State Street jobs

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Alpha Global Testing - Implementation Test Lead, VP
State Street 4.1
State Street job in Boston, MA
Who we are looking for We are looking for someone with a track record of success in testing within large, complex, client facing transformation programs. The Alpha Global Testing Practice is focused on the strategy, planning, execution, and overall management, of end-to-end platform testing during Alpha implementations in support of our clients, internal business units, and industry partners. These transformation programs are often multi-year and consist of complex business models and flows across front, middle, and back office, and the data that persists across the platform, our clients, and industry partners. The right candidate will have experience and proven success in managing senior client and internal stakeholders, overseeing, and driving complex project plans, managing change, understanding and testing data models, business workflow, and systems architecture. Why this role is important to us Alpha is the industry's first-ever global interoperable platform that connects the front, middle and back office under one provider. Thorough end-to-end testing of the Alpha platform and all applications, data, and operational workflows - across State Street, Charles River Development, our clients, and our partner organizations - is critical to accelerating implementation timelines, to providing reliable and consistent delivery of data and functionality, and to delivering a seamless and repeatable implementation experience for our clients. Join us if making your mark in an ever-changing, increasingly complex, and competitive industry is a challenge you are up for. What you will be responsible for This client facing role will be responsible for managing a client implementation program globally to onboard the client to State Street's Alpha platform, including: Representing State Street Alpha and presenting to clients on the testing journey, testing standards, and managing overall expectations at the onset and during the implementation Financial planning and resource management for the testing team including estimation, budget to actual, and change management Strategic thought leadership and active engagement in end-to-end implementation delivery model Senior client and internal stakeholder management Managing a global testing team of functional and automation testers who design, plan, and execute testing for all in scope workflows, data models/flows, and the overall platform architecture Adoption and continuous improvement of best practices and testing standards Managing creation and delivery of internal and client facing documents (client proposals, playbooks, test automation, test plans) Leading the planning and execution of all testing activities and providing regular status updates to senior leaders What we value The successful candidate must have excellent verbal, written and presentation skills, and understand global portfolio management and financial servicing; including portfolio construction, trading, compliance, and risk across all major asset classes. This position will have interaction with, and exposure to, the highest levels of executive management within State Street and within our clients' organizations. These skills will help you succeed in this role: Deep client engagement and expectation management across project life cycles Strong interest in global capital markets and quantitative investments Strong analytical and organizational skills Ability to work in a fast-paced, globally structured, and team-based environment, as well as the ability to work independently Experience in agile methodology and tools (e.g., JIRA, Confluence) preferred Electronic trading platforms experience is useful but not essential Experience in portfolio management theory and application is useful but not essential Risk management skills, especially those acquired at G-SIFI organizations and/or large public accounting firms Knowledge of key risk indicators, governance, oversight and escalation practices Presentation preparation and delivery for business risk committees and cross organizational, executive and board of directors' committees Strong execution management skills for delivery of programs and initiatives Ability to collaborate and work across multiple stakeholders Education & Preferred Qualifications Bachelor's degree or above 10+ years of financial and/or technology transformation experience 5+ years' experience leading and managing project teams consisting of employees, contractors, and partner organizations 5+ experience directly engaging clients at senior levels of their organizations About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Alpha is our front to back platform that powers better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: $130,000 - $212,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$130k-212.5k yearly Auto-Apply 60d+ ago
Outsourcing Compliance Advisory Analyst, Assistant Vice President, Hybrid
State Street 4.1
State Street job in Boston, MA or remote
Who we are looking for This role is part of Corporate Compliance and supports the Compliance Oversight Program for Global Third Party Management (Global Procurement and Third Party Risk Management) and Global Realty. The role reports into the Global Third Party Management and Global Realty Compliance Manager, Vice President. This position is well suited for an inquisitive individual with experience in business process analysis, control testing, interpretation of global outsourcing regulations and who has a strong interest in joining a top tier financial services firm and building their compliance knowledge. This role can be performed in a hybrid model, where you can balance work from home (1 day per week) and the Boston office (4 days per week) to match your needs and role requirements. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Outsourcing Compliance Advisory Analyst, AVP you will Support the administration and execution of the Compliance Oversight Program, meeting key deliverables. This includes designing and performing monitoring activities over the First Line of Defense through Compliance Advisory Reviews Monitor and analyze new and modified global regulatory changes that impact outsourcing and TPRM to support regulatory change analysis and potential impacts to State Street Perform risk assessments and analyze business processes to identify potential control gaps or weaknesses. Review compliance issue closure documentation Assist with the preparation of reporting to Compliance Senior Management and the Business Risk Committee Develop working relationships with other members of Compliance and Compliance leadership team and work collaboratively with the Business Risk Management Team What we value These skills will help you succeed in this role Demonstrates ability to assess internal control design and operating effectiveness Analyzes numerical data and other sources of information to make rational judgments from the available evidence and analysis Learns new tasks and commits information to memory quickly; gathers comprehensive information to support decision making; encourages an organizational learning approach (i.e. learns from successes and failures and seeks feedback) Strong organization skills Able to work collaboratively and professionally to obtain information from others Flexible, seeking to learn new processes and systems such as Archer, CUBE Technical Skills: Microsoft Office (Outlook, Word, PowerPoint, Excel); Share Point (Collaborate) Education & Preferred Qualifications Bachelor's degree or equivalent. JD preferred 6+ years of work experience related to financial services audit, compliance, and/or bank regulations. Salary Range: $80 000 - $132 500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$80k-132.5k yearly Auto-Apply 7d ago
JPMorgan Private Client Relationship Manager - Boston, MA
Jpmorganchase 4.8
Boston, MA job
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$83k-137k yearly est. Auto-Apply 45d ago
Regulatory Assurance Specialist
Northern Trust 4.6
Boston, MA job
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Summary Northern Trust is seeking a Regulatory Assurance Specialist to join our new Global Regulatory Change Management (GRCM) Department, reporting to the Head of Regulatory Assurance. In this role, you will lead and manage global regulatory assurance projects across the organization, ensuring compliance with all applicable regulations and industry standards. The successful candidate will provide strategic thought leadership in designing and executing the Regulatory Assurance Methodology (1LOD), with a strong focus on regulatory change. This is a high-impact opportunity to shape compliance strategies, engage with senior leaders and global regulators, and strengthen Northern Trust's position as a leader in regulatory excellence. Major Duties * Provide strategic leadership in designing and executing the Regulatory Assurance Methodology (1LOD) with a focus on regulatory change. * Lead and manage global regulatory assurance projects, including planning and conducting assurance reviews. * Identify and assess control gaps and regulatory risks as laws and regulations evolve. * Apply regulatory and technical expertise to evaluate compliance impacts of new rules, products, and services. * Collaborate with senior management and global regulators to communicate assurance results and compliance strategies. * Ensure consistent execution of the Regulatory Change Management Standard across the organization. * Drive continuous improvement through risk trend analysis, working groups, and process enhancements. * Manage assurance project pipelines and perform special projects as assigned. Knowledge & Skills * Bachelor's degree required. * 10+ years of experience in regulatory assurance, compliance risk management, or internal audit. * Professional certifications (CPA, CIA, CISA, ACA, ACCA) preferred Deep expertise in regulatory compliance within financial services, including financial and non-financial risk areas. * Strong understanding of corporate compliance programs and enterprise risk management frameworks. * Proven ability to lead complex projects and deliver results in an agile, fast-paced environment. * Exceptional analytical, organizational, and communication skills, including advanced report writing. * Leadership capabilities to set goals, manage resources, and influence stakeholders. #LI-MG1 #Hybrid Salary Range: $137,400 - 240,400 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
$80k-110k yearly est. Auto-Apply 15d ago
Technical Account Manager - Charles River Development
State Street 4.1
State Street job in Burlington, MA
Charles River Development (CRD), a State Street company, is growing and we are seeking a senior Technical Account Manager to join the team in our Boston and New Jersey locations. The award winning Charles River Investment Management System enables sound and efficient investing across all asset classes to our prestigious clients. We continue to be a market leading solution for investment managers across the Institutional investment, Wealth Management, Hedge Funds and Private Markets industries. We are looking for a dynamic, engaging and creative senior Technical Account Manager to work with our clients and help drive our continued growth. Job Description Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As a senior Technical Account Manager, you will be an essential part of the Client Management organization by leading our engagement with key stakeholders and the ultimate end users of our platform. As a Technical Account Manager you will be responsible for remaining current on the latest in CR IMS technology as well as best practices for deployment across our clients. You will leverage your experience with the Charles River IMS to work primarily with our clients' Portfolio Managers, Traders, Compliance Officers and Operations professionals, ensuring they get the most value from the platform. You will work closely with internal CRD groups such as Client Managers, Product Managers and Professional Services consultants to uncover ways to continuously improve our clients' experience with Charles River IMS. As part of the Client Management organization you will serve as eyes and ears on the ground, identifying needs and helping to ensure that CRD continues to deliver on the evolving demands of our sophisticated client base. As a senior Technical Account Manager, you will be expected to work in close coordination with your team as well as independently on client site. This is an important role within our Client Service organization and a great opportunity for the right person to express both technical product knowledge and an ability to develop relationships with client key stakeholders and end users. Key Responsibilities Charles River senior Technical Account Managers are expected to work closely with Client Managers to deliver product expertise to our clients, including: Demonstrating intellectual curiosity regarding CRD products, with the motivation to remain current on new product features and client applications Conducting functional demonstrations or high-level training for clients Identifying and delivering recommendations for client workflow improvements Collaborating with the Product teams to prioritize client enhancement requests after performing business analysis and evaluation Determining requirements for client product meetings and formulating the delivery approach with relevant account teams Assisting Client Management and Sales to identify new revenue opportunities including additional modules, services and/or formalized training Qualifications BA/BS degree in Finance, Technology or relevant discipline 15+ years' experience within the Financial Services /Software industry, in a project delivery or account management role, or similar 7+ year of hands-on experience with CRIMS in an implementation, support or technical capacity is a plus Prior Relationship / Client Management background is a plus Strong verbal and written communication skills including the ability to articulate issues, options and resolutions verbally and in writing Strong analytics and problem solving skills Demonstrated ability to foster relationships with product users Ability to multi-task and manage simultaneous priorities and client objectives independently Proven organizational skills and attention to detail Self-motivated with the ability to operate independently and as a member of a team Ability to travel to customer sites 20%-40% per calendar year Salary Range: $130,000 - $212,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$130k-212.5k yearly Auto-Apply 14d ago
Global Liquidity Management, Intraday Liquidity, Officer
State Street 4.1
State Street job in Boston, MA
Who we are looking for Global Liquidity Management (GLM) is part of the Global Treasury within the Finance organization with responsibility for managing the firm's liquidity risk. A primary focus of GLM is to analyze, measure, and manage the liquidity position and liquidity risk profile in order to ensure that State Street and its international entities can meet all contractual and contingent financial obligations through typical market cycles as well as periods of stress. Through meaningful, timely, transparent, multidimensional and globally harmonized measures, GLM provides key stakeholders the necessary transparency and understanding of the liquidity position, its risks and how liquidity can be affected and influenced. As part of GLM, you will enhance your technical, analytical, and leadership skills by working with teams across State Street's business lines to understand and help manage State Street's intraday liquidity risks. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Officer of Intraday Liquidity you will: Develop understanding of State Street's intraday liquidity risks and risk management processes Assist with model development and production processes including data analysis, model testing, and performance reporting Work with global teams across treasury, cash operations, and product specialists to implement optimization strategies to promote effective use of State Street's intraday liquidity Utilize analytical skills (e.g., Excel, Python, SQL, or similar tools) to automate repetitive tasks, enhance data analyses, and improve reporting efficiency Perform ad hoc and periodic analyses as needed by the business stakeholders, treasury leadership, model risk functions, and other groups Communicate liquidity and analytical concepts to technical and non-technical audiences What we value These skills will help you succeed in this role: Knowledge of US liquidity regulations with exposure to international markets an advantage Practical experience with working with large data sets in Excel or other analytical tools Excellent problem-solving and communication (written and verbal) skills Ability to multi-task, manage priorities, work independently while maintaining attention to detail and meet deadlines in a demanding and deadline-oriented environment Experience in preparing presentations for executive management and/or business partners Strong collaboration skills, working with business partners, risk functions, and corporate audit Education & Preferred Qualifications 3+ years of experience in treasury, consulting or related field Bachelor Degree in a related field (Finance, Economics, Applied Mathematics, Statistics) CFA or progress toward certification is a strong advantage About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $65,000 - $102,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$65k-102.5k yearly Auto-Apply 2d ago
Private Client Banker - Bedford, MA
Jpmorgan Chase & Co 4.8
Bedford, MA job
JobID: 210689052 JobSchedule: Full time JobShift: Day Base Pay/Salary: Bedford,MA $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$54k-128k yearly est. Auto-Apply 10d ago
Global Exchange Traded Funds Operations Control Manager
Jpmorgan Chase & Co 4.8
Boston, MA job
Join our dynamic team as a Global Exchange Traded Funds Operations Control Manager, where you'll drive impactful change and innovation in the Custody Exchange Traded Funds (ETF) space. This role offers unparalleled career growth and the opportunity to collaborate with global stakeholders, enhancing your skills in risk management and data visualization. Be part of a team that values proactive solutions and continuous improvement. As a Global Exchange Traded Funds Operations Control Manager within the Custody Exchange Traded Funds team, you will lead efforts to strengthen our control environment and mitigate operational risks by working closely with global partners to ensure effective risk governance. Your role is crucial in shaping a proactive risk culture, delivering exceptional client experiences, and driving strategic initiatives that enhance our operational framework. You will be at the forefront of operational excellence, utilizing advanced data visualization tools to analyze trends and implement best-in-class governance practices. Collaborate with cross-functional teams to drive intelligent automation, streamline processes, and ensure our operations are efficient and resilient. Your expertise will be key in coordinating audit and regulatory reviews, fostering a culture of transparency and accountability. Job Responsibilities: Lead proactive risk governance and perform root-cause analysis to identify and mitigate operational risks. Conduct targeted reviews and utilize Failure Mode & Effect Analysis (FMEA) to enhance control measures. Ensure controls are effectively designed and implemented, fostering a proactive risk culture. Analyze program-related data and develop reports to support business strategies. Participate in end-to-end process walkthroughs and develop CORE documentation. Manage control meetings, including agenda setting, action tracking, and closure. Oversee the implementation of intelligent automation tools to improve client experiences. Develop comprehensive operations risk metrics and trigger-based escalation processes. Coordinate audit, compliance, and regulatory interactions, implementing lessons learned. Utilize data visualization tools to analyze and present information effectively. Required Qualifications, Capabilities, and Skills: Bachelor's degree in any discipline. 