Banking and Financial Services Jobs in Boston
121 positions found — Page 5
**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 RoleThe Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform.
This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process.The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team.
In alignment with company’s overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations.
This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics.Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners.
Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) ‘connect the dots’ and v) challenge the status quo.
**RESPONSIBILITIES
*** Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform.
* Drive cost efficiency and operational excellence across the financial and administrative processes.
* Support the business lines on modeling & analytics.
* Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives.
* Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization’s core values and long-term vision.
* Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations.
* Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale.
* Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets.
* Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions.
* Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams.
* Contribute to development of business plans with a focus on estimating costs and profitability.
* Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes.
* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution.
* Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities.
* Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation.
**QUALIFICATIONS
*** Bachelor’s Degree in finance, accounting, or related field; MBA or advanced degree preferred.
* Demonstrable (15+ years) relevant work experience in finance with investment / asset related leadership experience, ideally within a global environment.
* Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success.
* Proven track record of leading financial planning processes and delivering high-quality analysis and insights.
* Strong understanding of financial principles, accounting standards, and financial modeling techniques.
* Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability.
* Proven problem-solving and analytical skills coupled with rigorous decision-making process.
* Superior interpersonal and communication skills.
* Strategic thinker with the ability to provide forward-looking analysis and recommendations.
* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.
* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner.
* Demonstrated embodiment of our cultural standards – integrity, ethics, and ability to set a standard in leadership.
* Strong applications skills – Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus
* Financial modeling knowledge and application.Not sure you meet 100% of our That’s ok.
If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background.
We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
***.
* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at
**.
*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles.
Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits.
The base salary range for this position is:USD 100,000
- 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington’s total compensation approach.
Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.
In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees
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The ideal candidate will have a strong background in soliciting gifts, superior communication skills, and a commitment to the university's mission.
This role requires travel and offers a comprehensive benefits package.
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This role involves ensuring data integrity and workflow between teams, administering global CRM processes, and conducting routine analytics for performance metrics.
Candidates should possess a Bachelor's degree and significant experience in fundraising environments, along with expertise in Blackbaud CRM and strong communication skills.
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The ideal candidate will have extensive finance leadership experience, particularly in tech-enabled environments.
Responsibilities include managing forecasting, reporting, and compliance, while ensuring agile financial processes to drive growth.
This hands-on role demands strong analytical and operational skills, and comfort with rapid change and innovation.
Apply now to join a fast-paced, impactful team.
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The role includes workforce development management, strategic planning, and team leadership.
Ideal candidates possess a bachelor's degree, strong leadership qualities, and 7+ years in relevant services.
Join a diverse team committed to empowering individuals and improving community services.
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Tax Manager – Public Accounting Firm (Confidential Search)
Location: Boston, MA (multiple office locations)
Work Style: Hybrid (flexible in-office schedule)
Compensation: $120,000 – $175,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work–life balance without compromising technical excellence.
We’re partnering with them to identify an experienced Tax Manager who’s ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
- Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
- Review returns prepared by staff and seniors for technical accuracy and compliance
- Research complex tax issues and provide practical solutions for clients
- Support client relationships through proactive communication and planning discussions
- Lead, mentor, and develop team members through review and training
- Assist partners with business development, client onboarding, and workflow efficiency
What They’re Looking For
- Active CPA license (required)
- 6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
- Strong technical knowledge in federal and state tax compliance
- Excellent communication and leadership skills
- Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
- Hybrid flexibility – typically 2–3 days in office
- Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
- Real promotion potential – leadership succession planning is a key focus
- Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
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The role involves developing marketing strategies, overseeing investment integrity, and fostering client relationships.
Ideal candidates will possess an MBA or CFA, 8+ years in asset management, and strong analytical skills.
Competitive salary range is between $120,000 and $225,000.
The company values diversity and offers a flexible working environment.
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The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products.
Key Responsibilities
- Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards.
- Cross-Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products.
- Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities.
- Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed.
- Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings.
- Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firm’s offerings in the market. Foster a culture of innovation within the Product Development team.
- Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures.
Key Qualifications
- Education: MBA or advanced degree in Finance, Business Administration, or related field.
- Certifications: CFA, CAIA, or a comparable financial certification.
- Experience:
- 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies.
- Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions.
- Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.).
- Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments.
- Skills:
- Excellent analytical and problem-solving capabilities, with a strategic mindset.
- Strong project management skills, with proven ability to manage complex cross-functional initiatives.
- Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels.
- Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines.
- Experience with competitive analysis, financial modeling, and pricing strategies.
- Proficiency with industry tools, such as Morningstar Direct and Factset
- Ability to travel (up to 25%).
Key Competencies
- Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives.
- Leadership & Collaboration: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments.
- Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs.
- Results-Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals.
- Client-Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback.
- Adaptability: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives.
Why Join Us?
As the Director, Investment Specialist/Head of Co-Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firm’s growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development.
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact
Referenced Salary Location
Boston, Massachusetts
Working Arrangement
Hybrid
Salary range is expected to be between
$120,750.00 USD – $217,350.00 USD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
Tagged as: Hybrid
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*gps\_fixed
* Use my Location# Market Director
- Boston, MassachusettsHybridBoston, Massachusetts, USPosted On:14-Jan-2026Job Type:Full TimeExperience:3-5 yearShare this Job:
**MARKET DIRECTOR
**We are a National Destination Management company with over 13 offices nationwide and over 250 Team Members and growing.
We are the collaborators, event planners, logistics coordinators, innovators, creators, and dreamers who do what we love with a passion to please.
We have over 57 industry awards as a demonstration of our commitment to excellence.
Come be part of this award-winning team!
**Overview of Position:
**To utilize significantly honed skills as a local meeting planner to oversee the ongoing business success in your assigned destination.
This includes business source development, program execution, and effective implementation of proven Hello! processes.
**Skills required:
** Established expertise in all facets of destination management services.
Strong sales skills, effective closing skills, operational expertise, leadership, organization, creativity, time management, strong communication, strong presentation skills, prioritizes attention to detail, negotiation skills, Microsoft office, growth mindset with an outgoing and positive attitude.
**Market Director is responsible for:
*** Represent Hello! in the marketplace to all Clients and Suppliers
* Create opportunity in market through sales efforts.
* Collaborate with clients to develop successful programs.
* Manage all programs from proposal through final billing.
* Collaborate with national resources throughout the service phases.
* Supervise work performance of any Hello! support staff assigned to your office.
* Successfully achieve sales goals
* Build solid client, hotel, and supplier relationships.
* Focus on customer’s success.
* Manage office in step with company Core Values
* Be solution oriented.
* Hold yourself accountable for your office’s performance.
**PAY:
**To be discussed during the interview
**SCHEDULE:
**This position is based on client needs, and will require you to workdays, evenings, and/or nights as well as holidays and weekends, as needed.
**Special Requirement:
**Must have valid driver’s license with a good driving record.CompensationKeywordsWork LocationBoston, Massachusetts, US
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The role demands vast marketing experience and the ability to lead cross-functional teams while ensuring strategic and executional alignment.
Candidates should possess a Master’s degree, extensive experience in global brand launch, and strong analytical skills to synthesize market insights for data-driven decisions.
The position is hybrid, based in Boston, MA.
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**About the Opportunity
***This job description is intended to describe the general nature and level of work being performed by people assigned to this classification.
It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified
*.
**JOB SUMMARY
**The Senior Director of Major Gifts is the content specialist responsible for building and executing a College’s fund-raising strategy.
Reporting to the Senior Associate Vice President, Advancement, the Senior Director of Major Gifts works with College faculty and Advancement staff across the university to discover, identify, and build relationships with prospective donors—developing strategies for their cultivation and soliciting gifts.Plans, organizes, and carries out COE’s major gifts fund-raising program for alumni, parents, and friends of the College.Discovers, builds, and manages a portfolio of 80+ prospective donors who exhibit considerable promise for evolving to major gift capacity over time and whose philanthropic priorities match the education and research programs.
Solicit gifts in the $250K
- $5M+ range.
Identify key regions nationally for cultivating and soliciting prospective donors.Manage a small team of development professionals.Coordinates efforts with Advancement colleagues, and works collaboratively, where appropriate, with colleagues in corporate & foundation relations, leadership giving, international and regional giving, gift planning, and family philanthropy, as well as with other directors of major gifts, on special cross-disciplinary projects.
***This position is Boston-based and is not available for remote work.
Overnight travel and some evening and weekend work required.
