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The Opportunity: · The Head of Operations, Personal Investing is a senior executive responsible for the overall operational strategy, execution, and risk management of the firm's broker-dealer and RIA businesses. This role oversees day-to-day operations, ensures regulatory compli ...
Boston $156,700 - $290,900 (USD) Full time16 hours ago
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The Head of Operations will oversee day-to-day operations for the firm's broker-dealer and RIA businesses. · Operational Leadership: Provide strategic and hands-on leadership of all operational functions supporting the broker-dealer and RIA. · Risk Management & Controls: Own and ...
Boston, MA2 weeks ago
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The Head of Operations is responsible for the overall operational strategy execution and risk management of broker-dealer businesses. · This role oversees day-to-day operations ensures regulatory compliance drives process efficiency partners with executive leadership to support s ...
Boston $156,700 - $290,900 (USD) Full time2 weeks ago
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Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partne ...
Boston2 weeks ago
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The Associate Investment Manager will join the Portfolio Engineering team within Strategic Advisers LLC in our Boston office. This person will play a meaningful role in SAI's next generation of sophisticated investment solutions. · ...
Boston $90,000 - $175,000 (USD)2 weeks ago
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The Associate Investment Manager will join the Portfolio Engineering (PE) team within Strategic Advisers, LLC (SAI) in our Boston office. This person will play a meaningful role in SAI's next generation of sophisticated investment solutions. · ...
Boston $90,000 - $175,000 (USD) Full time2 weeks ago
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This is a great entry point for someone who wants real exposure to alternative investments, · treasury activity, · and partner-level reporting—not just back-office tasks.Prepare investment performance and valuation summaries · Act as the main point of contact for external fund ma ...
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This prestigious family office located in Boston seeks a Senior Investment Analyst CFA with experience working with public equity securities. · ...
Boston1 month ago
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The Associate Investment Manager will join the Portfolio Engineering (PE) team within Strategic Advisers, LLC (SAI) in our Boston office. · Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client ...
Boston, MA2 weeks ago
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A prestigious family office located in Boston seeks a Senior Investment Analyst CFA responsible for stock research portfolio construction ad hoc valuation analysis maintaining focus in Public Equity space. · ...
Boston1 month ago
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We provide tailored investment consulting services to clients nationwide. Our Summer Intern Program supports students enhancing their industry knowledge through challenging projects. · ...
Boston $20 - $27 (USD)3 weeks ago
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The University seeks to add a thoughtful and bright Investment Analyst to join its collegial, twelve-person Investment Office and report to the Chief Investment Officer.The position offers broad exposure across asset classes and the opportunity to develop investment knowledge and ...
Boston $100,000 - $125,000 (USD)1 month ago
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The $4+ billion Boston University Endowment Portfolio is diversified across a variety of asset classes and investment strategies.Boston University seeks to add a thoughtful and bright Investment Analyst to join its collegial, twelve-person Investment Office. · ...
Boston $100,000 - $125,000 (USD)1 month ago
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The Bain Capital Partner Investments Group provides Partners with confidential, professional services including: consolidating financial information; identifying personal investment opportunities; investment diligence; performance reporting of personal investments; and managing v ...
Boston $70,000 - $75,000 (USD) Full time1 month ago
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Category · Charles River Campus --> Professional · Job Location · BOSTON, MA, United States · Tracking Code · Posted Date · 1/9/2026 · Salary Grade · Grade 49 · Expected Hiring Range Minimum · $100,000.00 · Expected Hiring Range Maximum · $125,000.00 · The salary of the finalist ...
Boston $100,000 - $125,000 (USD)1 week ago
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The OpportunityAs a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and foundations. · ...
Boston1 month ago
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We are recruiting an Investment Analyst for our growing Private Equity team to contribute to the portfolio of global private equity fund investments. · We are seeking a highly motivated individual with strong analytical skills and experience in investment management. · ...
Boston $70,000 - $130,000 (USD) Full time2 months ago
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This role involves assisting with daily investment accounting transactions, cash management reporting, and investment reporting to senior management. · Investment Accounting (60%) · Assist with preparation of complete and accurate tax basis books and records for investment partne ...
Boston $73,500 - $88,250 (USD)2 weeks ago
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MassPRIM (Pension Reserves Investment Management Board), the Massachusetts state pension fund with assets under management of approximately $120 billion, is recruiting an Investment Analyst for our growing Private Equity team. · ...
Boston $70,000 - $130,000 (USD)2 months ago
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We are seeking a senior-level strategist to lead and scale personalization initiatives across our client-facing digital ecosystem, · ...
Boston $90,000 - $145,000 (USD)3 weeks ago
Chief Operations Lead, Personal Investing - Boston - Manulife Financial
Description
A leading financial services provider is seeking a Head of Operations for its Personal Investing unit in Boston. This senior role entails overseeing operational strategies, ensuring regulatory compliance, and driving efficiency in broker-dealer and RIA functions. Candidates must have substantial experience in financial services operations and proven leadership in managing multi-functional teams.The position is hybrid and offers a salary range of $156,700 to $290,900, reflecting local market conditions and individual qualifications.
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Head of Operations, Personal Investing
Full time Only for registered members Boston
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Head of Operations, Personal Investing
Only for registered members Boston, MA
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Head of Operations, Personal Investing
Full time Only for registered members Boston
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Head of Operations, Personal Investing
Only for registered members Boston
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Associate Investment Manager
Only for registered members Boston
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Associate Investment Manager
Full time Only for registered members Boston
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Investment Operations Associate
Only for registered members Boston
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Functional Data Domain Lead with Investments
Only for registered members Boston
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Senior Investment Analyst, CFA
Only for registered members Boston
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Associate Investment Manager
Only for registered members Boston, MA
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Investment Analyst, CFA
Only for registered members Boston
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Research Intern
Only for registered members Boston
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INVESTMENT ANALYST, Investment Office
Only for registered members Boston
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INVESTMENT ANALYST, Investment Office
Only for registered members Boston
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Finance Associate
Full time Only for registered members Boston
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Investment Analyst, Investment Office
Only for registered members Boston
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Trust Officer
Only for registered members Boston
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Investment Analyst, Private Equity
Full time Only for registered members Boston
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Accountant, Global Investment Services
Only for registered members Boston
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Investment Analyst, Private Equity
Only for registered members Boston
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Digital Experience – Personalization
Only for registered members Boston