Experience Owner - Housing Experience
Boston, MA jobs
This is a contract-based employment opportunity
The Executive Office of Housing and Livable Communities (EOHLC) was established in 2023. Its creation reflected the Commonwealth's focus on housing, elevating the organization from a division (DHCD) to an executive office reporting directly to the Governor. EOHLC works to create more homes and lower housing costs for Massachusetts residents. We administer programs focused on housing production, housing affordability, fairness and equity in housing opportunity, emergency and transitional housing and financial supports, and home energy affordability, among other areas.
Are you interested in helping people in Massachusetts find and secure affordable housing? The Executive Office of Housing and Livable Communities (EOHLC) is hiring an Experience Owner to develop and iteratively improve the renter's experience of learning about, applying for, and gaining access to private affordable housing, as well as the property owner and municipal experience of offering and filling affordable housing opportunities. In this full-time contract role, you will translate the team's high-level strategy into an actionable plan that spans policy development, technology, process definition, and more.
This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed.
Duties and Responsibilities:
Co-develop a long-term and near-term vision for the Common Application for Affordable Housing (Common App) in partnership with the project's Experience Research Design Lead, including a front-end applicant experience and back-end property manager experience.
Serve as the project's policy and business lead, identifying laws, policies and operational procedures related to Private Affordable Housing that need to be clarified, updated, or created to successfully fulfill on completing this project. This will include conducting audience research, gathering input, and drafting policy proposals, and business process documentation.
Develop and manage the implementation plan, ensuring cross-disciplinary teams are working together towards strategic milestones that ladder up to the long-term vision. The implementation plan will include coordinating work across research, design, policy development, operations, technology, procurement, legal, and more.
Map and proactively manage complex stakeholder groups including HLC and other state agency staff, prospective renters, housing developers, property managers, advocacy organizations, municipal representatives, software vendors and others. Act as primary point of contact for the initiative.
Partner closely with an Experience Design and Research Lead to address key research questions, generate solutions, prototype concepts and advocate for user needs.
Partner with agency stakeholders to understand policies, technology systems, business needs, and other constraints to inform the implementation plan.
Partner with IT Project Manager to develop strategy for technology procurement and advise vendor work.
Measure impact of work and prioritize improvements to the experience based on data.
Act as a change agent within Housing and Livable Communities by advocating for agile development and data-driven decision-making.
Preferred Knowledge, Skills & Abilities:
7+ years of professional experience in product management or program management leading multi-disciplinary teams achieving complex policy implementation projects, preferably with IT components as part of the solutioning
Deep understanding of policymaking and implementation within government, with experience evaluating and crafting policy, and/or experience working alongside policy experts
Experience launching new services and translating high-level strategy into actionable plans that take into consideration complex stakeholder dynamics
Demonstrated flexibility, curiosity, and patience in navigating highly regulated
Outstanding communication, storytelling, facilitation, and change management skills
Demonstrated ability to break work into smaller increments
Drive to serve the end user and focus on user needs
Ability to anticipate and address roadblocks
Experience identifying metrics and using data to make programmatic decisions and process changes
Strong preference for direct experience in the housing field
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Salesforce Enterprise Architect
Boston, MA jobs
This is a contract-based employment opportunity
About the Executive Office of Housing and Livable Communities:
The Executive Office of Housing and Livable Communities (EOHLC) was established as a Secretariat in 2023 by the Healey-Driscoll Administration to create more homes and lower housing costs for Massachusetts residents. EOHLC's mission is to advance innovative solutions to provide safe, accessible, affordable, and environmentally sustainable housing for all residents and to support the growth of vibrant, livable communities throughout the Commonwealth. EOHLC offers programs to help prevent homelessness and to help people afford housing. It also offers housing programs and financial assistance for municipalities, local housing authorities, non-profit organizations, and developers.
Position Summary:
EOHLC IT is seeking a highly skilled Salesforce Enterprise Architect with 10+ years of hands-on Salesforce experience. This role will provide strong technical leadership, guide internal development teams, oversee technical deliverables, collaborate with multiple vendors, ensure code quality, drive integration work, and lead the full release management lifecycle with expert-level Copado knowledge.
We manage a single Salesforce org that leverages Public Sector Solutions (PSS) to support critical housing benefits, case management, and grant management programs. Our landscape includes multiple integrated systems and requires strong coordination, as development is carried out by three external implementation partners in parallel with internal technical resources. The Salesforce Enterprise Architect must be able to operate effectively in this multi-vendor environment, ensuring architectural consistency, quality control, and alignment across all teams.
The Salesforce Enterprise Architect will work closely with the Project Managers to ensure technical requirements, timelines, dependencies, and deliverables are clearly communicated and successfully executed. This position reports directly to the Director of Information Technology Development.
This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed.
Duties and Responsibilities:
Lead the overall Salesforce technical architecture, solution design, and development strategy across the organization.
Provide technical leadership, guidance, and oversight to internal Salesforce developers and admins, ensuring best practices, code quality, and consistency across teams.
Collaborate with cross-functional teams, multiple vendors, and business stakeholders to translate requirements into scalable, maintainable solutions.
Design, build, and enhance Salesforce applications using Apex, LWC, Visualforce, Flows, OmniStudio, OmniScript, and advanced Salesforce configuration.
Review, approve, and mentor others on Apex, LWC, Visualforce, Flows, OmniScript, integration patterns, and configurable Salesforce development approaches.
Monitor and track all development activities across internal teams to ensure alignment with architectural standards, timelines, and quality goals.
Lead the integration of Salesforce with Snowflake, ensuring a scalable and secure data flow across systems.
Architect and implement integrations using REST/SOAP APIs, middleware, ETL tools, and third-party systems.
Oversee environment strategy, sandbox management, version control, metadata deployments, and CI/CD processes using Copado.
Own release management activities including pipeline governance, promotion strategy, quality checks, and coordination with vendors and internal teams.
Partner with the Project managers to ensure technical deliverables, risks, dependencies, and project expectations are clearly documented and communicated.
Perform advanced Salesforce administration, including user roles, profiles, security, permission sets, data integrity, and system monitoring.
Conduct technical audits of automation, code, OmniScripts, integrations, and system configuration to identify improvements or risks.
Produce and maintain high-quality technical documentation including architecture diagrams, design specifications, and deployment notes.
Stay up to date on Salesforce releases, enhancements, and industry best practices and proactively recommend platform improvements.
