Banking and Financial Services Jobs in Andover Massachusetts
5 positions found
Company Overview
Constitution Capital Partners, with offices in Boston and New York, is a leading alternative asset manager focused on private equity and private credit. The firm is a disciplined, value-oriented investor with a demonstrated track record of consistently generating top quartile returns. The firm is led by an experienced, cohesive team of investment professionals with significant experience investing in partnerships, direct equity, and opportunistic credit investments.
Role
Constitution Capital Partners is looking for a General Counsel to join our team. The role will partner with the investment team, investor relations and senior leadership to provide legal support and act as an advisor.
Responsibilities
- Provide strategic legal support for complex transactions across all entities
- Review, draft and negotiate contracts and documents, including fund documents, side letters and subscription materials
- Support the investment team by evaluating legal and regulatory due diligence in the deal process
- Manage and coordinate relationships with outside counsel
- Monitor regulatory and policy developments affecting the industry and provide updates as necessary
- Provide general legal support on matters and issues as needed
- Partner with CCO to evaluate risk management controls
Qualifications
- JD and active MA bar membership
- Strong academic credentials
- 8+ years of experience in the private equity/investment management group at a law form or relevant in-house experience
- Strong working knowledge of private fund structures (e.g., 3(c)(7) drawdown vehicles) and publicly registered RIC funds, including related operational, compliance and reporting considerations
- Proven ability to prioritize tasks and provide innovative solutions in a fast-paced environment
- Strong interpersonal skills, sound judgment and the ability to communicate effectively
- High standards for integrity and ethics
Description
Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
- Meaningful work & relationships – You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
- Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
- Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
- Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
- High School degree or GED required
- 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
- Ability to effectively ask questions and identify needs to improve the customer relationship
- Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
- Demonstrated skills in using digital technology to support the delivery of business goals
- Aptitude to problem solve and provide solutions to customer issues
- Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
- Self-motivated, confident and ability to multitask effectively
- Ability to work branch hours, which can include weekends and evenings
- Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
- 1 year cash handling experience
Hours and Work Schedule
- Hours per Week: 40
- Work Schedule: Varies with branch needs and may include weekends and evenings
- Pay Transparency
- The salary range for this position is $27.16 - $29.52 per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
* Annual Bonus
* Full Benefits
* Retirement This Jobot Job is hosted by: Courtney Labonte Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $220,000
- $245,000 per year A bit about us: We are a non-profit multi-disciplinary healthcare practice that provides high-quality, cost effective care to everyone in the community.
We are looking for an experience Senior VP & CFO to lead a dynamic team and achieve operational goals.
For more info contact: /> Why join us? We offer a supportive work environment with continued opportunity for professional development and industry leading benefits.
Competitive compensation package Comprehensive Health Benefits (Medical, Dental, Vision) Generous PTO & paid holidays Life Insurance Retirement with match Student Loan Forgiveness / Tuition Assistance Flexible scheduling from strong work/life balance Committed and friendly team Continued professional development and MORE!!! Job Details Senior VP & CFO:
* Responsible for driving the financial functions of a multi-specialty health center
* Participates in long term strategic and financial planning and ensures adequacy and financial soundness
* Prepares and presents the annual operating budget, capital budget and cash flow along with managing variances
* Leads Finance Committee and attends Board meetings
* Reports to the CEO Qualifications:
* Bachelors Degree in Accounting or Finance
* MBA preferred
* Qualified candidates will have 7-10 years progressive financial management experience in a non-profit healthcare setting
* Prefer at least 3 or more years Sr.
Director and/or Executive level leadership experience
* CPA or CPA eligible a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
* Annual Bonus
* Retirement
* Pension and MORE! This Jobot Job is hosted by: Courtney Labonte Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $220,000
- $245,000 per year A bit about us: We are a non-profit multi-disciplinary healthcare practice that provides high-quality, cost effective care to everyone in the community.
We are looking for an experience Senior VP/CFO to lead a dynamic team and achieve operational goals.
For more info contact: /> Why join us? We offer a supportive work environment with continued opportunity for professional development and industry leading benefits.
Competitive compensation package Comprehensive Health Benefits (Medical, Dental, Vision) Generous PTO & paid holidays Life Insurance Retirement with match Student Loan Forgiveness / Tuition Assistance Flexible scheduling from strong work/life balance Committed and friendly team Continued professional development and MORE!!! Job Details SVP/CFO:
* Responsible for driving the financial functions of a multi-specialty health center
* Participates in long term strategic and financial planning and ensures adequacy and financial soundness
* Prepares and presents the annual operating budget, capital budget and cash flow along with managing variances
* Leads Finance Committee and attends Board meetings
* Reports to the CEO Qualifications:
* Bachelors Degree in Accounting or Finance
* MBA preferred
* Qualified candidates will have 7-10 years progressive financial management experience in a non-profit healthcare setting
* Prefer at least 3 or more years Sr.
Director and/or Executive level leadership experience
* CPA or CPA eligible a plus Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy