Head of Operations, Personal Investing - Boston

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 ...

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 ...

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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. · ...

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. · ...

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 ...

+The Functional Data Domain Lead – Investments will be responsible for driving the design, integration, and governance of investment data across the enterprise. · Having min 12+ years of relevant professional experience in investment data management · Strong background in statist ...

Calling all financial professionals looking for a role 100% focused on sales As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided ...

We provide tailored investment consulting services to clients nationwide. Our Summer Intern Program supports students enhancing their industry knowledge through challenging projects. · ...

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. · ...

This prestigious family office located in Boston seeks a Senior Investment Analyst CFA with experience working with public equity securities. · ...

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 ...

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 ...

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 ...

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 ...

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. · ...

Rockland Trust seeks a dynamic and client-focused Relationship Manager to join our Investment Management Group in Boston. · ...

Rockland Trust seeks a dynamic client-focused Relationship Manager to join its Investment Management Group in Boston. · ...

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. · ...

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 foundations. · This role provides customized concierge-level c ...