Director, Client Engagement & Investment Technology
$145k - $160kOptions Consulting Solutions
Options Consulting Solutions is looking for a Director - Product Specialist in Client Engagement to drive engagement with clients and prospects. This role involves showcasing proprietary investment technology and collaborating across internal teams. The ideal candidate will possess a Bachelor’s or Master’s degree in a relevant field, and have 6+ years of experience in private equity or related financial services. The position offers a base salary of $145,000-$160,000 plus a 40% bonus, with a hybrid work model. #J-18808-Ljbffr Options Consulting Solutions
$130k - $250k
...influence nearly 20% of the world's investible assets. Every day, our teams... ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions... ...future team member for the role of Director to join our Fund Accounting team....SuggestedTemporary workWork experience placementWork at officeWorldwideFlexible hours$127k - $160k
We are seeking a Director, Client Development, who will play a key role in growing market revenue... .../accounts, and overseeing Consultant engagements. In alignment with our entrepreneurial... ..., human-centered design, and advanced technology, we celebrate our team's excellence...Suggested- About the job SAP - Director of Client Accounts Job Description The Director of Client Accounts... ...relationships for a prominent business and technology services organization. This high-level... ...-level client executives. Lead client engagements, including presentations and...SuggestedContract work
$145k - $160k
DIRECTOR - PRODUCT SPECIALIST, CLIENT ENGAGEMENT FULL TIME GREATER BOSTON AREA The Company Our client is a global... ...Equity firm based in Boston. The firm invests in all types of private equity... ...of proprietary investment technology platforms, and partnering across...SuggestedFull timeWork at office$60 - $95 per hour
CliftonLarsonAllen LLP is seeking an Accounting Consultant - Engagement Director in Boston, MA. This role involves serving as a high-level interim accounting resource for clients in various industries. Candidates should have over 10 years of experience in public accounting...SuggestedHourly payInterim roleFlexible hours- Director, Client Development - Food & Beverage (DB/EPC) page is loaded##... ...firm born from a manufacturing technology company to become an... ...insights to achieve outcomes.* Engage client executive stakeholders... ...Safety (EHS) to align capital investment with growth, reliability, Food...Flexible hours
$85k - $125k
...protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members... ...for their retirement plan clients. At Great Gray Group, we strive... ...services with robust investment options, innovative technology...Base plus commissionWork experience placementLocal areaRemote workVisa sponsorship- ...visibility into how employees experience technology across devices, applications, networks,... ...and global leader in DEX, with recent investment activity valuing the company at $3... ...just product features. ~ Confidence engaging IT and business stakeholders. ~ Excellent...Contract workWork at officeImmediate startRemote workFlexible hours
- SS&C Technologies is seeking a Director of Client Account Management - Transfer Agency in a hybrid setup across multiple U.S. locations, including Boston, MA and surrounding areas. The role focuses on providing proactive financial product support and managing staff across...
- BNY Mellon seeks a Director, Client Executive to join its Asset Owner team. The role can be based in Los Angeles or Boston, MA. You will lead client accounts, drive profitability, and oversee cross-sell initiatives across a portfolio valued at tens of millions of dollars...
$120k - $180k
..., working with extraordinary clients spanning every industry, regardless... ...in your potential and invest in it to build a legacy that... ...PCS) practice oversee multiple engagement teams for a wide range of sophisticated... ...; and Proficient use of technology. Compensation and Benefits...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$157k - $175k
...Brattle Group, Inc. is seeking a Senior Manager, Marketing Technology & Relationship Intelligence to join its Boston office. In this... ...lead the firm's marketing technology ecosystem, improve client engagement, and drive effective use of marketing platforms. The ideal candidate...Work at office- ...Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments &... ...plans, and ultra-high net worth private clients implement and manage custom investment... ...team.Lead a culture that promotes high engagement, is responsive to employee needs, and...Work experience placementLocal areaWorldwide
$100k - $175k
## Director, Client Account Management - Transfer AgencyApplylocations: Kansas City, MO: Denver, CO: Braintree MA - 30 Braintree Hill Park... ...id: R40016As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor,...Ongoing contractWork at office- ...practices in New England, servicing clients both locally and nationally.... ...with some of the largest investment advisory firms and estate... ...and team Manage staff on engagement deliverables (such as financial... ...Proficient use of applicable technology #J-18808-Ljbffr CBIZWork at office3 days per week
- Director, Client Development page is loaded## Director, Client Developmentlocations: Boston,... ...the only firm born from a manufacturing technology company to become an independent and... ...manufacturing and distribution focused capital investments.In this role, you will be supported by...Local area
- Accounting Consultant - Engagement Director page is loaded## Accounting Consultant - Engagement... ...create opportunities*** every day, for our clients, our people, and our communities... ...competitive wages and view compensation as an investment in our people. Factors such as...Hourly payWork experience placementInterim roleFlexible hours
$55k - $115k
...Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help... ...is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex,...Base plus commissionLocal areaFlexible hours$50k - $63.16k
...Account Executive, Workplace Technologies & Services Does the art... ...Salesforce CRM platform to manage client and prospect accounts. -... ...opportunities and establish engagement. - Relentlessly conduct in-... ...monetary benefits of technology investments, special market-specific...Full timeTemporary workFor contractorsFor subcontractorCasual workWork at officeLocal areaImmediate startRemote workWork from home- Cambridge Associates in Boston, MA seeks an Investment Director to lead portfolio construction, analysis, and client recommendations. You will craft diversified strategies, prepare client-ready materials, and present investment ideas to clients and committees. The role...
- ...Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding... ...of 200+, serving over 400 clients, including several of America'... ...our product. As an Arch Sales Director, you will play a pivotal role...Full timeWork at officeRelocation
$130k - $250k
...JOB DESCRIPTION Director – Fund Accounting, Boston, MA (4 days in office per week). This role leads the Fund Accounting team responsible... ...net asset value (NAV) across various sectors. Oversee client relationship management, ensuring service levels meet client needs...Work experience placementWork at office$150k - $250k
...the center of big data, innovative technology, media, and life sciences. Our mission... ...and skillsets, Analytics Services Directors support current clients by showcasing Crossix Analytics... ...Experience leading consultative analytics engagements with clients Strong project...Local areaFlexible hours- Cambridge Associates LLC in Boston is seeking an experienced Investment Director to manage diverse client portfolios ranging from $200 million to over $7 billion. The role involves creating investment strategies, conducting client analyses, and ensuring effective communication...
- Cambridge Associates LLC. in Boston seeks an Investment Director to manage client portfolios, conduct investment analyses, and foster client relationships. The role requires appropriate investment knowledge, communication skills, and experience in portfolio management....
$102k - $153k
Fund Accounting Manager - Technology Investments (PE) - Boston, MA - $102,000 - $153,000 base salary... ...sophisticated private equity clients to hire a Fund Accounting Manager focused... ...across multiple private equity client engagements Review capital calls, distributions,...- A regional accounting firm is seeking a Tax Supervisor responsible for managing client engagements, directing audit, and tax services, and mentoring junior staff. The ideal candidate will have over 5 years of experience and a Bachelor's in Accounting, preferably with CPA...
- KLR is seeking an International Tax Supervisor for their Boston office. This full-time position involves managing client engagements, overseeing tax compliance, and mentoring staff in a collaborative environment. The ideal candidate will have a Bachelor's degree in Accounting...Full timeWork at office
$102k - $153k
...first. The Role This is a highly visible, client‑facing leadership role on one of Petra’s... ...operational excellence across the engagement lifecycle. This role combines technical... ...clients and internal stakeholders. Manage investment and expense wire activity, ensuring accuracy...Interim roleImmediate startFlexible hours$112k - $149k
...Corporate Travel & Expense Manager Anduril Industries is a defense technology company with a mission to transform U.S. and allied military... ...for full‑time employees, including: Benefits At Anduril, we invest in our people. Our comprehensive, competitive benefits package...Full timeWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Client Engagement & Investment Technology. Be the first to apply!
- customer care manager Boston, MA
- contact centre manager Boston, MA
- director of customer service Boston, MA
- director of client services Boston, MA
- senior director of client services Boston, MA
- manager customer service Boston, MA
- director client management Boston, MA
- investment accounting manager Boston, MA
- investment executive Boston, MA
- investment sales manager Boston, MA

