Senior Client Relations & Investment Accounting Lead
State Street
State Street is seeking a candidate with a solid understanding of accounting and alternative investments to manage client relationships. You will interact with various management levels while maintaining direct connections and delivering high-quality client service. The ideal candidate is organized, able to multitask, and independent in thought. This role plays a crucial part in the financial services industry, providing opportunities for impactful engagement from day one. #J-18808-Ljbffr State Street
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Relations & Investment Accounting Lead in Quincy, MA vacancy
$120k - $150k
...relationships with clients, understand their... ...Franklin Templeton is a leading asset management... ...We are seeking a Senior Retirement &... ...sales, strategic accounts and marketing stakeholders... ...Templeton investment strategies and solutions... ..., sales or a related field. Experience...SeniorWork at officeLocal area- Clark Wood is seeking an Audit & Accounts Manager for their Braintree office. This role involves managing a varied portfolio of clients across diverse industry sectors and ensuring... ...allows for professional development in a leading firm committed to client satisfaction....SeniorWork at office
- ...professional responsible for expanding client relationships and advising clients on their... .... The role entails driving new investment business and collaborating with internal... ...include an incentive plan and industry-leading support resources. #J-18808-Ljbffr Bank...Senior
- ...helping high-profile clients understand,... ...more important than investing in our culture because... ...a Manager or Senior Manager to join our... ...Advise clients and be accountable for delivering... ...families on matters relating to current and forward... ...Experience leading multiple engagements...SeniorFull timePrivate practiceWork at officeLocal area
KPMG
Boston, MA4 days ago $160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires... ...years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal...Senior- 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...Senior
- JPMorgan Chase is seeking a Tax Oversight professional for its Boston location to manage tax compliance for clients and vendors. This role emphasizes interaction with third-party auditors and requires strong organizational skills along with a deep understanding of tax laws...Senior
$140.4k - $229.1k
Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,401 - $229,103... ...portfolio construction, risk management, identifying relative value across sectors/regions and macro research....SeniorWork at office$130k - $250k
...and success. As a leading global financial services... ...0% of the world's investible assets. Every day,... ...collaborate with clients, driving... ...to join our Fund Accounting team. This role location... ...with senior auditors and clients... ...including for reasons related to individual performance...Temporary workWork experience placementWork at officeWorldwideFlexible hoursBNY
Boston, MA3 days ago$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies. The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series...SeniorFlexible hours$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain... .... This role is pivotal in managing investment portfolios and requires extensive experience... ...and a proven track record of success in related fields. The compensation includes a base...Senior$90k - $125k
Senior Account Managers on our B2B Technology team lead integrated communications programs for some of the most innovative... ...-to-day execution across media relations and integrated programs. They... ...results-driven, and aligned with client business objectives. Senior Account...SeniorSummer holidayWork at officeLocal areaRemote workFlexible hours3 days per week- A leading global financial services firm is seeking a Customer Success Associate to support clients with performance and risk analytics. This role involves collaborating with internal teams, conducting performance analyses, and building strong client relationships. The...Senior
- ...experience in project management within the construction or related industries, demonstrating strong client service orientation, and effective communication... ..., mentorship of junior team members, and accountability for project budgets and timelines, aiming to enhance...Senior
$100k - $163k
...seeking a seeking a Senior Portfolio Manager... ...a key member of a client’s deal team and will... ...complex issues and lead Commercial Banking... ...degree in Finance, Accounting, Business, Economics, or a related field. ~ Completion... ...activities or personal investing; affected employees...SeniorWork experience placementWells Fargo
Boston, MA4 days ago$27 - $39.62 per hour
...always do what's right for our clients, people and communities.... ...Serve as the social media lead for the Life Science team What... ...additional factors, including job-related skills, experience, and relevant... ...vacation days annually. Certain senior-level roles are eligible for...SeniorHourly payFull timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an... ...ability to communicate related information in a... ...collaboration with the senior MDs on the Private Client... ...Family Office and OCIO, is a leading fiduciary wealth and investment...Full timeWork at officeLocal areaFocus Financial Partners Inc.
Boston, MA2 days ago- ...Join to apply for the Senior Financial Advisor role at MassMutual... ...been dedicated to helping clients achieve clarity, leverage, and... ..., retirement planning, and investment products. We focus on fostering... ..., Economics, Business, or related field Additional Information...SeniorFull timeRemote work
MassMutual
Boston, MA1 day ago $75k - $85k
THE is seeking a Senior Manager, Accounts in Boston to contribute to the success of client projects. This hybrid role involves overseeing 1-3 accounts and ensuring timely program execution while managing project documentation and budgets. Candidates should have a Bachelor...Senior$90k - $136k
Relativity is hiring a Revenue Accounting Manager to ensure accurate revenue recognition and reporting in accordance with ASC 606. This role drives monthly and quarterly revenue close processes and collaborates with Finance Operations and Billing teams. A strong background...SeniorRemote workFlexible hours- ...Summary: Our award-winning client is seeking a Senior Auditor to join their team. Imagine... ...A bachelor's degree in business, accounting, finance, or a related field. ~3+ years of experience... ...plus. ~ Prior experience in the investment management industry is ideal. ~...Senior
Provision People
Boston, MA2 days ago - .... EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...net-worth individuals and their related businesses. An ideal candidate... ...of the largest and fastest growing accounting and advisory firms in the industry...SeniorFull timeTemporary workPrivate practiceLocal areaFlexible hours
EisnerAmper
Boston, MA4 days ago $181.5k - $246.8k
...Associates (CA) is a leading global investment firm. CA’s goal is... ...high net worth private clients implement and manage... ...regular updates to senior leadership on client... ...management, or related fields. Proven track... ...sense of ownership and accountability; highly organized with...SeniorWork at officeLocal areaWorldwide- ...seek a highly skilled and results-driven Senior Client Insights Manager to join us at VizSense.... ...marketing, advertising, business or a related field. 5+ years as a campaign manager, marketing... ...CRM systems for campaign execution and lead management. Strong understanding of...SeniorWork at officeLocal areaRemote work
- ...Senior Client Executive We are seeking a driven and experienced Senior Client Executive to join our growing team. The ideal candidate... ...resources. Build and maintain long-term relationships with key accounts and OEMs. Communicate proactively with clients regarding...SeniorWork at officeLocal area
- ...equity and real asset clients. This role sits within a senior leadership layer... ...oversight, technical accounting review, and team... ...investor reporting Lead and mentor a team... ...processes Review fund, investment, and investor-level... ...and recoverability related to assigned client...Senior
Taurus Search
Boston, MA1 day ago $58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related activities in Quincy, Massachusetts. This role emphasizes strong client focus and operational discipline while working in a fast-paced environment within a high-visibility team...SeniorWork at office$90k - $180k
...Management Company is seeking a Senior Guideline Monitoring Analyst in... ...In this role, you will support investment teams by ensuring that transactions comply with client guidelines and regulatory... ...Bachelor's degree in Finance or a related field. The base salary ranges from...Senior$120k - $180k
...with extraordinary clients spanning every... ...from independence-related constraints that may... ...your potential and invest in it to build a legacy... ...changes, and lead change effectively... ...Intern, Associate and Senior Associates; and... ...experience in an accounting firm, with at least...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visaAndersen
Boston, MA4 days ago- Accenture is a leading solutions and services company... ...of choice for our clients and to be the most client... ...Private Equity at the account and meet the PE FY Financial... ...with the PE (Investment, Op. Partners, Functions... ...Demonstrated success in advising senior executives, including...Full timeLive inWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relations & Investment Accounting Lead. Be the first to apply!
Related searches
- senior robotics software engineer Quincy, MA
- senior consulting engineer Quincy, MA
- senior staff systems engineer Quincy, MA
- senior application security Quincy, MA
- senior inventory accountant Quincy, MA
- senior accountant part time Quincy, MA
- senior manager diversity & inclusion Quincy, MA
- senior change manager Quincy, MA
- senior clinical data manager Quincy, MA
- senior manager creative operations Quincy, MA