Consumer Credit Risk Sr. Associate
Senior associate job in Boston, MA
Consumer Credit Risk Sr. AssociateCountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department.
Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies.
Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas.
Evaluates the adequacy and effectiveness of data, document retention, and monitors systems.
Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes.
Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments.
Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls.
Provides oversights on risk-management content/processes
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's Degree or equivalent work experience.
Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry.
Advanced Proficiency with SQL, Python and Power BI required.
Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry.
Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s).
Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures.
Demonstrated track record interacting with the regulators, external and internal audit.
Superior project management skills.
Excellent written and verbal communication.
Ability to interact with all levels of management, work independently and in a team environment.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$101,250.00 USD
Maximum:
$185,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston,Texas-Austin,New Jersey-Trenton,New York-Albany,Connecticut-Hartford,Florida-Tallahassee,Pennsylvania-Harrisburg,Rhode Island-Providence
Organization: Santander Holdings USA, Inc.
Auto-ApplyCreative Operations, Senior Associate - Specialty Retail Brands (SRBs)
Senior associate job in Boston, MA
Creative Operations, Senior Associate (L2) - Specialty Retail Brands (SRBs) About the Role In this role, you will drive the Creative workflow for the Specialty Retail Brands (SRBs) Creative Team. You will build relationships and collaborate with a broad set of senior stakeholders such as Brand Managers, Content Managers, Marketing Channel owners, and Leadership. You will own major initiatives that drive efficiency in our process, challenge the way we work (for the better) and set us up to deliver exceptional experiences for our internal and external customers that are optimized, data-driven and reinforce our brand value propositions.
At a high level, your mandate is to maximize the return on investment of limited creative resources across a disparate group of business stakeholders with occasionally competing or conflicting objectives. You will oversee end-to-end creation of brand and content creative, working alongside your Creative and Marketing teams to develop workflows and processes that optimize output.
The Team
The Creative Operations team within the Wayfair Creative Group is responsible for driving operational excellence at every step of the creative process - from initial brief intake all the way to final asset delivery. Our team is made up of project managers, producers, quality assurance and automation experts, and analysts, and our mandate is to keep creative projects on-time, on budget and on brief, all while fostering an environment in which creative quality and innovation can flourish.
Wayfair's in-house Creative Agency operates on monthly project planning following an Agile-lite methodology through an Airtable project management base.
What You'll Do
* Strategically allocate creative resources to projects that support business and brand goals
* Manage multiple high-priority projects from kickoff through final delivery
* Create and maintain timelines, track progress, and share status updates
* Identify opportunities to improve workflows using data and cross-functional feedback
* Lead monthly, quarterly, and long-term planning for the Creative team
* Report on Creative KPIs to track performance and uncover areas for growth
* Partner with Creative and Marketing leads to streamline processes and ensure timely, on-brief execution
* Support a culture of learning through retrospectives and knowledge sharing
Qualifications
* 3+ years of experience in project management, creative operations, production, or related fields
* Bachelor's degree or equivalent professional experience
* Strong written, visual, and verbal communication skills across teams and levels
* Proven ability to collaborate, take initiative, and drive results
* A problem-solving mindset with adaptability in a fast-paced, evolving environment
* Balanced understanding of both creative and business perspectives
* Excellent prioritization and decision-making skills when navigating multiple stakeholder needs
* A team-oriented attitude, with a proactive and forward-thinking approach
In office requirements: This is a hybrid role based out of our Boston office (4 days/week in office, 1 day/week remote)
At this time, Wayfair will not sponsor applicants for this position for the following work visas: F1-OPT, STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN.
Benefits & Perks - US
* Full health benefits available (Medical, Dental, Vision, HSA/FSA) on day one for eligible employees.
* No-cost access to 2nd.MD, a virtual expert medical consultation and navigation service.
* Global Traveler Health Insurance through GeoBlue.
* 24/7 access to mental, financial, physical and emotional wellbeing support, plus an enhanced offering of therapy and coaching.
* Automatic enrollment into Basic Life and Accidental Death & Disability Insurance.
* 401(k) matching with immediate vesting.
* Paid Parental Leave, Surrogacy & Adoption Reimbursement and Caregiver Services.
* Tuition Reimbursement.
* Wayfair Employee Discount.
* Gym/Fitness Discounts (Wellhub and varying regional memberships).
* Exclusive access to thousands of perks & discounts through BenefitHub.
* Yearly match up to $500 for personal donations made by employees to registered 501(c)(3) nonprofits.
Assistance for Individuals with Disabilities
Wayfair is fully committed to providing equal opportunities for all individuals, including individuals with disabilities. As part of this commitment, Wayfair will make reasonable accommodations to the known physical or mental limitations of qualified individuals with disabilities, unless doing so would impose an undue hardship on business operations. If you require a reasonable accommodation to participate in the job application or interview process, please let us know by completing our Accomodations for Applicants form.
Need Technical Assistance?
For more information about applying for a career at wayfair, visit our FAQ page here.
About Wayfair Inc.
Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking.
No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic.
Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.
Easy ApplyDivorce & Family Law - Senior Associate Attorney
Senior associate job in Tewksbury, MA
Job Description
Are you an up-and-coming Family Law Attorney looking to manage your caseload independently, with a firm that values your career development and autonomy? Are you tired of long commutes and seeking a supportive environment that encourages collaboration among attorneys?
Do you feel burdened by unreasonable billable hour requirements impacting your personal life, or as a solo practitioner, overwhelmed by administrative tasks hindering your professional growth? If any of these situations resonate with you, consider a career at Wright Family Law Group.
Wright Family Law Group is committed to being zealous advocates who operate with honesty, passionately protecting clients' rights while maintaining the highest ethical standards. We believe in treating everyone with respect and understanding that our best work is produced when we are not overloaded.
Our attorneys:
Manage their caseloads independently
Have reasonable billable hour expectations
Strive for a healthy work-life balance while delivering exceptional legal representation.
If you are an experienced Family Law Attorney with a small client base seeking a fresh opportunity, we encourage you to get in touch. Join Wright Family Law Group and elevate your career with a firm that prioritizes your professional growth and well-being.
Responsibilities
Analyze legal issues and provide strategic advice to clients, weighing available options toward a successful outcome and planning a course of action.
Effectively utilize legal technology to manage a diverse and robust client caseload and for billable timekeeping, as well as calendar management.
Draft correspondence, legal pleadings, motions, and briefs following the Massachusetts Family & Probate Court Rules of Procedure.
Must be prepared to try cases when needed.
About Wright Family Law Group
At Wright Family Law Group, we believe in creating a workplace where every team member feels valued and supported. You'll be joining a firm that prioritizes respect, collaboration, and a sense of purpose in every role, because we know that even the smallest details make the biggest difference.
Why Join Us?
At Wright Family Law Group, we offer flexible hours, a supportive team culture, opportunities to grow your skills, and meaningful work that makes a difference. This isn't just a job-it's a chance to be part of a team that values and respects every contribution.
Requirements
What We Need
You must be coachable and eager to collaborate with team members on complex family law or divorce cases from start to finish, including preparing for trial if necessary.
License to practice in NH and/or experience in Bankruptcy law is a plus
Required Juris Doctorate (J.D.) degree from an accredited law school; representation of family law/domestic relations clients for at least 3 years.
Minimum of 2-5 years handling a caseload of 25-50 cases, and experience in Massachusetts family law and divorce legal practice.
Must be a member of the Massachusetts Bar in good standing.
Public speaking, decision-making, communication, interpersonal, and problem-solving skills are necessary for this role.
Trial experience is strongly preferred.
Proficiency with Microsoft Office suite is necessary.
Benefits
What You Get
Compensation
$150,000 - $180,000 yearly
In addition to a competitive salary, we offer a Paid Time Off package, matching 401(k), health insurance, free CLE, $1,000 signing bonus (payable after 90 day probation period), bar dues and notary costs covered, flexible work arrangements, wellness budget, bonus structure and other perks.
Senior Regulatory Associate, Global Hardware Compliance
Senior associate job in Boston, MA
At WHOOP, we're on a mission to unlock human performance and healthspan. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives. WHOOP is seeking a Senior Regulatory Associate to lead global hardware product compliance initiatives that ensure our hardware meets the technical and legal standards required for global market access. You will drive the end-to-end process for certifications, safety approvals, and regulatory readiness, playing a key role in enabling WHOOP's expansion into new markets. This role is highly cross-functional, partnering with teams across Hardware, Legal, Operations, and Wholesale to deliver compliant, high-performing products worldwide.
RESPONSIBILITIES:
Drive the end-to-end certification process for WHOOP's consumer electronic hardware products across multiple global markets.
Coordinate regulatory diligence to identify required certifications by jurisdiction, including radio/telecom approvals, safety, EMC, battery, and environmental compliance.
Coordinate directly with testing labs, certification bodies, and local registered entities to obtain timely regulatory approvals.
Create and maintain project schedules to align product testing and certification with global market entry timelines.
Collaborate with engineering to prepare samples for testing and approval. Ensure designs and drawings are updated to meet the distributor requirements.
Maintain and regularly update a global compliance tracker, including certification status, renewal dates, and market-specific regulatory updates.
Partner with product, hardware, and supply chain teams to ensure both design and manufacturing processes adhere to country-specific regulatory standards.
Support go-to-market efforts by advising wholesale, legal, and operations teams on certification requirements for new market entry.
Participate in distributor and retailer discussions to determine the most efficient certification and importation models for each country or region.
Serve as the primary point of contact for compliance-related inquiries from external partners, providing required documentation and guidance as needed.
Work closely with legal and regulatory affairs teams to interpret evolving regulations and proactively mitigate compliance-related risks.
QUALIFICATIONS:
5+ years of experience in regulatory compliance or certification management for consumer electronic products.
Proven experience with international certification standards (e.g. FCC, CE, IC, TELEC, KC, RCM, etc.), as well as associated testing and approval processes.
Experience working with global certification bodies and registered importers across multiple jurisdictions.
Strong project management and organizational skills, capable of leading complex, multi-country certification efforts.
Excellent communication and stakeholder management skills; ability to translate complex regulatory details into actionable business insights.
Bachelor's degree required; technical discipline preferred.
Strong commitment to embracing and leveraging AI tools in day-to-day tasks, ensuring AI-assisted work aligns with the same high-quality standards as personal contributions.
This role is based in the WHOOP office located in Boston, MA. The successful candidate must be prepared to relocate if necessary to work out of the Boston, MA office.
Interested in the role, but don't meet every qualification? We encourage you to still apply! At WHOOP, we believe there is much more to a candidate than what is written on paper, and we value character as much as experience. As we continue to build a diverse and inclusive environment, we encourage anyone who is interested in this role to apply.
WHOOP is an Equal Opportunity Employer and participates in E-verify to determine employment eligibility. 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.
The WHOOP compensation philosophy is designed to attract, motivate, and retain exceptional talent by offering competitive base salaries, meaningful equity, and consistent pay practices that reflect our mission and core values.
At WHOOP, we view total compensation as the combination of base salary, equity, and benefits, with equity serving as a key differentiator that aligns our employees with the long-term success of the company and allows every member of our corporate team to own part of WHOOP and share in the company's long-term growth and success.
The U.S. base salary range for this full-time position is
$130,000 - $160,000. Salary ranges are determined by role, level, and location. Within each range, individual pay is based on factors such as job-related skills, experience, performance, and relevant education or training.
In addition to the base salary, the successful candidate will also receive benefits and a generous equity package..
These ranges may be modified in the future to reflect evolving market conditions and organizational needs. While most offers will typically fall toward the starting point of the range, total compensation will depend on the candidate's specific qualifications, expertise, and alignment with the role's requirements.
Learn more about
WHOOP
.
Auto-ApplyConsumer Credit Risk Sr. Associate
Senior associate job in Boston, MA
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department.
* Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies.
* Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas.
* Evaluates the adequacy and effectiveness of data, document retention, and monitors systems.
* Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes.
* Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments.
* Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls.
* Provides oversights on risk-management content/processes
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Education: Bachelor's Degree or equivalent work experience.
* Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry.
* Advanced Proficiency with SQL, Python and Power BI required.
* Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry.
* Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s).
* Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures.
* Demonstrated track record interacting with the regulators, external and internal audit.
* Superior project management skills.
* Excellent written and verbal communication.
