Banking and Financial Services Jobs in Arlington Massachusetts

Location: New York, Boston, Chicago, Atlanta, Hoboken, Philadelphia, McLean, Seattle

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

As a Director with EY-Parthenon's Strategy and Execution Commercial Strategy practice, you will be a vital member of the team leading and executing strategy development, transactions, and turn-arounds for our clients. You\'ll collaborate with our EY-Parthenon team members to realize improved returns for clients by identifying and unlocking value through improvements in corporate/BU strategy, go-to-market strategy (including digital), commercial operating model, and optimization of the commercial functions (sales, service, marketing, pricing), while minimizing customer disruption. You will identify, define, quantify, and realize sustainable value through revenue enhancement and cost and margin improvement tied to the commercial aspects of the clients’ business. You will also focus on business and practice development as well as developing team members to achieve their career goals.

• Project Management – manage project teams comprising of colleagues from across EY-Parthenon to successful project execution.

• Business and Commercially Driven – work effectively in a fast-paced, exciting environment with strong business acumen to drive value to our clients.

• Business Development - assist in aspects of pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work.

• People Development – coach, mentor, and develop team members to enable achievement of their career goals.

• Building Relationships - Strong working relationships with clients, including influencing, advising, and supporting key decision makers.

• Innovation – Develop and support thought leadership and intellectual capital.

• A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 5 years of related work experience; or a graduate degree and 3 years of related work experience.

• MBA is preferred.

• Significant transactions (buy and/or sell side) management consulting experience.

• Experience in the following:

• Corporate and/or BU strategy development.

• Commercial functions (e.g., sales, marketing, customer service, pricing).

• Go-to-market strategy and revenue synergy design/capture for traditional, digital and hybrid commercial models.

• Evaluation of market landscape including market size, competition, market trends and resulting commercial implications.

• Pre-deal strategy including growth assessments (e.g. profitability assessments, clean room, etc.).

• Experience leading and managing in complex business environments.

• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.

• The ability and willingness to travel and work in excess of standard hours when necessary.

• A proven record of excellence in a transactions and/or commercial strategy role.

• Experience gained within another large professional services organization.

• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

• Established networking skills in a relevant industry.

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at

Duration: 12 months contract

Job Description:

Requirements:

We are looking for a Senior Fund Administrator with minimum 5 years of mutual fund accounting/administration experience

This individual will support a broad spectrum of fund administration and treasury services. The Fund Administration specialist will assist in the preparation and review of a variety of reports, analysis, and administrative tasks related to overseeing the day-to-day operations.

Responsibilities:

• Monitor and review the creation and analysis of expense budgets.
• Prepare, review, and validate fund accruals and payments.
• Facilitate the preparation Board materials.
• Oversee the activities of third-party fund accounting and custodian providers to ensure proper adherence to service levels.
• Review fund cash, currency and asset reconciliations and aging of receivables.
• Research and document errors and remedial actions to prevent future errors.
• Assist in the review new investments, including complex securities and derivatives to ensure proper classification and accounting treatment.
• Perform and/or review benchmark analysis of Fund NAVs, yields, distribution rates versus internal and external benchmarks.
• Assist in the monthly reviews of regulatory filings, including N-PORT and N-CEN.
• Supervise staff and coordinate the detailed review of reporting for consistency, accuracy and compliance with policies and procedures.
• Act as a liaison with other departments including Legal, Investment Operations, Performance & Analytics and Portfolio Management.
• Maintain a working familiarity with applicable laws, regulations and interpretation of governing financial statements and disclosure, including the Investment Company Act of 1940, the Internal Revenue Code, GAAP, Regulation S-X and other applicable requirements.

Experience:

• Bachelor’s Degree in Business, Accounting or Finance.
• 5 years of mutual fund accounting/administration experience.
• Supervisory experience.
• Familiarity with advanced Excel formulas.
• Strong attention to detail and ability to manage multiple priorities and deadlines.
• Strong oral and written communication skills.
• Ability to work independently and take ownership for responsibilities.
• Ability to work well in and contribute to a team environment.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity,

national origin, disability, or status as a protected veteran.