10 or more years of industry experience, with exposure to ETF products . At least 5 years of controls and risk management experience. Strong analytical skills and ability to interpret complex data. Excellent written and verbal communication skills. Highly organized with the ability to manage competing demands. Strong knowledge of ETF and/or Custody operations. Proficiency in data visualization tools. Preferred Qualifications, Capabilities, and Skills: Experience in utilizing data quality, data visualization, and machine learning. Ability to develop and maintain a governance and control environment. Strong collaboration skills with global stakeholders. Experience in audit and regulatory review coordination. Required or Additional Information Visa sponsorship is not available for this position. Work schedules will vary within a full-time, 40-hour per week schedule. You must be willing to work during our operating hours, which may include evenings, weekends, and holidays. Specific information regarding work schedules will be provided by the recruiter.
$103k-131k yearly est. Auto-Apply 60d+ ago
Client Implementation Associate, Officer
State Street 4.1
State Street job in Boston, MA
As the Client Implementation Associate, you will: Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed Make adjustments to plan and execution, depending on external needs and internal business policies and standards Participate in or lead projects aimed at continually improving the firm's overall business processes Own, along with the Investment team, the process of implementing a client event from an investment perspective These skills will help you succeed in this role: Minimum 6 years' experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision-making process and bringing parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor's Degree required, with a CFA/MBA or equivalent experience preferred Salary Range: $65,000 - $102,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$65k-102.5k yearly Auto-Apply 24d ago
Quant Researcher & Developer
Jpmorganchase 4.8
Boston, MA job
Join Us at 55ip & Help the Wealth Management Industry Move Forward Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we've experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip. If we look a little different, it's because we are. We're entrepreneurs, product pros, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it. Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower is something else: hustle. That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect. As we enter an exciting new chapter as a separately-branded subsidiary of J.P. Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard. Overview The 55ip Quant team is looking for a quantitative professional to research, implement, test, and maintain the core algorithms of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. The ideal candidate has a background in optimization and statistical modules using software design constructs and tools. The candidate will be motivated, a problem solver, and an effective team player looking to make a significant impact in supporting research projects and who can grow as an independent researcher. Responsibilities The end-to-end research, development, and maintenance of investment algorithms Contribute to development and maintenance of optimization models Take part in building out the research and development framework Thoroughly vet investment algorithmic results Contribute to the research data platform design Investigate datasets for use in new or existing algorithms Participate in agile practices Liaise with stakeholders to gather & understand the functional requirements Take part in research & code reviews Develop code using high quality standards and best practices, conduct thorough end-to-end unit testing, and provide support during testing and post go-live Support research innovation through the creative and aggressive experimentation of cutting-edge hardware, advanced analytics, machine learning techniques, and other methods Collaborate with technology teams to ensure appropriate requirements, standards, and integration Requirements Experience in a quantitative role Proficient in Python, Git and Jira Professional experience with commercial optimizers (Gurobi, CPLEX) is a big plus Master's degree in computer science, computational mathematics, or financial engineering Excellent mathematical foundation and hands-on experience working in the finance industry Proficient in quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, etc. An understanding of or exposure to financial capital markets, various financial instruments (such as stocks, ETFs, Mutual Funds, etc.), and financial tools (such as Bloomberg, Reuters, etc.) Experience in direct-indexing products is a big plus Strong communication (written and oral) and analytical problem-solving skills Strong sense of attention to detail, pride in delivering high quality work and willingness to learn Knowledgeable in SQL Agility: Able to shift gears and react quickly to timely requests Hustle: Self-motivated, proactive, responsive-ability to think strategically but also willing to dig into the details and tactics About 55ip 55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at ******************
$75k-109k yearly est. Auto-Apply 60d+ ago
Technical Post Production Support Specialist / AVP - Wealth Management (API, ETL tool usage, Java and/or C# programming) Investment Trading Software - Charles River Development
State Street 4.1
State Street job in Boston, MA
