Boston, Massachusetts, United States · On-site
$120k–$170k/yr
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the …
Skills: People Management, Operational Oversight, Conflict Resolution, Strategic Thinking, Talent Development
Acton, Massachusetts, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Boston, Massachusetts, United States · Hybrid
Who We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary result…
Skills: Salesforce CPQ, Salesforce Billing, Apex, Lightning Web Components, SOQL
Boston, Massachusetts, United States · Remote OK
Lightstar Renewables is seeking an Attorney to join its legal team and support the development, acquisition, financing, construction, and sale of solar and battery energy storage projects across the United States. This p…
Skills: Commercial Contracting, Real Estate Law, Project Finance, Corporate Governance, Renewable Energy Law
Woburn, Massachusetts, United States · On-site
$75k–$100k/yr
SUMMARY/OBJECTIVE: Northern Bank is advancing its enterprise data capabilities to support improved decision-making, operational efficiency, regulatory compliance, and responsible innovation. Enterprise Data Management (E…
Skills: Data Governance, Data Quality Management, Metadata Management, Data Lineage, Business Analysis
Natick, Massachusetts, United States · On-site
Want to help pets live their best lives? We’re proud to be where the pets go and where the pet people go. If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurt…
Skills: General Ledger, Financial Analysis, Account Reconciliation, Month-end Closing, Budgeting
Waltham, Massachusetts, United States · On-site
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Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description How You Will Make an Impact The Cell Culture & Cell Therapy business is a global business within Thermo Fisher Scientific’s Bioproduction p…
Skills: Financial Analysis, Forecasting, Strategic Planning, P&L Management, Data Analysis
Boston, Massachusetts, United States · On-site
$81k–$106k/yr
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investmen…
Skills: Fund Accounting, NAV Calculations, Financial Reporting, Attention to Detail, Communication Skills
Boston, Massachusetts, United States · Hybrid
$120k–$225k/yr
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 objecti…
Skills: Technology Portfolio Management, Financial Acumen, Agile Methodologies, Change Leadership, Stakeholder Management
Boston, Massachusetts, United States · Hybrid
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demons…
Skills: Fundamental Research, Financial Modeling, Public Equity Valuation, REIT Analysis, Investment Thesis Development
Boston, Massachusetts, United States · On-site
$85k–$171k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Derivatives Trading Operations Senior Analyst is a newly envisioned role within Investment Services, designed to pr…
Skills: OTC Derivatives, Trade Booking, Lifecycle Management, Security Reference Data, Project Management
Manchester, Connecticut, United States · Hybrid
$110k–$135k/yr
Bob's Discount Furniture is seeking a Financial Technology Lead to serve as a strategic partner to our Finance organization by driving technology adoption, AI innovation, and Treasury forecasting. This role combines fina…
Skills: AI Adoption, Financial Modeling, Forecasting, Data Analytics, Process Improvement
Burlington, Massachusetts, United States · On-site
$170k–$283k/yr
Role Overview The Chief Architect is the senior-most architecture leader within CRD Engineering, responsible for defining and governing the firm’s technology architecture strategy, standards, and execution discipline. Th…
Skills: Cloud Architecture, Distributed Systems, Data Platforms, API-First Design, Event-Driven Design
Boston, Massachusetts, United States · On-site
$110k–$222k/yr
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role Ready to lead product innovation in a vibrant environment? As the Director, Derivatives and Liquid Alternative Investments Product …
Skills: Product Management, Derivatives Operations, Liquid Alternatives, Collateral Management, Product Strategy
Boston, Massachusetts, United States · On-site
$81k–$106k/yr
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investmen…
Skills: Fund Accounting, NAV Calculations, Financial Reporting, Attention to Detail, Communication Skills
Burlington, Massachusetts, United States · Hybrid
$147k–$180k/yr
Senior Product Specialist (State Street Bank and Trust Company; Burlington, MA): The Senior Product Specialist delivers next generation infrastructure, using emerging technologies like AI and Blockchain. Specific duties …
Skills: SQL, Relational Database Theory, Oracle, Microsoft SQL Server, Structured Programming Languages
Burlington, Massachusetts, United States · Hybrid
$80k–$140k/yr
Quality Assurance Engineer – AI Testing, Charles River Development/State Street Alpha Why this role is important to us The team you will be joining is responsible for advancing quality engineering for AI-enabled capabili…
Skills: AI Testing, Quality Assurance, Test Automation, API Testing, Integration Testing
Burlington, Massachusetts, United States · On-site
$65k–$114k/yr
Who we are looking for We are seeking a Business Analyst to support the evolution of the Charles River Wealth platform by contributing to requirements definition, backlog management, and delivery execution across a range…
Skills: Business Analysis, Requirements Gathering, Wealth Management, Analytical Skills, Problem-Solving
Boston, Massachusetts, United States · On-site
$63k–$83k/yr
SPEED & SPIRIT is what we look for in our candidates, defined by some simple values that inspire us to BE DRIVEN in our performance, BE VIBRANT in our sporting legacy, BE TOGETHER in our team spirit, and to let our indiv…
Skills: Workday Configuration, Payroll Systems, Benefits Administration, EIBs, System Integration
Alpharetta, Georgia, United States · On-site
$125k–$175k/yr
Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Sr. Claims Counsel, Environmental and Design Professional Liability in our North America Insurance Claims team. The successf…
Skills: Claims Analysis, Environmental Liability, Professional Liability, Coverage Analysis, Negotiation
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The Business Service Officer manages support professionals and executes business and service functions within assigned branches to modernize the client experience. They are responsible for leading strategic priorities, overseeing operational efficiency, and partnering with sales and risk teams.
Candidates must have a bachelor's degree and active Series 7, 9, 10, and 66 (or 63 and 65) licenses. Previous industry experience and strong leadership capabilities in a supervisory role are required.
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES
People Management and Communication
• Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
• Lead, mentor, and supervise a team of Support and Service Professionals
• Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
• Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
• Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
• Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
• Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
• Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
• Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
• Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion
Operational Oversight
• Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
• Facilitate and manage resolution of client inquiries/requests
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
• Bachelor’s degree required or equivalent education
• Previous industry experience
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Other licenses as required for the role or by management
Knowledge/Skills
• Effective written and verbal communication skills
• Strong attention to detail
• Ability to prioritize and resolve complex needs and escalate as necessary
• Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
• Evidence of strong leadership and talent development capabilities
• Previous supervisory experience preferred
• Exceptional organizational and time management skills
• Exceptional conflict resolution skills
• Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
• Knowledge of Firm’s Risk & Compliance policies
• Ability to think strategically
Reports to
• Market Business Service Officer
Direct reports:
• Support Professionals
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $120,000 and $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 3784 listings with disclosed salaries, most finance & accounting jobs in Massachusetts pay between $74k–$196k per year. Individual offers vary with seniority, company size, and specialization.
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