&D Data Digital & Technology leadership, shaping portfolio strategy, priorities, and tradeoffs. • Frame portfolio decisions in clear, decision-ready terms, articulating options, implications, and recommendations. • Pressure-test assumptions, classifications, and proposed investments to ensure alignment with enterprise objectives and portfolio strategy. • Anticipate strategic shifts and guide proactive portfolio adjustments. Portfolio Governance and Lifecycle Ownership • Own portfolio governance standards and ensure consistent application across R&D Data Digital & Technology. • Guide investments through the full lifecycle, from intake and prioritization through delivery and value realization. • Ensure portfolio integrity by enforcing disciplined decision-making, escalation, and transparency. • Partner with Corporate Finance to ensure alignment on financial governance, reporting standards, and portfolio tracking. Strategic Financial Stewardship • Lead portfolio-level financial planning, forecasting, and ongoing financial management. • Enable real-time tradeoff discussions across portfolios. • Translate financial data into actionable insights for senior leaders, enabling confident and timely decisions. • Ensure consistent interpretation and application of financial definitions, categories, and classifications across portfolios. • Advise leadership on the financial implications of strategic decisions, risks, and timing considerations. Risk, Issue, and Scenario Management • Identify, assess, and actively manage portfolio-level risks and interdependencies. • Develop and present scenarios, options, and contingencies to support leadership decision-making. • Escalate issues with clear context, recommended paths forward, and implications. • Maintain a forward-looking view of portfolio health, risks, and opportunities. Value Delivery and Performance Management • Ensure initiatives are clearly Technical Requirements: • Strategic Judgment: Ability to synthesize complex information and make sound recommendations in ambiguous environments. • Financial Acumen: Deep expertise in portfolio financial management, forecasting, and decision support, with the ability to translate financial concepts for senior non-financial stakeholders. • Portfolio Leadership: Strong understanding of portfolio governance, lifecycle management, and investment prioritization at an enterprise level. • Analytical Rigor: Ability to distill complex data into clear insights, scenarios, and decision points. • Influence and Communication: Proven ability to challenge constructively, drive alignment, and influence outcomes without direct authority. • Change Leadership: Comfort leading through uncertainty, organizational change, and evolving strategic direction. • Integrity and Accountability: Commitment to disciplined governance, transparency, and outcomes-focused delivery. GXP/Pharma: Required Location: Onsite (Hybrid/ Cambridge)

Hays is working with a world class family owned civil general contractor who is hiring for a Portfolio Manager. They work on projects in the following sectors; district energy, power generation, civil infrastructure, oil & gas and electric transmission & distribution. On top of the leading salary and excellent benefits, this company cares about it's community and their team. They are offering over 200k salary with 90% medical premiums covered with excellent health/vision/dental plans, 401k, car allowance, bonus, and career growth opportunities. Their builds homes for families in needs, participates in toy drives, and assists the elderly. This company is special and opportunities like this don't come around often so apply right away if you're interested. Below are some responsibilities and qualifications of the role. Key Responsibilities Oversee the performance of a portfolio of construction projects, ensuring alignment with company goals, financial targets, and client satisfaction standards. Monitor and analyze project budgets, forecasts, schedules, and risk indicators to ensure proactive problem solving and margin protection. Work closely with Project Executives and Project Managers to ensure consistent execution, resource allocation, and operational discipline across all assigned projects. Lead regular portfolio review meetings, providing insight, recommendations, and strategic guidance to leadership. Serve as a liaison between project teams and senior leadership to support decision-making and long‑range planning. Support client relationship management, ensuring continuity, communication, and satisfaction across multi‑project engagements. Collaborate with estimating, finance, operations, and field leadership to support accurate forecasting and project health reporting. Identify and mitigate operational risks across the portfolio; escalate critical issues and recommend corrective actions. Drive continuous improvement by analyzing project trends, performance metrics, and lessons learned. Support business development efforts by evaluating potential opportunities, assisting with proposal strategy, and helping position the company for future portfolio growth. Qualifications Bachelor's degree in Construction Management, Engineering, Business, or related field; advanced degree preferred. 8+ years of experience in construction project management, portfolio management, or related operational oversight role. Strong understanding of project controls, cost management, scheduling, and risk management. Demonstrated ability to oversee multiple large-scale projects simultaneously. Exceptional analytical, organizational, and communication skills. Proven ability to collaborate cross‑functionally and influence without direct authority. Experience with Massachusetts public and private market sectors is a plus. Commitment to safety, quality, and operational excellence.

Asset Manager, Development We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones. Responsibilities: Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery Monitor compliance with partnership agreements and LIHTC requirements Review financial reporting, benchmarks, construction draws, and equity installments Analyze risk, review GP requests, and support deal modifications Coordinate with internal teams, developers, investors, and third-party consultants Qualifications: Bachelor's degree in finance, accounting, real estate, or related field 2+ years of experience in asset management, affordable housing, accounting, or development Strong Excel and financial analysis skills Familiarity with LIHTC/affordable housing preferred Strong communication, organization, and problem-solving skills

Job Level : Any Level of Education : Job Type : Full-Time/Regular Date Updated : 12/26/2025 Years of Experience : Any Starting Date : Invalid Date Salary : $0 Responsible for ongoing portfolio management in the CML RE Lending area as well as managing and growing a portfolio of CML RE clients with loan and non-loan related business. ESSENTIAL DUTIES & RESPONSIBILITIES Support the growth and development of an assigned CML RE portfolio, effectively managing clients with loan and non-loan products Complete or review credit analyses on existing and prospective loan accounts Write detailed narrative reports regarding the relationship, including the history of the relationship, a review of financial data, collateral coverage, ability to service debt and the risks associated with the credit Identify relationships requiring updated financial and related information, and prepare customer correspondence related to timely collection for ongoing monitoring Review personal and business financial statements, tax returns and other pertinent financial information Prepare various written loan reports including: loan presentations, loan modifications, and credit file comments as needed in accordance with the Bank's loan policy and procedures and state and federal banking regulations Recommend appropriate loan risk rating Review loans for covenant compliance Assist CML RE team lenders with customer inquiries and servicing requests Serve as the back-up for CML RE Lenders on the team when they are out of the office Monitor overall CML RE loan portfolio exposure for maturities, delinquencies, DDA overdrafts and overall changes in credit situations Participate on Bank task forces and committees as needed Represent the Bank at various community functions Perform additional duties as requested, needed or assigned Experience and Skills JOB REQUIREMENTS Superior customer service skills Excellent financial analytical skills with sound judgment and decision making abilities Strong written and verbal English communication skills and ability to interact with all levels of management, peers and customers Extensive knowledge of personal/business financial statements and tax returns Solid knowledge of financial institution policies and procedures Strong knowledge of commercial real estate lending practices and related areas Ability to organize and prioritize to meet deadlines Good time management skills and ability to handle multiple projects Working knowledge of Microsoft office applications Reliable, self-starter and highly self-motivated Ability to adhere to Needham Bank's Core Values ( Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing ) EDUCATION & EXPERIENCE Two to four years' bank credit experience or related bank experience in underwriting and analyzing business financial statements and tax returns is preferable Strong knowledge of Federal and State banking regulations WORKING CONDITIONS/PHYSICAL DEMANDS Normal business office environment Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. Pay Range: $75,247.15 - $105,346.01 The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. At NB, 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 with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Back to job search

A leading kitchen appliance company in Needham, MA, is seeking a Senior Manager, SOX & Audit to lead the SOX compliance program for North America and Canada. The ideal candidate will have over 10 years of experience in auditing and SOX practices, preferably in a manufacturing or consumer products setting. Responsibilities include managing audits, ensuring compliance with regulatory standards, and conducting operational reviews. The company offers competitive benefits including medical, dental, and a 401(k) retirement plan. #J-18808-Ljbffr

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Key Skills & Experience Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams. Responsibilities Manage client service accounts and drive engagement workstreams. Supervise, develop, and coach teams to confirm top-quality deliverables. Utilize team strengths to meet client expectations. Foster productive communication between technologists and business partners. Lead client engagement workstreams. Assure project success and maintain exceptional standards. Promote a culture of trust and accountability. Address and resolve conflicts or issues as they arise. What You Must Have Bachelor's Degree. 5 years of experience. Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential. What Sets You Apart Broad knowledge in financial due diligence and transaction-related services. Interviewing executive management at target companies. Assessing a target company's quality of earnings, net assets, and cash flows. Managing resolution of issues in technical accounting areas. Supervising teams to create an atmosphere of trust. Seeking diverse views to encourage improvement and innovation. Answering questions and providing direction to less-experienced staff. Coaching staff with timely meaningful feedback. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch-wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones. Responsibilities Note: The original description emphasizes leadership, branch performance, customer experience, and community engagement. Responsibilities reflect guiding and coaching teams, driving branch sales, and maintaining a customer-centric culture. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $95,182.50 - $117,645.00 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, please review the benefits information at Citizens. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr

A leading foreign exchange services provider is currently seeking a Full-Time Branch Manager for the Copley Place branch in Boston, Massachusetts. The role involves ensuring excellent customer service, managing staff training, and adhering to compliance regulations. Candidates should have experience in customer service, management, and cash-handling, alongside a high school diploma or equivalent. This position offers a unique opportunity to lead in a dynamic financial environment. #J-18808-Ljbffr

The Branch Manager is responsible for developing/coaching their team and providing the profitable and safe functioning of the branch. The Branch Manager reviews all aspects of branch operations, interprets corporate goals, prepares and executes annual budgets, and plans and implements sales and operational initiatives to achieve profitable business growth. Responsibilities include but are not limited to safety, personnel, facility, inventory, equipment, and the overall business results. What You'll Do Drive profitability by utilizing company digital tools to maximize all aspects of branch performance. Lead external digital strategy through customer digital adoption Provide leadership, motivation, direction, and training to branch personnel. Recognize personnel problems and take corrective actions as needed Ensure branch personnel have the tools necessary to achieve highest levels of sales potential Effectively manage branch Profit and Loss (P&L) to meet or exceed total sales, GE sales, net income, asset management targets, and expense budgets Implement branch security and safety standards by conducting facility and asset inspections and taking corrective actions to support controls Remain knowledgeable and current about markets served, customers, vendors, and competitors Maintain and develop positive relationships with existing and prospective customers and vendors, demonstrate excellent customer service and set an example for other staff Conduct/oversee inventory control procedures and ensure appropriate inventory levels are maintained Collaborate with key partners, managers, sales, and marketing to support branch mission, strategies, and growth goals May fill in for branch and warehouse roles and make deliveries as needed Perform other duties as assigned Job Duties Disclaimer: The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA. Qualifications 5+ years of sales, operations, electrical distribution, or similar B2B industry experience 2+ years of leadership experience Valid Driver's License High School or GED - Required 4 Year / Bachelor's Degree - Preferred Knowledge and experience in inventory control and warehouse operations Ability to manage P&Ls preferred Ability to develop and implement sales strategies Sales and service oriented, self-motivated, dependable, possess excellent leadership and customer service skills Excellent written, verbal, interpersonal, and presentation skills are required Strong negotiation and interpersonal skills Experience with Microsoft Office and ERP system such as Solar Eclipse Ability to develop and coach a team Additional Information Physical Demands: Sit: Must be able to remain in a stationary position - Frequently - 21% to 50% Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50% Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51% Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20% Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20% Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51% Weight and Force Demands: Up to 10 pounds - Constantly - at least 51% Up to 25 pounds - Frequently - 21% to 50% Up to 50 pounds - Occasionally - up to 20% Working Environment: Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20% Exposed to electrical hazards; risk of electrical shock - Occasionally - 20% Handles or works with potentially dangerous equipment - Occasionally - 20% Travels to offsite locations - Occasionally - 20% For the state of Massachusetts only, the pay range is $60K - $85K, depending upon qualifications, experience and other considerations permitted by law. “Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.” Our Benefits Include: Medical, Dental, and Vision Insurance Life Insurance Short-Term and Long-Term Disability Insurance 401K with Employer Match Paid vacation and sick time Paid company holidays plus flexible personal days per year Tuition Reimbursement Health & Wellness Programs Flexible Spending Accounts HSA Accounts Commuter Transit Benefits Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few. Employee Discount Programs Professional Training & Development Programs Career Advancement Opportunities - We like to promote from within Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce. Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law. Company Description We are looking for a Branch Manager to join our Rexel, USA team in Boston, MA! Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S. #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 a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high‑performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast‑paced, changing environment, using your strong decision‑making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in‑person training and meetings; some travel may be out‑of‑state. Dodd Frank and Safe Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on‑line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. About Us 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 the FAQ for more information about requesting an accommodation. About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. #J-18808-Ljbffr

Tax Senior Manager - Waltham, MA (Greater Boston Area) Who: An experienced tax leader with deep expertise in corporate, partnership, and high-net-worth individual taxation. What: Manage complex tax compliance, lead engagements, oversee staff development, and serve as the primary client contact. When: Hiring now to support a growing market with immediate leadership needs. Where: Boston, MA area on a hybrid schedule (2-3 days per week in office). Why: To drive tax strategy, enhance client relationships, and contribute to a dynamic, expanding practice. Office Environment: Fast-paced, collaborative, growth-oriented, and centered on integrity and professional development. Salary: Competitive compensation with comprehensive benefits and performance-based incentives. Position Overview The Senior Tax Manager will oversee client tax engagements, lead relationship management, and identify tax planning opportunities while supporting a broad client base across multiple industries. Key Responsibilities Serve as the main point of contact for clients, managing compliance needs and anticipating tax and business issues. Manage engagements and review complex individual, partnership, and entity tax returns. Provide planning and compliance support for high-net-worth individuals, including estate, gift, and trust matters. Lead and mentor tax staff, seniors, and managers. Apply strong project management, analytical, interpersonal, and communication skills in a dynamic environment. Deliver exceptional client service and help identify opportunities for value-added tax planning. Qualifications Bachelor's degree in Accounting; Master's preferred. Active CPA license required. 7+ years of public accounting experience, including at least 2 years in a managerial role. Strong expertise in C- and S-Corporation, LLC, and partnership taxation. Demonstrated experience with pass-through entity taxation and preferred experience in entity structuring, operating agreement review, compliance, allocations, and partner transactions. Experience with complex individual and estate tax planning and compliance is a plus. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. #J-18808-Ljbffr

