Banking And Financial Services Jobs in Dedham
950 positions found
Product Manager – Financial Services / Private Markets
We are seeking an experienced Product Manager with deep Financial Services expertise to lead the development and evolution of products supporting Investment Management and Private Markets. This role requires strong domain knowledge across Private Equity, Private Credit, Investment Operations, and Fund Accounting, combined with hands-on experience in data management, reference data, and system integrations.
The ideal candidate will partner closely with business stakeholders, technology teams, and data teams to define product strategy, translate complex financial workflows into clear requirements, and deliver scalable, high-quality solutions.
Your Impact:
- Own and drive the product roadmap for platforms supporting Investment Management and Private Markets (PE & Private Credit).
- Partner with Investment, Operations, Fund Accounting, and Technology teams to gather requirements and translate business needs into clear product features.
- Lead product discovery and definition across:
- Investment Operations workflows
- Fund accounting and transaction lifecycles
- Market and Security Reference Data
- Data ingestion, enrichment, and distribution
- Define and manage product requirements, user stories, and acceptance criteria for agile delivery teams.
- Ensure accurate data management and data mapping across multiple upstream and downstream systems.
- Collaborate with data and engineering teams on SQL-based analysis, data validation, reconciliation, and issue resolution.
- Oversee integration of reference data (market, security, pricing, counterparty) into core investment and accounting platforms.
- Act as a subject-matter expert on private market transactions, including capital calls, distributions, valuations, and settlements.
- Support regulatory, audit, and reporting needs through strong data governance and product controls.
- Measure product success through KPIs, user feedback, and operational efficiency improvements.
Your Skills & Experience:
- 7+ years of experience as a Product Manager, Product Owner, or Business/Product Analyst within Financial Services.
- Strong hands-on experience in Investment Management and Investment Operations.
- Deep knowledge of Private Markets, including: Private Equity, Private Credit
- Solid understanding of Fund Accounting, transaction processing, and lifecycle events.
- Experience working with Market and Security Reference Data.
- Proven background in data management, including data mapping between multiple systems.
- Strong SQL skills for data analysis, validation, and troubleshooting.
- Experience working in agile delivery environments with technology and data engineering teams.
- Ability to communicate complex financial concepts clearly to both technical and non-technical stakeholders.
Preferred Qualifications
- Experience with private market or investment platforms (e.g., accounting, portfolio management, or data platforms).
- Familiarity with data governance, data quality frameworks, and control processes.
- Experience supporting large-scale system integrations or platform modernization initiatives.
- Background working in asset management firms, asset servicers, or financial technology organizations.
We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm’s Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4–5+ years of experience in a legal or contracting role within the financial services industry.
This is a 6-month contract position paying between $42–$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor’s degree in Legal Studies or a related field required.
• 4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financial services industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at
Compliance Senior Associate – Anti-Financial Crime (AML/KYC)
Boston, MA
A leading global private investment firm is seeking a Compliance Senior Associate to support its Anti-Financial Crime (AFC) / KYC program within a business-facing compliance team.
This role offers direct exposure to investment transactions, counterparties, and investor diligence, partnering closely with Legal, Operations, and deal teams in a highly sophisticated environment.
Key Responsibilities:
- Lead execution of KYC / due diligence across investors, counterparties, and portfolio companies
- Analyze complex ownership structures and determine ultimate beneficial ownership
- Conduct sanctions and adverse media screening; assess and escalate risk as needed
- Support ongoing monitoring, investigations, and documentation standards
- Partner cross-functionally on onboarding, transactions, and risk-related matters
- Contribute to AFC/KYC policies, procedures, and broader program enhancements
Ideal Background:
- 2–4 years of experience in AML / KYC / financial crime compliance
- Experience within an investment manager, broker-dealer, financial institution, or top-tier advisory firm
- Strong understanding of risk-based KYC and global sanctions frameworks (e.g., OFAC)
- High attention to detail, sound judgment, and strong communication skills
- CAMS or similar certification is a plus
Why this role:
High-impact, business-facing compliance role with exposure to complex structures, real transactions, and a globally integrated platform.
Job Title: Chief Financial Officer (CFO) & Chief Operating Officer (COO)
Company: Beacon Mechanical Service, LLC and Affiliated Companies
Type: Full-time
About Us
Beacon Mechanical Service, LLC is a leading provider of mechanical services with a focus on quality, safety, and customer satisfaction. As we continue to scale and grow, we are seeking a highly experienced and driven individual to join our leadership team in a combined CFO and COO role.
