Banking and Financial Services Jobs in Middlesex Massachusetts
113 positions found — Page 4
This role focuses on driving sales and relationship development within the North American institutional channel.
The ideal candidate will have at least five years of experience in asset management or institutional sales, possess strong leadership skills, and be capable of managing complex client relationships.
A hybrid work environment is offered, along with competitive compensation ranging from $90,225 to $162,405 annually.
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This leadership role requires a commitment to empowering diverse communities through strategic planning, service development, and effective collaboration across stakeholders.
The ideal candidate will possess strong leadership skills, a deep understanding of relevant policies, and a proven ability to build relationships while enhancing program visibility.
The compensation is competitive, aligning with experience.
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The role involves managing client deliverables, developing team members, and ensuring compliance with accounting standards.
Candidates should have a Bachelor's degree in Accounting and at least 6 years of relevant experience, particularly in alternative investments.
The position offers a hybrid work model and a competitive salary range of $65,000 to $115,000 USD.
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Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis.
Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL.
This role offers the opportunity to work in a collaborative environment while driving projects to successful completion.
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Tax Senior Manager to elevate their career within a prestigious Big 4 accountancy firm.
In this dynamic role, you will lead a talented team in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients in the Financial Services sector.
You will play a pivotal role in driving business development initiatives and fostering strong client relationships while providing expert guidance to your team.
This is an exciting opportunity to make a significant impact in a fast-paced environment, where your leadership and expertise will be valued and rewarded.
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**Description
****Job Description Summary:
**Capstone Partners is seeking a Vice President on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports.
The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information.There are five departments within Capstone’ Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals.The Vice President is responsible for producing high-quality primary and secondary research in the form of articles, reports, surveys, and indices.In addition to working with the firm’s Managing Directors and Directors on published research, the Vice President will help manage the team’s Analysts and Associates to drive best in class research standards and efficiencies.
Additional opportunities include executing new research projects, managing the evergreen content calendar, supporting hiring and training, and running the Market Intelligence intern program.Capstone Partners' Lead Generation Vice President applicants should have 5+ years of business writing, market research, economic reporting, or other relevant work experience.
Specific knowledge of primary research methodologies and professional knowledge of one of Capstone Partner’s 12 industry coverage areas is a preferred and should be noted in the application.Capstone Partners is one of the largest and most active investment banking firms in the U.S.
For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle.
Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S.
With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams.
Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN).
For more information, visit **Duties and Responsibilities:
*** Publish market intelligence reports, articles, and surveys
* Lead primary research projects
* Oversee evergreen content calendar
* Work with firm’s service teams on content creation
* Work collaboratively with Lead Generation Services and Banking Teams
* Support senior members of the team on project execution
* Manage Analysts and Associates
* Run market intelligence intern program
* Copy edit and proofread reports for accuracy and adherence to Capstone style
* Take on additional projects as needed
**Basic Qualifications:
*** Bachelor’s degree
* 5+ years of business writing, market research, economic reporting, or other relevant work experience
**Qualifications:
*** Proven research, analysis, and communication skills
* Ability to manage a research project from kick-off to delivery
* Strong leadership and coaching skills
* Experience with primary research methodologies
* Aptitude for learning and cross-function collaboration
* Strong work ethic and high degree of integrity, discretion, and confidentiality
* Mastery of Microsoft Word, Excel, Outlook & PowerPoint Familiarity with Capital IQ, FactSet, Pitchbook, and Bloomberg a plus
* Must be authorized to work in the United States
- E-Verify Employer
* Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer.
Not required to become a registered representative.
**Exempt Status: (Yes
** = not eligible for overtime pay) (
**No
** = eligible for overtime pay)Yes
**Workplace Type:
**OfficeOur Approach to
**Office
** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement.
We’re combining the best of both worlds: in-office and work from home.
Our approach enables our teams to deepen connections, maintain a strong community, and do their best work.
Remote roles will also have the opportunity to come together in our offices for moments that matter.
Specific work arrangements will be provided by the hiring team.
**Compensation Range:
**$95,000-$100,000The compensation range represents the low and high end of the base compensation range for this position.
Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.
In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
**Note to Agency Recruiters:
** Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property.
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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The candidate will manage tax compliance and audits while driving the company's global tax strategy.
The ideal applicant has over 10 years of experience and strong leadership skills in a fast-paced environment.
This role offers a collaborative atmosphere focused on innovation and support.
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Remote working/work at home options are available for this role.
This role involves being a Subject Matter Expert, managing significant client responsibilities, and supervising staff on engagement deliverables.
Required qualifications include a Bachelor's degree, eight years of public accounting experience, and an active CPA certification.
The firm offers a hybrid work opportunity located in multiple states including Massachusetts, providing a comprehensive benefits package to its employees.
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Remote working/work at home options are available for this role.