Candidates must possess Front-Office Trading experience. What we are looking for The Post-Production Technical Support Specialist (PPTSS) supports customer post-go-live of the Charles River Investment Management Solution (CRIMS) product. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, testing technical workflows and resolving issues. The Specialist will liaise with other Charles River Support team and Product resources to troubleshoot application issues and to determine the optimal technical solution. The ideal candidate will have at least 3 to 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. This role is a highly technical role and spans XML messaging, Charles River web services API, ETL tool usage, Java and/or C# programming, and database administration tasks. Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for Java and C# programming Lead and manage multiple technical initiatives, potentially on multiple tasks simultaneously. Develop with a result-driven approach while maintaining tight schedules. Participate in functional and technical requirements gathering and review Create, test, and correct inbound and outbound interfaces Collaborate with team members including business analysts, project managers, and customer staff Serve as a technical expert in implementation or supporting projects What we value Java and C# programming Windows and Unix (Linux) Knowledge of ETL tools such as Kettle and Talend Familiar with at least one SCM (Perforce would be a plus) XML and XSLT Understanding of ERDs Tomcat configuration and optimization N-tier application architecture SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server Perl Self-motivated and Self-driven BS/MS in Computer Science or equivalent field. Ability to work in a dynamic, fast-paced, team environment. Experience in methodology-based solution delivery and managing customers' expectations. Problem solving skills and ability to recognize long term solutions across multiple projects. Must be detail-oriented and have the ability to multi-task. Self-starter, able to work both independently and as part of a team. Excellent communication skills (verbal and written); good interpersonal skills; ability to gather and understand requirements in the financial sector; solid client interaction skills. Strong preference Financial services industry experience Previous consulting background Previous OMS implementation experience System integration using ETL tools Experience with Azure and Snowflake Education & Preferred Qualifications: A BA/BS degree in a business or technical field including Finance, Economics, Engineering or Computer Science. A minimum of 5 + years of progressively responsible experience in the Financial / Software Services industry (Financial market information systems background preferred) The ability to travel to client sites throughout the United States and Canada as well as the ability to work effectively when remote from clients. Travel 10-15% About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity, and Social Responsibility. We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: Charles River Development Discover more at *************************** Salary Range: $90,000 - $142,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$90k-142.5k yearly Auto-Apply 32d ago
Treasury Management Officer - Commercial Banking
Jpmorgan Chase 4.8
Boston, MA job
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 6+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $161,500.00 - $235,000.00 / year
$161.5k-235k yearly 60d+ ago
Alternative Investment Services Bank Loans Operations, Senior Associate
State Street 4.1
State Street job in Quincy, MA
Why this role is important to us The team you will be joining is a part of Alternative Investment Services Bank Loans Operations. Private Credit gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Alternative Investment Services Bank Loans Operations, Senior Associate, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE's) by monitoring and processing custody related events to the fund's records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients Processing new trades and trade settlements on accounting records Daily reconciliation of cash balances Producing daily roll-forward proof of portfolio holdings and accrual information Preparing standard and ad hoc reporting for both internal and external customers Responding to customer queries on a daily basis Daily processing of bank loan notices as received from agent banks, Interact with the Investment Manager on their assigned portfolios, performing ad hoc requests and providing daily reporting per client specific guidelines The individual will work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation. During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures Research and track resolution exceptions and issues Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary Define and ensure successful completion of ad-hoc requests Escalate unresolved issues to management as required Perform daily or weekly reporting functions for the team's activities Ensure adherence to Standard Operating Procedures Keep up to date on broader internal/external business issues; applies knowledge across team Assist management in the implementation of new policies and procedures, participates in projects Assist with workflow management and technology enhancements., make suggestions to streamline operations Maintain knowledge of current alternative procedures and processes Support training of new hires as necessary Other tasks as needed. What we value These skills will help you succeed in this role Strong critical thinking, problem solving, and decision making skills Strong interpersonal skills and ethical decision making Ability to work in a team environment with emphasis on collaboration with both clients and other internal service teams. Education & Preferred Qualifications BS/BA degree required. Must have a minimum of 1-3 years of related experience, preferably in financial services industry Experience in working with Bank Loan asset class required Proficiency with Wall Street Office (WSO) Salary Range: $52,000 - $94,120 Annual The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$52k-94.1k yearly Auto-Apply 15d ago
Senior Java Application Developer, Assistant Vice President
State Street Corporation 4.1
State Street Corporation job in Boston, MA