Preferred Knowledge, Skills, and Abilities:
Minimum ten (10) years of experience in Salesforce development and architecture.
Eight (8) plus years designing and implementing complex integrations with APIs, middleware, or ETL platforms.
Proven ability to lead and mentor other developers and manage technical delivery across multiple teams.
Demonstrated experience working with multiple vendors on enterprise scale applications and projects.
Strong hands-on experience with Apex, Visualforce, Lightning Web Components (LWC), SOQL/SOSL, Flows, OmniScript/OmniStudio, and Salesforce automation.
Expert-level experience with Copado, CI/CD pipelines, branching strategy, and release management.
Strong understanding of Salesforce architecture, security model, data modeling, and integration patterns.
Strong understanding of Salesforce sharing rules, security architecture, and SSO implementation
Experience in data modeling, data management best practices, and enterprise-level reporting strategies
Excellent communication skills with the ability to work with both technical and non-technical stakeholders.
Ability to work independently, manage multiple priorities, and drive solutions from design through deployment.
Salesforce certifications (Developer, Architect, Admin) strongly preferred.
Experience with MuleSoft for API-led integrations, system orchestration, and enterprise connectivity is preferred.
CRM Support Specialist (Redtail)
Waltham, MA jobs
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week!
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From competitive bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week!
We're looking for a CRM Support Specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM systems, specifically Redtail? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.
Key Responsibilities
Providing white-glove, first-level support to our CRM users with a focus on Redtail, particularly Commonwealth advisors and their staff
Prioritizing and processing help requests to identify and resolve support issues
Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment
Core Strengths and Skills
Familiarity and knowledge of the Redtail CRM System
Strong customer service mindset and communication skills ensure the customer experience is paramount
Patience and capability to walk users through best practices
Experience with Microsoft Office365 functionality and troubleshooting
Knowledge of Active Directory, Azure/Entra, and on-prem domain environments
Experience in providing mobile device support (iOS, Android)
Additional Skills and Knowledge
3+ years working in a technical support role
CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Experience in a tech services or similar help desk onsite role a plus
Please note: This is a full-time opportunity, working 8:30 a.m. - 5:00 p.m. EST with a 30-minute lunch break.
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min USD $65,900.00/Yr. Max USD $79,100.00/Yr.
Auto-ApplyKey Account Representative
Boston, MA jobs
**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.**
**The Impact You'll Make in this Role**
As a Key Account Representative you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ Being accountable for Precision Grinding and Finishing (PG&F/ASD) forecast attainment within supported Key Accounts
+ Developing Customers and processes to drive growth of PG&F Business
+ Responsible for collaborating with ASD US Subsidiary, PG&F Sales Director to execute key ASD/PG&F growth programs and NPI penetration strategies.
+ Supporting ISMC National Account Team on strategic PG&F growth initiatives
+ Developing strategic growth plans for key PG&F markets and end-user customers in region.
**Company Vehicle**
This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree or higher (completed and verified prior to start) from an accredited institution
+ Three (3) years of selling Abrasives in a private, public, government or military environment
+ Current, valid Driver's License
Additional qualifications that could help you succeed even further in this role include:
+ Expertise in Precision Grinding and Finishing abrasive portfolio and systems.
+ Experience with abrasive specific industrial safety regulations.
+ Experience in managing key accounts.
+ Experience in contract negotiations.
+ Strong track record of collaboration.
**Location:** Remote Based- Midwest and Northeast Area
**Travel:** May include up to 75% domestic
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only:The expected compensation range for this position is $142,479 - $174,141, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 12/05/2025 To 01/04/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Commercial Banker
Boston, MA jobs
Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and locals. This position will be responsible for developing existing relationships and originating new relationships which result in deposit and lending growth for the union sector and other strategic areas as determined by bank leadership. Success in this position is measured in part against individualized annual deposit and lending growth goals as well as other key performance indicators as determined by leadership. As such, the ideal candidate will come to the position with a deep understanding and knowledge of the union and organized labor sector.
Further, this position will be responsible for managing some of the most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer service and financial partnership to the sector's clients. The candidate will develop and maintain expertise in customer, industry and market conditions that support the development of long-term trusted partnerships across Amalgamated Bank's impact areas, with a particular focus on unions.
This candidate will have knowledge of (or be able to develop expertise in the position with) structuring credit facilities in support of the union sector and other affiliated organizations. The position will be responsible for working with the underwriting teams to structure loans that demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position will also be required to partner with the portfolio management team in the ongoing compliance of and manage the renewal of loans in the existing portfolio.
The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets to build new customer relationships as well coordinate the expansion of existing relationships.
A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions and industry events. This position will be accountable for the day-to-day work of the Account Executive team assigned to manage the union sector's daily banking activity.
Essential Job Functions:
Achieve the deposit and lending annual growth goals.
Identify and develop new business relationships with customers.
Grow existing customer relationships through cross-sales with other bank teams.
A strong working knowledge of the key performance indicators and underlying financials of unions.
Work with internal commercial banking support functions to effectively manage existing as well as new client relationships.
Maintain a strong understanding of Amalgamated Bank's commercial treasury management suite of product and services.
Work closely with critical industry partners including trade/network organizations, consultants, and mission aligned service organizations to assist in driving new business aligned with Amalgamated Bank's strategic objectives.
Understand and execute senior management sales objectives nationally as well as within the New England Region.
Stay current with national, regional and local industry trends that may impact customer financial needs.
Work closely with the lending and credit risk teams within the Bank to develop, structure and assist the underwriting teams with new loans.
Work closely with the portfolio management team within the Bank to assure that existing loans are in compliance.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements :
Experience building and maintaining relationships with customers and prospects in Amalgamated Bank's focus areas.
Understanding of the unique needs and characteristics of union clients.
Proven track record of individual excellence in sales or in similar goals-based environment.
Proven organizational skills: able to work independently and be detail oriented.
Ability to work with peers and lead teams across the institution on diverse projects and in support of client relationships.
Strong credit and financial analysis skills.
Bachelor's degree or equivalent experience.
Strong verbal, written, inter-personal and public presentation skills.
Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $165,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
Auto-ApplyMembership & Development Assistant
Quincy, MA jobs
Job Description
Membership & Development Assistant
About The 100 Club of Massachusetts
The 100 Club of Massachusetts is a nonprofit organization committed to supporting the families of fallen active-duty police officers and firefighters across the Commonwealth. Through financial assistance, scholarships, and a strong network of community support, we stand with those who have paid the ultimate sacrifice.
Position Overview
The Membership & Development Assistant plays a key support role in the day-to-day operations of the organization with a focus on member relations, member and community outreach, event coordination, fundraising/development initiatives, and general administration. Reporting to the Director of Operations (50%) and the Executive Director (50%), this role supports key development and member/donor engagement activities.
This is an excellent opportunity for an early-career professional with a passion for mission-driven work, strong organizational skills, a commitment to our first responder community, and a desire to grow in the nonprofit and fundraising fields.
Key Responsibilities
Administration and Membership Operations (50%)
Serve as the initial point of contact for members, donors, and general inquiries via phone, email, and mail, working closely with the Director of Operations to ensure positive member and donor experiences, communications, and follow-up.
Process new and renewal memberships, donations, and corporate sponsorships, accurately entering information (including all member/donor communications) into the CRM/database and ensuring timely mailing of acknowledgements and membership materials.
Serve as the key database administrator, ensuring all data is coded accurately and running reports as needed.
Manage the inventory and fulfillment/distribution process for membership cards, decals, t-shirts, and other member "swag" and manage all member and other mailings.
Provide administrative/logistics support for regular outreach to fire and police departments, including "First Responder Fridays" on-site at police/fire stations, the 100Club's Fire/Police "Ambassador" program, the annual statewide Brew Pub Tour and other member/community events.
As needed, staff Hundred Club tables at statewide/regional conferences, meetings, golf tournaments, and other events.
Assist in planning and staffing events honoring or supporting first responders and their families.
Identify potential opportunities for volunteer and intern engagement and recruit/supervise as necessary.
Development & Fundraising Support (50%)
Support the Executive Director with scheduling donor and other meetings, preparing briefing materials, and managing follow-up scheduling and communications with donors and supporters.
Spearhead internal team meeting agendas and follow up on project tasks and timelines with team members.
Support the Executive Director in scheduling and managing Development Committee meetings, including drafting agendas and taking minutes.
Support execution of annual campaigns, appeals, and donor engagement strategies as well as support for fundraising events including but not limited to the Bruins BFIT Challenge and Falmouth Road Race.
Prepare/run regular reports (using both the CRM and excel spreadsheets) to support Executive Director in tracking strategic goals, including membership and donations.
Support the development and recruitment of a "Young Professionals Board" and related activities, communications, and events
Assist with other administrative fundraising tasks, as needed.
Qualifications
Bachelor's degree preferred.
1 - 3 years of experience in membership services, event coordination, fundraising and/or administrative support required.
Prior experience working with a donor or member management database (e.g. Salesforce, Bloomerang, DonorPerfect) required.
Proficiency with Microsoft Suite, particularly Excel and Word required.
Experience in a non-profit setting preferred.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Comfort working independently and as part of a small team.
Ability to represent the organization professionally and enthusiastically in public.
Massachusetts residency, valid driver's license, and access to reliable transportation for occasional in-state travel is required.
Personal commitment to and appreciation for the first responder community is essential.
Work Environment & Compensation
This is a full-time, 40-hour-per-week, non-exempt position, with some flexibility for remote work.
Occasional evening or weekend hours required for events or outreach.
Salary Range: $24.00 - $27.00 per hour (when annualized, $50,000-$57,000), commensurate with experience.
Benefits: Vacation and sick time, 12 paid holidays, and professional development opportunities.
Location: Currently Braintree, MA (accessible only by car; parking provided). The organization may move offices to Boston, MA in 2026.
Meaningful work with a mission-driven team supporting Massachusetts heroes and their families.
To Apply
Please submit a resume and a brief cover letter outlining your interest and relevant experience.
The 100 Club of Massachusetts is an Equal Opportunity Employer.
The Hundred Club of Massachusetts is an Equal Opportunity Employer, valuing a diverse and inclusive workplace. We encourage candidates of all backgrounds to apply. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.
Job Posted by ApplicantPro
Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Boston, MA jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).
ABOUT THE ROLE
The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.
Primary Responsibilities
* Support the maintenance of existing client accounts.
* Assist with team projects and initiatives.
* Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
* Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
* Support the termination of client accounts as requested.
* Establish working relationships with Distribution and other internal teams on existing client relationships.
* Establish working relationships with external contacts for new accounts and activity for existing clients.
* Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
* Support the provision/refreshing of portfolio analyses with existing clients.
Job Requirements
* 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
* 0-4+ years proven experience working with financial services advisors / money managers.
* Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
* Relationship-building skills and ability to thrive in a team environment.
* Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
* Established communication skills - both internally/externally in written/oral/auditory essential.
* Familiarity with MS Office and the ability to learn additional internal/ external software programs.
* Resourcefulness, problem solving, and organization (ability to prioritize effectively)
* Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
* Flexible, willing, and able to work long hours as needed.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyHead of Business Process Innovation
Boston, MA jobs
Geode is a global institutional asset manager providing core beta exposures across a range of equity and niche asset classes, including commodities and options, for registered funds, commingled pools and separately managed accounts. Geode currently manages over $1.5 trillion in AUM across the products it advises and sub-advises.
Reporting to the Chief Operating Officer, the Head of Business Process Innovation is responsible for partnering with leaders across the organization to evaluate and improve end-to-end business processes and provide industry leading insights as to best practices and optimized approaches for meeting business obligations. This newly created role will focus on analyzing complex business requirements and identifying process improvements with a focus on reducing operational risk and increasing scale and efficiency.
This is a hybrid work environment opportunity located in Boston, Massachusetts with a weekly in office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.
Responsibilities:
The Head of Business Process Innovation will lead a team dedicated to driving impactful process improvements across the organization. This role will work with senior leaders to understand their business operations, document current state and develop proposed observations for areas of improvement. They will then provide detailed recommendations on how to enhance business operations though process augmentation, reorganization, and automation. The candidate should have experience and success working with senior executives to understand their business and work with them to develop best-in-class business processes that leverage process optimization techniques and integration with new and emerging technologies.
