The Senior Financial Advisor at Edward Jones Connection acts as a fiduciary, remotely serving smaller clients in partnership with the clients' local Branch Office Team. This role involves direct client service over the phone or through technology, focusing on providing an ideal client experience consistent with that of a branch office. The position offers a salaried, home-based opportunity with extended hours to serve clients and requires a sound understanding of the Financial Advisor role or a background in client service, products, or service.

Sr. Financial Advisor - Edward Jones Connection

Senior Financial Advisor

MassMutual is seeking an energetic and intellectually curious individual with strong analytical skills to lead the Investment Data Strategy team. This role is responsible for defining, communicating, and driving forward the data strategy for Investment Management, partnering with teams across various departments to ensure alignment with the investment data strategy. The ideal candidate will exhibit strong leadership and communication skills, a passion for learning, and resilience, capable of managing multiple initiatives and adapting to changing priorities.

Head of Investment Data Strategy and Governance

As a Director in the Controllers Organization of Corporate Finance at MassMutual, you will lead the investment accounting and controllership for derivatives across various insurance and non-insurance entities. This role involves ensuring the accuracy of investment results on a GAAP and statutory basis, supporting process enhancements for an accelerated close, and overseeing monthly reconciliations and financial statement reporting. The position offers a hybrid work schedule and requires a candidate with a strong background in investment accounting and/or operations for derivative investments.

Director Investment Controllership- Derivatives

Director of Investment Controllership - Derivatives

The Senior Director - Investment Program Management at MFS Investment Management is a senior leadership role responsible for developing strategies and projects that support the business planning for the Investment Team, with a focus on the investor toolkit and related processes. This individual will work closely with the Investment Leadership Team to set the strategy for investment technology, process, and related strategy, ensuring alignment with the firm's broader strategy. The role involves leadership responsibilities, including aligning vision and strategy across diverse leaders and managing a team focused on aspects of the planning and implementation process.

Sr. Director - Investment Program Management

Senior Director - Investment Program Management

The Senior Director - Global Technology Development at MFS Investment Management is a strategic leadership role focused on business technology, architecture, implementation, rollout, and support of applications and solutions supporting the Portfolio management and Research domains within the Investments department. This position coordinates a large team responsible for business alignment, business architecture, application strategy, technology tools, financial management, and team development to ensure the successful implementation of these capabilities.

Senior Director, Investor Technology

As a Senior Business Development Manager at Johnson Controls International, you will be responsible for developing and establishing new business relationships with prospective customers in key target residential and light commercial markets throughout North America. This role involves driving the initial phases of a sophisticated sales process, including making initial contact, qualifying opportunities, and working closely with legal, pricing, and/or brand teams for account management. The position requires a strong focus on identifying complex customer needs, operating in a team selling environment, and contributing to sales growth and strategic business plans.

Senior, Business Development Manager (Residential and Light Commercial HVAC) (Remote)

Senior Business Development Manager

The Senior Director of Investments at Benchmark Talent Team will be a key member of the Investments department, reporting to the Vice President of Investments. This role involves leading the sourcing and underwriting of new acquisition opportunities, capitalization of acquisitions and developments, and recapitalizations and refinancings of existing portfolios. The position is highly visible, requiring direct exposure to debt and equity partners, the Investment Committee, Executive team, and opportunities to drive portfolio growth. It also involves interfacing with several departments within the organization to formulate deal projections and strategies.

Senior Director, investments

Senior Director of Investments

BNY Mellon is seeking a Senior Director, Relationship Management for the Investment Manager & Insurance Segment within Asset Servicing. This role involves developing a strategic plan for managing and growing existing global client relationships, focusing on revenue retention, advising clients on strategic objectives, and ensuring client satisfaction and strategic alignment with firm services. The position is hybrid, located in Boston, MA or New York City, NY, and requires a minimum of fifteen years in Sales/Relationship Management, Client Service, or Account Management in Financial Services.

Senior Director, Relationship Management - Investment Manager & Insurance Segment

Wellington Management is seeking a Director to join their Global Investment Research leadership team. This role involves managing diverse and global investment talent, providing guidance and feedback, succession planning, and ensuring the team attracts and retains the best talent. The Director will also play a key role in promoting idea generation, excellent investment performance, and ensuring the Investment Research platform has the necessary infrastructure and support to achieve its objectives.

Director, Investment Research

The Senior Manager, Segment Finance at Entegra Procurement Services, a division of Sodexo, will manage financial reporting, analysis, and operations for one of Healthcare’s largest clients. This remote role involves financial management, strategic influence, automation, cross-functional collaboration, team leadership, client-facing excellence, and proficiency in Excel. The ideal candidate will reside near a major airport and have a bachelor’s degree in accounting or finance, with 3-5 years of relevant experience.

Senior Manager, Segment Finance

The Senior Strategist Investment Product Specialist at MFS Investment Management is a key member of the Global Product team, serving as a product expert and business leader for MFS Exchange Traded Funds (ETF) strategies. This role involves all aspects of investment product management, including product presentations, competitive analysis, product development, and maintaining marketing collateral. The position requires collaboration with various internal teams to support and grow assets under management, with up to 50% travel required.

Senior Strategist Investment Product Specialist - Exchange Traded Funds

Senior Strategist Investment Product Specialist

The Senior Director of Portfolio Strategy & Operations is a key role responsible for the strategy, operations, and communications within the Business Intelligence & Operations (BI&O) department. This position involves leading strategic initiatives, enhancing internal operations, fostering effective decision-making, and driving continuous process improvement. The role requires close collaboration with the Senior Vice President of BI&O and various teams to optimize resources, develop strategic plans, and ensure team success.

Senior Director of Commercial Operations & Innovation

Senior Director of Portfolio Strategy & Operations

This role involves leading a small team of junior resources in the development and management of investment data systems for a top 40 global asset manager. The position is contract to hire, offering a great opportunity to advance your career in a supportive and team-oriented environment. The ideal candidate will have extensive experience in web development, database management, and system design, with a strong ability to lead and organize effectively.

SR. DEVELOPER LEAD INVESTMENT DATA

Senior Developer Lead Investment Data

The Senior Director Commercial Finance at Del Monte Foods, Inc. is a senior-level position responsible for financial planning and analysis, financial reporting, and strategic business support. This role involves cross-functional work, requiring a deep understanding of business drivers, metrics, and insights to deliver business results. The position offers a remote work setting and requires interaction with executive leadership and commercial business teams.

SENIOR DIRECTOR COMMERCIAL FINANCE

Senior Director Commercial Finance

Wellington Management is seeking an Investment Director to join their Private Investment team, focusing on the expansion into private credit. This role involves building and overseeing private investment vehicles, leading business and marketing strategy, acting as an investment representative, and ensuring the integrity of investment and risk management processes. The position requires strong analytical skills, marketing strategy, portfolio analysis, and the ability to work closely with various teams across the firm. This role can be based in Boston or New York City.

Investment Director, Private Credit

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