11 ria jobs at 7 companies in Boston, MA
1w
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RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management
Montgomery County or Austin or Tucson or Boston or Sacramento or Stamford
$110k-$208k/yr FieldFull Time
10+ YOEBachelor's degree, Series 7 and 63 licenses, and 10+ years in investment management including 5+ years in sales/business development. Requires RIA expertise, investment acumen, and strategic relationship skills.
ETFs, mutual funds, separate accounts, model portfolios, Microsoft Excel
1mo
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Global Employer Services Managing Director-Actuarial Services
Cleveland or Woodbridge or Minneapolis or Chicago or Norfolk or Richmond or Charlotte or Atlanta or Boston or Jacksonville or Dallas or Houston or New York or Stamford
$158k-$420k/yr OnsiteFull Time
10+ YOERequires 10+ years actuarial services experience, bachelor’s in accounting or business (master’s preferred), enrolled actuary preferred, strong technical writing, supervisory experience, and advanced Microsoft Access/Excel skills; exposure to RIA, CCH, BNA, Lexis-Nexis.
Microsoft Access, Microsoft Excel, Microsoft Word, RIA, CCH, BNA, Lexis-Nexis
3w
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Financial Services Operations Associate
Bedford, New Hampshire, United States
HybridFull Time
5+ YOE5+ years RIA or brokerage experience required; strong investment knowledge, custodian paperwork experience, proficiency with Wealthbox, ShareFile, DocuSign, Mailchimp and Microsoft Office; bachelor’s degree preferred.
Wealthbox, ShareFile, DocuSign, Mailchimp, Microsoft Office
1d
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PW Client Associate
Tarrytown or Johnston
$38-$48/hr HybridFull Time
Customer-focused professional with strong verbal and written communication, investment and banking product knowledge, and prior brokerage or RIA experience; Series 7 and 66 or 63/65 may be required.
Mutual Funds
1w
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Senior Client Success Specialist
Boston, Massachusetts, United States
$70k-$95k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years at an RIA or similar financial services company, custodian and trust account experience, Salesforce or Addepar proficiency, Microsoft Office proficiency, and strong analytical and communication skills.
Microsoft Excel, Salesforce, Addepar, Microsoft Office
1mo
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Vice President of Sales
Boston, Massachusetts, United States
RemoteFull Time
5+ YOE5+ years wholesaling alternative or tax-advantaged investment products, existing RIA/registered rep relationships, Series 7/63 preferred, bachelor’s degree preferred, strong communication and business development skills.
1mo
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Onboarding Specialist II
Boston, Massachusetts, United States
$30-$37/hr HybridFull Time
2+ YOEBachelor's degree required; 2+ years operations or client service experience at an RIA or similar; experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign; strong verbal/written/analytical skills; confidentiality required; onsite 4 days/week.
Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign
2w
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Global Employer Services Senior Manager-Executive Tax Focused
Boston or Atlanta or Houston or San Jose or San Francisco or Dallas or Chicago
$140k-$240k/yr OnsiteFull Time
8+ YOEBachelor's in accounting required, master’s preferred; 8+ years compensation & benefits tax experience; CPA or JD preferred; proficiency with Microsoft Access/Excel/Word and tax research tools.
Microsoft Office Suite, Microsoft Access, Microsoft Excel, Microsoft Word, RIA, CCH, BNA, Lexis-Nexis
1w
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Medical Laboratory Scientist
Providence, Rhode Island, United States
$30-$49/hr OnsiteFull Time
1+ YOEBachelor's degree in laboratory science or equivalent, one year of clinical laboratory experience, RI CLS license, and ASCP or equivalent national certification or eligibility.
EIA, IFA, Chemiluminescence, RIA, Electrophoresis, Immunoassay, Colorimetry, HIPAA
1mo
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Tax Senior Manager, International Tax Services
Boston or Stamford
$100k-$263k/yr OnsiteFull Time
8+ YOE8+ years international tax or corporate tax experience; Bachelor’s required (accounting preferred); CPA/Attorney/EA required; strong research, communication, and supervisory skills; Microsoft Office and tax research tools experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, RIA, BNA, Lexis Nexis, Westlaw
1w
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Medical Laboratory Scientist
Providence, Rhode Island, United States
$30-$49/hr OnsiteFull Time
1+ YOEBachelor's degree or equivalent CLIA education and experience, national ASCP or equivalent certification or eligibility, one year of clinical laboratory experience, and Rhode Island CLS licensure.
EIA, IFA, Chemiluminescence, RIA, Electrophoresis, Immunoassay, Colorimetry, HIPAA