Boston, Massachusetts, United States · Remote OK
$119k–$140k/yr
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax…
Skills: Sales Pipeline Management, Wealth Management, Financial Planning, Relationship Building, CRM Proficiency
Boston, Massachusetts, United States · Hybrid
$80k–$84k/yr
Location: Hybrid, Boston (onsite two days per week) General Objectives The Associate Director of Business Operations reports to the Chief Financial Officer and has significant responsibilities for maintenance of accurate…
Skills: Financial Reporting, General Ledger Management, Accounts Payable, Accounts Receivable, Royalty Administration
Boston, Massachusetts, United States · Hybrid
About Us Planful is the FP&A Platform for Continuous Planning, a company-wide capability that accelerates the end-to-end FP&A process, and fosters business-wide participation in agile decision-making. Continuous planning…
Skills: Outbound Prospecting, Lead Qualification, Pipeline Generation, Salesforce, Outreach
Boston, Massachusetts, United States · Hybrid
$107k–$125k/yr
The Senior QA Engineer is an integral member of an Engineering squad, analyzing and testing a high quality Vestmark product suite. The Senior QA Engineer will be responsible for reviewing functional requirements and user…
Skills: API Testing, REST API, Microsoft SQL Server, Jira, Zephyr
Boston, Massachusetts, United States · On-site
GENERAL STATEMENT OF DUTIES AND RESPONSIBILITIES Performs assorted administrative, clerical, and accounting tasks in support of the Financial Services Division SUPERVISION RECEIVED Works under the general supervision of …
Skills: Budgeting, Accounting, Financial Reporting, Data Entry, Office Administration
Boston, Massachusetts, United States · On-site
$35k–$70k/yr
Our mission is to improve the performance of athletes and teams, which we do by engineering the premier technology platform for sport. We've been at the forefront of sports technology and science since 2006 - we don't ju…
Skills: Accounts Receivable, Invoicing, Cash Application, NetSuite, Avalara
Boston, Massachusetts, United States · Hybrid
$200k–$250k/yr
Vice President, FP&A Compensation: $200,000 - $250,000, dependent on experience, plus bonus. This is a hybrid position based in Boston, MA; on-site collaboration is essential, and candidates must be able to work from the…
Skills: Financial Planning And Analysis, SaaS Metrics, Financial Modeling, Budgeting And Forecasting, Executive Reporting
Boston, Massachusetts, United States · On-site
$21/hr–$24/hr
As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad range of financial …
Skills: Customer Service, Financial Guidance, Cross-selling, Transaction Processing, Account Opening
Boston, Massachusetts, United States · On-site
GENERAL STATEMENT OF DUTIES AND RESPONSIBILITIES Performs assorted administrative, clerical, and accounting tasks in support of the Financial Services Division SUPERVISION RECEIVED Works under the general supervision of …
Skills: Budgeting, Accounting, Financial Reporting, Data Entry, Office Administration
Boston, Massachusetts, United States · Hybrid
$30/hr–$42/hr
Northeast Bank is a full-service community bank and a national commercial real estate lender with offices in Maine, Massachusetts, New York, and Connecticut and California. We are looking for motivated and talented indiv…
Skills: Payment Processing, Loan Servicing, SBA Servicing, Wire Transfer Management, Financial Calculation
Boston, Massachusetts, United States · On-site
Regional Sales Director Remote- Territory South Carolina/North Carolina/South Virginia About Victory Capital: Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermed…
Skills: Business Planning, Finance, Investment Management, Wholesale Practices, Mutual Funds
Boston, Massachusetts, United States · On-site
$94k–$128k/yr
The Senior Field Business Development Representative is responsible for the strategic oversight, growth, and performance management of a defined group of independent agents within Massachusetts. This role serves as a sen…
Skills: Strategic Planning, Performance Management, Relationship Management, Portfolio Analysis, Sales Forecasting
Boston, Massachusetts, United States · Hybrid
$137k–$156k/yr
Ironwood Pharmaceuticals is a leading global gastrointestinal (GI) healthcare company on a mission to advance the treatment of GI diseases and redefine the standard of care for GI patients. We are pioneers in the develop…
Skills: Financial Planning And Analysis, Financial Modeling, Resource Allocation, Variance Analysis, GAAP
Boston, Massachusetts, United States · Hybrid
EOHLC is seeking a Finance Manager/M6 in the Office of Administration & Finance/Division of Livable Communities/Climate! AGENCY MISSION: The Executive Office of Housing and Livable Communities (EOHLC) is charged with cre…
Skills: Financial Management, Budgeting, Accounting, Federal Program Compliance, Audit Regulations
Boston, Massachusetts, United States · Hybrid
EOHLC is seeking a Finance Manager/M6 in the Office of Administration & Finance/Division of Livable Communities/Climate! AGENCY MISSION: The Executive Office of Housing and Livable Communities (EOHLC) is charged with cre…
Skills: Financial Management, Budgeting, Accounting, Federal Program Compliance, Audit Regulations
Boston, Massachusetts, United States · On-site
$60k–$80k/yr
Primary Responsibilities Frequent custodian interaction & paperwork processing.Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.Schedule client meetings.Basic p…
Skills: Communication, Organizational skills, Time management, Collaboration, CRM maintenance
Boston, Massachusetts, United States · On-site
$135k–$325k/yr
Job Overview Our mission is to build the future technology stack for our software development teams to leverage. The platform technologies we build will support the firm’s entire investment process from portfolio constru…
Skills: Python, C#, DevOps, CI/CD, Agile Scrum
Boston, Massachusetts, United States · On-site
$134k–$206k/yr
Overview: The Senior Investment Content Writer combines investment fluency, editorial judgment, and commercial awareness to turn complex market and portfolio themes into clear, timely content for advisors, institutions, …
Skills: Investment Writing, Asset Management, Content Strategy, SEO, AEO
Boston, Massachusetts, United States · On-site
$100k–$185k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role You will guide a team in the expansion of our proprietary and award-winning Fixed Income Trading platform, Fidelity Bon…
Skills: Electronic Trading, Fixed Income Markets, Product Ownership, Quantitative Finance, Statistics
Phoenix, Arizona, United States · Hybrid
$100k–$134k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business Analytics, Business Intelligence, Data Quality Management, Fraud Management, Monitoring, Surveillance, and Testing
Boston, Massachusetts, United States • Remote OK
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The Regional Vice President is responsible for building relationships with potential clients to provide tailored wealth management solutions. This includes managing the full sales pipeline and leveraging organizational resources to help clients achieve their financial goals.
Candidates should have 5+ years of financial services sales experience and a Series 65 or 66 license (or qualifying exemption). A bachelor's degree and CFP designation are preferred.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary: |
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The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. |
Essential Job Functions for this role include: |
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Requirements: |
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Work Schedule: |
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This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
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This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. |
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
A family office for your family.
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
Based on 2143 listings with disclosed salaries, most finance & accounting jobs in Boston, MA pay between $72k–$200k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include State Street, Bank of America, Wellington Management, Liberty Mutual Insurance, Fidelity Investments, among others. Browse the listings above to see every active employer.
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