Recruiter Details:

Name: Nikhil

Email:

Internal Id: 26-03909

Our client is seeking a strategic and people-focused leader to drive the delivery and growth of our client’s professional development portfolio. This role leads a team of project managers responsible for delivering high-impact programs that enhance client outcomes and support revenue growth.

The Senior Manager will oversee product performance, client engagement, and operational excellence—ensuring scalable delivery, continuous improvement, and cross-functional alignment. This leader will partner closely with Sales, Product, Technology, BI, Finance, and Marketing to optimize program value, elevate the client experience, and inform the roadmap and go-to-market strategy.

Key responsibilities include:

• Coaching and developing project managers to ensure consistent, high-quality execution
• Driving product performance through data-informed decision-making
• Enhancing client engagement and supporting renewals
• Leading process improvements to scale delivery and improve operational efficiency
• Providing strategic insight on performance, trends, and growth opportunities
• 3 days onsite in Boston/2 days remote (Location convenient to public transportation, Red, Green, and Orange line MBTA)

Ideal candidates bring 7+ years of experience in professional development, L&D, product delivery, or program management—along with proven team leadership, strong business acumen, and the ability to influence cross-functional stakeholders.

If you have these skills and you are looking for a permanent opportunity, please forward your resume today!

At Wegmans, our cashiers make sure customers end their shopping trips with a positive experience. In this role, you'll provide proactive incredible customer service as you assist customers in both traditional checkout and self-checkout lanes. You'll leave a lasting impression and transform first-time shoppers into loyal Wegmans customers!

What will I do?

• Engage customers in friendly conversation while making eye contact and smiling; proactively offer additional assistance, thank customers for shopping at Wegmans
• When on register, efficiently and accurately scan items and process payments
• Properly bag items to ensure products arrive at their destination in the condition they left the store
• When in self-checkout area, manage traffic flow, direct customers to available lanes, ensure the lanes are in good working order and assist customers with system troubleshooting
• Maintain a clean, organized, and well-stocked work space

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

Comprehensive benefits*

• Paid time off (PTO) to help you balance your personal and work life
• Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
• Health care benefits that provide a high level of coverage at a low cost to you
• Retirement plan with a 401(k) match
• A generous scholarship program to help employees meet their educational goals
• LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

• Paid time off (PTO) to help you balance your personal and work life
• Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
• Health care benefits that provide a high level of coverage at a low cost to you
• Retirement plan with a 401(k) match
• A generous scholarship program to help employees meet their educational goals
• LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.

Quantitative Credit/Derivative Portfolio Manager 

Quantitative Portfolio Management  Team

Full-Time

Boston, MA

The Opportunity:  

The Quantitative Credit/Derivative Portfolio Manager will be responsible for Credit hedging across the MassMutual General Investment Account. This includes performing daily portfolio management activities, such as rebalancing risk and evaluating tactical relative-value tradeoffs, while also contributing to the research of alternative hedging strategies employing simulation and back-testing techniques. The Quantitative Credit/Derivative Portfolio Manager will work closely with teams across Investment Management, Barings, Enterprise Risk, Corporate Finance, and Strategic Distribution.  

The Team:  

The Quantitative Portfolio Management (QPM) team has primary focus in asset-liability management (ALM), product pricing, and the formulation and execution of quantitative strategies that enhance policyholder surplus and mitigate unwanted risks in the portfolio. The team oversees all derivative-related aspects of MassMutual’s portfolio management process, managing exposure to interest-rates, foreign exchange rates, Credit spreads, volatility, and equity. A small and highly collaborative team, QPM works with other groups across Investment Management to manage MassMutual's product portfolios and the approximately $250 billion General Investment Account (GIA). In addition, this high-profile group works with our other internal stakeholders including product, actuarial, treasury, accounting, risk, compliance, and external partners, including our primary asset management subsidiary Barings and the major Wall Street derivative broker/dealer counterparties.  

The Impact:  

The Quantitative Credit/ Derivative Portfolio Manager will be accountable for the following:  

• Responsible for daily portfolio management activities like execution of new hedges, roll of existing ones, and trade input as well as review of current risk, recent activity, attribution, profit and loss, and modeling of credit exposure in different portfolios  
• Identify market opportunities, analyze alternative hedging strategies, propose and implement frameworks for relative value positioning, and suggest transactions, to increase hedge effectiveness for portfolio management  
• Lead bespoke simulation, back-testing and/or other research projects  
• Collaborate with colleagues in other areas of MassMutual as needed – enterprise risk, corporate actuarial, finance and accounting, etc.  

The Minimum Qualifications:   

• 7+ years of derivative market experience in at least one of the following: listed and OTC equity options, TRS, futures/forwards, CDX, interest rate swaps/swaptions, and cross- currency swaps  
• 7+ years of market expertise in fixed income portfolio management, with exposure to structured & private credit 
• Bachelors in Math, Financial Engineering, Computer Science or related field  

The Ideal Qualifications:

• 10+ years of derivative market experience  
• Advanced quantitative degree (MFE, PhD)  
• Strong background/understanding of capital markets and financial instruments  
• Strong quantitative expertise: statistics, mathematics, and computer science (python / SQL required)  
• Ability to develop market views in Credit and Fixed-Income 
• Strong understanding of portfolio management and ALM   
• Deep knowledge of derivatives in all dimensions – risk, economics, tax, accounting  
• Strong background/understanding of capital markets and financial instruments 
• Strong understanding of portfolio management and ALM in a life insurance company  
• Strong communication skills and ability to convey technical topics to non-experts  

What to Expect as Part of MassMutual and the Team :

• Regular team meetings  
• Focused one-on-one meetings with your manager  
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups  
• Access to learning content on Degreed and other informational platforms  
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits 

#LI-FT1

• Collaborate with the Compliance Reporting Team, assisting in daily compliance reporting activities and operational processes.
• Perform and deliver compliance reporting, including, but not limited to, client reporting, corporate reporting, investment reporting, and regulatory reporting.
• Develop and maintain working knowledge of reporting requirements related to investment and corporate compliance for US and non-US jurisdiction.
• Perform research and analysis related to compliance reporting, staying up-to-date on industry trends, standards, and guidelines.
• Contribute to additional reporting responsibilities, including management reporting and regulatory reporting.
• Perform ad-hoc tasks and projects as needed.

• Bachelor's degree in Finance, Economics, Business, or related field.
• Knowledge of financial regulations, such as the 1940 act
• 1-3+ years of compliance reporting experience in investment management or financial services.
• Experience performing client reporting and corporate compliance reporting functions in investment management or financial services.
• Strong experience leveraging compliance reporting systems and tools.
• Proficiency in basic data analysis (Excel, Tableau, PowerBI).
• Working knowledge of compliance reporting and regulatory frameworks, and willingness to stay up-to-date on industry trends and standards.
• Ability to analyze data and meet complex reporting requirements.
• Proven ability to work independently and collaboratively.
• Strong organizational skills and attention to detail.

The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members.

The role is part of the Transformation Team within Corporate and Investment Banking (CIB) Chief Operating Officer (COO) organization.

This is a role leveraging both Program Management Office (PMO) and project execution/consulting skills providing solutions for CIB US with a focus on regulatory and non-financial risk related initiatives.

Qualified candidate must have extensive program/project management experience related to Corporate and/or Investment Banking and should be able to work independently to conduct analysis and proactively bring proposed solutions in support of business goals. Knowledge of industry standards and best practices in regulatory and control aspects of the Markets, Banking and/or Leverage Finance businesses is important. The ability to think, communicate, and support and/or drive execution is key. The role will provide support for various projects within the CIB COO organization, coordinating teams of internal staff and external partners supporting the execution. S/He will also serve as mentor to more junior staff and those who are responsible for supporting key operational functions and providing recommendations for improvement.

Must possess 10 years of program/project management and business planning experience within a financial services organization, ideally focused on regulatory and non-financial risk related initiatives affecting Corporate and/or Investment Banking division.

Local candidates from MA are needed, and USC/GC candidates are preferred.

We are seeking a Performance Reporting Analyst to support the Fare Revenue team by managing data analysis, reporting, and KPI monitoring. The role involves cleaning and transforming raw data, ensuring data quality, and developing dashboards and reports that provide actionable insights. The analyst will work with cross-functional teams to improve data processes and automate reporting systems.

Key Responsibilities:

• 2–3 years of experience in data analysis or business analytics and Clean, transform, and validate data to ensure accuracy and consistency.
• Strong skills in Excel, SQL, Python, Power BI, or Tableau.
• Develop dashboards and reports using Power BI, Tableau, and Excel.
• Analyze and monitor key performance indicators (KPIs) and provide actionable insights.
• Use SQL and Python for data manipulation, automation, and reporting processes.
• Support data integration and ETL processes across multiple data sources.
• Automate data validation and reporting workflows.
• Collaborate with stakeholders to gather requirements and improve reporting frameworks.
• Strong analytical, problem-solving, and communication skills.
• Bachelor's degree in Data Science, Computer Science, Statistics, or related field.

Hybrid Tues, Wed, Thurs onsite in Boston, MA

An American real estate investment trust that owns, develops, and operates wireless and broadcast communications infrastructure in several countries. The organization focuses on long-term value creation and operational excellence across its portfolio.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $60.00 to $70.00/hr. w2

Responsibilities

• Assess third-party vendors for inherent and residual risk across cybersecurity, privacy, compliance, financial stability, and operational resilience.
• Conduct and review vendor due-diligence questionnaires, SOC reports, penetration test results, and other security and compliance documentation.
• Monitor vendor performance and risk posture over time, track remediation plans, and validate corrective actions.
• Collaborate with Procurement, Legal, IT Security, and Business Owners to identify, document, and mitigate third-party risks.
• Maintain the TPRM platform with accurate data, evidence management, workflow tracking, and progress updates.
• Independently manage end-to-end TPRM assessments and reassessments for 30+ vendors per month, including communications, follow-ups, and timely review of questionnaires and artifacts.
• Maintain up-to-date progress notes within the tool for leadership and internal partner visibility.
• Support enhancements to TPRM policies, procedures, risk scoring methodologies, and leadership or regulatory reporting.

Experience Requirements

• Minimum 2 years of TPRM or risk-related experience required; 3 to 5 years of related industry experience preferred.
• Knowledge of the third-party or vendor management lifecycle, related controls, processes, and risk exposure across identification, selection, management, and termination.
• Strong operational risk management experience across identification, assessment, mitigation, prioritization, monitoring, and reporting.
• Understanding of regulatory requirements and expectations related to TPRM.
• Strong organization, planning, and project management skills with the ability to prioritize and meet deadlines.
• Ability to work with cross-functional groups and multiple organizational levels to achieve results.
• Leadership capability to drive and motivate stakeholders to outcomes.

Education Requirements

• Bachelor's degree or equivalent work experience.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact .

Job ID: JN -

• Analyze monthly fixed income portfolio asset reports for client accounts
• Submit daily/monthly asset and cash reconciliations for custodian banks
• Monitor cash flows, daily expenses, collateral holdings and income receivables for client portfolios
• Research and report variances and incorrect holdings within accounts and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps reported correctly
• Use Bloomberg to research portfolio discrepancies between the organization and the Bank

• B.S. in Finance or Economics
• GPA above 3.0
• 0-1 years of experience (internships included)
• Strong Excel Skills (v-lookups & pivot-tables)
• Ability to work well in a team
• Demonstrated interest in Investment Operations
• Excellent communication and interpersonal skills
• Detail-oriented, highly organized, and eager to learn

• Research and resolve trade discrepancies by interacting with brokers and custodian banks
• Instruct trades and trade amendments
• Prepare wire transfers to fund investment activity
• Process and reconcile trade activities
• Process cash transactions
• Perform daily/monthly asset and cash reconciliations
• Settle trades and foreign exchanges
• Asset position reconciliation
• Research and report variances and incorrect holdings
• Daily and monthly client reporting
• Analyze monthly portfolio asset reports for client accounts
• Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
• Use Bloomberg to research portfolio discrepancies

• Bachelor's Degree (preferably in Finance)
• Internship(s) or similar work experience
• Team player with a strong focus on getting the job done within established strict timeframes
• Knowledge of MS Office applications and spreadsheet proficiency

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.

COMPENSATION & EARNINGS

• Base Salary: $75,000-$85,000 per annum
• 1st Year Total On-Target Earnings (OTE): $125,000 per annum (base + performance incentives)

At Leyton, we’re not your average consulting firm. We’re a team of passionate innovators, financial strategists, and opportunity creators helping businesses of all sizes reach their full potential. As we continue our rapid growth in North America, we’re looking for a results-driven Business Development Executive to join our high-performing U.S. sales team.

About Leyton

Leyton is a global consulting firm dedicated to helping businesses improve performance through innovation funding and underutilized tax strategies. Since 1997, we have grown to more than 3,000 employees across 17 countries, with U.S. offices in Boston and San Francisco. Our U.S. presence provides the agility of a startup combined with the stability and resources of an established global company.

In the United States, our expertise includes Research and Development (R&D) Tax Credits, State and Local Tax (SALT), Energy Efficiency Credits, Cost Segregation, and more. Our consultants, technical experts, and tax specialists provide strategic advice on how best to utilize credits, incentives, and refunds. Our sales and strategic teams have built strong relationships with firms across more than 70 niche markets. To date, Leyton has helped over 25,000 companies uncover tax credits and reinvest in innovation and business growth.

What You’ll Do

As a Business Development Executive/Account Executive, your mission is to generate new business opportunities in the USA, targeting businesses operating in the innovation space. You will be supported by a collaborative inside sales team, both onshore and offshore, and work closely with our consultants and leadership teams to drive results.

Key Responsibilities

• Identify, pursue, and close new business opportunities through market research, networking, and strategic outreach
• Build and manage a robust pipeline while nurturing relationships with key stakeholders
• Own the full sales cycle from prospecting and meeting decision-makers to closing deals and onboarding
• Develop and present tailored value propositions that address client challenges and deliver measurable results
• Collaborate with consultants, internal teams, and partners to drive referrals and maximize client impact
• Train and coach the inside sales team to generate qualified leads aligned with your strategy
• Support the development and execution of regional go-to-market strategies
• Meet and exceed monthly KPIs and annual revenue targets
• Manage existing client accounts with a focus on retention and expansion

What We’re Looking For

• Proven experience selling Tax Credits, tax advisory, and State and Local Tax (SALT) solutions to U.S. companies is considered a strong asset.
• Quota-achieving sales experience in a closing role
• Consultative selling skills, with the ability to tailor solutions to client needs
• High-volume outreach expertise with a strategic prospecting approach
• Ability to engage C-level executives and key stakeholders with confidence and credibility
• Outstanding communication and persuasion skills, with strong pitching and negotiating ability
• Self-motivated, disciplined, and goal-oriented with strong organizational skills

Nice-to-Haves

• Bachelor’s degree in Business Administration, Management, Marketing, or a related field
• Experience with Salesforce and SalesLoft or similar CRMs
• Background in selling intangible products or services
• Formal sales methodology training

Required Skills and Qualifications

• 3-5 years of experience selling services to mid- and high-market clients
• Proven track record in consultative sales and managing the full sales cycle
• Experience working with or selling for a management consulting firm is a strong asset
• Background in finance, innovation, or operations is an advantage
• Highly self-motivated, independent, and results-oriented
• Excellent verbal and written communication skills
• Strong interpersonal skills and a collaborative mindset
• A high level of professionalism, integrity, and ethical standards

What We Offer

Compensation

• Base Salary: $75,000-$85,000 per annum plus , Commission: Up to $55,000.
• 1st Year Total On-Target Earnings (OTE) for this role: $125,000 per annum (on an average).
• Uncapped Commission and Strong Quarterly Bonuses
• Competitive annual salary structure with performance-based incentives

Growth and Development

• Access to exclusive international training programs through Leyton Academy
• Defined career paths and mentorship within a fast-growing, global organization
• Mentorship and guidance from experienced sales leadership and consulting professionals.

Flexibility and Culture

• Hybrid work model with 3 days per week in a collaborative office setting
• Fun quarterly team events and a supportive, inclusive workplace environment
• Volunteer and community engagement opportunities
• Exposure to executive leadership and subject matter experts

Benefits (U.S. Employees)

• Competitive base salary plus performance-based bonus structure.
• Starting with four weeks of vacation.
• 401(k) with employer matching.
• Medical, dental, vision, prescription, and paramedical coverage.
• Healthcare FSA and HRA
• Paid holidays, vacation, and sick leave (compliant with state and local law)
• Complimentary time off in the summer and at Christmas
• Summer Fridays (half days in July and August)

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds occasionally
• Reasonable accommodations are available as required by law

Equal Employment Opportunity

Leyton provides equal employment opportunities to all employees and applicants. Discrimination or harassment of any kind is strictly prohibited. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetics, or any other protected characteristic under federal, state, or local law.

This policy applies to all employment practices, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

LOCATION:

Boston, MA

OVERVIEW:

Our client is searching for a Summer 2026 Private Equity Associate based in Boston, MA. The Associate will support the investment process and meaningfully contribute to all facets of a deal process including; industry research and deal evaluation, financial modeling, valuation analysis, transaction structuring and negotiation, investment committee approval process, and pre and post-merger due diligence.

ROLE RESPONSIBILITIES:

The Associate role involves performing a wide variety of tasks and analysis in direct support of the team. Specific responsibilities include:

• Assist in the management of all aspects of investment evaluation and execution, including meetings with management, oversight of 3rd-party advisors, and discussions with financing sources
• Lead industry, business, and financial diligence efforts
• Lead transaction structuring and modeling efforts
• Work with portfolio company management teams to monitor performance; identifying and driving value-creation initiatives post-close

REQUIREMENTS:

• 1-4 years of experience in investment banking or private equity
• Exceptional analytical skills, including quantitative analysis and complex modeling skills
• Exceptional interpersonal and communication skills; able to articulate ideas to both technical and non-technical audiences
• Independently holds self to the highest standards of integrity, honesty, and forthrightness
• Highly motivated and entrepreneurial; possessing a high degree of personal initiative

Our financial services client is looking for a Account Manager - Content to join their team! This is a 40 hr/week, 3 month, hybrid flex (4 days or less in office) role in Westwood, MA, Boston, MA or Johnston, RI.

Responsibilities:

- Support end-to-end execution of enterprise content initiatives across digital and social channels

- Manage content delivery from post-creative review through final publication

- Partner with content strategy, creative, web, SEO, legal, risk, and compliance teams to ensure timely approvals

- Oversee production timelines, workflows, and stakeholder reviews to keep projects on track

- Ensure brand consistency, quality assurance, and accuracy across all content assets

- Coordinate launch and publishing with web strategy and publishing teams

- Support content optimization using SEO best practices and performance tracking

- Leverage reporting frameworks and AI tools to improve efficiency and content effectiveness

- Balance multiple priorities in a fast-paced, highly regulated environment

Day in the Life:

1. Content Execution & Project Management (Highest Priority)

-Oversee execution of content initiatives.

-Manage 8-10 simultaneous projects.

-Keep workflows on track from start to finish.

-Coordinate stakeholder reviews and deliver consolidated feedback.

-Use JIRA, SharePoint, and OneView for project management.

2. Collaboration & Stakeholder Management

-Work closely with the content strategist and broader social/content teams.

-Act as a partner - not just a coordinator - with a strategic and creative voice at the table.

-Build and maintain relationships across business lines.

3. Strategic & Creative Contribution

-Bring a strong sense of strategy to content development.

-Help shape content direction with thoughtful input, not just execution.

-Support one or two specific business lines deeply.

Requirements

- Experience managing end-to-end content production workflows - Including timelines, stakeholder reviews, approvals, and publication across digital and social channels.

- Strong cross-functional collaboration skills - Ability to partner with strategy, creative, SEO, legal, risk, compliance, and web teams in a fast paced, highly regulated environment.

- Knowledge of SEO best practices and content optimization tools - Plus familiarity with reporting frameworks and AI tools to improve efficiency and content performance.

Investment Accounting Manager

Financial Controllership Team

Full time

Boston, MA or Springfield, MA

This is an individual contributor role

The Opportunity

This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position reports to the Director of Partnerships and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
• Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
• Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
• Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management.
• Actively participate in the implementation of the Company’s new ledger.
• Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles
• Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
• Leads internal control efforts.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment of the Investment Controllership team.