Skills You Bring:
* 15+ years of experience in the financial services industry with a focus on end-to-end process design; BS required (MBA preferred)
* Demonstrated success facilitating large, cross-functional strategic design sessions and driving impactful business transformation results
* Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network
* Experienced facilitator with strong knowledge of effective internal controls and governance practices
* Excel in a fast-paced work environment while effectively managing multiple initiatives using program management best practices
* Experience in modernizing business processes using technology, data analytics and process automation techniques
* Excellent communication skills, both written and verbal, with an ability to effectively interact and influence change at all levels
* Results oriented with strong analytical, risk management, and problem-solving skills
* Ability to transform business partner's objectives and needs into proposals for solutions including budget, resource model and time requirements
* Proficient in leveraging and analyzing data to inform critical decisions and make recommendations
* Hard working, positive attitude that inspires creative solutions
More About Geode:
Founded in 2001, Geode is headquartered in Boston's financial district, the center of one of the world's most vibrant finance and technology hubs and employs approximately 200 employees.
Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.
Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid family leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness and commuter reimbursements, charitable donation matching, family care assistance, and adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.
Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at *****************************
Senior Mortgage Processor
Littleton, MA jobs
Job Title: Senior Mortgage Processor Department: Mortgage Lending Department Location: Littleton, MA Reports to: Senior Director, Mortgage Productions Career Stream: Individual Contributor Classification: Hybrid Exemption: Non-Exempt Pay Grade: 9 Pay Grade Range: $26.98 - 33.72
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
* For Both Mortgage Processor and Senior Mortgage Processor:
* Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
* Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
* Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
* Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
* Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
* Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
* Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
* Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
* Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
* Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
* Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
* Support the closing process and ensure confidentiality of all borrowers and loan information.
* Uphold the Workers Credit Union "Workers Way" culture through daily interactions and behaviors.
* Perform other duties as assigned to support departmental and organizational goals.
* Additional Responsibilities for Senior Mortgage Processor:
* Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
* Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
* Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
* Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
* Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership
Other Duties:
* May be asked to provide coverage in other WCU branches or departments.
* Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* Participates in department and/or organizational projects as directed.
* Performs other tasks or functions as required, requested, necessary or prudent.
* Maintains confidentiality of all member and credit union information and data.
* Regularly demonstrates behaviors as defined by the credit union's Fundamentals, which are part of the Workers Way culture program
Education
* High School Diploma or Equivalent Required.
Experience:
* 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
* Additional Qualifications for Senior Mortgage Processor:
* 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.
Knowledge/Skills/Abilities/Competencies:
* A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.
Work Environment:
* Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* This is a largely sedentary role.
* While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
* This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
* Comprehensive medical, dental and vision plans
* Basic life and AD&D insurance, short-term disability and long-term disability
* 15+ days of paid time off (PTO) per year
* Up to 16 hours of volunteer time off (VTO) per year
* 11+ paid holidays
* 401(k) that includes a Safe Harbor Match of up to 4%.
* Tuition Reimbursement Program
* Mental health resources including an Employee Assistance Program (EAP)
* Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Business Team Specialist I
Wakefield, MA jobs
This is a hybrid role, however onsite training is required in Wakefield. Our Business Service Team is a specialty group within our customer service center primarily providing support to our business customer base over the phone and e-mail. The team handles inquiries regarding our business deposit and loan products as well as our business online banking solution and the various cash management products that we offer.
Provides a high level of service to all business banking and commercial banking clients over the phone and e-mail.
Provides customer support for our suite of business online banking products and processes a variety of account maintenance requests.
Use strong written communication skills to reply to internal and external email inquiries in a timely and efficient manner.
Handles the most complex customer complaints and problems without assistance by making independent decisions. Is able to instill a sense of confidence with these customers based upon content and delivery.
Acts as a resource and escalation point to other team members on all product and service-related inquiries.
Assists management with monitoring the business banking inbound call queue, e-mail queue, and offline work queue.
Assists with training, quality testing new products/services, and documenting procedures.
REQUIREMENTS:
Education and Experience
Associate degree or related knowledge/skills base gained through experience preferred.
Previous Business/Commercial Banking experience preferred
Customer service experience in a fast-paced environment is preferred
Proven previous job stability a must
Skills/Knowledge
Familiarity with cash management products and services is a plus
Computer proficiency, including web navigation and keyboarding skills a must
Excellent oral and written communication skills
Superior customer service skills required
Proficient with online banking, internet terminologies, and navigation
Ability to learn new concepts quickly and easily in a fast-growing environment
Previous success hiring people with similar job titles to these:
Customer Service Representative
Inbound Call Representative
Call Center Representative
Customer Care Center Specialist
Member Services Representative
Key Terms
Problem Solver
Multitasker
Creative Thinker
Tech Savvy
Perks:
Remote work flexibility after a desired length of tenure and good performance
Hire immediately
Growth opportunities
Great benefits
Strong culture
Work life balance
Auto-ApplyAI Content Creator / Visual Storyteller (Contract)
Boston, MA jobs
Imagine if you had the skills, knowledge, and teammates to both understand the root of the world's most pressing problems and build the technologies and companies best positioned to solve them. RA Capital has done exactly that for more than two decades, backing bold ideas in medicines to further human health and now expanding into Planetary Health to improve how efficiently we utilize the world's precious resources.
RA Capital is among the leading providers of capital and services to the most promising innovators in the world. We invest flexibly-seed to IPO and beyond, anywhere in the world-with $10 B+ under management and a culture that prizes curiosity, rigor, and collaborative debate. We are investors who not only fund companies but get elbow deep in building them. From helping them recruit talent to helping them recruit patients for their studies to helping match them to strategic partners and even going to Washington to win reforms, RA Capital's large team has people with nearly every relevant expertise one might need to turn an idea into a cure that actually helps people.
If you live for first-principles problem-solving with great colleagues, thrive on complexity, and want to do meaningful work that ripples across industries and ecosystems, you'll feel at home at RA Capital. Here, questions are welcomed, ideas are tested, and victories are shared. Even our lawyers are creative and engaging. And don't get us started on our compliance team's wicked sense of humor; nothing about what we do is boring.
Are you ready to bring your creativity, discipline and collaborative spirit to help us invent the future? Join us and you'll collaborate daily with investors, founders, physicians, biologists, engineers, economists, and reform advocates who think in systems and act with urgency.
Join us to invent a happier, healthier, more productive future - and have fun doing it.
Role Overview
We are seeking a creative, fast-moving, and technically fluent AI Content Creator who can start adding value on day one. You'll help us make complex biotech and health policy narratives resonate through short-form videos, motion graphics, infographics, animations, and visual content tailored for multiple platforms-all while navigating a regulated and fast-evolving environment.
