24 manager broker experience jobs found in Boston

PowerOptions is seeking a Director of Member Relations to lead and continuously improve how we serve, retain, and grow our Member base, advancing our mission to reduce the cost, carbon, and complexity of energy for nonprofits and public organizations across New England. This senior leadership role is ideal for someone who thrives in complex account environments, understands energy, decarbonization, and regulated markets, brings a strong process- and systems-oriented approach, and is a skilled team leader. You will own the Member experience end to end, working cross-functionally to shape strategy, strengthen collaboration and business processes, and lead a high-performing team. You will also personally steward relationships with some of PowerOptions’ largest and most sophisticated Members. Your work will directly influence retention, growth, and the measurable value Members receive from our programs. This is a hybrid position with a requirement to be present in the Boston...

PowerOptions Director of Member Relations PowerOptions is seeking a Director of Member Relations to lead and continuously improve how we serve, retain, and grow our Member base—advancing our mission to reduce the cost, carbon, and complexity of energy for nonprofits and public organizations across New England. This senior leadership role is ideal for someone who thrives in complex account environments, understands energy, decarbonization, and regulated markets, brings a strong process- and systems-oriented approach, and is a skilled team leader. You will own the Member experience end to end, working cross-functionally to shape strategy, strengthen collaboration and business processes, and lead a high-performing team. You will also personally steward relationships with some of PowerOptions’ largest and most sophisticated Members. Your work will directly influence retention, growth, and the measurable value Members receive from our programs. This is a hybrid position with a...

Work Location: Boston, Massachusetts, United States of America Hours 40 Pay Details $72,280 - 108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to...

Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $72,280 - 108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Associate Private Client Relationship Manager (ARM) is a high-touch point of client...

The Annuity Account Manager will serve as a primary relationship manager for Guardian Annuities' third-party distribution partners, including broker-dealers, banks, and registered investment advisors. This role is responsible for driving annuity sales growth, strengthening partner relationships, and ensuring a seamless experience across onboarding, product support, and ongoing account management. You are Excellent with relationship management, communication, and presentation skills. Able to manage multiple accounts and priorities in a fast-paced environment. Proficient with CRM tools, sales reporting, and Microsoft Office. Willig to obtain a FINRA licenses (Series 6/7, 63/66) if you dont already have licensure. Y * * ou will Manage and grow relationships with assigned third-party distribution partners to drive annuity sales and asset growth. Act as the primary point of contact for product, operational, and relationship needs...

Work Location : New York, New York, United States of America Hours: 40 Line of Business: TD Securities Pay Detail: $200,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: The Supervisory Analyst - Research provides a high-quality and timely review of all products...

About The Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. This role is responsible for providing compliance support to Equitable’ s branch locations both regionally and locally. This role is an individual contributor role reporting to the Lead Regional Controls Manager / Central Supervision Unit. The selected candidate would report to an Equitable’ s Location under Hybrid work arrangement with the expectation of approximately 30% required travel both locally and regionally. What You’ll Be Doing Involves conducting announced and unannounced inspections & interviews of Equitable’ s Advisors Financial Professionals, business practices, including on-site examination of registered & Non registered office locations to determine compliance with industry regulations and the applicable firm policies and procedures. Collect and review data as part of pre-work audit...

The North American Intermediary CFO team delivers strategic analysis and management information to support business strategy, provide insights and support decision making. The Manager, Finance, will primarily focus on broker support and fulfill the reporting requirements to the John Hancock (JH) Mutual Fund Board of Directors. This position will work closely with Distribution and will oversee all financial aspects related to our intermediary arrangements. The ideal candidate is highly motivated and capable of building effective working relationships with partners. Position Responsibilities: Conduct financial analysis and develop financial models to support existing and prospective financial arrangements with partner firms; recommend and influence actions by offering insights into opportunities, risks and challenges. Own and develop the annual strategic plan for marketing support; review and update the monthly forecast to reflect changes in marketing support spend...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Director in Excess Claims to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Excess Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair, and professional service with empathy and efficiency. How you will create an impact Are you interested in handling some of the largest and most complex Casualty claims in the industry? Your deep technical claims expertise will be put to the test in the investigation, evaluation and disposition of new and existing 3rd party property and...

It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for...

We are seeking a Global Head of Data Ingestion to join our Chief Innovation & Data Office team at Marsh. This role will be based in New York, Boston, or London. This is a hybrid role that has a requirement of working at least three days a week in the office. The Global Head of Data Ingestion is a senior leadership role within the Chief Innovation & Data Office, responsible for designing, executing, and continuously improving the enterprise strategy for acquiring, validating, and delivering high-quality data at scale. This leader will define how data, both structured and unstructured and from internal systems and external partners alike, flows into a golden-source data environment ready for analytics, AI, and commercial use, as well as into downstream systems. The role carries both strategic authority over the ingestion architecture and operational accountability for cost, speed, and accuracy. The position encompasses three interrelated mandates. First, helping...

Location: San Diego, Dallas, New York At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Business Tax - Partner of the Firm - Manager Will you shape the future or will the future shape you? The opportunity A company's "people investment" is one of its most significant investments and EY's Partner of the Firm practice is supported by nationally sponsored, world-class technology and tools and a consistent process to deliver quality income tax returns. We are a specialized practice dedicated to serving the individual tax compliance needs of EY's US based partners. There are no sales pressures or sales goals in our group. We retain our annuity work and earn new work (newly promoted partners and direct admits) by providing exceptional client service to our existing client base. As a...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Manulife. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. The Opportunity The Head of Operations, Personal Investing is a senior executive responsible for the overall operational strategy, execution, and risk management of the firm’s broker-dealer and RIA businesses. This role oversees day-to-day operations, ensures regulatory compliance, drives process efficiency, and partners with executive leadership to support sustainable growth, strong client service, and a robust control environment. The Head of Operations, Personal Investing will...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Marine Claims Major Loss Adjuster to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As a Major Loss Adjuster, you will be focused on handling all aspects of Motor Truck Cargo, Vehicle Physical Damage, Car Hauler Liability, Commercial Property, Contractors Equipment, and Warehouse legal Liability claims. This role is an ideal opportunity to...

Company Description At Western Digital, our vision is to power global innovation and push the boundaries of technology to make what you thought was once impossible, possible. At our core, Western Digital is a company of problem solvers. People achieve extraordinary things given the right technology. For decades, we've been doing just that. Our technology helped people put a man on the moon. We are a key partner to some of the largest and highest growth organizations in the world. From energizing the most competitive gaming platforms, to enabling systems to make cities safer and cars smarter and more connected, to powering the data centers behind many of the world's biggest companies and public cloud, Western Digital is fueling a brighter, smarter future. Binge-watch any shows, use social media or shop online lately? You'll find Western Digital supporting the storage infrastructure behind many of these platforms. And, that flash memory card that captures and preserves...

The Opportunity The Head of Operations, Personal Investing is a senior executive responsible for the overall operational strategy, execution, and risk management of the firm’s broker-dealer and RIA businesses. This role oversees day-to-day operations, ensures regulatory compliance, drives process efficiency, and partners with executive leadership to support sustainable growth, strong client service, and a robust control environment. The Head of Operations, Personal Investing will be a key member of the leadership team, working closely with functional leaders. and business line leaders to align operations with the firm’s strategic objectives Position Responsibilities Operational Leadership Provide strategic and hands-on leadership of all operational functions supporting the broker-dealer and RIA, including: Trade operations and processing Client onboarding and account maintenance Custody and clearing relationships Middle- and back-office operations Data,...

Overview of the Firm and Function Freshfields is a major international law firm, providing business law advice of the highest quality. We want to be the law firm that clients turn to for legal advice where it matters most, wherever in the world that may be. We deliver seamless service across borders, cultures and languages. Our people make our firm – we are a people business and want to create a welcoming and supportive environment where all can flourish. We see diversity as a strength which creates fresh perspectives and generates new ideas. We enjoy our work and are determined to do an outstanding job. We deliver best when working in teams. We think and work globally – we don’t just say we are one firm; we act like one firm right across the world. We work wherever our clients need us. This is how we define ourselves, not by reference to where we have offices. Cross-border work isn’t just what we do, it is what we excel at. We understand what it really takes...

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to...

Location: Hoboken, Boston, Stamford, New York At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for...

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax- Business Tax Services – Private Tax – Corporate Senior The opportunity Are you living your perfect career? EY Private Tax is a growing practice within the organization, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private companies. With a diverse portfolio of interesting and challenging work, you'll...

About Us Wellington 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 proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a highly motivated and collaborative lawyer to join our Legal team as Counsel. This role will provide legal coverage for client-facing distribution activities, focusing largely on the U.S. wealth channel and related strategic initiatives. The successful candidate will join a specialist legal team that collaborates closely with our business and Compliance colleagues to advance...

Web Software Developer Fully Remote-United States Job Type Full-time Description Overview Tanaq Management Services (TMS) delivers professional, scientific, and technical services and information technology (IT) solutions to federal agencies in the health, agriculture, technology, and other government services. TMS is a subsidiary of the St. George Tanaq Corporation, an Alaskan Native Corporation (ANC) committed to serving Federal customers while also giving back to the Tanaq native community and shareholders. About the Role We are seeking a Web Software Developer to provide support to our federal government customer. This role will provide for the design, development, enhancement, maintenance, and optimization of CDC's internal and external digital properties. The developer works closely with staff, Divisions, Communications Offices, and CDC stakeholders to ensure secure, accessible, high performing, and standards compliant web and digital solutions that...

Web Software Developer Fully Remote-United States Job Type Full-time Description Overview Tanaq Management Services (TMS) delivers professional, scientific, and technical services and information technology (IT) solutions to federal agencies in the health, agriculture, technology, and other government services. TMS is a subsidiary of the St. George Tanaq Corporation, an Alaskan Native Corporation (ANC) committed to serving Federal customers while also giving back to the Tanaq native community and shareholders. About the Role We are seeking a Web Software Developer to provide support to our federal government customer. This role will provide for the design, development, enhancement, maintenance, and optimization of CDC's internal and external digital properties. The developer works closely with staff, Divisions, Communications Offices, and CDC stakeholders to ensure secure, accessible, high performing, and standards compliant web and digital solutions that...