35 cac financial advisor jobs found in Boston

Ameriprise Financial This role will help develop, curate and disseminate engaging content across owned social channels. She/he will support both paid and organic social efforts, managing the day-to-day oversight of content and reporting, keeping abreast of social trends and changes to the various platforms. Support the strategic media channels team with Intermediary and Institutional paid media efforts across both online and offline channels. Opportunity to deepen both paid and social media knowledge and skill set. Key Responsibilities Own the day-to-day publishing and distribution of marketing materials across key channels, including LinkedIn, YouTube and FAIQ ThinkTank Collaborate with creative team, producers and marketing managers to develop content and execute social media campaigns for our North American business; includes volunteer initiatives, industry awards and events, and PR efforts Monitor daily social activity; develop and support social listening...

Massachusetts Bay Transportation Authority (MBTA) At the MBTA, we envision a thriving region enabled by a best-in-class transit system. Our mission is to serve the public by providing safe, reliable, and accessible transportation. MBTA’s Core Values are built around safety, service, equity, sustainability, and culture. Each employee that works for the MBTA performs their roles based on our vision, mission, and values. This includes attendance, participation, and contribution in local safety committee meetings as needed. Job Summary The Senior Director of Audit is responsible for building, leading, and maturing the organization's internal audit and compliance function. This role will build out processes and procedures to oversee internal controls, regulatory compliance auditing, and governance effectiveness. The Senior Director ensures audit programs align with business strategy and supports improved operational efficiency, risk mitigation, and ethical conduct. This...

Fidelity Investments Job Description: The Role Head of HR Communications Are you passionate about creating compelling stories that connect employees, strengthen relationships, and inspire innovation and creativity? If so, you might be the right candidate for the Head of HR Communications at Fidelity Investments! In this role, you will be a member of the Communications Senior Leadership Team and work in close partnership with your peers and their teams as well as the HR Leadership Team and key business partners to meaningfully engage Fidelity's 85,000 global associates. The Purpose of Your Role Leading a team, you'll collaborate with HR leaders, program teams, and Communications partners to craft and implement internal communication strategies to: Help Fidelity attract, retain, and grow talent by enhancing the career development and growth opportunities for Fidelity associates and managers across new roles, experiences, and skills. Connect associates to...

Fidelity Investments Job Description: The Role Fidelity Investments is seeking a Product Leader within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time personalized experiences for our customers across different channels (web, mobile, virtual assistant, call routing, etc.). The Product Leader leads an integrated roadmap for product development within an assigned squad, partnering with other leaders to align product cluster- and product area-level strategic priorities, planning, and curating a shared backlog. They also ensure clear backlog prioritization and communication to squad members, adjacent squads, internal clients, and other partners for successful execution. Sets overall mission and vision for their squad, providing integral thought leadership across different platform components and key points of integration, backlog trade-off definition, prioritization, and alignment in collaboration...

Logitech Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way. The Team and Role: Logitech is seeking a highly motivated and experienced Sr. Tax Analyst, Transfer Pricing (TP) advisor to join our dynamic tax team. This role is a key position within our Tax department and requires the ability to work collaboratively across functional teams within tax and outside of the tax department. The role will focus on a variety of projects extending from operational and compliance, to advisory, planning, and audit defense. The role will also develop strategies and provide guidance on TP tax technology initiatives including the use of Artificial Intelligence. You will be responsible for ensuring our intercompany transactions across various jurisdictions are compliant with local and international tax regulations, including the OECD Guidelines. Your Contribution: Be Yourself. Be...

Fidelity Investments Job Description: Director SMA Product Development Boston, MA The Role The Investment Product Group currently has an open role for a Director of Separately Managed Account Product Development. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity's SMA asset management capabilities. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity's investment product offerings. Over time, you will contribute to all parts of the product lifecycle including supporting existing products in market. Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes Understand product design, investment philosophy, process, resources, and results. Create and enhance investment content for product positioning and marketing in collaboration with investment teams and...