Key Responsibilities
Develop short-form video and visual content for platforms like LinkedIn, Instagram Reels, YouTube Shorts, and websites.
Use generative AI tools (e.g., Runway, InVideo, Capcut, Midjourney, Sora,) to produce engaging animations, videos, and visuals.
Build content across formats: explainer videos, testimonials, motion graphics, interactive infographics, and presentations.
Translate complex biotech, healthcare, or policy concepts into visually compelling, emotionally resonant stories.
Collaborate across marketing, IR, design, and scientific teams to turn ideas into audience-ready deliverables.
Tailor narratives to audiences ranging from the general public to biotech execs, investors, and healthcare professionals.
Ensure brand consistency and adherence to legal, regulatory, and ethical standards.
Track engagement metrics and iterate on content strategies using analytics.
Stay current with social media trends, AI tools, and content formats.
Required Skills and Experience
3-5+ years creating visual content in a fast-paced, cross-functional environment.
Strong portfolio showcasing work in video, animation, AI-generated content, and motion design.
Proficiency in Adobe Creative Suite (Premiere, After Effects, Illustrator, Photoshop) and video editing tools like Final Cut Pro, Capcut, or Descript.
Demonstrated skill in generative AI content creation and prompt writing.
Proven ability to simplify complex technical subjects and data into compelling visual stories.
Strong time management, attention to detail, and project juggling ability.
Excellent interpersonal skills and collaborative mindset.
Bonus/Preferred Skills
Experience with 3D animation (e.g., Cinema 4D), Tableau, Flourish, D3.js, Power BI.
Front-end web skills (HTML/CSS, JavaScript) for interactive storytelling.
Knowledge of healthcare, biotech, or life sciences.
Experience with live streaming, podcasting, or on-camera presence.
Familiarity with storytelling principles, storyboarding, and UX design.
Must be able to work a hybrid schedule in our Boston office and be able to work from home remotely
Contract to hire or full-time employment options
Compensation
RA Capital Management is committed to fair and equitable compensation practices. Pay for this position will be based on experience, skills, qualifications, and current market conditions.
In addition to base salary (listed below), employees may be eligible for performance-based bonuses and a comprehensive benefits package that includes health insurance, retirement contributions, and paid time off.
Total Rewards
We take pride in offering a comprehensive employee benefits program as a key part of overall compensation. Our Total Rewards include:
Employer-paid monthly premiums for health, dental, and vision coverage
Wellness benefits and programs to support physical and mental well-being
Resources and perks that enhance work-life balance and financial security
We're dedicated to helping our employees thrive professionally and personally.
Massachusetts base pay range
$70,000 - $150,000 USD
RA Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you require an accommodation during the interview process, please reach out to ***************** for assistance.
Auto-ApplyManager, OCIO Investment Operations
Boston, MA jobs
Level: 10+ years of related experience
Location: Flexible (Hybrid In-Office [Boston, Chicago, Atlanta, Charlotte, Las Vegas, San Francisco] or Fully Remote Available)
As a Manager on the OCIO Investment Operations Team, you will play a key role in managing and enhancing the operational infrastructure that supports the Outsourced Chief Investment Officer (OCIO) business. In this highly visible and fast-paced role, you will act as a primary contact for the operational oversight of OCIO client portfolios, overseeing trade execution and settlement, portfolio policy monitoring, cash management, valuation, and reconciliation. You will also support new client onboardings and serve as a liaison between clients, investment managers, and custodian banks, while collaborating closely with internal consulting teams, research teams, and the OCIO Committee.
The ideal candidate will possess a deep understanding of investment operations, along with familiarity with OCIO business models and client service practices. They should exhibit exceptional attention to detail, a strong awareness of investment operational risk, and the ability to consistently deliver accurate, timely results in a fast-paced environment. This role also includes leading a small team - providing coaching, constructive feedback, and support promoting professional development and driving high performance.
Key Responsibilities:
Oversee the full trade lifecycle - including trade capture, settlement, and coordination with investment managers and custodians - ensuring accuracy, timeliness, and adherence to client cash and liquidity requirements.
Manage daily reconciliation and valuation processes across custodians, investment managers, and internal systems, promptly investigating and resolving breaks or discrepancies.
Collaborate with portfolio managers, relationship managers, custodians, and third-party vendors to streamline operational workflows and resolve issues efficiently.
Mitigate operational risk and enhance efficiency by maintaining robust internal controls, implementing quality assurance routines, and driving continuous process improvements within the OCIO team.
Maintain a deep understanding of the team's systems, infrastructure, and business processes to support operational excellence and effective oversight.
Support internal consulting teams by responding to client inquiries, audit requests, and documentation needs,
Serve as a key contributor to the firm's annual SOC 1 audit, partnering closely with external auditors to provide required documentation and support testing procedures.
Job Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field.
10+ years of experience in investment operations, middle office, or related financial services roles.
Experience working with custodian banks and investment managers.
Project management experience in operational settings.
Strong knowledge of investment instruments, trade settlement processes, and reconciliation practices.
Experience leading or managing teams with a focus on operational excellence.
Familiarity with client onboardings, KYC/AML processes, and vendor management.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities.
Excellent communication and interpersonal skills with a collaborative mindset.
Strong problem-solving abilities and a continuous improvement orientation.
Compensation:
The base salary for this role is $107,000 - $148,000 per year with an additional annual performance bonus. Individual compensation is based on a variety of factors, including experience, education, certifications, location, responsibilities of the role, internal equity and alignment with market data.
Company Background:
NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 375 employees and over 400 clients. We help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans.
Culture is important to us here at NEPC - our values include putting clients first, doing the right thing, bringing your whole self to work, building trust, embracing change, and having a “we before me” approach in our work. Advancing diversity and inclusion within our firm and industry is also a core initiative at NEPC. We are a strong advocate of promotion from within, so excellent potential exists for professional growth. We're a fun (but demanding) company with excellent working conditions, a very supportive, team-oriented environment, and a full benefits program to support your life and well-being.
NEPC is an Affirmative Action/Equal Opportunity Employer (October 2025)
Investment Consultant
Boston, MA jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
Data Center Vendor Manager, Remote
Massachusetts jobs
We begin with dreams. Dreams drive our motivation. Dreams are our future. The world's dreams, people's dreams, our dreams. Our passion creates ideas that make dreams come alive. Technology and products that were only dreams become reality.