*****MINIMUM QUALIFICATIONS
*** Demonstrated experience cultivating and soliciting, alumni, parents, and friends at the $100K+ level, and maintaining positive relationships with donors
* Superior communication skills—highly collaborative and entrepreneurial in approach and possessing interpersonal skills necessary for building relationships with various university constituents, both internal and external
* Ability to work independently and collaboratively as a member of the Northeastern University Advancement team
* Data- and metric-driven mindset
* An appreciation and understanding of the mission of Northeastern University
**KEY RESPONSIBILITIES & ACCOUNTABILITIES
****Lead major gifts fund-raising effort and serve as the content expert for Advancement for assigned College
*** Cultivate, solicit, and build alumni, parent, and friend relationships.
Strategize with faculty and other colleagues on next steps with prospects within College and across disciplines.
* Travel as needed to build relationships with existing volunteers, prospects, and donors.
Solicit gifts in the $250K – $5M+ range.
Work with the Senior Associate Vice President, Advancement and other advancement teams (corporate & foundation relations, leadership giving, international and regional giving, gift planning, and family philanthropy) to ensure the development goals of College are met.
* Advise faculty, fund-raising colleagues, and administrators on alumni and parent areas of interest.
* Partner with fund-raising colleagues (corporate & foundation relations, leadership giving, international and regional giving, gift planning, and family philanthropy) to develop interdisciplinary strategies for donors providing support across the university.
**Build Prospect Portfolio and Pipeline
*** Discover new prospects and build pipeline to feed gifts at the major gift level.
Work closely with the Senior Associate Vice President to create a strategic development plan for College and develop and manage a portfolio of prospects (approximately 80+).
* Establish region-based plans for cultivating and soliciting alumni and current parents in targeted areas nationally.
* Engage faculty strategically with prospects; maintain correspondence; and keep the Senior Associate Vice President, faculty, and appropriate University administrators apprised of funding opportunities and trends.
Travel as needed to strategically identified regions to support prospect identification, cultivation, solicitation, and stewardship.
* Achieve annual fund-raising goals and activity (visits, video meetings, calls, proposals, etc.) metrics set by the Senior Associate Vice President.
**Staff Management
*** Mentor and develop a high functioning team.
* Empower their efforts to manage their own prospect pools while also fostering collaborative, multi-unit strategies.
* Provide strategic guidance and motivation that enables staff to achieve activity and dollar metrics.
* Promote best professional practices via exemplary behavior, staff training, and professional development opportunities.
**Maintain Prospect Portfolio
*** Maintain high-quality development process for active alumni, parent, and friend prospects, and donors.
* Create call reports and maintain database system.
Maintain the data integrity of prospect portfolio using the Development Office data management systems (Ascend).
* Prepare monthly progress prospect reports for the Senior Associate Vice President.
Work with Advancement’s Stewardship team to ensure that past, present, and future donors are appropriately recognized, including their administration and accounting.
**Position Type
**Advancement
**Additional Information
**Northeastern University considers factors such as candidate work experience, education and skills when extending an offer.Northeastern has a comprehensive benefits package for benefit eligible employees.
This includes medical, vision, dental, paid time off, tuition assistance, wellness & life, retirement- as well as commuting & transportation.
Visit for more information.All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
**Compensation Grade/Pay Type:
**114S
**Expected Hiring Range:
**$129,010.00
- $187,060.00
*With the pay range(s) shown above, the starting salary will depend on several factors, which may include your education, experience, location, knowledge and expertise, and skills as well as a pay comparison to similarly-situated employees already in the role.
Salary ranges are reviewed regularly and are subject to change.
*Founded in 1898, Northeastern is a global research university and the recognized leader in experiential lifelong learning.
Our approach of integrating real-world experience with education, research, and innovation empowers our students, faculty, alumni, and partners to create worldwide impact.Our global university system provides our community and academic, government, and industry partners with unique opportunities to think locally and act globally.
The system—which includes 14 campuses across the U.S., U.K., and Canada, 300,000-plus alumni, and 3,000 partners worldwide—serves as a platform for scaling ideas, talent, and solutions.
The university’s residential campuses for undergraduate and graduate degrees are located in Boston, London, and Oakland, California.
Our research and graduate campuses are in the Massachusetts communities of Burlington and Nahant; Arlington, Virginia; Charlotte, North Carolina; Miami; Portland, Maine; Seattle; Silicon Valley, California; Toronto; and Vancouver.Northeastern’s personalized, experiential undergraduate and graduate programs lead to degrees through the doctorate in 10 colleges and schools across our campuses.
Learning emphasizes the intersection of data, technology, and human literacies, uniquely preparing graduates
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The ideal candidate will have over 10 years of enterprise-level experience in a complex organization, preferably in the public or nonprofit sector.
