11 ria jobs at 7 companies in Massachusetts
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Regional Vice President RIA Annuities (REMOTE TRAVEL)
Maryland or New York or Massachusetts or Connecticut or New Hampshire or Maine or Rhode Island or Vermont
$60k/yr RemoteFull Time
2+ YOEBachelor's degree or equivalent experience, 2 years of RIA and variable annuity sales experience, FINRA Series 6 or 7 and Series 63, plus annuity, life, and health insurance licenses.
401(k)
1w
Save
Mark Applied
Hide
Regional Vice President RIA Annuities (REMOTE+TRAVEL)
Massachusetts or Connecticut or New Jersey or New York or New Hampshire or Maine or Rhode Island or Vermont or United States
$60k/yr RemoteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years of RIA and variable annuity sales experience, FINRA Series 6 or 7 and Series 63 licenses, and annuity, life, and health insurance licenses.
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Vice President, Private Wealth Solutions Sales - New England Territory
Massachusetts, United States
RemoteFull Time
5+ YOERequires 5+ years of financial services sales experience, relationships with RIA, wirehouse, and independent broker-dealer channels, a bachelor's degree, Series 6 or 7 and 63, and strong communication skills.
1w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Senior Consultant Practice Management
Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Iowa or Kansas or Massachusetts or Michigan or Nebraska or New Jersey or Nevada or New York or North Carolina or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Washington or Wisconsin
$150k-$170k/yr RemoteFull Time
3+ YOE3+ years experience in RIA/broker-dealer/bank/insurance environments, program and change implementation, consultative workshops, strong data analysis and presentation skills, familiarity with CRM and wealth management platforms.
CRM platforms, Google Workspace, Slack, Zoom
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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