All for dreams. Dreams challenge and the Nidec-Group will continue to meet the challenge. For the world's and people's tomorrows; the world's first, the world's best technologies and products; we will continue our part in creating a better society.
Job Summary
The Data Center Manager - AI Datacenter Liquid Cooling, will be responsible for overseeing and managing all aspects of contracted service providers who deliver on-site maintenance, support, and installation services for liquid cooling systems with our customers' AI datacenters. This role ensures the efficient operation, reliability, and optimal performance of critical liquid cooling infrastructure, directly impacting the availability and performance of our AI computing resources. The successful candidate will combine strong technical knowledge of liquid cooling technologies with exceptional vendor management and project coordination skills.
Job Description
Key Responsibilities:
Vendor Management:
Identify, evaluate, and select qualified third-party service providers for liquid cooling system maintenance, repair, and installation.
Negotiate and manage service level agreements (SLAs), contracts, and statements of work (SOWs) to ensure high-quality service delivery and cost-effectiveness.
Monitor and evaluate vendor performance against established KPIs, conducting regular performance reviews and implementing corrective actions as needed.
Act as the primary point of contact for all contracted service providers, fostering strong working relationships.
Operational Oversight:
Coordinate and schedule on-site service activities, including preventative maintenance, emergency repairs, system upgrades, and new installations.
Ensure all on-site work adheres to safety protocols, industry best practices, and company standards.
Review and approve service reports, ensuring accuracy and completeness of documentation for all work performed.
Collaborate with internal datacenter operations teams to minimize disruption during service activities and ensure seamless integration of liquid cooling systems.
Technical Expertise & Support:
Possess a deep understanding of various liquid cooling technologies, including direct-to-chip, immersion, and rear-door heat exchangers.
Provide technical guidance and support to service providers, troubleshooting complex issues and ensuring effective resolution.
Stay abreast of emerging liquid cooling technologies and industry trends, recommending improvements and innovative solutions.
Participate in the development and refinement of standard operating procedures (SOPs) for liquid cooling system maintenance and operations.
Project Management:
Manage small to medium-scale projects related to liquid cooling system deployments, upgrades, and retrofits within AI datacenters.
Develop project plans, allocate resources, track progress, and ensure projects are completed on time and within budget.
Reporting & Compliance:
Generate regular reports on service provider performance, liquid cooling system health, and operational metrics.
Ensure compliance with all relevant regulations, environmental standards, and company policies.
Qualifications:
Bachelor's degree in Mechanical Engineering, Electrical Engineering, or a related technical field.
4 years of experience in datacenter operations, facilities management, or a similar role with a focus on critical infrastructure.
Proven experience managing third-party service providers and negotiating contracts.
Strong technical knowledge of liquid cooling systems, including components, fluids, and control systems.
Familiarity with AI datacenter environments and the specific cooling demands of high-performance computing.
Excellent communication, interpersonal, and negotiation skills.
Strong organizational and project management abilities.
Ability to travel to datacenter locations as required.
Preferred Qualifications:
Master's degree in a relevant field.
Certifications in datacenter management (e.g., CDCDP, Uptime Institute ATS).
Experience with specific liquid cooling vendor technologies.
Knowledge of relevant industry standards (e.g., ASHRAE, TIA).
*$130,000- 150,000
Additional Job Details
Management - M2
Organizational Impact
• Works to achieve operational, functional, and/or business targets within team with direct impact on departmental or job family results
• Delivers operational results that have impact on the immediate or short-term results (e.g., less than 1 year) for the department and/or job family group
• Plans and establishes goals and objectives for a team typically comprising of intermediate-level professionals and entry level professionals
Communication & Influence
• Communicates with parties within and occasionally outside of own department or job family, which may include external clients or partners depending upon the job area
• Requires ability to influence others outside of own job area on policies, practices and procedures
Innovation & Complexity
• Responsible for making moderate improvements of processes, systems, or products to enhance performance of the job area
• Problems are difficult and moderately complex and typically impact multiple departments or job family
• Problems are typically solved through drawing from prior experience and analysis of issues
Leadership & Talent Management
• Manages a team typically comprising of intermediate-level professionals and entry level professionals
• Leads, directs and reviews the work of team members in order to accomplish operational plans and results
• Typically has hiring, firing, promotion, and reward authority within own area, in accordance with manager review and approval
Knowledge & Experience
• Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one job area
• Typically has advanced knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization
• Typically has a bachelor's degree or equivalent professional certification and 5 years of prior relevant experience
Equal Employment Opportunity and Affirmative Action at Nidec
Nidec is an Equal Employment Opportunity (EEO) and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants receive consideration for employment without regard to their age, gender, gender identity, sexual orientation, race, color, genetic information, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by law. For more information regarding your (EEO) rights as an applicant, please visit the following website: ****************************************************************
Work Shift Schedule
No Soliciting
Nidec will not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to Nidec job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers. Pre-approval from the Nidec Talent Acquisition team is required before any external candidate can be submitted and such candidate must be submitted to the Nidec Talent Acquisition team.
Auto-ApplyRemote Retirement Plan Compliance Analyst
Boston, MA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
* We have several openings for this role.*
Section 2: Job Functions, Essential Duties and Responsibilities
* Ability to successfully complete and support the work outlined for the Compliance Associate roles
* Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
* Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
* Supports DOL, IRS, and Large plan audits
* Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
* Is responsible for plan administration, compliance and testing for identified blocks of business
* Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
* Prepares annual valuation and compliance reports for Clients
* Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
* Supports and completes assigned quality assurance reviews
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree preferred
* 3 to 8+ years of hands-on Retirement plan testing experience will be considered
* Experience doing Employer Calculations
* Must have experience with 5500's and other relevant documents
* Experience with cash basis and/or trust accounting
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytical and problem-solving skills
* Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
* Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
* QKA designation preferred but not required
* Involvement or work towards associates QPA designation preferred
* Prior experience with plan administration software, i.e. FT Williams or ASC preferred.
The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
System Administrator / Sr. Systems Administrator
Boston, MA jobs
NEPC is seeking a Systems Administrator to join our Technology Operations team - a hands-on technologist who thrives in a hybrid infrastructure environment. This role requires a versatile systems professional with strong fundamentals in infrastructure, networking, and security. The ideal candidate has practical experience managing enterprise systems and a passion for making technology reliable, secure, and simple for end users.
