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Boston financial advisor in training

48 financial advisor in training jobs found in Boston

Professional Diversity Network
Mar 06, 2026  
Executive Vice President and Provost
Berklee College of Music Job Description: Executive Summary Berklee College of Music invites applications and nominations for the Executive Vice President and Provost (Provost). This executive-level leadership role is based in Boston and will report directly to the President. Collaborating with colleagues in the Institution and across Berklee, the Provost will provide vision, strategic and operational leadership, and oversight of the areas outlined below. The Provost will partner with President Jim Lucchese and other senior administrators to build upon Berklee's significant strengths in curricular and programmatic innovation, enhancing the unique value of a Berklee education through the continued promotion of artistic excellence, globalization of programs, and integration of professionalizing experiences that can enable Berklee graduates to thrive now and in the future. The Provost oversees the work of senior academic administrators, including the vice president and...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 05, 2026  
Senior Manager, Strategic Pricing
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...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Feb 27, 2026  
Product Manager
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 Your Team's Impact We are seeking a Product Manager to join the team. You will work with the team to deliver on the product roadmap, drive user research and validation, and align cross-functional teams to deliver an exceptional client and...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Feb 24, 2026  
Senior Director, Benefits and Compensation
Berklee College of Music Job Description: SUMMARY Berklee is the world's leading institution for the study of music, dance, and theater, offering transformative educational programs ranging from performance, production, and composition to business, education, music therapy, music and culture grounded in the Africa diaspora, and other disciplines. Its innovative curriculum blends contemporary and classical training with emerging technology and creative entrepreneurship, providing students with unparalleled resources to excel in their creative pursuits. Since its founding in Boston, Berklee has evolved into a global community, now home to over 8,000 students from more than 100 countries and connected by a network of 84,000+ alumni. Comprising Berklee College of Music, Boston Conservatory at Berklee, Berklee NYC, Berklee Valencia, Berklee Abu Dhabi, and the Division of Pre-College, Online and Professional Programs, the institution's dedication to empowering the world's most...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Feb 10, 2026  
Principal Program Manager
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 is seeking a Principal Program Manager to program and project manage complex client implementations, enterprise transformations, and large-scale hosting migrations across the Institutional Buy Side product suite. In this role, you will own end-to-end delivery of high-impact, multi-workstream programs, ensuring disciplined...
Professional Diversity Network Boston, MA, USA Full-Time
BlackRock
Feb 11, 2026  
Associate, Global Product Solutions ETF Regulatory Marketing Review Featured
About this role Global Product Solutions ETF Regulatory Marketing Review Location: Boston About this role Elevate your career by joining the world's largest asset manager! At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. BlackRock's iShares is the largest Exchange Traded Fund (ETF) provider globally with over $5.47 trillion in assets under management. With a long history of ETF innovation and expertise, iShares is a trusted leader in the ETF industry. iShares serves investors of all sizes, including advisors, personal investors, wealth managers, banks, asset...
BlackRock Boston, MA, USA Full-Time
Professional Diversity Network
Mar 06, 2026  
Legal Data Analyst
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...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 06, 2026  
Digital Asset Product Manager - Fidelity Digital Asset Management
Fidelity Investments Job Description: The Team Fidelity Digital Asset Management (FDAM) delivers a growing suite of digital asset investment solutions for retail, intermediary, institutional, and on-chain clients. The team integrates Fidelity's robust investment, research, and risk capabilities with digital asset specific expertise to build the next generation of investment products and solutions. The Role The Digital Asset Product Manager will lead product development, management, strategy, and positioning for Fidelity Digital Asset Management's (FDAM) digital asset investment product suite. This role covers single and multitoken strategies, thematic and mixedasset exposures, as well as new product structures that integrate digital assets as an emerging alternative asset class for investment portfolios. A successful candidate will bring deep experience structuring alternative investment products such as private funds, institutional vehicles, or advanced products in...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 06, 2026  
Director, CLO Investment Services
Fidelity Investments Job Description: Director, Loan Investment Services The Role The Director, Loan Investment Services will oversee the operational model for the Ballyrock and Grand Harbour CLOs. The Director will be responsible for managing a team tasked with the accuracy of holdings and security reference data in multiple internal systems to ensure accurate indenture test results are available on a daily basis. In addition, the Director will lead the Trustee Reporting process for the Collateral Manager, ensuring accurate and timely reports are made available to investors and be responsible for the creation and approval of the quarterly waterfall distributions for all CLOs. The Director will also be required to understand the indenture language for the CLOs and provide other ongoing operational and administrative support. Further, this individual will be responsible for ensuring their team tests and utilizes new technologies that will result in more efficient...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 05, 2026  
Dining Room Manager, Specialty Dining