Who we are looking for: The team develops sophisticated electronic trading systems handling hundreds of billions of dollars in AUM. The products are built on Java, Node.js and Oracle on the server side and modern web technologies on the front end. The product suite is expanding both vertically with new features and also horizontally into other businesses and new asset classes. We're also in a major re-architecture effort in adopting microservices architecture and AWS/Kubernetes. The ideal candidate is a senior Java developer with excellent JEE, messaging and database development experience. Knowledge and experience of microservices architecture and Kubernetes is highly desirable Why this role is important to us: Global Link, a division of State Street Global Market, is a leader in providing electronic trading platforms for multiple asset classes. Our platforms are used by 19 of the top 20 largest asset managers to execute trades, as well as manage post trade settlement processes. The team develops sophisticated electronic trading systems handling hundreds of billions of dollars in AUM. The products are built on Java, Node.js and Oracle on the server side and modern web technologies on the front end. The product suite is expanding both vertically with new features and also horizontally into other businesses and new asset classes. We're also in a major re-architecture effort in adopting microservices architecture and AWS/Kubernetes. What you will be responsible for: As Senior Java Application Developer, Assistant Vice President * Work with the team to define high-level technical requirements and architecture for the back-end services. * Develop new application features and enhance existing ones. * Develop relevant documentation and diagrams. * Work with other teams for deployment, testing, training and production support. * Integration with front-end development/services. * Ensure that development, coding, privacy and security standards are adhered to at all times. Qualifications: * Great knowledge and experience with core java 11+ and JEE technologies such as concurrency, JDBC, Spring, Hibernate/JPA etc. * Strong skills with Object Oriented design and code refactoring. Great knowledge and experience of functional and reactive programming (FRP) is highly desirable. * Write clean and quality code. * Great knowledge and experience with data modeling and database development (SQL, PL/SQL). * Good knowledge and experience of microservices architecture and Kubernetes. * Strong communication skills and work ethics. * Passionate about professional software development. Further Notes: * This is a hands-on developer positions within a small elite development team that moves very fast. * Among all technical skills, core java knowledge and experience as well as OO design skills is preference #1; JEE including JDBC, Spring, JPA/Hibernate #2; Microservices architecture and Kubernetes experience #3. * Knowledge and experience with messaging (RabbitMQ/Kafka), Redis, websocket is a big plus. This is an exciting opportunity for somebody to join a cutting-edge technology team with a product that is experiencing rapid growth. We offer competitive compensation package and flexible work hour. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $100,000 - $160,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$100k-160k yearly 4d ago
Alpha Services Business Risk Management Risk Advisor, Vice President
State Street 4.1
State Street job in Boston, MA
Who we are looking for Global Delivery Business Risk Management (GD BRM) is seeking a skilled Business Risk Manager to support Alpha Implementations leadership in identifying, assessing, and mitigating risks within the first line of defense (FLOD). The successful candidate will excel in a fast-paced environment and bring deep expertise in evaluating, implementing and enhancing risk processes and control environments. This role requires a collaborative mindset, strong analytical acumen and the ability to influence and provide risk leadership across diverse business teams and geographies. Why this role is important to us Having robust and effective risk management is integral to Global Delivery. As part of the GD BRM Business-Aligned Team, the VP will directly influence how we govern, manage and mitigate non-financial risks, improve control environments, ensure adherence to regulatory expectations and drive continuous improvement in alignment with the organization's Risk Excellence objectives. What you will be responsible for BRM BU-Aligned lead overseeing Alpha Implementations function, ensuring robust risk oversight and proactive engagement across operations activities. Build and maintain effective partnerships with senior leaders in Alpha Implementations and broader GD functional teams to drive strong governance and operational risk management within the first line of defense. Ensure timely escalation of key risks, control gaps, and issues, and recommend actionable solutions to mitigate risks outside of tolerance. Provide oversight and direction in managing incidents and issues related to Alpha Implementations. Collaborate with operational teams to identify opportunities to improve risk mitigation strategies and advise on the design and application of effective controls, procedures, and best practices. Execute core business risk initiatives and programs to reduce non-financial risks, strengthen and streamline implementation processes and control environments, and proactively address emerging risks and underlying causes. Manage and facilitate effective risk and control governance forums aligned with the GD governance framework. Collaborate with operational teams to establish metrics that surface risk themes and deliver actionable insights for informed, data-driven decision-making. Implement and oversee strong risk management processes and frameworks tailored to Alpha Implementations, in alignment with State Street and GD's methodology and global practices. Work with the business to ensure adherence to policies and standards. Provide guidance and support during regulatory and audit engagements, including SOX/SOC assessments and targeted assurance reviews relevant to Alpha Implementations. Partner with second and third line of defense teams to ensure alignment with enterprise-wide risk management and control objectives. What we value These skills will help you succeed in this role: Exceptional verbal and written communication skills, with the ability to articulate complex concepts and risk themes clearly to senior management, and to synthesize information concisely and appropriately for executive-level audiences. Strong organizational awareness with the ability to facilitate and resolve conflicts, make informed and risk-optimized decisions under pressure, and effectively influence stakeholders across all levels of the organization. Proven ability to build and sustain collaborative relationships across functions and levels, fostering trust, collaboration and alignment among diverse stakeholders. High attention to detail and a propensity to promptly drive issues toward resolution. Ability to manage competing priorities through effective planning, organization, and execution. Strong team player who demonstrates respect, inclusivity, and a commitment to collective success. Education & Preferred Qualifications Minimum of 12 years proven experience in financial services with strong background in at least one of the following areas - non-financial risk management and frameworks, internal control design, assurance or audit functions. Bachelor's degree in Management, Accounting, Risk Management, or a related field preferable. Salary Range: $130,000 - $212,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$130k-212.5k yearly Auto-Apply 22d ago