Position Overview
The Chief Financial Officer (CFO) & Chief Operating Officer (COO) will play a critical role in driving the company's financial strategy while overseeing day-to-day operations to ensure seamless execution and growth. This individual will be responsible for managing the company’s financial health, implementing strategies for business growth, improving operational efficiency, and scaling the business in alignment with our long-term goals.
Key Responsibilities
- Financial Leadership: Oversee all aspects of financial management including budgeting, forecasting, financial reporting, and analysis.
- Strategic Financial Planning: Develop and execute financial strategies to support the company's growth objectives and profitability.
- Operational Excellence: Manage day-to-day operations and streamline processes to improve efficiency and scalability across departments.
- Team Leadership: Lead and mentor cross-functional teams to execute strategic initiatives, with a focus on building a strong culture of performance and accountability.
- Business Growth: Work closely with the CEO and senior leadership to identify and implement strategies for expanding the business, improving operations, and driving sustainable growth.
- Risk Management: Identify potential risks in financial and operational areas and develop mitigation strategies.
- Process Improvement: Continuously evaluate business processes and implement solutions for optimizing operations, reducing costs, and improving quality.
Qualifications
- Proven experience as a CFO, COO, or in a similar senior leadership role, with a strong track record of scaling a growing company.
- Experience in financial management, operational efficiency, and business strategy.
- Strong knowledge of financial analysis, forecasting, and budgeting.
- Expertise in managing operations across multiple functions (finance, HR, IT, customer service, etc.).
- Exceptional leadership and team-building skills.
- Ability to communicate effectively with senior leadership, staff, and external stakeholders.
- Strategic thinker with a hands-on approach to problem-solving and execution.
- Experience in the construction or mechanical services industry is a plus.
Why Beacon Mechanical Service?
- Be part of a dynamic and growing company with a collaborative and inclusive work environment.
- Competitive compensation and benefits package.
- Opportunity to shape the future of the company and drive long-term success.
How to Apply
If you are a results-oriented leader with a passion for driving both financial and operational success, we would love to hear from you. Please submit your resume and cover letter outlining your qualifications and experience.
- Construction
Full-time
Edit job description
This role is 100% onsite in downtown Boston, working Monday-Friday, 8:30 AM-4:30 PM, and pays $24/hour.
Qualified and interested candidates are encouraged to apply today for immediate consideration.
Key Responsibilities Handle incoming phone calls from customers, including parking-related inquiries and appeals, using scripted responses and internal systems Review and resolve online and written parking appeals through multiple software platforms Log and respond to customer questions, suggestions, and complaints via ServiceNow Open, sort, and process incoming mail such as written appeals and payments Ensure timely completion of tasks to meet compliance requirements set by governing agencies Candidate Qualifications Prior office administrative or customer service experience Comfortable handling a high volume of phone calls, including occasional difficult conversations Strong computer skills and ability to learn multiple software systems quickly Clear communication skills and a calm, professional demeanor Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.
This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .
Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.
Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill.
Employing the Future (TM)
The ideal candidate will be responsible for assisting customers, answering inquiries, and ensuring a positive customer experience.
Key Responsibilities: Respond to customer inquiries via phone, email, or chat Provide accurate information about products and services Resolve customer complaints in a professional and timely manner Maintain customer records and update account information Collaborate with internal teams to address customer needs Requirements: High school diploma or equivalent Previous customer service experience is preferred Excellent communication and interpersonal skills Strong problem-solving abilities Ability to work in a fast-paced environment Basic computer skills
NOTE: This position must be performed in Washington, DC so relocation to Washington, DC will be required.
Recruitment Incentive: Applicants may be eligible for a $75,000 recruitment incentive in accordance with regulatory requirements. Click apply to view full details and eligibility of this recruitment incentive.
At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.
Duties
During the course of their careers, Secret Service Police carry out assignments in protection. Duties include:
- Providing protection for The White House Complex, The Vice President's Residence, The Main Treasury Building and Annex, and foreign diplomatic missions and embassies in the Washington, D.C. area.
- Traveling in support of the Presidential, Vice Presidential, and foreign heads of state/government missions.
- Enforcing mandated protective responsibilities as described under Title 18, United States Code, Section 3056A.
Requirements
- U.S. citizenship is required.
- Possess a current valid U.S. driver's license.
- Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
- Carry and use a firearm. Maintaining firearm proficiency is also mandatory.
- Possess uncorrected visual acuity of no worse than 20/100 binocular. Possess corrected visual acuity of 20/20 or better in each eye.
- Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500, 1000, and 2000 Hz ranges. Applicants must be able to hear the whispered voice at 15 feet with each ear without the use of a hearing aid.
- Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
- Complete 12 weeks of intensive training at the Federal Law Enforcement Training Center (FLETC) in Glynco, GA or Artesia, NM and 17 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
- Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
The first 3 letters in workplace safety are Y-O-U!TK Elevator is currently seeking an experienced Operations Coordinator- Service in Boston, MA.
Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service sales department as needed.
ESSENTIAL JOB FUNCTIONS:
- Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
- Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
- Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
- State of NH billing and compliance components will be a key part of this role.
- State billing and compliance support: State of NH invoicing and testing coordination, as well as ME state testing.
- Dispatch and scheduling support: Assist with daily dispatching, off-route activity, vacation coverage, and general schedule coordination. Participate in daily morning huddles to review sick units, labor availability, and scheduling adjustments.
- Receives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
- Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
- Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
- Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
- Assists with processing certificates of insurance for service jobs.
- Maintains PCard for use by branch.
- Supports sales efforts as needed.
- Performs other duties as assigned.
- Maintains Board Inventory and conducts annual inventory
- Maintains safety SIR and uploads documents to SafeTKE
- AP- hand code invoices without PO-daily report-Expected receipts report
- Office Supplies/Forms
- UPS-shipping and statements
- Spreadsheet for cancellations to Branch Manager
- Performs other duties as assigned.
Who we are looking for
EDUCATION & EXPERIENCE:
- High school diploma or GED
- One year certificate from college or technical school preferred
- Three to six months related experience and/or training in basic business administration
- Some elevator repair administrative work preferred
- Oracle database knowledge
What we offer
Salary range is $55,000 - $70,000 paid hourly and the role offers an annual incentive program. Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered
- Medical, dental, and vision coverage
- Flexible spending accounts (FSA)
- Health savings account (HSA)
- Supplemental medical plans
- Company-paid short- and long-term disability insurance
- Company-paid basic life insurance and AD&D
- Optional life and AD&D coverage
- Optional spouse and dependent life insurance
- Identity theft monitoring
- Pet insurance
- Company-paid Employee Assistance Program (EAP)
- Tuition reimbursement
- 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed.
Additional benefits include:
- 15 days of vacation per year
- 11 paid holidays each calendar year (10 fixed, 1 floating)
- Paid sick leave, per company policy
- Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment)
Eligibility requirements for these benefits will be controlled by applicable plan documents. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies.
Who we are
Contact
To apply to a position, please click on the Apply Now button.
For any additional questions or job specific requests, please use the contact
below and include the Job Requisition Number as a reference.
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
- Assist customers with questions and recommendations
- Manage sales transactions while working assigned cash register
- Maintain security of cash and protect company assets
- Keep the store well-stocked, and recover merchandise
- Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards
- Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders
- Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable
- Other duties as assigned*
Skills and Experience:
- High school diploma or equivalent is preferred
- Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred
- Ability to follow instructions and interpret operational documents is required
- Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting
- Excellent customer service and relationship management skills are required
- Strong organizational and communication skills are required
- Strong problem-solving and decision-making skills are required
Perks and Benefits:
- Employee Assistance Program
- Retirement plans
- Educational Assistance
- And much more!
We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT, VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.
About the job
Title: Financial Planning Analyst – Commercial Finance
Location: Waltham, MA Area (Hybrid – 3 days onsite)
Job Type: Contract
Status: Actively Hiring
Role Overview
We are looking for a detail-oriented FP&A Analyst to join the Commercial Finance team, supporting financial planning, reporting, and analysis for a portfolio of commercial products. This position partners closely with Finance and Accounting teams to ensure accurate forecasting, reporting, and financial insights.
Key Responsibilities
- Assist in budgeting, forecasting, and financial planning activities for commercial operations
- Support month-end and quarter-end close, including accruals and account reconciliations
- Prepare and analyze financial reports, including P&L statements and variance analysis
- Work within Anaplan to manage planning processes, approvals, and reporting updates
- Provide ad-hoc financial analysis to support business decisions and performance tracking
- Enhance reporting tools, financial models, and data accuracy across systems
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3–5 years of experience in FP&A, financial analysis, or accounting
- Strong Excel and financial modeling skills
- Experience with financial systems such as Anaplan, Hyperion, or similar tools
- Understanding of financial reporting, P&L analysis, and close processes
- Strong analytical, communication, and stakeholder management skills
Compensation (MA Transparency)
Hourly Rate: $45–$48/hr (W2)
Compensation will be determined based on experience and interview performance.
