Financial Services Jobs in Needham, MA

Dans un contexte de transformation profonde du secteur financier marqué par laccélération des usages digitaux lessor des plateformes data et lémergence rapide de lintelligence artificielle les acteurs bancaires et assurantiels doivent repenser leurs modèles opérationnels leur relation client et leur...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work and pro...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Company OverviewWorld Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-t...

Regional Insurance Sales Manager (Life and Annuity)First American Insurance UnderwritersNeedham MAFor more than 35 years First American Insurance Underwriters (FAIU) an Integrity company has been a leading national insurance brokerage general agency dedicated to providing great service solutions edu...

We are seeking an Enterprise Solutions Architect with 5 years of experience in solution architecture enterprise onboarding or implementation consulting in financial services technology to join Advisor360s Onboarding this post-sales leadership role you will act as the strategic and technical authori...

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

About UsWellington 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 pr...

Were looking for a Head of RIA Segment Marketing to own and build Advisor360s RIA marketing motion from the ground up. This isnt a role for a campaign executor or a brand steward its for a builder who can figure it out from positioning to pipeline. Youll blend a deep understanding of the RIA adviso...

Position SummaryFocus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients goals and aspirations....

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Position SummaryFocus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients goals and aspirations....

What Youll OwnAgentic Product Strategy & DeliveryYou are the product owner for Advisor360s advisor-facing agentic experiences. The platform team provides the foundation (LLMs RAG agent infrastructure). You decide what to build on top of it and why.Own the product strategy roadmap and delivery of age...

Investment Data Reporting Analyst IIThe Performance and Reporting team is one of four that make up the Investment Data Operations (IDO)department. IDO ensures that the online data our advisors use to manage their clients investments isaccurate timely and reliable. The team is responsible for all adv...

Position SummaryFocus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients goals and aspirations....