Client Trading, Senior Associate - State Street Senior Associate
State Street 4.1
State Street job in Quincy, MA
State Street Investment Management, the asset management division of State Street Corporation is actively hiring a Client Trading Senior Associate. This Associate level position will report to the Client Trading Manager in the corporate headquarters at the Channel Center Building in Boston The Client Trading Senior Associate works closely with Client Trading management, portfolio managers, operations teams, custody teams, and other internal and external clients. The associate is expected to be proactive; solutions oriented and demonstrate sound judgment on issue escalation and resolution Job Responsibilities: Apply understanding of complex internal structures and context surrounding information being processed to perform daily activities Respond to and resolve complex issues on a case by case basis in a timely manner following established operating procedures Assist Associates on resolving more complex issues and escalate to senior management as required Input trades and audit appropriately to our Cash Portal trade system Participates in team projects as requested by management Develops and implements new initiatives and assists with process re-engineering and systems integrations Ensure team is achieving accuracy and meeting pre-determined deadlines to meet internal and external standards Maintain working knowledge of overall process operating model and assist with deployment of operational changes Provide performance feedback to manager for input into My Workday Resolve issues and prioritize actions in the absence of the direct manager Prepare and coordinate cash movement with custodians Conform with the 'risk' escalation chain e.g. for operational issues and suspicious transactions Perform other duties as needed Qualifications: Bachelor's degree in Business, Finance, or equivalent work experience Minimum 2-4 years in financial services Work experience or demonstrated ability for strong time management capabilities Math and STEM background preferred Ability to work in a complex, global, fast-paced environment and deliver solid action-oriented results quickly. Team player able to work effectively at all levels of an organization Excellent collaborative, interpersonal, organizational, and communication skills (written and verbal) Strong problem resolution and analytical skills Local presence conducive to commuting to the State Street Quincy office 4 times per week Salary Range: $52,000 - $75,400 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$52k-75.4k yearly Auto-Apply 42d ago
Infrastructure Engineering
State Street Corporation 4.1
State Street Corporation job in Boston, MA
Infrastructure Engineering (State Street Bank and Trust Company; Boston, MA): Will be a SharePoint & Box subject matter expert to provide expertise and leadership in the technical design, solutioning and resiliency of these primary tools within Collaboration Services. Working with the tower lead & architects, this person will be primarily responsible for leading the Engineering program related to these tools; The future state, design, documentation and interdependencies of solutions within these platforms is the core focus. Specific duties of the position include: Develop solutions that meet business and technical requirements for associated platforms; Work directly with engineering, operations and change management teams to implement solutions designs; Modernize State Street's primary file repository & collaboration landing zones; Drive product solutions to the cloud; Work with Security & Compliance teams to ensure products and associated applications meet requirements; Work with cyber security teams to mitigate risky activity within the environment; Own solution and engineering documentation; Prepare for, and take part in, internal audit activities; Conduct bi-annual reviews of internal documentation and processes, create remediation plans based on findings; Implement automations for repeatable tasks; Liaise with the Collaboration Services Center of Excellence team in order to build repeatable / scalable product solutions for internal customers; Work with management and the strategy team to define long term solution & environment roadmaps; Provide L5 support in the event of major incidents; Working with engineering, develop streamlined and automated Service Now & SailPoint workflows; and Work to reduce tech debt; routinely look for and offer up rationalization proposals. Telecommuting from within the U.S. permitted pursuant to Company policy. Minimum Requirements: Bachelor's degree or its equivalent in Computer Science or related field; plus 5 years of experience as Solutions Architect or any occupation/title providing experience developing SharePoint or Box solutions. Total Experience Must Include: SharePoint / Microsoft MS-300, or SC-400 and MS Teamwork Admin certifications, or 4 years of experience as a SharePoint Administrator. Must Also Have: Detailed understanding of SharePoint and Box product lines; Demonstrated ability to work independently as well as lead others toward a common goal; Demonstrated ability with PowerShell / Power Automate & Python and / or similar scripting tools; Demonstrated deep understanding of data retention policies; Proven technical knowledge regarding conditional access; Proven self-starter who is a detailed and organized critical thinker and problem solver; Respected leader with the ability to influence and represent perspectives of others; and Effective verbal and written communication skills. (Unless otherwise indicated, State Street is seeking the stated ability in the skills listed above with no specific number of years or amount of experience required. All experience can be gained concurrently.) Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** To apply to this position, you must click the "Apply" button on this page and complete the online application. An EOE. #LI-DNI Salary Range: $146 806 - $180 000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$146.8k-180k yearly 4d ago