Fidelity Investments Job Description: The Role As a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team value delivery. In partnership with the Squad Leader, you will maintain a backlog, help to remove impediments, and facilitate agile events such as the daily scrum, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure. The Expertise and Skills You Bring 4 years of hands-on experience as a scrum master Jira and Jira Align experience required Bachelor's degree and/or equivalent...

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 COMPANY Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent...

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 Job Summary Wellington Management sponsors and sub-advises a broad array of products ranging from traditional long only funds to alternative strategies, including hedge funds & private equity. Products are offered to a global investor base and are subject to a variety of different regulatory regimes requiring a high degree of customization to meet our clients' unique needs. The...

The Nature Conservancy What We Can Achieve Together: The Impact Finance & Markets Division (IFM) at The Nature Conservancy (TNC) provides technical and strategic leadership to create transformational impact with the private sector by translating the value of nature and conservation approaches into actionable, science-based strategies that can help solve societal challenges. The Corporate Engagement (CE) team, one of three business units in the Impact Finance & Markets Division, provides technical leadership to translate the value of nature and conservation into actionable and standards-aligned strategies for companies across the world. We are seeking a dynamic and driven Senior Corporate Engagement Associate, Investment Engagement to help lead corporate and investor engagement efforts and manage high-priority collaborations with Financial Institutions. This role is focused on integrating nature into financial decision-making, with a strong thematic emphasis on...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Fidelity Investments Job Description: The Role Fidelity Executive Services is looking for a Director to join the Strategy & Offering Team as they embark on a multi-year expansion of the Executive Services program. This role provides a great opportunity to work across multiple initiatives and workstreams towards this expansion, including the evolution of the service model and offering, it's positioning at Fidelity and in the marketplace, and how we go to market. The Director role is ideal for someone with a product management or strategy background, with experience across both workplace and our retail businesses. Primary duties of the position include: Using data and insights to find opportunities, measure performance, and iterate on features to meet Executive Services program, sponsor, and participant needs Leading multiple priorities and initiatives in partnership with Executive Services Product Area and Distribution Teams Establishing goals and communicating...

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...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Job Location: New York City, Norwalk, Boston, or London Working Environment : Hybrid For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Your Team's Impact FactSet's product suite of industry-leading analytics and unique...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Ameriprise Financial Asset Management Technology is a dynamic service focused organization dedicated to ensuring business focused outcomes for our Investments front office partners in Columbia Threadneedle Investments. We are looking for dynamic Engineering leader who will operate in a fast-paced environment to provide differentiating technology and complex analytical solutions supporting trading, portfolio management, research and ESG functions within Columbia Threadneedle investments department. This role is a hands-on software engineer that will provide engineering SME and direction to our business partners in Asset Management. We are looking for candidates with a fresh perspective who are passionate about solving complex business, data, and technical challenges. In this role, you'll work with smart, talented people across our business to create innovative, next-generation cloud-based applications, and analytics/models. You'll be involved, hands-on, and work through the...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond...

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 We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's public and...

Massachusetts Bay Transportation Authority (MBTA) At the MBTA, we envision a thriving region enabled by a best-in-class transit system. Our mission is to serve the public by providing safe, reliable, and accessible transportation. MBTA’s Core Values are built around safety, service, equity, sustainability, and culture. Each employee that works for the MBTA performs their roles based on our vision, mission, and values. This includes attendance, participation, and contribution in local safety committee meetings as needed. Job Summary The Treasury Director assists in the central function of managing the MBTA's debt portfolio, cash position, and investment accounts. The Director has responsibility for maintaining the bond book, bond accruals, tracking commercial paper, reviewing and approving fuel hedge invoices, maintaining and updating finical disclosure and the production and monitoring of the of the department's debt service and operating annual budget. The...

Eaton Vance Job Description ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement...