Intermediary Jobs in Usa

CONVENTUS MISSION AND VISION

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

POSITION

Full-Time, Salaried, Performance-based bonus

LOCATION: San Francisco, CA - Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you.

Conventus is seeking an experienced, strategic and hands-on Managing Director, General Counsel to serve as Conventus’ Chief Legal Officer. This senior leadership role is responsible for overseeing all legal, regulatory, and compliance matters across our lending and investment operations. The ideal candidate will bring deep expertise primarily in real estate secured lending, foreclosure activity, forbearance and loss mitigation efforts, loan product creation and loan structuring, and secondarily in fund management and securities compliance, and—along with a pragmatic, business-minded approach and the ability to roll up their sleeves and execute work directly when needed

RESPONSIBILITIES

Legal Strategy & Risk Management

• Serve as the primary legal advisor to executive leadership.
• Proactively identify legal, enterprise, and regulatory risks, and implement strategies to mitigate exposure.
• Oversee litigation, disputes, and all legal matters impacting the firm’s operations.

Real Estate Lending & Transactions

• Provide legal support for originations, structuring, negotiations, and closing of residential business purpose secured lending (bridge/fix & flip, construction, DSCR and multifamily).
• Draft, review, and negotiate loan documents, guarantees, intercreditor agreements, subordination agreements, and related documentation.
• Guide origination, closing and servicing teams on due diligence, title, escrow, foreclosure, workouts, and asset recovery.
• Manage external counsel relationships (including a network of local state counsel) related to loan transactions, and enforcement matters.
• Provide internal training on real estate transactions and documentation.

Fund Management & Securities Compliance

• Oversee legal and compliance matters related to fund formation, structuring, governance, and compliance with SEC and state-level securities laws.
• Partner with compliance consultants and auditors to maintain robust compliance program related to Registered Investment Advisor activities.
• Draft and review private placement memoranda, subscription agreements, investor communications, and marketing materials.
• Support investor relations on disclosure practices and regulatory filings.

Corporate Governance

• Oversight of governance issues for Conventus and its entities, including advice on corporate structure, entity formation, and LLC, LP and corporate governance documents.
• Review and manage vendor, lending partner (such as brokers), and third-party contracts.

Compliance & Internal Controls

• Develop and maintain policies and procedures to support compliance across lending, investment, and privacy.
• Monitor and respond to changes in regulatory requirements impacting the business.
• Conduct legal due diligence and risk analysis for strategic initiatives and transactions.
• Manage adherence with, and deadlines, for compliance filings.

Internal Collaboration & External Counsel Management

• Serve as a collaborative partner to cross-functional teams, including credit & capital markets, finance and loan operations.
• Manage relationships with outside counsel for specialized legal matters and employment law, while maintaining a hands-on role in day-to-day legal work.
• Ensure compliance with federal and state lending laws.

QUALIFICATIONS

Required

• JD from an accredited law school; member in good standing with a U.S. state bar (California Bar or ability to register as In-House Counsel preferred)
• Licensed to practice in California
• 10+ years of legal experience, including meaningful in-house experience
• Experience operating in a fast-paced environment where judgment, prioritization, and responsiveness are critical
• Strong familiarity with real estate finance, commercial lending, consumer lending, or closely related products
• Breadth across legal disciplines, with the ability to support the business on commercial contracting, disputes, and other matters beyond core lending work
• Deep knowledge of lending regulations and compliance
• Experience with securitization or structured finance involving real estate-backed assets
• Hands-on approach with a willingness to engage directly in day-to-day legal work

Mindset and Character

At CHC, we look for future employees who demonstrate the mindset and character of our following core values:

Deliver Extraordinary Client Experience:

• Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.

Take Responsibility:

• Be proactive, know what you are responsible for, act with integrity and follow through to the end.

Respond with Urgency and Care:

• Balance speed with quality, ensuring that every response is both timely and impactful.

Grow Together:

• Grow together through a culture of intellectual curiosity, collaboration and celebration.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Reports to the Head of Marketing APAC; partners closely with APAC Marketing functional leads across Digital, Content and Events and various Global Marketing teams.