* Ability to interact with all levels of management, work independently and in a team environment.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$101,250.00 USD
Maximum:
$185,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyCRM Senior Associate, Sportsbook Lifecycle
Senior associate job in Boston, MA
At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It's transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation and readily embrace emerging technology. We're not waiting for the future to arrive. We're shaping it, one bold step at a time. To those who see AI as a driver of progress, come build the future together.
The Crown Is Yours
DraftKings is looking for a self-starter who thrives in a fast-paced environment and is eager to grow within a tech-focused marketing team. As a CRM Senior Associate, you'll lead initiatives across product enhancements, campaign testing, and cross-functional collaboration to refine the customer journey. From shaping strategy to delivering insights, you'll ensure every touchpoint supports a seamless, data-informed experience across our products.
What you'll do as a CRM Senior Associate
Strategize, set up, and manage the performance of marketing campaigns across the Customer Retention & Monetization Team to drive business impact.
Work cross-functionally with a broad set of Analytics, Revenue Operations, and Marketing partners to identify CRM communication opportunities.
Identify hypotheses and execute structured A/B tests to maximize business impact.
Measure, report, and analyze campaign performance and test results, sharing learnings cross-functionally and providing next-step recommendations with a solutions-oriented mindset.
Build emails, push notifications and in-app messages aligned with our marketing standards, brand guidelines, and channel best practices.
What you'll bring
At least 2 years of relevant marketing experience, preferably in the eCommerce, technology, or gaming industries.
Bachelor's degree in Marketing, Business, Economics, Mathematics, or a related field.
Familiarity with HTML, Tableau, and SQL or Snowflake, with experience in Google Sheets, Google Slides, Braze, Liquid, or conditional logic as a plus.
A data-driven mindset and strategic thinking to manage promotions, run A/B tests, and drive decisions.
Strong organizational skills and attention to detail, with the ability to manage multiple projects simultaneously under tight deadlines.
Proven self-starter who thrives in fast-paced environments and can distill insights into memos or slides to influence senior leadership.
#LI-AW1
Join Our Team
We're a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don't worry, we'll guide you through the process if this is relevant to your role.
The US base salary range for this full-time position is 70,400.00 USD - 88,000.00 USD, plus bonus, equity, and benefits as applicable. Our ranges are determined by role, level, and location. The compensation information displayed on each job posting reflects the range for new hire pay rates for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific pay range and how that was determined during the hiring process. 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.
Auto-ApplyAudit Senior Associate
Senior associate job in Boston, MA
Job DescriptionAudit Associate Boston, MA (Hybrid 2 Days In Office)
ARC Group is currently recruiting for a well-known public accounting firm for an Audit Associate role in Boston, MA. In this role, youll engage with clients to understand their operations, processes, business objectives, and risks, applying that knowledge to enhance financial statement audits. Youll work collaboratively with your engagement team, leveraging modern audit technology and resources to excel. From day one, youll have access to mentors, training programs, resource groups, and career development opportunities to grow your skills and advance your career confidently.
Key Responsibilities:
Communicate clearly with clients about engagement expectations and provide guidance on accounting, financial, and regulatory developments that may impact their organization.
Plan, execute, and complete financial statement audits while managing engagement budgets; take on in-charge responsibilities as needed.
Train and supervise audit associates and interns, providing regular feedback to support their professional growth.
Design audit procedures with your team using technology and innovation tools; research accounting and auditing matters and document conclusions.
Work at client sites, in the office, or remotely. This role is hybrid with 2 days in the office per week.
Participate in recruiting and professional networking events to represent the firm.
Build technical and professional expertise through formal training programs.
Perform other duties as assigned.
Required Qualifications:
Bachelors degree in Accounting, Economics, Finance, Mathematics, or related disciplines.
Minimum of 2 years of progressive public accounting experience with in-charge auditing responsibilities.
Meet the educational requirements for CPA certification in the applicable state or be CPA-eligible.
Strong analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB standards.
Excellent verbal and written communication skills.
Ability to manage multiple engagements and competing priorities.
Willingness to travel up to 25%.
Preferred Qualifications:
Exposure to automation and digitization tools in audits or professional services.
Experience managing and supervising teams.
Sr. Associate, Client Advisor
Senior associate job in Portsmouth, NH
SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments.
This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor.
This role is based in Boston, MA or Portsmouth, NH.
Primary Responsibilities
Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.
Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client's goals.
Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis.
Assist with the development of client presentation materials and participate in client meetings when appropriate.
Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.
Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.
Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems.
Support the preparation of proposals and investment materials for prospects and existing clients.
Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency.
Qualifications
Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.
CFP or Masters in Financial Planning strongly preferred
4-5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.
Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.
Prior experience working with custodians such as Fidelity, Schwab, or Pershing.
Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).
Excellent organizational and communication skills; ability to present complex information clearly and professionally.
Detail-oriented and solutions-driven, with a high standard of client service and discretion.
Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision.
About SCS Financial
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
The annualized base pay range for this role is expected to be between $90,000-115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-SF1
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplySr. Associate, Analytical Chemistry
Senior associate job in Boston, MA
Rhythm is a global, commercial-stage biopharmaceutical company committed to transforming the lives of patients and their families living with rare neuroendocrine diseases. We develop medicines for previously untreatable or undertreated diseases and provide meaningful support for healthcare providers and patients and their families. We recognize the courage it takes for patients and their caregivers to begin their journey of advocacy to find the answers they need. Their courage inspires us to challenge convention, ask bold questions and seek answers for them. Every day, we strive for excellence through our willingness to adapt, learn, and our tenacity to overcome barriers, together.
Opportunity Overview
The Sr. Associate, Analytical Chemistry will be a member of the Tech Ops team and report into the Head, Analytical Development and Quality Control. In this role, the individual will support development and oversight of testing performed at Rhythm's contract sites for the manufacturing and testing of Drug Substance and Drug Product. This position will support analytical controls and documentation across a) Analytical procedures; b) Specifications; c) Stability and Shelf life; c) Reference Standards; d) GMP Quality Systems.
Responsibilities and Duties
Contribute to the development, optimization, validation, and transfer of analytical procedures for testing drug substance and drug product, key intermediates, raw materials, in-process, release and stability samples.
Participate in cross-functional task forces to coordinate analytical activities at CMOs/CROs.
Enhance quality practices and optimize internal processes by contributing to the preparation, review, and approval of standard procedures.
Review regulatory CMC submissions including analytical procedures, method validations, reference standards, batch analyses, product characterization, stability, and specification sections.
Identify, review, and organize analytical documents to support robust analytical method life-cycle management.
Finalize purchase requisitions and contracts with finance and legal.
Contribute to fulfilment of pre- and post-approval commitments and annual product reviews.
Author and support quality events; Change controls, Deviation, CAPA, OOS Investigation, as needed.
Qualifications and Skills
Minimum of Bachelor's degree in chemistry or related discipline with 4+ years' experience or Master's degree with 2+ years' experience.
Experience with stability studies, stability protocols/reports, CoAs/stability data reports, risk assessments, sampling plans, shelf-life reports.
Awareness of ICH, compendial, cGMP and pharmaceutical best practices.
Familiarity with analytical and characterization procedures.
Familiarity with eQMS applications such as Veeva.
Competent in the use of software applications, including statistical applications, stability trending, task management.
Excellent interpersonal, organizational, problem-solving, customer service and communication skills.
Self-motivated, flexible, and able to prioritize work and handle multiple assignments in a fast-paced environment, while maintaining a high level of scientific quality and compliance.
Rhythm operates in a hybrid-work model. Candidates applying must be willing and able to be in the Boston office in coordination with their department and business needs.
More about Rhythm
We are a dynamic and growing global team spanning more than a dozen countries. At Rhythm we are dedicated to transforming the lives of patients living with rare neuroendocrine diseases by rapidly advancing care and precision medicines that address the root cause. Our team is passionate about expanding access to reach more patients and developing novel therapies for other rare neuroendocrine diseases, including congenital hyperinsulinism.
At Rhythm our core values are:
We are committed to advancing scientific understanding to improve patients' lives
We are inspired to tackle tough challenges and have the courage to ask bold questions
We are eager to learn and adapt
We believe collaboration and ownership are foundational for our success
We value the unique contribution each individual brings to furthering our mission
Rhythm is an equal employment opportunity employer and does not discriminate against any applicant because of race, creed, color, age, national origin, ancestry, religion, gender, sexual orientation, disability, genetic information, veteran status, military status, application for military service, or any other class protected by state or federal law.
Headquartered in Boston, Rhythm is proud to have been named one of the
Top Places to Work
in Massachusetts.
Auto-ApplyAssociate / Senior Associate - Boston
Senior associate job in Boston, MA
Join Forbion as an Associate / Senior Associate in Boston
Are you an experienced Life Sciences Investor / Investment Banker (pharma & biotech) / Management Consultant with a passion for advancing innovative healthcare solutions? Forbion, a leading life sciences venture capital firm, invites you to become a key player in our team, where you will help shape the future of healthcare through strategic investments.
About Forbion
Forbion is a leading global venture capital firm with deep expertise in Europe and offices in Naarden, The Netherlands, Munich, Germany and Boston, USA. Forbion invests in innovative biotech companies, managing €5 billion across multiple fund strategies that cover all stages of (bio-) pharmaceutical drug development. In addition, Forbion leverages its biotech expertise beyond human health to address ‘planetary health' challenges through its BioEconomy fund strategy, which invests in companies developing sustainable solutions in food, agriculture, materials, and environmental technologies.
Forbion's consists of nearly 60 employees of whom over 30 are part of the investment team that have built an impressive performance track record since the late nineties with investments in over 110 companies across 9 funds. Forbion's record of sourcing, building and guiding life sciences companies has resulted in many approved breakthrough therapies and valuable exits. Forbion typically selects impactful investments that will positively affect the health and well-being of people and the planet, as well as meet its financial return objectives.
The Forbion Ventures Fund focuses on preclinical to early clinical biotech companies.
The Opportunity
As an Associate / Senior Associate at Forbion, you will support the investment strategy through driving the investment due diligence process and investment thesis generation. Additional activities include assisting in portfolio management as well as management of deal flow processing, platform activities and various ad-hoc tasks.
This is a global role, where you will be working on both European and US opportunities as well as supporting projects across both our Growth and Ventures fund strategies.
What You Will Do
Due Diligence Management: Conduct, drive and synthesise the due diligence analysis to support investment recommendation.
Financial Analysis and Modelling: Conducting financial analysis and modelling of opportunities as part of the due diligence process to assess the attractiveness of a potential investment
Deal Flow: Guide Analysts and Associates in the management of deal flow processing and cross-fund activities. Supporting assessment and sourcing of investment opportunities, leveraging networks and market research. Process deal flow including, but not limited to, logging of materials and company interactions, as well as screening new investment opportunities.
Portfolio Management and Value Creation: Beyond deal execution, the investment team actively supports portfolio company management teams in developing and executing growth strategies, navigating key challenges, and achieving strategic milestones. The Associate / Senior Associate will have the opportunity to act as a Board Observer for up to 3 companies, contributing to discussions and follow ups.
What We're Looking For
Educational background as Ph.D. or M.D. in life sciences, medicines, or related fields.
4 - 7 years of experience as an investment professional
Experience of atleast 3 completed transactions, with a meaningful contribution having conducted a proportion of the DD
Strong problem solving and analytical skills
Compelling written and oral communication skills and fluency in English as well as the ability to convey ideas to an Investment Committee with confidence and conviction
Ability to establish a work plan, identify and prioritize areas of due diligence.
Good transaction and investment judgement.
Why Join Forbion?
At Forbion, you will be part of one of the best performing and fastest growing funds - a high-performance culture of dynamic, ambitious, and professional colleagues where your work will have a tangible impact on the future of healthcare. O
We offer professional growth opportunities, demonstrated by the experiences of our General Partners, many of whom joined as Interns, Associates and Principals.
Application and Information
Please note that applications that do not meet the requirements will not be considered.
Application deadline is Tuesday 20th January.
Relocation to Boston is required if you are currently living elsewhere.
Auto-ApplyAssurance Senior Associate
Senior associate job in Dedham, MA
As a Senior Associate, you may serve as the engagement lead on specific client accounts, taking responsibility for pre-engagement planning, execution and final deliverables. You will develop detailed engagement work plans, illustrating budgets and schedules. You will begin to develop a thorough understanding of all audit and consulting services provided by the firm, and actively participate in proposals. In working with staff associates, including interns, you will provide regular performance coaching and feedback, while developing individual technical and industry skills.
