25 jobs found in Chelmsford, MA

Ameriprise Financial Position Description & Summary of Role: Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that builds trust, simplifies life, and reduces stress for clients and team members. Our Team has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects, managing business tasks and providing accountability. Responsibilities 75% Administrative: Calendar management Assist and lead ad-hoc projects as needed or assigned by Leader and advisors...

Revvity Overview: The Corporate FP&A team at Revvity is seeking a Principal Financial Analyst - Global Income Statement to join our dynamic, global organization. This high-impact role provides comprehensive oversight of the company's income statement and plays a key part in delivering actionable insights to senior leadership on overall business performance. The Principal Financial Analyst will partner with the Director of FP&A to advance strategic corporate initiatives and lead efforts to enhance processes and systems within the FP&A function. This is a hybrid opportunity (Tuesday - Thursday) based at our corporate headquarters in Waltham, MA. Key Responsibilities: Support the development and execution of the company's financial planning, budgeting, and forecasting processes. Conduct detailed financial analyses to provide insights that support management decision-making and business performance improvement. Contribute to the implementation and...

Ameriprise Financial The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Responsible for hiring and delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning results for all ACD hub advisors. Key Responsibilities: Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics. Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business. Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors. Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and...

Babson College THE OPPORTUNITY The Senior Data & Financial Analyst, Academic Affairs is a high-impact role that shapes major academic and budgetary decisions at the highest levels of the College. Working in close partnership with senior leadership, faculty, and cross-campus data experts, the Senior Data & Financial Analyst plays a pivotal role in advancing strategic planning and institutional governance; designs data and finance practices, and influences policy and resource allocation that will strengthen Babson's mission for years to come. Specifically responsible for blending institutional research, academic operations insight, and financial modeling, to empower data-informed decision-making across the College; working closely with the Assistant Dean of Accreditation, Director of Institutional Research, and Dean of Faculty's Office as a cross functional team; engaging with the Provost/Executive Vice President, Dean of Faculty, Chief Financial Officer/Executive Vice...

Fidelity Investments Job Description: Compliance Director, Cash Management and Payments The Role The Compliance Director position is a role within the Wealth and Brokerage (W&B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features. The Expertise and Skills You Bring Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required. Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings. Familiar with and developed a payment/debit card program with a focus on policies and...

Fidelity Investments Job Description: The Team Asset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the industry. In support of the FMR and Strategic Advisers Sub-Adviser compliance programs, the AMC Sub-Adviser Oversight Team performs initial due diligence on prospective sub-adviser candidates and ongoing oversight of Board approved sub-advisers. We interact frequently with Fidelity control partners, including Legal, Treasurer's...

MathWorks Summary MathWorks has a hybrid work model that enables staff members to split their time between office and home. The hybrid model provides the advantage of having both in-person time with colleagues and flexible at-home life optimizations. Learn More: https://www.mathworks.com/company/jobs/resources/applying-and-interviewing.html#onboarding. Are you looking to elevate your accounting and finance career to a role that blends accounting with data-driven analysis and collaboration with leadership? Join the MathWorks Finance team as a Senior Accounting and Finance Analyst and help drive innovation by leveraging technology, streamlining processes, and delivering actionable insights! MathWorks nurtures growth, appreciates inclusivity, encourages initiative, values teamwork, shares success, and rewards excellence. Responsibilities Financial reporting and analysis: Collaborate with the Global Finance Team to prepare and deliver timely and accurate financial...

MathWorks Summary MathWorks has a hybrid work model that enables staff members to split their time between office and home. The hybrid model provides the advantage of having both in-person time with colleagues and flexible at-home life optimizations. Learn More: https://www.mathworks.com/company/jobs/resources/applying-and-interviewing.html#onboarding. Are you a visionary leader with a passion for financial excellence and innovation? Do you excel at partnering with stakeholders across an organization to address key business challenges, optimize processes, and leverage technology? Join our dynamic team at MathWorks as the North America Controller and play a pivotal role in shaping our financial future! This role requires a forward-thinking leader who can analyze complex data, embrace technology, and drive transformative change throughout our finance workflows. The ideal candidate will excel at partnering across the organization and building a robust team that blends...