• Directly manages two VP, Channel Marketing Managers:
  • VP, Channel Marketing Manager — Hong Kong & Korea
  • VP, Channel Marketing Manager — Singapore & South Asia
• Leads a regional team of three across the covered markets, mobilizing additional crossfunctional and vendor resources as needed.

Own the endtoend regional marketing agenda to drive asset growth, deepen client engagement, and strengthen brand leadership. This SVP will set strategy, coach a highperforming team, and orchestrate integrated programs across content, paid media, digital, multimedia, events, and sponsorships. The role requires a commercially minded leader who excels at stakeholder partnership, governance, and measured execution in complex, multimarket, multi-channel environments.

• Lead regional marketing efforts, managing a team of three across Singapore, Hong Kong (Global Wealth Management channel), South Asia and Korea; set goals, coach performance, and cultivate a culture of accountability and innovation.
• Actively contribute as a member of the APAC marketing leadership team; share best practices and drive crossmarket leverage.

• Partner with Head of Marketing APAC, business leaders and clientfacing teams to design and execute highimpact marketing programs that achieve acquisition, retention and revenue goals.
• Develop and optimize brand strategies that expand the firm’s reach and position the firm as a highperformance investor, thought leader and solutions provider.
• Enforce brand and messaging governance to ensure all materials are onbrand, accurate, and consistent across markets.

• Leverage all marketing platforms—content, paid media, digital, multimedia, events, and sponsorships—to create innovative strategies and build strong client relationships across distribution channels.
• Understand multichannel needs; identify common themes to build efficient and scalable programs and collateral.
• Produce and localize collateral for the covered markets (e.g., thought leadership, fund factsheets/commentaries, brochures/flyers, webcasts/videos, website content, client communications), including managing translations and format adaptation.

• Develop and execute conference and events strategy, including vendor management, venue sourcing, invitation and registration workflows, and onsite support.
• Coordinate crosschannel activations and sponsorships to amplify priority campaigns.

• Build strong relationships with local channel heads and Account Management teams; facilitate collaboration, proactively identify opportunities and challenges, and support client initiatives.

• Coordinate with Compliance to ensure all marketing activities and materials meet regulatory requirements across markets.
• Manage external vendors and production partners (advertising agencies, production houses, designers, translators) for quality, timeliness and cost control.

• Work with Head of Marketing APAC to set local budgets; manage daytoday spend and ensure activity aligns to plan.
• Compile, analyze and present metrics for programs; deliver campaign and postevent reports with actionable recommendations; apply learnings to future activity.

• Bachelor’s degree in Communications, Marketing, Business or a related discipline.
• Professional finance qualification (e.g., CFA/CAIA) is a plus.

• 15+ years of progressive marketing experience in asset management within Asia, with deep exposure to wholesale/intermediary and institutional segments; strong understanding of Hong Kong and Singapore markets, with remit across South Asia and Korea.
• Demonstrated success partnering with clientfacing teams to acquire and retain clients/assets via integrated marketing programs and measurable outcomes.
• Proven management experience, including leading crossfunctional initiatives, negotiating priorities, and influencing outcomes across business channels.
• Language: Proficiency in spoken and written English and Chinese ideally (Mandarin and Cantonese; Traditional and Simplified). Korean language skills are advantageous given market coverage.
• Experience managing translations, advertising agencies and production houses; adept at editorial, design, and content workflows.

• Selfmotivated with excellent communication and relationshipbuilding skills.
• Resilient and flexible, thriving in a small regional team with numerous global stakeholders.
• Excellent timemanagement, multitasking and organizational skills; strong attention to detail and ability to meet deadlines.
• Ability to interpret, translate and communicate financial concepts clearly, both verbally and in writing.
• Entrepreneurial spirit; comfortable working independently and as a team player in a fastpaced environment with shifting priorities.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, public equity, public credit, and liquid alternative offerings.

We manage approximately $68bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.

GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.

Working with the Developed Fixed Income team, in partnership with Asset Allocation, the Developed Fixed Income Rates Strategist will generate and represent investment ideas in the bond markets. They will work closely with researchers and portfolio managers within the teams and take primary ownership of duration positioning for existing and new portfolios. This role will report to the Head of Developed Fixed Income, but work very closely with Portfolio Managers in Asset Allocation. The role is Boston based with a hybrid schedule (minimum of three days in the office).