Responsibilities
Skillfully and accurately perform financial and compliance audits
Prepare and reviewing audit work papers and adjusting trial balances
Analyzeand compiling financial statements into a written report to be presented to clients and coworkers
Continuously fosteri relationships with coworkers and clients
Qualifications
4 year Bachelor's degree in Accounting or a related business field
2-5 years of experience with a public accounting firm
Master's degree preferred
Licensed CPA or CPA candidate preferred
Understand and apply Excel skills
Demonstrate exceptional verbal and written communication skills
Work effectively and personably with clients and coworkers
About Waldron Rand
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm's practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm's successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
Portfolio Senior Associate
Senior associate job in Boston, MA
JobID: 210661394 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $150,000.00-$224,000.00 Portfolio Analyst 55ip's Quantitative Research & Development (R&D) team is seeking a dedicated professional to support the team's testing and operational needs. The ideal candidate will possess a strong understanding of market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned with investment strategies and perspectives, while also guaranteeing that organizational and infrastructure capabilities are robust enough to support the portfolio management process.
The successful candidate will be highly motivated, adept at problem-solving, and an effective team player eager to make a significant impact within the organization.
Responsibilities
* Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.
* Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.
* Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.
* Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financial objectives.
* Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.
* Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.
* Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.
* Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.
Requirements
* Bachelor's degree in Finance, Accounting, or Economics.
* Deep passion for financial markets and the investment management process.
* Strong attention to detail with the ability to conceptualize and comprehend complex financial data.
* Demonstrated interest in pursuing CFA and/or FRM certifications.
* Team player with a strong work ethic and a diligent, responsible personality.
* Collaborative nature, thriving on challenges in fast-paced, dynamic environments.
* Collaborative and cooperative approach with employees and management at all levels.
* Highest degree of integrity, motivation, and intellectual curiosity.
* Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.
* Ability to work with basic Python and statistical analysis.
* Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.
* Strong verbal and written communication skills.
* Proficient in Microsoft PowerPoint, Word.
* Proficient in investigating data issues using SQL.
* Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.
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 ******************
Auto-ApplySenior Associate Director, Employer Engagement
Senior associate job in Wellesley, MA
The Senior Associate Director, Employer Engagement in the Graduate Center for Career Development is responsible for building and managing employer relationships, identifying partnership opportunities and ensuring a high-quality experience for employers. This position will develop and lead innovative approaches and relationship driven partnerships that will showcase Babson's dynamic graduate talent for current and prospective employers. This will be done through programs such as Executives in Residence, hackathons, on campus recruiting, networking events and fall and spring career fairs. The Senior Associate Director, Employer Engagement will foster strong partnerships with career advisors for the internship and job readiness of graduate students from early career to mid-level professionals.
WHAT YOU WILL DO
Employer Outreach and Engagement:
Drive employer relations with companies who have hired, newly engaged with Grad CCD, and Babson College to focus on high-quality internship and full-time employment opportunities. Conduct site visits to local employers and strategize brand awareness activities.
Develop and manage national and global employer partnerships reflective of career outcomes and student interests.
Create employer communication outreach strategy, in collaboration with the Communication Manager. Oversee employer nurture campaigns, content development and analytics/reach in partnership with College Marketing.
Partner with Babson's Centers and Institutes, Experiential Learning, and Alumni and Friends to identify and leverage professional networks of alumni, founders, hiring managers and influencers to champion Babson talent, increase opportunities for students, and make Babson their school of choice.
Provide expertise in national and global employment trends, talent acquisition best practices and the use of AI in the screening to hiring process.
Deliver quality oversight of job approval process and vetting of employers and provide prospective employers with appropriate resources to establish new partnerships.
Work with director to plan annual spring EAB (Employer Advisory Board) meeting and end of year Employer and Alumni Recognition events.
Educate employers on master's programs and student populations, and maintain employer policies and procedures for recruiting and hiring Babson students; ensure inclusive hiring practices.
Facilitate Fall and Spring recruiting prep education for graduate students; participate in Grad CCD orientations and create and maintain a calendar of recruitment events for Graduate School departments.
Hold periodic office hours to answer industry and company-specific recruiting questions, and reinforce professional expectations for recruiting events.
Report on topics such as U.S. employer expectations, hiring trends and AI in recruiting to career advisors.
Partner with career advising team for industry specific employer partnerships for student industry clubs and graduate student council.
Lead bi-weekly corporate engagement meetings with Communication Manager and Business Analyst.
Data Management:
Guide operations team on tracking employer relations activity, event feedback, student participation, and success metrics.
Maintain a robust employer database and track engagement metrics using career services platforms (e.g., 12Twenty, Handshake or similar).
Shares key metrics to support colleagues and cross-institutional data reporting.
Evaluate employer engagement outcomes; regularly assess effectiveness of recruiting events and make data-informed recommendations.
Assume additional responsibilities as required.
YOUR TEAM WILL INCLUDE
N/A
WHAT EDUCATION AND SKILLS YOU WILL NEED
Master's degree, MBA preferred
A minimum of 8-10 years of relevant experience.
Skilled with Salesforce, experience with platforms such as Handshake, or 12Twenty.
Experience using Tableau and/or Power BI.
Experienced in employer engagement in higher education, and/or corporate recruiting.
Interpersonal communication, strong organizational skills and attention to detail.
Business development experience with strong writing and presentation skills.
Must have project management and strong computer skills including proficiency in Google Suite and Microsoft Office (Word, Excel, Access-particularly experience with data manipulation within databases, PowerPoint, etc.).
Must have a high comfort level with managing and running online video conferencing and web tools such as Webex, and Zoom.
Ability to work in a fast-paced environment, take initiative.
Envisions and proposes new methods to perform tasks that support innovation; takes thoughtful risks; and accepts new and ongoing initiatives, objectives, and solutions to gain sought-after results.
Anticipates and embraces change; demonstrates willingness to achieve, acquire, and utilize new skills and challenging tasks; and is flexible in changing conditions.
Must have strong technology skills including Microsoft Office (Word, Excel, GoogleSuite, PowerPoint and Outlook), Sales Force or comparable CRM systems.