Responsibilities include budget management, strategic planning, and enhancing operational efficiency.
The position offers a competitive salary and a hybrid work environment.
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Remote working/work at home options are available for this role.
The role involves underwriting complex policies and collaborating with brokers and risk engineers to maximize profitability and growth.
Ideal candidates should have 5+ years of relevant experience, strong analytical and communication skills, along with a Bachelor's degree in a related field.
This role offers competitive compensation and comprehensive benefits.
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**MHP is seeking a seasoned leader to manage finance, operations, human resources and information technology in support of its mission to expand access to affordable housing and promote housing equity in communities across the Commonwealth.
**MHP is a nationally unique public, nonprofit organization with 70+ employees that was established by state legislation in 1990 and whose board is appointed by the governor.
MHP finances affordable rental housing, provides mortgage financing for first-time home buyers through banks and credit unions, provides technical assistance for housing and neighborhood development, and is a major contributor to state housing policy.
MHP has delivered financing or technical assistance in nearly every city and town in Massachusetts, including financing for more than 33,500 affordable rental housing units and more than 25,700 affordable homes for low-income first-time buyers.
MHP has $1.2 billion in assets currently under management and has delivered $6.5 billion in below-market financing either directly or through participating banks.
**The Role
****Location:
**Boston, Massachusetts (Hybrid)
**Reports to:
**Executive Director
**Direct Reports:
** Director of Finance, Human Resources Director, Director of Engagement & Inclusion, Director of IT, Chief Accountant & Treasury Manager, and F&A Executive Assistant
**Position Overview & Opportunity:
**The Chief Financial and Operating Officer (CFOO) will succeed a long-tenured, well-respected leader and will inherit an exceptional team of committed and experienced staff.
The CFOO will join MHP’s five-member Steering Committee (senior management team) and will ensure that MHP has the infrastructure and systems in place to achieve its mission effectively, be financially and operational sustainable, and mitigate risk.
**Key Responsibilities
**:
***Leadership and Strategy
**** Oversee short- and long-term budget planning, forecasting, and resource management in alignment with MHP’s mission and strategic plan; identify opportunities to increase net income, unrestricted net assets, and to secure program funding where appropriate and as opportunities arise.
* Regularly undertake business modeling, planning and stress testing; and align resources to meet agreed upon organizational objectives.
* Regularly assess organizational performance against the annual budget and financial forecasts and make recommendations on financial strategy, staffing, and business goals.
* Provide strategic and people-centered leadership by empowering and managing direct reports, aligning team goals with organizational priorities, delivering clear and data-driven feedback, and fostering professional growth and succession readiness.
* Regularly update the board on financial performance, operational effectiveness, and staff engagement.
Generate reports and develop tools to provide critical financial, operational, and staff information to the ED, Steering Committee, and board.
* Responsible for the Finance, Audit and HR & Compensation Committees of the board.
***Financial Management
**** Monitor financial performance and make recommendations to ensure MHP’s financial health.
Oversee MHP’s annual budget, endeavor to maximize income, manage costs, and secure funding where appropriate and as opportunities arise.
* Ensure that MHP maintains current and accurate financial records, has sound documented internal controls, continuously improves its financial systems, and meets its debt service and other financial obligations on a timely basis and in accordance with loan agreements and other contractual agreements.
* Ensure that timely and accurate financial reporting is provided to the board, Executive Director, Steering Committee, and senior managers.
* Facilitate the selection and engagement of auditing firms by the Audit and Risk Management Committee and ensure that annual audits are timely completed in accordance with Generally Accepted Auditing Standards.
* Recommend investment policies for board approval and manage MHP’s relationship with its external investment advisor.
Oversee cash flow and investments to ensure appropriate cash balances are maintained and investment returns are maximized consistent with policy.
***Operations and Technology
**** Pursue continuous improvements in systems and practices that increase efficiency and improve the delivery of programs and services, including potential uses of artificial intelligence.
* Drive the effective use of IT across the organization by ensuring that employees at all levels are trained and supported in fully leveraging available tools and systems to enhance productivity, communication, and collaboration.
* Develop, implement and maintain a robust contract management system that supports contractual compliance, operational efficiency, and accurate invoicing.
Ensure that all new contracts are aligned with MHP’s budget and internal policies.
* Ensure that MHP has adequate systems and procedures in place to maintain compliance with state and federal requirements, to properly manage organizational risk and to support effective program implementation.
* Strengthen decision-making processes to ensure MHP takes well informed, calculated risks in all areas of operations.
* Oversee the leasing and management of MHP’s office space including the relationship of current and potential future space to hybrid office policies.
leases, broker relationships, and make recommendations to the ED on lease options.
* Manage MHP’s corporate insurance, with support from an outside insurance advisor, to ensure that coverage is cost-effective and adequately mitigates MHP’s risk.
***Human Resources & Engagement
**** Align staffing and HR planning with current priorities, new program demands, budgets, and future operational needs.
* Ensure that HR policies are equitable and benefits are competitive to foster retention of top talent.
* In collaboration with HR Director, oversee annual variable compensation recommendations, merit increases, salary adjustments, and promotions to the Executive Director, HR & Compensation Committee, and Board.
* Advise and support Director of Engagement and Inclusion in conducting periodic belonging surveys and in designing and implementing strategies to enhance staff engagement and cultivate a sense of belonging.
**Professional Experience:
*** 10+ years of enterprise-level experience managing finance and/or operations in a complex organization, with a preference for experience at a public or nonprofit organization.
* Extensive experience with financial management, budgeting, accounting and investment at a scale comparable to MHP.
* Experience reporting to a CEO and being part of a senior management team.
* Demonstrated and deep experience with direct management responsibility for staff across key functions, including finance, human resources, IT and operations with adjacency to some those functions in a senior management role considered.
* Strong working knowledge of technology and information systems with the ability to organize and prioritize work using knowledge of current and emerging office technology and business methods.
* Extensive cross-departmental organizational leadership providing support in problem solving, resource management, outcome accountability, and program efficiencies.
* Ability to work effectively with external constituents including public officials, financial institutions, customers and vendors.
**Professional Attributes:
**The ideal candidate for this position will possess the following professional attributes:
* A history of success both as a hands-on, multitasking individual performer and as a leader and supervisor of professional staff.
* Effectiveness in delegating responsibilities and holding staff accountable while fostering a team atmosphere and promoting individual employees’ development and advancement.
*
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Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands!
In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector.
As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects.
A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required.
Responsibilities
- Lead a team of tax professionals in delivering comprehensive tax services to clients.
- Drive business development initiatives and contribute to the growth of the firm.
- Provide expert guidance and mentorship to team members.
- Ensure compliance with tax laws and regulations.
- Develop and maintain strong client relationships.
Capabilities and Skills Required:
- Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures.
- Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent).
- Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results.
- Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential.
- Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders.
- Essential background in Financial Services, with expertise in private equity and/or hedge funds is required
Education and Experience Level:
- Bachelor’s degree in accounting/taxation or a related field.
- Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures.
Qualifications Required:
- Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required)
Benefits
- Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
- Relocation support, including accommodation, transportation, and flights for the candidate and their family.
- Pension contribution and generous vacation allowance, including additional closure periods.
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- US: Boston: Chicago: White Plainstime type: Full timeposted on: Posted 28 Days Agojob requisition id: R2500
**About PURE
**Since PURE’s launch in 2006, we’ve been on a continuous journey to deliver exceptional service to our members by alleviating stress, solving challenges, and removing friction from the insurance process.
Backed by Tokio Marine, one of the world’s largest and most respected insurers, we combine entrepreneurial agility with the strength and stability of a global brand.
We’re proud to be recognized for our creativity and innovation, designing member-focused tools and services that reflect our relentless focus on creating more value for our members.
**About the Role
**We are seeking a Director, Actuarial Pricing who will play a central role in shaping PURE’s pricing strategy across Homeowners, Auto, Excess Liability, and other lines of business.
This position is ideal for someone who enjoys analytical work, building sound methodologies, and balancing countrywide pricing strategy with state-level execution.You will be a key contributor to the Actuarial Pricing team, working closely with actuaries, analysts, and product managers.
Your work will help ensure that PURE’s pricing remains competitive, compliant, and aligned with our long-term objectives.
**What You’ll Do
*** Manage and lead a team of analysts producing pricing analyses across Home, Auto, and Excess lines of business.
* Develop and refine pricing methodologies to strengthen PURE’s actuarial framework.
* Conduct countrywide pricing studies and ad-hoc analyses that guide strategic decision-making.
* Partner with product and actuarial teams to align pricing approaches with PURE’s goals and member needs.