• 
  
• Generate investment ideas and opinions in the bond markets – specifically focused on the government or risk‑free parts of the market throughout the developed space (US, UK, Japan and Europe).
  
• Generate creative relative value trade ideas in the interest rate space that could be used in Developed Fixed Income or Asset Allocation portfolios.
  
• Develop an investment thesis on duration and curve positioning for existing Developed Fixed Income portfolios, as well as any new portfolios.
  
• Stay up to date on interest rate and currency markets, highlight noteworthy changes to the Fixed Income Quant team, as well as Asset Allocation.
  
• Leverage a fundamental framework while considering quantitative inputs to develop fundamental views to complement and improve our existing interest rate models.
  
• Research and propose duration positioning within all developed markets (both US and overseas) within Asset Allocation Fixed Income portfolios.
  
  • 
    
  • Understand the objectives, constraints and positioning for each of the Asset Allocation strategies.
    
  • Partner with Asset Allocation to determine duration and key rate targets.
    
  • Translate model output into positioning and trades.
    
  • Ensure proper positioning and risk targets.
    
  • Provide detailed performance and attribution reporting.
    
  
  
  
• Act as an effective sounding board, engage in intellectual debate with Asset Allocation to result in the best outcome for the portfolios.
  
• Partner with the Fixed Income Quant Research team to think critically about model output:
  
  • 
    
  • Evaluate and assess any hidden risks that would make the model vulnerable in the market environment.
    
  • Consider and propose what research or enhancements would be most helpful for the portfolios.
    
  • Evaluate if the portfolio construction process provides the right balance of risk contribution.
    
  
  
  
• Communicate effectively across Developed Fixed Income and Asset Allocation.
  

• 
  
• 8+ years of industry experience, including relevant Fixed Income investment experience.
  
• The individual should be a self-starter with a demonstrated passion for investing.
  
• A strong understanding of financial markets, and an understanding of Fixed Income analytics is required.
  
• The individual should have the ability to both generate and effectively communicate portfolio ideas through effective spoken communication, across both Developed Fixed Income and Asset allocation, as well as with other investment teams.
  
• Demonstrated experience generating and implementing high conviction investment ideas in G10 rates and FX.
  
• Deep understanding of individual risk factors—including duration, curve, and liquidity risks—with a demonstrated ability to identify, quantify, and mitigate exposures through both analytical tools and market intuition.
  
• Extensive knowledge of G10 sovereign bond markets, macroeconomic drivers, and their impact to underlying investment strategies.
  
• Expertise in the technical structure and market dynamics of FX and interest rate related securities, including forwards, futures, swaps, options, and sovereign bonds. Experience with inflation linked products a plus. Trading experience a plus.
  
• Effective oral and written communicator with the ability to work closely with Portfolio Management, Research, and Trading to integrate views and refine strategies across fund vehicles.
  
• Ability to work in a collaborative, intellectually rigorous environment.
  
• Experience with Python, Matlab, or related programming languages a plus.
  

$150,000 - $175,000 a year

This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.

In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes medical insurance, dental insurance, life insurance, long‑term disability coverage, a 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

• 
  
• Medical insurance, dental insurance, life insurance, long‑term disability coverage, 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.
  

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.

Department: Program

Reports To: Vice President & Chief Program Officer

FLSA Classification: Exempt

FTE: 1

Supervises: None

Hybrid Schedule (subject to change): 2 days per week in office preferred, with flexibility as needed.

Position Budgeted: $100,000.00 - $110,000.00

The Boston Foundation is seeking to strengthen its impact investment program and expand its use of impact investing as a powerful tool for driving positive impact in Greater Boston. This is a cross-functional role, reporting to the Vice President & Chief Program Officer and working in close collaboration with the Senior Director, Impact Investing and the Chief Financial Officer.