TheDigital Assets Tax Senior Managerassists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations now engaging with crypto/blockchain solutions. In this role, the Digital Assets Tax Senior Manageris charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition,the Digital Assets Tax Senior Manager isa critical member of the office / region leadership team and actively participates in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties:
Tax Compliance
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
- Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible
- Ensures all data needed to comply with filing requirements are collected
- Identifies and properly communicates missing items to prepare return
- Utilizes Firm compliance software to maximize efficiency in tax prep process
- Collaborates with Principals, Tax Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
- Delivers high quality federal, state, and international tax compliance services
- Leads complex engagements with a team of tax professionals
- Manages the engagement including billing, collections, and the budget for projects
- Builds and manages client relationships
- Ensures/Documents client work and conclusions in the client tax file
Research
- Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
- Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
- Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
- Involves firm specialists, as appropriate
Tax Consulting
- Assists with identifying, developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients’ tax objectives
- Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization
Other duties as required
Supervisory Responsibilities:
- Manages teams of Managers, Tax Seniors, and Associates
Qualifications, Knowledge, Skills, and Abilities:
Education:
- Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
- Master’s Degree in Accounting or Taxation, preferred
Experience:
- Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
- Prior supervisory experience, required
- Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporation engaging with crypto/blockchain solutions, preferred
License/Certifications:
- CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
- Possession of other professional degrees or certifications applicable to role, preferred
Software:
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
- Experience with tax research databases, preferred
- Proficient in tax compliance process software, preferred
Other Knowledge, Skills, & Abilities:
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
- Capable of developing and managing a team of tax professionals
- Ability to compose written tax advice
- Capable of effectively developing and maintaining client relationships
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Massachusetts Range: $185,000 - $205,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
- Locations 15 One International Place, Boston, MA, 02110, US
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The candidate should have over 5 years of experience in business writing or market research.
Strong leadership and project management skills are crucial.
The role involves publishing articles, managing the team, and overseeing research projects in a collaborative environment.
This is an opportunity to contribute significantly to the firm's M&A insights.
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The Prospect Management Analyst is a core member of the Trust's prospect management team, responsible for establishing protocols for best practices, devising and leading training for end users. Oversees data integrity and workflow practices between frontline and operational teams, gathering and translating business requirements for report modifications and analytical tools. Responsible for admin of global processes in the Prospect module of Blackbaud CRM, as well as oversight of established portfolio management procedures. Devises and conducts routine auditing and analysis on data in the Prospect Management domain, which underlies performance metrics for gift officer activity and efficacy and related analytics.
Responsibilities
- The Prospect Management Analyst plays a key role in establishing and maintaining the core competencies of Trust staff related to CRM, our integrated enterprise data platform. Consistently meeting business, reporting, and analytics requirements of the Trust's fundraising management.
- Designs and creates of policy and procedure documents emanating from Trust Data Governance Business Rules for Prospect Management (plans) domains.
- Maintains version control of documents and modifications as practices evolve.
- As the key trainer and technical support for Trust administrative staff, the Prospect Management Analyst supports gift officers across all business units, as well as dissemination and communication of changes in business practices (as needed) to Trust admin staff.
- Leads the records administration of prospect management metadata in CRM conducting bulk uploads and changes, diagnoses integrity and QC issues recommending solutions. Delegates and supervises administrative staff as necessary for fulfillment of prospect management records diagnostics, corrections, and entry projects.
- Sets the agenda for bimonthly 'CRM Q&A's' with admin staff, featuring Directors and Senior Directors from Data Steering Committee.
- Participates with Records Management, Prospect Management and other Data Governance task teams as appropriate.
Education Requirements
- A Bachelor's degree and a min of 3 years in a fundraising or direct sales business environment are required.
- The knowledge of theories, principles and concepts and technical proficiency typically acquired through 2-3 years of experience using an enterprise-level relational database is required.
Experience
- Direct oversight of functions related to data admin, data integrity, and records management preferred.
- Experience with Blackbaud CRM and Tableau.
- Understanding of and experience with process management and/or process improvement concepts, and commensurate related skills including communication, coaching ability, persistence, critical thinking and ability to see the big picture.
- Strong communication, writing, formatting and editing skills and proficiency in writing and/or editing training and support documentation that emphasizes orderly presentation of information and clear instructions.
- The ability to prioritize, manage multiple tasks, and work under pressure to meet deadlines. May require oversight of entry level and/or temporary data entry operators. May require oversight of learning pathways for administrative and frontline staff related to their proficiency in using CRM to manage their prospects and prospect portfolios.
- The ability to collaborate with immediate team members as well as Trust staff, donors and volunteers.
The posted pay range is Boston Children's reasonable and good-faith expectation for this pay at the time of posting.
Any base pay offer provided depends on skills, experience, education, certifications, and a variety of other job-related factors. Base pay is one part of a comprehensive benefits package that includes flexible schedules, affordable health, vision and dental insurance, child care and student loan subsidies, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition and certain License and Certification Reimbursement, cell phone plan discounts and discounted rates on T-passes. Experience the benefits of passion and teamwork.
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Candidates should have over 15 years of relevant experience, a strong background in financial principles, and exceptional leadership skills.
This role offers a competitive salary and a comprehensive benefits package.
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**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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