Employee 401 k regional investment specialist jobs in the Financial Services industry in Massachusetts

Key Focus: The Payroll Data Conversion Specialist will build and maintain data process management throughout the life cycle of the 401k plan in a bundled services environment. Responsibilities: Establish payroll data flow and feedback files as it relates to the specific plan's provisions and existing payroll data sets by working with payroll providers, plan sponsors and internal parties and settin...
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The Investment Research team reviews and approves investment products and provides recommendations to advisors on economic analysis, asset allocation, portfolio management, individual investment managers, and the full range of investment products the advisors may use to help clients achieve financial goals. At Commonwealth, we put our advisors at the forefront of all that we do. Our Research team ...
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TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 19 million customers. We’re an award-winning organization that reinvests constantly to ensure future growth. We’re ...
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TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client experiences to our approximately 19 million customers. We’re an award-winning organization that reinvests constantly to ensure future growth. We’re ...
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Key Focus: The Client Services Manager is a primary point of contact for our mid-market, bundled, Defined Contribution Plan clients. Using discretion and judgment, they oversee all day-to-day work related to services provided to an assigned client base in order to ensure regulatory deadlines and that established client expectations are met. Responsibilities: Handle a full caseload of high profile ...
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Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data's offerings sup...
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Blue chip financial institution with offices in downtown Boston seeks an experienced Mortgage Closing Specialist. This person will prepare mortgage closing documents in accordance with corporate, state and federal regulations. Work very closely with attorneys and settlement agents in the ordering and review of real estate title work and coordination of mortgage closings on a national basis. Perfor...
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Wingate Healthcare, a Needham, MA based, privately owned, premier healthcare provider, operates and manages high quality, skilled nursing facilities and assisted living residences throughout Massachusetts and New York. With a reputation for excellence in skilled nursing, rehabilitation services, traumatic brain injury and residential care, Wingate Healthcare communities offer comfortable, dignifie...
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Individual development—both personal and professional—is one of the four pillars of Commonwealth’s mission statement. The Professional Development team, which is a part of Human Resources, is designed to help our employees acquire the knowledge they need to excel in their role. Alongside subject matter experts across the firm, we deliver more than 100 different in-house training programs every yea...
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About J.P. Morgan Corporate & Investment Bank J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides stra...
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We are looking for a tech-savvy, service-driven, team player to help formulate a training curriculum for Commonwealth internal staff and advisors. Working closely with our product/project managers and technology consultants, you will help ensure that our training platform is organized, dynamic, and relevant. As a technical product training specialist, your responsibilities would include: · Develop...
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We are looking for a tech-savvy, service-driven, team player to help formulate a training curriculum for Commonwealth advisors, as well as for internal helpdesk employees. Working closely with our product/project managers, as well as our technology consultants, you will help ensure that our training platform is organized, dynamic, and relevant. As a technology training specialist, your responsibil...
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We are looking for a proactive problem-solver with exceptional customer service skills to join our HelpDesk team. Your technical expertise will be put to use providing our 500+ home office employees with the technology support they need to do their jobs. In addition, you’ll also be providing technical recommendations and support to our 1,500+ advisors and their staff regarding any technology they ...
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The collection specialist is responsible for leading collection efforts for customers who are in early-stage to late-stage delinquency status (0-90 days past due), including making outgoing customer calls, calls to references and speaking with dealerships. The individual is also responsible for educating customers on the status of their account and the ramifications of a past due account to influe...
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COMPANY: Our company is a private real estate investment firm based in Burlington, MA whose investment strategy focuses on acquiring stable, income-generating assets with an emphasis on office, industrial and multi-family properties located in Tier I & II cities nationally. Our objective is to provide favorable risk-adjusted returns through the acquisition of stable assets that deliver consistent,...
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VP of Investment Banking Vice President - Investment Banking; Downtown Boston middle market Investment Bank; 80-100k plus 50-100% bonus!!!! Summary: We are seeking an experienced investment banking professional. This professional will be primarily responsible for coordinating and leading transaction execution processes. In addition, this position will involve extensive client interaction and the p...
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We are assisting our client in their search for an Investment Banking Analyst. Responsibilities include researching and analyzing companies, industries, historical financial statements and prospective financial information; building financial models and performing valuation analysis; understanding capital markets trends, assessing companies' capital needs and financing alternatives in consideratio...
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Client Operations Analyst; Investment Management Firm; $52K base, plus bonus An international investment management firm in Boston is seeking a Client Operations Analyst. Duties of this diverse role include supporting Division Directors with portfolio management and performance, interacting with clients to ensure investment objectives are met, and completing ad hoc project work. This is a fantasti...
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RFP Writer/ Business Development Associate - Investment Management firm - $60K- $80K A $6B investment management firm located just outside of Boston is seeking a 3-6 year RFP Writer to join the Business Development and Client Service Group. This group is responsible for providing general business development support and analysis, responding to questionnaires, and providing backup to the client ser...
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Prestigious investment firm is looking to hire an Administrative Assistant for an immediate opening in their Boston office!! In this role, you will support two senior executives with business and personal matters which will include meeting coordination and travel coordination; tracking expenses; running personal errands; and working with household staff at multiple properties. The qualified Admini...
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Join a Winning Team at UMassFIVE College Federal Credit Union! As an independent not-for-profit cooperative financial institution, UMassFive College Federal Credit Union is owned by and operated exclusively for the benefit of their members. Members include employees, students, and family members of the University of Massachusetts and the Five College systems. They also serve several smaller local ...
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Job Description: Boutique Insurance Brokerage is seeking a full-time, qualified candidate to assist and support our experienced Brokers with their daily case design and marketing needs. The appropriate candidate should possess an in-depth knowledge of new and existing life insurance design, and will be responsible for but not limited to the following: Responsibilities: Provide illustrations, sprea...
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Senior Accountant - Private Equity My client is a top Global Private Equity firm headquartered in Boston. They have partnered with Hollister on a search for a Senior Accountant. This candidate will be responsible for several accounting, tax and ad hoc projects within this very high profile group. We are seeking a candidate straight out of the big 4 or a large regional public accounting firm with a...
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EXPECTATION FOR ALL EMPLOYEES: SimplexGrinnell adheres to a core set of values and ideals that guides our actions as an employer and our operations as a business that provides fire and life-safety systems and services. We strive for excellence, and seek the honor of being recognized as a world-class company. We are committed to teamwork, customer service, honesty and integrity and to being a stron...
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Job ID: 1128 Position Description: Who we are: Largest Payment Processor in the United States • Banc of America Merchant Services, LLC is the result of a strategic alliance between Bank of America and First Data Corp. As an industry leader with a powerful commitment to the merchant business, Bank of America Merchant Services delivers a comprehensive suite of innovative payment solutions to merchan...
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