As a senior team member, you will manage all critical systems essential to NEPC's operations, including but not limited to Nutanix AHV clusters, Juniper Mist Wi-Fi, FortiGate firewalls, Zscaler services, and Windows infrastructure.
Key Responsibilities:
Administer and optimize Nutanix AHV clusters, storage, and networking on-prem and DR sites.
Administer and optimize Microsoft Hyper-V across multiple offices throughout the US.
Manage and troubleshoot Windows Server (Active Directory, DNS, DHCP, Group Policy, file/print, RDS) and other core or application-level roles supporting enterprise operations across on-prem and DR sites.
Oversee Juniper switching, Mist wireless, and FortiGate firewalls, including configuration, monitoring, firmware updates, VPNs, and WAN across multiple offices.
Maintain Zscaler services for secure, reliable remote access.
Participate in the Disaster Recovery/ Business Continuity program - replicate and validate systems between data centers, document runbooks, and perform regular DR tests.
Collaborate with team resources for patching, vulnerability remediation, telemetry, automation, and monitoring using scripting and observability tools.
Automate recurring tasks and build operational efficiency using PowerShell or similar scripting tools.
Serve as an escalation point for complex incidents, mentor junior admins, and contribute to documentation, baselines, and change control procedures.
Formal Education & Certification:
Bachelor's degree in Information Technology, Computer Information Systems, or related field preferred.
Equivalent experience or demonstrated technical aptitude is also considered.
Professional certifications (e.g., JNCIA, ITIL, Microsoft Certifications) are desirable but not required.
Knowledge & Experience:
Infrastructure Maintenance & Development
5-8 years experience in systems administration or infrastructure support.
Solid troubleshooting and analytical skills across compute, network, and storage environments.
Proficiency with Windows Server administration, configuration, and patching; basic familiarity with Linux is a plus.
Experience supporting Nutanix AHV, Hyper-V, or similar virtualization technologies.
Familiarity with FortiGate firewalls, Juniper networking, Mist wireless, and Zscaler platforms.
Exposure to Azure, Microsoft 365, or other hybrid cloud environments preferred.
Understanding of backup and disaster recovery concepts.
Experience working within an ITIL-based or structured IT service delivery framework preferred.
Strong communication skills and ability to collaborate across technical and non-technical teams.
Collaboration & Coordination
Managing a ticket queue and communicating effectively to end users, Technology Operations team members, and third-party vendors when necessary
Work closely with Support and Business Solutions teams to ensure endpoint compliance with corporate standards, security policies, and Zero Trust principles.
Coordinate with third-party vendors to support hardware maintenance, escalations, and on-site installations.
Participate in cross-team projects involving endpoint management, software deployments, and user experience initiatives.
Work Environment:
Mostly Remote (on-site when required, typically 1-2 times a month).
Regular after-hours (maintenance windows) and on-call support required.
Read-Only Fridays.
May Require occasional travel to regional offices.
Compensation:
The base salary for this role is $88,000 - $118,000 per year for Systems Administrator candidates and $107,000 - $148,000 for Sr. Systems Administrator candidates. Both levels include an additional annual performance bonus. Individual compensation and level are based on a variety of factors, including experience, education, certifications, location, responsibilities of the role, internal equity and alignment with market data.
Company Background:
NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 375 employees and over 400 clients. We help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans.
Culture is important to us here at NEPC - our values include putting clients first, doing the right thing, bringing your whole self to work, building trust, embracing change, and having a “we before me” approach in our work. Advancing diversity and inclusion within our firm and industry is also a core initiative at NEPC. We are a strong advocate of promotion from within, so excellent potential exists for professional growth. We're a fun (but demanding) company with excellent working conditions, a very supportive, team-oriented environment, and a full benefits program to support your life and well-being.
NEPC is an Affirmative Action/Equal Opportunity Employer (November 2025)
Specialist, Loan Set-Up, Wholesale, II
Boston, MA jobs
**Come join our amazing team and work Remote !** Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00.
**What you'll do:**
+ Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file.
+ Enter or verifies information into loan origination system.
+ Reviews new loan documentation to assure accuracy.
+ Submits file to Wholesale Account Manager for processing.
+ Assists departmental support staff when necessary
**What you'll need:**
+ Maintains moderate confidential information concerning loan applicants.
+ Requires some organizational skills and ability to work on several files simultaneously.
+ Requires some communication with internal office staff
+ Moderate coordination for various duties required.
+ Office machines such as computer, copiers, fax machines
+ Sitting for extended time periods.
+ Hearing and vision within normal range.
+ Ability to handle detailed assignments.
+ Ability to organize and prioritize workload and meet deadlines.
+ Moderate computer skills and working knowledge of Microsoft Office products
+ High school diploma or equivalent work experience.
+ Two to four years loan setup experience
**Our Company:**
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** .
**What We Offer:**
+ Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
+ Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
+ Customized training programs to help you advance your career.
+ Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
+ Educational Reimbursement.
+ Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.
Head of Business Process Innovation
Boston, MA jobs
Geode is a global institutional asset manager providing core beta exposures across a range of equity and niche asset classes, including commodities and options, for registered funds, commingled pools and separately managed accounts. Geode currently manages over $1.5 trillion in AUM across the products it advises and sub-advises. Reporting to the Chief Operating Officer, the Head of Business Process Innovation is responsible for partnering with leaders across the organization to evaluate and improve end-to-end business processes and provide industry leading insights as to best practices and optimized approaches for meeting business obligations. This newly created role will focus on analyzing complex business requirements and identifying process improvements with a focus on reducing operational risk and increasing scale and efficiency. This is a hybrid work environment opportunity located in Boston, Massachusetts with a weekly in office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays. Responsibilities: The Head of Business Process Innovation will lead a team dedicated to driving impactful process improvements across the organization. This role will work with senior leaders to understand their business operations, document current state and develop proposed observations for areas of improvement. They will then provide detailed recommendations on how to enhance business operations though process augmentation, reorganization, and automation. The candidate should have experience and success working with senior executives to understand their business and work with them to develop best-in-class business processes that leverage process optimization techniques and integration with new and emerging technologies. Skills You Bring:
15+ years of experience in the financial services industry with a focus on end-to-end process design; BS required (MBA preferred)
Demonstrated success facilitating large, cross-functional strategic design sessions and driving impactful business transformation results
Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network
Experienced facilitator with strong knowledge of effective internal controls and governance practices
Excel in a fast-paced work environment while effectively managing multiple initiatives using program management best practices
Experience in modernizing business processes using technology, data analytics and process automation techniques
Excellent communication skills, both written and verbal, with an ability to effectively interact and influence change at all levels
Results oriented with strong analytical, risk management, and problem-solving skills
Ability to transform business partner's objectives and needs into proposals for solutions including budget, resource model and time requirements
Proficient in leveraging and analyzing data to inform critical decisions and make recommendations
Hard working, positive attitude that inspires creative solutions
More About Geode: Founded in 2001, Geode is headquartered in Boston's financial district, the center of one of the world's most vibrant finance and technology hubs and employs approximately 200 employees. Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset. Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid family leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness and commuter reimbursements, charitable donation matching, family care assistance, and adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode. Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at *****************************
HelpDesk Specialist
Waltham, MA jobs
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Technology department offers a hybrid work schedule, so you'll be able to work from home for part of the week!