The Minimum Qualifications

• Bachelor’s degree
• 6+ years of financial reporting experience with a track record of increasing responsibility
• 4+ years of financial reporting experience on Alternative Investments

The Ideal Qualifications

• 8+ years of financial reporting experience with a track record of increasing Responsibility
• CPA preferred
• Master’s degree or beyond
• Strong analytical skills: ability to analyze financial data sets and tell the story of the data
• Proven ability to complete high quality work efficiently and increase autonomy over time
• Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries
• Experience with system implementations preferred
• Able to build and maintain strong working relationships across cross-functional groups
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.
• Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Controllership team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

Overview (Boston, MA / Or Nearby )

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.

As an Assistant Branch Manager at Rockland Trust, you play a pivotal role in supporting the Branch Manager in overseeing daily operations, driving business growth, and ensuring exceptional customer service. Each day, you create a positive and motivating team environment to help staff meet branch goals and objectives, and cultivate a customer-centric retail environment focused on identifying and providing team-based solutions for customer financial needs.

With a consultative, team-oriented sales personality and outstanding personal customer skills, you take responsibility for ensuring that every customer receives a consistent World Class Customer Experience with every branch staff interaction whether in person, over the phone, or through digital channels. You are a leader in the branch, personally executing a high level of customer service and modeling these behaviors to the staff.

What You’ll Do:

• Work in direct collaboration with the Branch Manager to:
• Train, motivate, develop, and coach employees.
• Accept responsibility for individual and overall branch sales, and customer experience performance.
• Nourish branch enthusiasm for participating in product promotion and other areas of opportunity.
• Track and report branch performance.
• Maintain the operational integrity of the branch.
• Ensure proper controls are maintained over all branch operational processes and regulatory requirements.
• Communicate new and/or changed policies and procedures to branch staff.
• Develop and implement sales programs and maintain a positive sales and service environment.
• Develop and maintain effective lobby management and customer outreach efforts.
• Maintain and utilize Salesforce platform.
• Manage referral targets on both an individual basis as well as for the branch team, leveraging a needs-based, consultative sales approach and online produce recommendation guides.
• Proactively identify, report, and resolve customer issues to ensure a positive customer experience.
• Ensure team compliance with RTC policies and procedures by leading by example, demonstrating our RTC core values and delivery on our customer promises.
• Maintain a thorough knowledge of all products and services provided by the bank including Consumer Products, Home Lending, Business and Cash Management alternatives; act as a resource to others in product knowledge.
• Actively demonstrate technology and self-service channels with new and existing customers promoting ATM, online banking, and mobile banking alternatives.
• Understand and utilize Regional Based Staffing and branch staffing models to coordinate in-branch customer demand while facilitating and supervising proactive outreach such as outbound calling and external sales calls.
• Consistently meet or exceed sales and service expectations by effectively leveraging RTC needs-based product recommendations; consistently meet or exceed requirements on mystery shops.
• Show initiative in maintaining a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
• Represent Rockland Trust by establishing meaningful roots in the communities it serves.
• Supervise branch staff in the absence of the Branch Manager.
• Assume responsibility for additional reporting duties and responsibilities as required.

What You’ll Experience:

• Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
• Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need.
• Recognition & reward: We believe all colleagues should be recognized for their contributions
• Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
• Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision, Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more.

Required Qualifications:

• Must be or become a Notary Public and NMLS certified.
• Ability to generate sales excitement and act as a coach and mentor to the staff.
• Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment.
• Excellent verbal and written communication skills.
• Consultative, team-oriented sales personality with outstanding customer service skills.
• Sound risk decision-making skills and strong operational proficiency.
• Supervisory abilities to provide constructive and positive feedback, and manage performance.
• Ability to meet compliance and audit requirements.
• High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
• Ability to work within normal office requirements, with long periods of standing and continuous customer support.
• Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate.
• Serves as the bank representative in community activities
• Ability to successfully complete our training program

Preferred Skills/Experience:

• College degree and two to four years of retail banking or equivalent experience preferred.
• The ideal candidate should possess Retail Banking experience in a sales environment with strong supervisory experience.

Who We Are:

At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities.

As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential.

For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.

Rockland Trust is the Bank Where Each Relationship Matters®. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Now that you’ve heard a little bit about us, we’d love to hear more about you. Submit your application and come help us strengthen our communities- one relationship a time.