Boston, Massachusetts, United States · Hybrid
$80k–$110k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Financial Planning, Investment Analysis, Tax Analysis, Estate Analysis, Microsoft Excel
Boston, Massachusetts, United States · On-site
$120k–$169k/yr
A cover letter is required to apply for this position. The Business Office supports the financial and operational infrastructure of WBUR. The team manages a broad set of responsibilities that include revenue processing, …
Skills: Financial Analysis, General Ledger, Billing and Collections, Procurement, Accounts Payable
Boston, Massachusetts, United States · Hybrid
Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise…
Skills: Proposal Development, Budget Preparation, Grants Management, Compliance Documentation, Award Administration
Boston, Massachusetts, United States · Hybrid
$100k–$140k/yr
At WHOOP, we're on a mission to unlock human performance and healthspan. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives. The Finance team at WHOOP is bu…
Skills: Revenue Accounting, ASC 606, ASC 340-40, Financial Reporting, SQL
Boston, Massachusetts, United States · Hybrid
$97k–$143k/yr
Description CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With 25 years in affordable…
Skills: Data Engineering, Azure Fabric, ETL/ELT, Power BI, SQL Server
Boston, Massachusetts, United States · On-site
$95k–$105k/yr
Senior Sales Executive, Regional - New England - Ten-X <br> Job Description <br> Company Overview CoStar Group is a leading global provider of commercial and residential real estate information, analytics, and online mar…
Skills: Consultative Selling, Account Management, Business Development, Commercial Real Estate Underwriting, Deal Structuring
Boston, Massachusetts, United States · Hybrid
$97k–$122k/yr
About the Job: Sr Analyst of Cost Accounting reports to the Manager/AD of Cost Accounting and is responsible for inventory and cost accounting oversight to ensure accurate financial records. The incumbent leverages stron…
Skills: Cost Accounting, Inventory Management, Financial Reporting, Standard Costing, Variance Analysis
Boston, Massachusetts, United States · On-site
$70k–$80k/yr
Sales Executive - LoopNet - Boston, MA <br> Job Description <br> Company Overview CoStar Group is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Inclu…
Skills: B2B Sales, Account Management, Consultative Selling, Digital Marketing Strategy, Prospecting
Boston, Massachusetts, United States · Hybrid
$138k–$172k/yr
About the Job: The Senior Manager, Pricing & Strategic Marketing, will play a critical role in enabling portfolio strategy, go-to-market execution, and marketing decision-making through pricing strategy, analytics, and m…
Skills: Pricing Strategy, Value-Based Pricing, Financial Modeling, Market Research, Data Analytics
Boston, Massachusetts, United States · Hybrid
$80k–$110k/yr
Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fuel…
Skills: Dayforce Administration, HRIS Management, Power BI, Data Analytics, HR Operations
Boston, Massachusetts, United States · On-site
$26/hr–$41/hr
At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sus…
Skills: Mortgage Loan Origination, CRA Compliance, Sales Planning, Market Analysis, Underwriting
Boston, Massachusetts, United States · On-site
Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to c…
Skills: VBA, SQL, Python, R, Statistical Analysis
Boston, Massachusetts, United States · Hybrid
$100k–$130k/yr
About the Role Our client, a leading quantitative investment firm, is seeking a Systematic Fixed Income Portfolio Analyst to support its fixed income and macro investment initiatives. This role offers the opportunity to …
Skills: Quantitative Analysis, Portfolio Monitoring, Market Research, Risk Assessment, Fixed Income Analysis
Boston, Massachusetts, United States · On-site
$115k–$125k/yr
Senior Property Manager $115,000–$125,000 Annually + $1,000 Sign-On Bonus Full-Time | In-Person About Trinity Management At Trinity Management, LLC, we do more than manage properties—we create thriving commun…
Skills: Property Management, Affordable Housing, Financial Reporting, Budgeting, Team Leadership
Boston, Massachusetts, United States · On-site
BCE offers an opportunity for energetic and motivated undergraduates to be part of a growing firm helping clients solve their most challenging business problems. As an analyst, you will have an opportunity to work alongs…
Skills: Primary Research, Synthesis And Analysis, Framework Development, Client Communication, Public Speaking
Boston, Massachusetts, United States · Remote OK
$40k–$85k/yr
Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on deliveri…
Skills: Financial Education, Virtual Engagement, Communication Skills, Financial Planning, Compliance Standards
Boston, Massachusetts, United States · Remote OK
$40k–$85k/yr
This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position, you will guide individuals through foundational financial concepts in a clear and …
Skills: Financial Education, Long-term Planning, Professional Communication, Self-management, Entrepreneurial Mindset
Boston, Massachusetts, United States · Remote OK
$40k–$85k/yr
This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts. In this position, you will guide individuals through foundational financial conc…
Skills: Financial Education, Financial Planning, Verbal Communication, Written Communication, Client Engagement
Boston, Massachusetts, United States · Remote OK
$40k–$85k/yr
This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. This opportunity is ideal for professionals who are moti…
Skills: Financial Education, Communication Skills, Relationship Building, Compliance, Professional Presence
Boston, Massachusetts, United States · Remote Solely
$40k–$85k/yr
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide. This role supports a professional, structured environment focused on delivering financial educatio…
Skills: Financial Education, Virtual Engagement, Communication Skills, Professional Presence, Relationship Building
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The role involves completing financial plans, investment reports, and tax/estate analyses for high-net-worth clients. A significant portion of time is spent preparing for and attending client meetings and coordinating service execution.
Candidates must have a Bachelor's degree, a CFP certification, and 2-3 years of relevant experience. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
Completes financial plans, investment reports, tax and estate analysis as requested
Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
Data and information gathering
Brings forth observations to Lead Advisors regarding clients
Limited oversight on simple projects and plans
Observing and learning complex planning
Attends networking events and begins to build relationships in the community and with COI peers
Bachelor's degree
CFP® certification required
Minimum of 2-3 years’ experience
Proficiency in Microsoft Office, especially Excel
Strong integrity and ability to maintain confidentiality.
Excellent team player with strong communication skills
Detail-oriented with excellent analytical and organizational abilities.
A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
Competencies
Financial planning and investment principles, including processes and procedures
Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
Proficiency with back-office process and custodians
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $80,000 - $110,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
Based on 2225 listings with disclosed salaries, most finance & accounting jobs in Boston, MA pay between $73k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,617 open finance & accounting positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include State Street, Bank of America, Wellington Management, Liberty Mutual Insurance, MassDEP, among others. Browse the listings above to see every active employer.
Yes — 1352 of the 2617 open finance & accounting positions offer remote or hybrid work (187 remote, 1165 hybrid).
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