Wealth Platform Strategy - Research and Development, VP
State Street Corporation 4.1
State Street Corporation job in Boston, MA
Who we are looking for The Vice President for Wealth R&D will lead the end-to-end definition, development and execution of solutions targeting the wealth management segment. We aim to develop the first globally trusted, scalable, technology-led platform meeting the emerging needs of fintechs, advisors, and individuals. We believe that State Street is uniquely positioned to create a differentiated offering by leveraging our ecosystem of market leading software and services across the front to back office. This role will work closely with the Managing Director and external partners to define and bring to market end-to-end solutions with seamless integration across the value chain, providing an easy, efficient and frictionless workflow. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Vice President for Wealth Research and Development you will * Develop and execute the strategy for end-to-end solutions targeted towards the wealth segment * Identify potential partners and evaluate feasibility of partnership opportunity * Collaborate with cross-functional teams to ensure alignment with client needs and strategic objectives * Manage the design and delivery of proof-of-concept initiatives, and oversee their implementation into scalable solutions * Coordinate with external partners and internal stakeholders to address gaps and enhance interoperability across platforms. * Provide subject matter expertise on private market solutions tailored for wealth advisors and clients What we value These skills will help you succeed in this role * 10+ years of experience wealth management, investment technology or private markets, with a proven track record of innovation and execution * Experience gained in serving the technology needs of Private Banks, Family Offices, and other wealth subsegments. * Proven track record of delivering end-to-end solutions for complex financial services projects. * Expertise in end-to-end system integration: Skilled in mapping data workflows, resolving system gaps, and ensuring seamless integrations across wealth platforms. * Strong understanding of wealth management platforms and regulatory considerations. * Expertise in project management, business strategy, and financial technology integration. * Excellent communication and interpersonal skills with a consultative approach to problem-solving. Education & Preferred Qualifications * Bachelor's degree in Business Administration, Computer Science, Engineering, Mathematics and Physics or other technical course of study required. * MBA or MS degree strongly preferred * CFA or similar investment management licensing/certification desired. * Authoritative knowledge and experience within wealth and / or institutional asset management with demonstrable experience in private markets. * Ten plus (10+) years related work experience in wealth, asset management and/or FinTech. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $130,000 - $212,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$130k-212.5k yearly 4d ago
2026 JPMorganChase Fellowship Program- Commercial & Investment Banking- Commercial & Specialized Industries (C&SI) Track
Jpmorganchase 4.8
Boston, MA job
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in the Commercial & Investment Banking - Commercial & Specialized Industries (C&SI) Track, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills Sophomore standing (expected graduation date of December 2027 through Summer 2028) Attends college/university in the U.S. (all majors considered) in good standing Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Charlotte, NC Dallas, TX Boston, MA Los Angeles, CA Denver, CO Indianapolis, IN Fellows will have an opportunity to select up to three location preferences in their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Commercial & Specialized Industries (C&SI) In the Commercial & Specialized Industries track, you will spend a portion of the Program learning how we provide credit, cash management, capital markets, and corporate finance advisory solutions to mid-sized corporations, municipalities, and nonprofits. The Commercial & Specialized Industries group supports clients in various industries ranging from $20MM to $2B in revenue, as well as municipalities, and not-for-profit entities. Read more about Commercial Banking here. Recommended Coursework: Financial Accounting or other course providing foundational knowledge of financial statements, accounting principles, and how businesses track and report financial performance. Cover topics such as capital budgeting, financial analysis, risk management, and funding strategies, all essential for understanding business lending and credit in a Corporate Finance course. Statistics or Data Analysis equips students with quantitative skills to analyze financial data, assess credit risk, and make informed decisions based on numerical information. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$78k-130k yearly est. Auto-Apply 22d ago
Part Time (20 Hours) Associate Banker, (New Build) Falmouth Cape Cod, Falmouth, MA
Jpmorgan Chase Bank, N.A 4.8
Falmouth, MA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Falmouth,MA $22.50 - $27.60 / hour
$22.5-27.6 hourly 2d ago

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Updated December 3, 2025

Zippia gives an in-depth look into the details of State Street, including salaries, political affiliations, employee data, and more, in order to inform job seekers about State Street. The employee data is based on information from people who have self-reported their past or current employments at State Street. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by State Street. The data presented on this page does not represent the view of State Street and its employees or that of Zippia.

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2026 JPMorganChase Fellowship Program- Commercial & Investment Banking- Commercial & Specialized Industries (C&SI) Track

Part Time (20 Hours) Associate Banker, (New Build) Falmouth Cape Cod, Falmouth, MA