* Oversee state-level pricing and filing responsibilities, ensuring accuracy and regulatory compliance.
* Build tools and processes that enhance efficiency and consistency across pricing work.
* Clearly communicate results, recommendations, and timelines to management and key stakeholders.
* Maintain awareness of industry trends, regulatory developments, and market dynamics that influence pricing.
**What We’re Looking For
*** A strong preference for candidates who are located in Chicago, Boston, or White Plains, NY and able to work a hybrid in-office/remote schedule.
* 5+ years of actuarial pricing experience in P&C insurance, preferably in Personal Home and/or Auto lines of business.
* FCAS or near-FCAS designation within the Casualty Actuarial Society.
* Strong knowledge of actuarial ratemaking methodologies and best practices.
* Proven ability to apply analytical and quantitative skills to complex problems.
* Experience with SAS, SQL, R, Python, or other data analysis tools.
* Strong communication skills, with the ability to explain technical findings to both actuarial and non-actuarial audiences.
* Ability to lead and collaborate in a team-oriented environment.The base salary for this role can range from $150,000 to $175,000 based on a full-time work schedule.
An individual’s ultimate compensation will vary depending on job-related skills and experience, geographic location, alignment with market data, and equity among other team members with comparable experience
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***PURE Insurance is a property and casualty insurance company—think homes, cars, fine art and collections—designed exclusively for financially successful individuals and families.
We're dedicated to delivering an exceptional experience to our members by alleviating stress, solving challenges and removing conflict, wherever possible, from the insurance process.
We are deeply committed to fostering a work environment where everyone has an equitable chance to learn, develop and succeed, and where all feel welcome, safe, and supported to do their best work and bring their whole self to PURE.
Our team is comprised of empathetic, passionate and curious individuals who are #PUREproud of the work we do and milestones we achieve together.
We’re constantly looking for bright individuals with ambitions as high as our own to join our community and contribute to our journey.
Joining PURE means creating your own journey, too.
We encourage our team members to pursue their personal passions and provide them resources and support to see them come to fruition.
**Learn more about our culture on
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*### Introduce Yourself
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The ideal candidate has over 5 years of experience in actuarial pricing within P&C insurance and possesses strong analytical skills and the FCAS designation.
This role offers a competitive salary range of $150,000 to $175,000 and the flexibility to work in a hybrid model from locations such as Boston, Chicago, or White Plains.
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Remote working/work at home options are available for this role.
The role requires collaboration with senior leadership and demands strong analytical skills, particularly in investment research and financial modeling.
Candidates should have a Bachelor’s degree or equivalent experience, along with 2-3 years of relevant experience in consulting or financial services.
This position offers a hybrid work schedule and is crucial for driving positive community impact in Greater Boston.
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Remote working/work at home options are available for this role.
**Firm Overview:
**Cambridge Associates (“CA”) is a leading global investment firm.
CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world.
Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.
Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.
For more information, please visit .
**Job Description Summary:
**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team.
This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions.
This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions.
They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.
**Job Description:
****Key Responsibilities:
****Strategic Leadership & Revenue Growth:
*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.
* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.
* Foster a culture of excellence, collaboration, and innovation within the team.
**Client Engagement:
*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.
* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.
**Business Development & Market Expansion:
*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.
* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.
* Foster and manage strategic partnerships to enhance market reach and drive business growth
**Operational Excellence:
*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.
* Champion a data-driven approach to improve processes and client outcomes.
**Collaboration & Communication:
*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.
* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.
**Qualifications:
*** Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.
* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.
* Strong leadership skills with a track record of building and managing high-performing teams.
* Excellent strategic thinking and problem-solving abilities.
* Demonstrated ability to drive growth and innovation in a competitive market.
* Strong communication and interpersonal skills.
* Ability to work collaboratively across global teams and functions.
* Multilingual preferred
**Reporting Line:
**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd.
or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd.
Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd.
or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd.
Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd.
If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status.
It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios.
With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.
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SourcePro Search has a fantastic opportunity for an experienced Management Associate with:
- strong document drafting experience, negotiating and interpersonal skills, and experience in fund and investment adviser formation, both domestic and international;
- formation of separately managed accounts and single investor funds;
- Investment Company Act and Investment Advisers Act compliance;
- investment adviser state registration requirements;
- and representation of investors (pensions, endowments, institutional investors, family offices, and high net worth individuals).
- Large law firm experience is preferred.
- Strong academics are required.
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