Ameriprise Financial Are you ready to make an impact and grow your expertise? Join us as an Internal Advisor Consultant. This role is designed for those with prior experience in sales or finance looking to continue their growth. In this role, you'll build and maintain client relationships, develop industry knowledge, and work in a collaborative team environment. Success comes from being personable, detail-oriented, and motivated to exceed goals. Key Benefits of This Role Expand your financial services knowledge Engage with clients and colleagues daily Access top-tier sales training Clear career paths-many team members advance into sales leadership or move into product, marketing, or investments This is a Boston-based hybrid position with a mix of in-office and remote work. Key Responsibilities As an Internal Advisor Consultant, you will: Develop, maintain, and deepen relationships with clients and colleagues Assist clients in investment...

Federal Reserve Bank of Boston Company Federal Reserve Bank of Boston The Boston Fed works to promote sound growth and financial stability in New England and the nation. We contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts. The Federal Reserve has developed a new interbank 24x7x365 real-time gross settlement (RTGS) service with integrated clearing functionality, called the FedNow Service. This service enables financial institutions to provide their customers with the ability to send and receive payments any time, any day, and have full access to those funds within seconds. This position is a unique opportunity to be part of this mission-critical Federal Reserve initiative that is...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Title: Financial Operations Analyst Location: Denver, CO; Boston, MA; Braintree, MA or Kansas City, MO | Hybrid This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies. This is an opportunity to be part of a close knit, collaborative, fun team with numerous opportunities for growth and advancement. Must be willing to work on site at least 6 days/month and the hours of 8 AM - 5 PM Central Time Why You'll Love It At SS&C! Flexibility : Hybrid Work Model and Business Casual Dress Code,...

Ameriprise Financial Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst. The position is accountable for performing daily activities to coordinate institutional client-facing processes such as onboarding and termination events. Gather data from multiple sources and across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final deliverable, such as a successfully onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions. Key Responsibilities Accountabilities include: Perform assigned daily and periodic processes in accordance with established procedures, practices, and policies. Gather, review, and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks. Accountable for...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency,...

Goodwin Procter Join Goodwin's Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world's most successful and innovative investors, entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and financial industries, and where they converge. As part of the Global Operations Team - all business professionals at the firm - you'll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we're not just supporting a law firm; we're partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and ambition drives us, and we're proud to have been recognised as the "Best...

Ameriprise Financial The Senior Director of Advisor Consulting is a key member of the Advisor Consulting & Development program for the intermediary distribution channel at Columbia Threadneedle Investments. The mission of the program is to be a valued partner bringing education, insights, and resources to financial advisors to better serve their clients and strengthen and grow their practices. Through this program we work directly with financial advisors, collaborate with home offices of wealth management firms, and partner with sales to deepen their client relationships. In this role, you will leverage your financial planning experience to help shape the focus areas and content of the program, assist in identifying themes, and create, promote and deliver content through various marketing and sales channels. You will collaborate with stakeholders in Sales, National Accounts, Marketing and other areas as you develop ideas and content. You will be a thought leader within...

Wellington Management About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting...

Ameriprise Financial About Us: LPM Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an Asset Management and Financial Planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment strategy. With close to 1 billion in Assets Under Management our growth is constant and derived from organic referrals -we create fans not just clients! We are looking for an enthusiastic, organized, dedicated, proactive and confident person to join our amazing team! Step into an instrumental role in our primary office location in Concord NH. Assist Financial Advisors with the smooth operation of a fast-paced-and friendly-Financial Planning and Asset Management Firm. Work as a team member of an award winning, nationally ranked, private wealth practice of Ameriprise...

Fidelity Investments Job Description: Compliance Director, Cash Management and Payments The Role The Compliance Director position is a role within the Wealth and Brokerage (W&B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features. The Expertise and Skills You Bring Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required. Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings. Familiar with and developed a payment/debit card program with a focus on policies and...