Location:Boston, MA A leading global investment advisory and portfolio management firm is seeking a Managing Directorto join its Private Client team. This individual will play a key leadership role in overseeing sophisticated multi-asset class portfolios for ultra-high-net-worth families and family offices, while serving as a trusted advisor to clients and helping drive business growth. Client relationships range from approximately $100 million to several billion dollars in assets. Key Respo...

Finance Director City of Industry, CaliforniaAbout the Opportunity We are partnering with a growing, multi-site consumer services organization seeking a Finance Director to lead financial planning, reporting, governance, and accounting operations across its U.S. division. Reporting directly to the CFO, this individual will provide strategic financial leadership, drive budgeting and forecasting initiatives, oversee financial reporting and compliance, and partner closely with executive leaders...

About Clear Street:Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We ve agonized about our data mo...

Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you ll have the opportunity to grow your career, give back to your community and make a real impact. Job OverviewCiti Wealth Investment Solutions delivers holistic investment advice, harnessing Citi s leading Investment Management, Markets, and specialist teams to provide unique strategies for clients across t...

About UsWellington Managementoffers 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 align...

Role OverviewState Street Investment Management is seeking a senior investment leader to serve as Head of Portfolio Management, United States, Systematic Equity. This role leads the U.S. portfolio management function, ensuring excellence in portfolio implementation, risk management, client engagement, and product development. You will be responsible for overseeing the portfolio management process and team, supporting commercial growth through client and prospect engagement, and advancing operat...

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable ...

About Man GroupMan Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, es...

About the Role:Grade Level (for internal use):11 About the RoleThe Financial Institutions Ratings team at S&P Global Ratings delivers independent credit opinions on banks and securities firms, providing market participants with the transparency they need to make decisions with confidence. The team produces rigorous, criteria-based fundamental research in a fast-paced environment that values analytical integrity, intellectual curiosity, and collaboration. You will join a group where your analytic...

About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom w...

Who we are looking for We are currently hiring for a sales distribution role within State Street Investment Management Americas Wealth International Group. In this role, you will work to build relationships with top international financial advisors as well as provide valuable client solutions to assist advisors in growing their business using State Street s investment products. You should be recognized as a reliable and trusted advisor and champion. The position will be based out of Houston, TX...

Wealth Management Advisor (T)Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we ve been recognized for being one of the world s most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develo...