• 
  
• Investment Research & Analysis
  
• Support Due Diligence on Mission First Pool (MFP) opportunities;
  
• Support sector level (CDFI and Impact Funds) research;
  
• Assist Philanthropy Group with ad hoc requests from DAF holders to act as thought partners and research specific impact investment opportunities; and
  
• Reporting and Presentations
  
• Track impact measurement metrics;
  
• Collect and organize data for required reporting for the Recoverable Grants program, Business Equity Fund, Catalyst Pool and the Mission First Pool; and
  
• Support the Impact Investments Team in creation of presentations.
  
• Field Building
  
• Support the Philanthropy Group in meetings with DAF holders to discuss co-investment opportunities and act as a thought partner; and
  
• Participate as a TBF speaker and panelist to expand the field of impact investing and the TBF brand.
  

• 
  
• Individuals assigned to this position may perform other duties as assigned
  

• 
  
• Bachelor’s degree or equivalent experience; and
  
• 2-3 years relevant work experience in consulting or professional financial services.
  
• Demonstrated experience analyzing business models;
  
• Proficiency in financial modeling to support debt and equity investment analysis;
  
• Proficiency creating presentations;
  
• Excellent written and oral communication skills;
  
• Experience with legal concepts associated with private investing;
  
• Familiarity with affordable housing trends and investment considerations;
  
• Familiarity with CDFIs and other intermediaries such as Impact Investing Funds;
  
• Understanding of and commitment to the Foundation’s mission;
  
• Demonstrated interest and analytical skills used to learn about impact investing broadly and be part of building this powerful tool with The Boston Foundation;
  
• Demonstrated ability to organize and coordinate simultaneous, sometimes competing tasks; and
  
• Willing/able to support colleagues in a wide range of activities to further TBF’s vision to advance equity in Greater Boston.
  

• 
  
• Ability to work for long periods of time at a workstation.
  
• Ability to use a computer monitor and keyboard for long periods of time
  
• Ability to work onsite and remotely, as required
  

The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.

This Vice President will play a key role, designing and executing marketing strategies to support the growth of ourRetirementbusiness, which includes a range of investment, managed advice/accounts and value-added capabilities distributed through plan sponsors, consultants, DC specialist financial advisors and intermediary home offices/aggregators.

The Vice President will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment.

• 
  
• Channel marketing vision and implementation: Research, plan, develop and implement an integrated marketing strategy for AM’s retirement client segments to fuel overall business growth objectives.
  
• Brand narrative: Ensure the AM value proposition, and associated retirement derivation and messaging pillars are infused through all marketing activities globally.
  
• Client research: Partner with AM brand marketing and retirement business leaders to track, manage and analyze client research to determine how AM is perceived by our retirement clients and identify which perceptions need to be addressed to enable the business to move forward.
  
• Capabilities and solutions: position full range of investment solutions (capital preservation, public equities and fixed income and alternatives), managed advice offering and thought leadership.
  
• Campaigns and execution: Develop and execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels.
  
• Client Engagement:Partner with marketing contacts at client and partner firms to drive joint initiatives, support growth of investment strategies and elevate brand awareness.
  
• Sponsorships and events: Partner with AM event marketing and retirement business leaders to develop a marketing strategy and execution for key channel sponsorships and events.
  
• Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the institutional and insurance marketing strategy, including the generation of editorial ideas, and content creation as well as continual improvement across marketing and sales collaterals, social media and .com.
  
• Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize impact.
  
• Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.
  
• Team effectiveness: Drive operational efficiency of the institutional and insurance marketing team, ensuring they are highly motivated, fully engaged and able to operate at scale.
  
• Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders, EO marketing partners, Corporate Communications, sales and investment heads, and key senior stakeholders across the global organization.
  

• 
  
• 10 plus years of experiencein retirement marketingor similar roles within a leading financial institution with an outstanding track record with measurable impacts and achievements
  
• Experience across retirement intermediary/advisor channel and direct to plan sponsors.
  
• In-depth knowledge of the retirement asset management industry: clients, products, regulations, competitors
  
• Well-developed strategic thinking with commercial awareness and business acumen
  
• Demonstrable track record of leading and executingeffectively across matrixed, complex organizations with excellent communication, influencing and presentation skills as well as the ability to engage with partners at all levels
  
• Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story
  
• Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes
  
• Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts
  
• Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
  
• Bachelor’s Degree (BA/BS)
  

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: © The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $110000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offering, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.