HOW AND WHERE YOU WILL WORK
Requires some evening and occasional weekend work as well as some travel.
Must have had a valid unrestricted U.S. Driver's License for one year, and maintain throughout employment an insurable (as determined by the College's insurer's criteria) or a satisfactory driving record; must successfully complete and pass the College's vehicle training program within the first 60 days of employment; annual or more frequent review of employee's driving record based on the
College insurer's criteria; and safety training as required by management.
ADDITIONAL SKILLS YOU MAY HAVE
Experience in career management from industry or higher education a plus.
Coaching and advisory experience preferred.
Business background strongly preferred
This is an exempt position with the following pay range: $96,755-$107,506 depending on the candidate's experience; the role is also eligible for bonuses based on performance and budget.
Babson College offers a comprehensive benefits package for full-time employees working at least 28 hours per week.
Insurance Coverage: Medical, dental, vision, group life and long-term disability insurance, business travel accident insurance, and mental health benefits.
Time Off: Starting at 3 weeks of vacation annually, 2 weeks of sick time, 1 week of paid family illness time, 6 weeks of paid parental leave, and 12 paid holidays per year. President's holidays are determined each year.
Retirement: Participation in a 403(b) retirement plan with mandatory employee contributions and a 4:1 employer match.
Additional Benefits: Wellbeing programs, virtual fitness platform, and employee assistance program.
All questions or concerns about this posting should be directed to the Office of Human Resources at *************.
Auto-ApplySenior Associate Director of Gift Planning
Senior associate job in Boston, MA
About the Opportunity
The Sr. Associate Director of Gift Planning will be a key contributor to Northeastern University's gift planning team during an exciting time of growth. Working closely with a Director, Gift Planning and the OGP team, this position will actively build a portfolio of loyal donors and prospects with a goal of closing irrevocable and revocable planned gifts to maximize revenue to the university. Collaborating closely with all levels of development, the Sr. Associate Director of Gift Planning will employ planned gift strategies whenever possible to maximize the donors' potential and conduct joint visits with other development staff on a regular basis. As a member of the Office of Gift Planning, this position will leverage resources, knowledge and technical expertise specifically for the benefit of the university's fundraising efforts. Primary duties include: | Manage all aspects of the Donor Engagement Process (Identification, Cultivation, Solicitation and Stewardship) for a portfolio of 100-120 prospects with giving capacity of $100k-$500k | Act as the primary contact and collaborate with major gift officers at colleges within the Northeastern global campus network, assisting and advising with planned gift strategies so that maximum giving is achieved | Participate in gift planning training to other development staff | Serve as primary for responses resulting from specific gift planning marketing efforts with a focus on building pipeline discovery| Prepare planned giving illustrations and proposals.
MINIMUM QUALIFICATIONS
The qualified candidate will have a bachelor's degree and at least five to seven (5-7) years of gift planning or fundraising experience, or comparable work experience gained within the legal or financial planning professions.
Demonstrated, quantified success in securing planned gifts or visits is highly desirable.
Team player, able to relate effectively with all levels of staff, alumni and volunteers.
High level of self-confidence, creativity, enthusiasm, engagement, self-motivation and energy needed to achieve ambitious goals.
Ability to work independently in achieving activity and revenue goals.
Excellent oral and written communication and presentation skills.
Ability to share core values and mission with prospects and donors.
Willingness to travel as needed, including overnights and weekends, both within and outside the New England states.
RESPONSIBILITIES & ACCOUNTABILITIES
1) As an integral member of gift planning team, utilize all resources available to remain knowledgeable on current and pending legislative, tax and technical developments related to planned giving. Be familiar with all resources at hand in the Office of Gift Planning and use these resources to build a strong and effective gift planning program.
2) Build pool of qualified, cultivated planned giving donors.
Collaborate actively with development staff on joint visits to prospects where a planned gift could be employed.
Evaluate and identify prospects where a planned gift strategy could increase overall level of giving, and suggest appropriate strategies for these prospects.
Systematically initiate and conduct personal visits with loyal university donors to secure a bequest intention or suggest planned giving alternatives, as appropriate.
Assist with other projects for the Office of Gift Planning and other colleges as requested.
3) Utilize gift planning reporting systems and advancement data management systems (Salesforce) to identify leads, log activity, create call reports and progress reports, and maintain data integrity of prospect portfolio. Meet standard performance expectations (i.e. # of visits; joint visits; irrevocable gift and revocable gifts).
Position Type
Advancement
Additional Information
Northeastern University considers factors such as candidate work experience, education and skills when extending an offer.
Northeastern has a comprehensive benefits package for benefit eligible employees. This includes medical, vision, dental, paid time off, tuition assistance, wellness & life, retirement- as well as commuting & transportation. Visit ************************************* for more information.
All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
Compensation Grade/Pay Type:
112S
Expected Hiring Range:
$97,550.00 - $141,443.75
With the pay range(s) shown above, the starting salary will depend on several factors, which may include your education, experience, location, knowledge and expertise, and skills as well as a pay comparison to similarly-situated employees already in the role. Salary ranges are reviewed regularly and are subject to change.
Auto-ApplyConsumer Credit Risk Sr. Associate
Senior associate job in Providence, RI
Consumer Credit Risk Sr. AssociateCountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department.
Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies.
Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas.
Evaluates the adequacy and effectiveness of data, document retention, and monitors systems.
Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes.
Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments.
Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls.
Provides oversights on risk-management content/processes
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: Bachelor's Degree or equivalent work experience.
Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry.
Advanced Proficiency with SQL, Python and Power BI required.
Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry.
Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s).
Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures.
Demonstrated track record interacting with the regulators, external and internal audit.
Superior project management skills.
Excellent written and verbal communication.
Ability to interact with all levels of management, work independently and in a team environment.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$101,250.00 USD
Maximum:
$185,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Primary Location: Boston, MA, Boston
Other Locations: Massachusetts-Boston,Texas-Austin,New Jersey-Trenton,New York-Albany,Connecticut-Hartford,Florida-Tallahassee,Pennsylvania-Harrisburg,Rhode Island-Providence
Organization: Santander Holdings USA, Inc.