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary: FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts. Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM's Order Management System (“OMS”) life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities. The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure. This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. Internal Portfolio Support Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM). Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity. Support the expansion of trading instruments in developed and emerging markets. Compliance Monitoring Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources. Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols. System Setup & Maintenance Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios. Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems. Process Optimization & Automation Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk. External Manager Oversight Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems. Reporting & Documentation Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes. Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness. Project & Initiative Support Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure. Required Work Experience 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus. Strong understanding of post-trade processing and settlement across various markets and asset types. Strong technical proficiency and experience, preferably working with database development. Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired. Required Education Bachelor's degree in Finance, Economics, Accounting, or related field. Required Skills Excellent analytical, organizational, and communication skills. Desired experience in leading transition management initiatives intra and inter-departmentally. Ability to proactively work individually and collectively in a small team-oriented environment. The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

A global consulting firm is seeking a Senior Manager in their M&A Tax team to develop impactful tax strategies for complex transactions. You will engage with clients at senior levels and guide significant projects, leveraging your expertise in tax and consulting. The ideal candidate has 5+ years of experience, holds a Juris Doctorate, and excels in leadership and analytical roles. This position offers a competitive salary and a range of benefits. #J-18808-Ljbffr

Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly-traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is currently seeking a Full-Time Branch Manager to join our team at the Copley Place branch located in Boston, Massachusetts. Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit ***************************************** Essential Functions Ensure staff follow practices and regulations in the Retail Policy Procedure Manual Provide excellent customer service to store's clients Ensure store reaches the maximum performance in line with the budget Help to organize and ensure full training is carried out with all new employees Ensure appearance of branch is neat and tidy at all times Assist in ensuring adherence to CXI's retail security policies at all times Help in all ways to control operation and staff costs in branch Ensure all Money Laundering and Compliance regulations are adhered to at all times Ensure all inventories are reconciled on a daily basis in line with procedures Maintain adequate inventories of foreign and US Dollar currencies are maintained to support regular seasonal volumes Maintain sufficient stocks of foreign and US currency through wholesale inventory ordering Keep accurate and detailed records of all transactions, expenses, and inventory levels for accounting purposes Maintain excellent working relationship between CXI and the landlord for the facility we lease our branch location from Marketing of the branch through referral flyer distribution, web marketing, and check cashing flyer distribution Competencies Functional Management Skills Situational Adaptability Builds Effective Team Optimizing Work Processes Decision Quality Business Insight Education High school or equivalent Experience Customer Service: 1 year (Preferred) Management: 1 year (Preferred) Cash-Handling: 1 year (Preferred) #J-18808-Ljbffr

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication. This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. External Manager Onboarding & Lifecycle Support • Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.) • Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution. • Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams. • Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc. • Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members. Cash Forecasting & Reconciliation • Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management. • Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls. Capital Activity Oversight • Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity. • Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers. Reporting & Controls • Contribute to monthly and quarterly management reporting deliverables. • Maintain and enhance documentation of procedures and internal controls. • Participate in team projects and strategic initiatives. Required Work Experience • 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments. • Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes. • Hands-on experience supporting private asset portfolios including capital call and distribution processing. Required Education • Bachelor's degree in Finance, Accounting, Economics, or a related field. Required Skills • Exceptional attention to detail and organizational skills. • Strong communication and problem-solving abilities. • Ability to manage multiple priorities and collaborate effectively across teams. • Proven team player comfortable working in a small, dynamic team environment. The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

A leading financial institution seeks a Branch Manager in Somerville, Massachusetts. The ideal candidate will lead a team to deliver exceptional customer experiences, drive sales growth, and develop a strong team culture. The position demands leadership skills, a focus on customer satisfaction, and sales excellence. Additional qualifications include a high school diploma and significant experience in sales management. This role includes competitive pay and comprehensive benefits. #J-18808-Ljbffr