Fidelity Investments Job Description: The Role Are you passionate about delivering world-class dining experiences? As the Dining Room Manager for Specialty Dining at Fidelity Investments, you will lead the way in crafting an outstanding atmosphere for our guests! You will be managing reservations, coordinating food and beverage service, and ensuring an outstanding ambiance in our signature venues. Your role is pivotal in providing flawless service that leaves a lasting impression. Key responsibilities of the role include: Coordinating the daily operations of the front of house team, ensuring smooth and efficient service from breakfasts, lunches, and occasional receptions & dinners. Handling inventory for front of house sections, making certain they remain sufficiently supplied to support business demands. Supervising and training the waitstaff team, conducting pre-service briefings, and crafting work schedules to maintain service excellence. Managing...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 05, 2026  
Director, Project Delivery
Fidelity Investments Job Description: The Role Are you passionate about real estate? Do you thrive in fast-paced settings? If so, Fidelity Real Estate is seeking a Director of Project Delivery. This senior role is a key member of Fidelity's Design and Delivery team, responsible for leading a multidisciplinary project team comprising of internal collaborators, external partners, designers, consultants, contractors, and various other vendors. This position requires the application of deep expertise to manage all phases of projects with varying levels of complexity, ranging from interior enhancements to critical infrastructure projects! Your project management style ensures that controls are in place to lead the project budget and scope to align with Fidelity's business objectives. You proactively identify problems and implement solutions that result in projects that are completed on time and within budget, presenting risks and planning for near- and long-term solutions...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 04, 2026  
Lead VBA/Python Principal Software Engineer
Fidelity Investments Job Description: The Role The FAMS Investment Tools Development is looking for a hardworking, highly motivated software engineer with a strong understanding of programming fundamentals, and an asset management development background. Prior experience developing front office investment management tools in quantitative, systematic, long/short, derivatives, and/or hedge fund domains is required for this role. You will play a Quant developer role in architecting and developing a new Systematic Investment platform that will be used for alpha generation, portfolio construction and trading. You will collaborate with other technology team members in a dynamic and fast-paced environment to build scalable, reliable, and highly available technology solutions. The Expertise & Skills You Bring Interface with Portfolio Analysts to integrate new models and research into ITD tools built using python/VBA. Perform requirements gathering, analysis of existing...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 03, 2026  
Senior Data Engineer
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 Senior Data Engineer POSITION Tracing our roots to 1928, we are one of the world's largest independent investment management firms. With over US$1.3 trillion in assets under management, we serve as trusted advisers to institutional clients and mutual fund sponsors in more than 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 03, 2026  
Assistant Trader - Parametric
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...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 03, 2026  
Manager, Client Development - Litigation
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...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 03, 2026  
Senior Director, Client Success
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 Senior Director, Client Success Locations : New York, NY, Boston, MA| Hybrid Get To Know Us: SS&C Eze is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process. SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe. The Leader of Client Success will oversee a team of Client Success Managers in The Americas, serving clients in our...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Mar 03, 2026  
Sector Trader
Fidelity Investments Job Description: Business Division Fidelity's Equity Division is responsible for managing more than 129 diversified mutual funds and over 50 industry specific funds. Assets under management total more than $950 billion. The department consists of over 200 Portfolio Managers, Research Analysts and Research Associates. The Equity Trading group is made up of 62 trading professionals across our Boston, London and Hong Kong desks, providing 24hour access to global markets. The Equity Trading group manages execution, portfolio services and quantitative analysis for equity, derivatives, convertible bonds and foreign exchange. The Position Based in Boston, the Sector Trader role sits within the Americas Cash Trading team. Sector Traders are responsible for executing higher complexity, multi day equity and equity like orders and serve as strategic execution partners to Portfolio Managers and Research Analysts. The role encompasses both traditional order...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Feb 27, 2026  
Principal Program Manager - Parametric
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 PARAMTERIC 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...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Feb 26, 2026  
Controller
Doyon Government Group Overview: Doyon Government Group (DGG) provides design-build and general construction services, including demolition, new construction, renovations, and repairs, for government-owned facilities and military installations nationwide. The Controller is responsible for managing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the regulations of the FAR and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate within the federal government contracting and technology industry. ESSENTIAL FUNCTIONS: Manage and perform day-to-day accounting operations, including: Month-end and year-end close processes Journal entries, reconciliations, fixed asset management, and lease accounting Preparation of accurate and timely financial statements Perform comparative analysis to...
Professional Diversity Network Boston, MA, USA Full-Time
Professional Diversity Network
Feb 24, 2026  
Manager, Process Transformation - Billing & Collections
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...
Professional Diversity Network Boston, MA, USA Full-Time
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