Auto-ApplySenior Associate, Planning & Allocation
Senior associate job in Boston, MA
This is a full-time position (40 hours/week) based in our Boston office. Attendance in-office is required Monday - Thursday, Friday is WFH optional. At Wayfair Planning and Allocation, we believe there is a white space in the brick-and-mortar market and an opportunity to create a differentiated retail experience that showcases the breadth and depth of our catalog. The Planning and Allocation team partners across the organization to maximize the customer experience when shopping in person at our expanding fleet of Physical Retail Stores. We work closely with Merchandising, Operations, and Inventory Management teams to drive availability and enticing assortment selections in stores, ensuring customers are able to shop and purchase the curated assortment they want to see.
Wayfair's Physical Retail team is seeking a highly motivated Senior Associate of Planning & Allocation who is comfortable operating in a fast paced and ambiguous environment for the Physical Retail P&A team to support the allocation of inventory to our stores. This role will partner with a variety of internal teams (Merchandising, Visual Merchandising, Marketing, Inventory Management) to support our Specialty Retail brands and execute the allocation strategy as we continue to scale stores across North America.
Responsibilities:
* Develop, execute, and refine allocation strategies to meet availability and turn goals while balancing sustainability and customer needs.
* Leverage data to identify assortment gaps, forecast demand, and independently action next steps (e.g., curating product tests based on market and competitor insights).
* Pivot allocation and inventory strategies when business priorities shift, ensuring alignment with higher-level goals and continuity of execution.
* Build trusting relationships with internal stakeholders (Supplier Inventory Management, Merchandising, Store Ops) by aligning on goals, sharing insights, and following through on commitments.
* Provide clear, concise, and audience-specific updates that highlight the "so what" behind business performance and recommendations.
* Identify opportunities to streamline and scale allocation processes, proactively building tools, dashboards, or workflows that improve efficiency across the team
* Take an 80/20 approach to prioritization, biasing toward action while maintaining focus on business outcomes.
* Conduct in-depth analyses using internal dashboards, competitive benchmarks, and market trends to inform allocation strategies.
* Track and report on KPIs, identifying performance gaps and leading action plans to address them.
* Use second-order questioning and advanced problem-solving to navigate complexity and uncover new business opportunities.
Requirements
* 3-5 years in an allocation, replenishment, or planning role within retail or a related analytical/operational function.
* Proven ability to independently own and drive allocation or inventory strategies with measurable business impact.
* Strong analytical toolkit with experience leveraging Excel/Google Sheets (pivots, formulas), GBQ and internal reporting systems to make data-driven decisions.
* Excellent written and verbal communication skills, with the ability to synthesize data into clear narratives and influence cross-functional partners.
* Demonstrated ability to prioritize workload autonomously, balancing execution speed with strategic depth.
* Bachelor's degree preferred in Supply Chain, Business, Analytics, Economics, or related fields.
* Retail experience strongly preferred; experience in Home or adjacent categories (general merchandise, consumer goods) is a plus.
Assistance for Individuals with Disabilities
Wayfair is fully committed to providing equal opportunities for all individuals, including individuals with disabilities. As part of this commitment, Wayfair will make reasonable accommodations to the known physical or mental limitations of qualified individuals with disabilities, unless doing so would impose an undue hardship on business operations. If you require a reasonable accommodation to participate in the job application or interview process, please let us know by completing our Accomodations for Applicants form.
Need Technical Assistance?
For more information about applying for a career at wayfair, visit our FAQ page here.
About Wayfair Inc.
Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking.
No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic.
Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.
Easy ApplySenior Regulatory Associate, Global Hardware Compliance
Senior associate job in Boston, MA
Job DescriptionAt WHOOP, we're on a mission to unlock human performance and healthspan. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives. WHOOP is seeking a Senior Regulatory Associate to lead global hardware product compliance initiatives that ensure our hardware meets the technical and legal standards required for global market access. You will drive the end-to-end process for certifications, safety approvals, and regulatory readiness, playing a key role in enabling WHOOP's expansion into new markets. This role is highly cross-functional, partnering with teams across Hardware, Legal, Operations, and Wholesale to deliver compliant, high-performing products worldwide.
RESPONSIBILITIES:
Drive the end-to-end certification process for WHOOP's consumer electronic hardware products across multiple global markets.
Coordinate regulatory diligence to identify required certifications by jurisdiction, including radio/telecom approvals, safety, EMC, battery, and environmental compliance.
Coordinate directly with testing labs, certification bodies, and local registered entities to obtain timely regulatory approvals.
Create and maintain project schedules to align product testing and certification with global market entry timelines.
Collaborate with engineering to prepare samples for testing and approval. Ensure designs and drawings are updated to meet the distributor requirements.
Maintain and regularly update a global compliance tracker, including certification status, renewal dates, and market-specific regulatory updates.
Partner with product, hardware, and supply chain teams to ensure both design and manufacturing processes adhere to country-specific regulatory standards.
Support go-to-market efforts by advising wholesale, legal, and operations teams on certification requirements for new market entry.
Participate in distributor and retailer discussions to determine the most efficient certification and importation models for each country or region.
Serve as the primary point of contact for compliance-related inquiries from external partners, providing required documentation and guidance as needed.
Work closely with legal and regulatory affairs teams to interpret evolving regulations and proactively mitigate compliance-related risks.
QUALIFICATIONS:
5+ years of experience in regulatory compliance or certification management for consumer electronic products.
Proven experience with international certification standards (e.g. FCC, CE, IC, TELEC, KC, RCM, etc.), as well as associated testing and approval processes.
Experience working with global certification bodies and registered importers across multiple jurisdictions.
Strong project management and organizational skills, capable of leading complex, multi-country certification efforts.
Excellent communication and stakeholder management skills; ability to translate complex regulatory details into actionable business insights.
Bachelor's degree required; technical discipline preferred.
Strong commitment to embracing and leveraging AI tools in day-to-day tasks, ensuring AI-assisted work aligns with the same high-quality standards as personal contributions.
This role is based in the WHOOP office located in Boston, MA. The successful candidate must be prepared to relocate if necessary to work out of the Boston, MA office.
Interested in the role, but don't meet every qualification? We encourage you to still apply! At WHOOP, we believe there is much more to a candidate than what is written on paper, and we value character as much as experience. As we continue to build a diverse and inclusive environment, we encourage anyone who is interested in this role to apply.
WHOOP is an Equal Opportunity Employer and participates in E-verify to determine employment eligibility. 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.
The WHOOP compensation philosophy is designed to attract, motivate, and retain exceptional talent by offering competitive base salaries, meaningful equity, and consistent pay practices that reflect our mission and core values.
At WHOOP, we view total compensation as the combination of base salary, equity, and benefits, with equity serving as a key differentiator that aligns our employees with the long-term success of the company and allows every member of our corporate team to own part of WHOOP and share in the company's long-term growth and success.
The U.S. base salary range for this full-time position is
$130,000 - $160,000. Salary ranges are determined by role, level, and location. Within each range, individual pay is based on factors such as job-related skills, experience, performance, and relevant education or training.
In addition to the base salary, the successful candidate will also receive benefits and a generous equity package..
These ranges may be modified in the future to reflect evolving market conditions and organizational needs. While most offers will typically fall toward the starting point of the range, total compensation will depend on the candidate's specific qualifications, expertise, and alignment with the role's requirements.
Learn more about
WHOOP
.
Sr. Associate, Business Management, Boston, MA
Senior associate job in Boston, MA
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Associate, Business Management plays a critical role in supporting strategic initiatives across Santander, specifically within the Payments organization. This position is responsible for conducting advanced data analysis, developing business cases, evaluating new market opportunities, and supporting operational improvements that influence senior-level decision making.
The ideal candidate brings a consulting-oriented approach, with experience in banking, payments, money movement, FX, and business intelligence, and is comfortable navigating complex datasets to produce clear, actionable insights.
This role offers a high level of exposure to senior leadership and plays an integral part in shaping the strategic direction of the Payments function within Santander. Candidates should be comfortable working in a fast-paced environment, managing multiple workstreams, and translating data into high-impact strategic insights.
Strategic Analysis & Business Case Development
* Conduct research, data gathering, and analytical assessments to support new business opportunities, operational enhancements, and change initiatives.
* Develop, structure, and evaluate business cases that justify new investments or strategic shifts.
* Translate complex data sets into meaningful insights, trends, and recommendations for executive stakeholders.
Cross-Functional Collaboration
* Partner with leaders and teams across the bank to understand strategic priorities, performance metrics, and reporting needs.
* Facilitate communication and alignment across multiple business units in a matrixed environment.
* Support cross-functional efforts including payment modernization, data strategy, and operational efficiency initiatives.
Reporting, Insights, & Business Intelligence
* Lead analytical efforts across the Payments organization, including KPI development, dashboard creation, and data visualization.
* Extract, organize, and validate data from multiple internal and external sources, with strong proficiency in BI tools such as Tableau, enterprise data environments such as Snowflake, and other analytics platforms.
* Develop clear and compelling performance reporting packages and executive presentations.
Project & Stakeholder Leadership
* Serve as a lead or key participant on strategic projects and initiatives.
* Provide guidance to junior staff and contribute to a culture of analytical rigor and collaboration.
* Support risk management considerations and help define mitigation approaches in partnership with internal stakeholders.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree or equivalent work experience: Finance, Accounting, Business Administration or equivalent field. - Required.
* 9+ Years Relevant business planning, project and financial experience. - Required.
* 9+ Years Experience working with complaint standards to include monitoring and evaluating. - Required.
* 9+ Years Experience working with Analytics and providing process recommendations. - Required.
* Strong background in analytics, data interpretation, and process improvement.
* Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other productivity tools.
* Strong communication skills with the ability to convey complex information clearly.
* Demonstrated ability to build relationships and influence stakeholders in a matrixed environment.
* Knowledge of banking products, services, processes, and risk management principles.
* Strong attention to detail and accuracy skills.
* Prior experience in management consulting or strategy roles supporting financial services institutions.
* Background in payments, money movement, FX, or transaction banking.
* Hands-on experience with Tableau, business intelligence platforms, and Snowflake or similar cloud data environments.
* Experience developing executive-ready business cases, financial models, and strategic recommendations.
* Familiarity with international or large cross-functional project environments.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$93,750.00 USD
Maximum:
$160,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplySr. Associate, Client Advisor
Senior associate job in Boston, MA
SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments.
This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor.
This role is based in Boston, MA or Portsmouth, NH.
Primary Responsibilities
Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.
Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client's goals.
Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis.
Assist with the development of client presentation materials and participate in client meetings when appropriate.
Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.
Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.
Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems.
Support the preparation of proposals and investment materials for prospects and existing clients.
Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency.
Qualifications
Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.
CFP or Masters in Financial Planning strongly preferred
4-5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.
Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.
Prior experience working with custodians such as Fidelity, Schwab, or Pershing.
Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).
Excellent organizational and communication skills; ability to present complex information clearly and professionally.
Detail-oriented and solutions-driven, with a high standard of client service and discretion.
Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision.
About SCS Financial
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
The annualized base pay range for this role is expected to be between $90,000-115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-SF1
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplyPortfolio Senior Associate
Senior associate job in Boston, MA
Portfolio Analyst
55ip's Quantitative Research & Development (R&D) team is seeking a dedicated professional to support the team's testing and operational needs. The ideal candidate will possess a strong understanding of market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned with investment strategies and perspectives, while also guaranteeing that organizational and infrastructure capabilities are robust enough to support the portfolio management process.
The successful candidate will be highly motivated, adept at problem-solving, and an effective team player eager to make a significant impact within the organization.
Responsibilities
Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.
Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.
Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.
Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financial objectives.
Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.
Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.
Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.
Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.
Requirements
Bachelor's degree in Finance, Accounting, or Economics.
Deep passion for financial markets and the investment management process.
Strong attention to detail with the ability to conceptualize and comprehend complex financial data.
Demonstrated interest in pursuing CFA and/or FRM certifications.
Team player with a strong work ethic and a diligent, responsible personality.
Collaborative nature, thriving on challenges in fast-paced, dynamic environments.
Collaborative and cooperative approach with employees and management at all levels.
Highest degree of integrity, motivation, and intellectual curiosity.
Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.
Ability to work with basic Python and statistical analysis.
Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.
Strong verbal and written communication skills.
Proficient in Microsoft PowerPoint, Word.
Proficient in investigating data issues using SQL.
Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.
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 ******************
Auto-Apply