We're looking for a helpdesk specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills? As a helpdesk specialist, you will put your technical expertise to use, providing our more than 900 home office employees with the technical support they need to do their jobs. In addition, you'll provide technical recommendations and support to our more than 2,000 advisors, as well as their staff, regarding any technology they use. Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.
Please note: This is a full-time opportunity, working 8:30 a.m. to 5:00 p.m. EST with a 30-minute lunch break.
Key Responsibilities
* Providing first-level technical support to home office staff, as well as to Commonwealth advisors and their staff, on a wide range of issues and products
* Prioritizing and processing help requests to identify and resolve technical issues
Core Strengths and Skills
* Excellent communication skills (phone etiquette, listening skills, and follow-up skills)
* Knowledge and experience troubleshooting basic-to-advanced Windows 10/11 OS and browser problems
* Experience with Microsoft Office Suite 2016, 2019, and Office 365 functionality and troubleshooting basic connectivity issues; experience with advanced Microsoft Outlook functionality and protocols involved with connecting to Exchange
* Knowledge of Active Directory, Azure, and domain environments
* Experience in providing mobile device support (iOS, Android)
* Ability to troubleshoot TCP/IP networking issues, including network devices such as printers and scanners
* 3+ years' experience working in a technical support role
* CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min
USD $65,900.00/Yr.
Max
USD $79,100.00/Yr.
Auto-ApplyJunior Credit Analyst
Ware, MA jobs
Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:
Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
Income protection benefits;
Educational assistance and tuition reimbursement benefits;
Remote work and flexible scheduling options;
Generous total paid time off, and more!
Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We are Made to Make a Difference in the lives of our customers, our communities, and for our team members every day since 1850. It is our people that drive our success and create our inclusive and engaging culture. We're excited to meet you to discuss our career opportunities and how you can make a difference as a part of our growing Credit team!
About the Job:
We're excited to announce an opportunity for the position of Junior Credit Analyst ! Under the supervision of the First Vice President, Commercial Credit, this position supports, procures, spreads, and analyzes financial statements and prepares written credit analyses for commercial customers/ prospects with a focus on supporting Business Banking, and prepares annual reviews for existing chosen commercial borrowers. Prepares Credit Approval Memos (“CAM”) including Abbreviated CAMs for new prospects and existing clients' financing requests for commercial lending related transactions involving real estate, C&I, SBA, and equipment financing. Provides support to the Appraisal Reviewer as requests for appraisals are received from Lenders by obtaining multiple appraisal bids, engaging appraisers, providing an independent review of the final appraisal, and maintains posting of completed reviews and workflow documents to OnBase.
The hiring range for this position is $55,000 to $65,000.
This position is Full Time, 40 hours weekly.
Essential Duties and Responsibilities (Other Duties May be Assigned):
Supports the Business Banking unit of Commercial Lending by spreading financial statements upon request, discussing appropriate deal structure with the Lenders, and completing Abbreviated or full CAM as required.
Performs annual commercial credit reviews. Gathers relevant information to support analysis and recommendations including personal credit reports, loan officer memos, and appropriate industry analysis and statistics. Appropriately assesses and spreads pertinent financial information in accordance with policy and identifies technical and documentation related issues. Assigns an appropriate risk rating to properly notate applicable delinquencies and covenant compliance.
In concert with the Appraisal Reviewer, ensures that commercial appraisal ordering process is appropriately administered, and operating efficiently. Responsible for periodic appraisal review.
Corresponds in a professional, collaborative manner with appraisers, commercial loan officers, and commercial loan relationship officers regarding the Bank's appraisal ordering and review policies.
Analyzes credit and financial data used in evaluating the creditworthiness of commercial borrowers and preparing a comprehensive, objective credit analysis that includes an appropriate collateral analysis to assist in the loan decision making process.
Accompanies Loan Officers on business calls to existing and prospective customers, as needed, and assists the Loan Officer in developing and preparing the loan proposal including preparation of a global cash flow analysis.
Remains abreast of industry trends impacting commercial loan portfolio and credit analysis.
Fulfills special projects upon request.
Responsible for building long-lasting relationships with customers, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
Other job duties, as assigned.
Knowledge and Skills
Candidates for this role should have demonstrated the ability to work independently, taking ownership of assigned tasks and follow ups with minimal oversight. Additionally, it is strongly preferred that candidates for this position have a basic understanding of financial statements and corporate/personal tax returns, experience working with financial data (ex. cash flow, reconciliations, corporate accounting, etc.), and reviewing financial documentation for accuracy, completeness, or eligibility.
Demonstrated strong numerical aptitude and analytical skills is also preferred for this role, as well as experience communicating analysis verbally and in writing. Candidates with experience in analytical writing, which could include summaries of research, financial analysis or structured reports, are strongly preferred.
This position requires intermediate knowledge of the Microsoft Office Suite, including Excel, Outlook, and Word. Strong knowledge of Global Wave Group's Credit Track LOS application, the Finastra core platform, and OnBase is preferred.
Education and Work Experience
An Associate's degree, or equivalent experience, in Business, Finance / Accounting, or related field is required. A Bachelor's degree is preferred. One year of banking, finance and/or credit experience is required, including involvement in loan workflows such as preparing loan files with soft underwriting, processing loan documentation, or portfolio monitoring.
Working Conditions/Physical Requirements
This position is in an office environment, which means the physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards, with a moderate level of noise. Prolonged periods of sitting and looking at a computer screen with freedom of movement on a regular basis is expected. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; talking and hearing; and handling of light materials and supplies. This position will require some travel between offices.
Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.
Auto-Apply