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Reposted YesterdaySaved
Hybrid
Boston, MA, USA
109K-179K Annually
Senior level
109K-179K Annually
Senior level
Fintech • Software • Financial Services
The Relationship Manager II handles business development, portfolio management, and underwriting moderate complexity transactions while achieving sales goals. Responsibilities include frequent client interaction and team collaboration.
Top Skills: MS OfficeNcinoSalesforce
Reposted YesterdaySaved
Hybrid
Boston, MA, USA
140K-229K Annually
Expert/Leader
140K-229K Annually
Expert/Leader
Fintech • Software • Financial Services
Manages client portfolios across global equities and bonds, developing asset allocation strategies, and collaborating with analysts, while also mentoring team members and contributing to research.
Top Skills: SalesforceSei Portfolio Management Software
2 Days AgoSaved
Hybrid
Brockton, MA, USA
Mid level
Mid level
Fintech • Software • Financial Services
Provide administrative and operational HR support across hiring, onboarding, offboarding, records management, shared services intake, and routine reporting. Coordinate preboarding, I-9/E-Verify, equipment/badge logistics, exit processes, maintain HRIS files, respond to HR inquiries, and support audits and administrative workflows to ensure compliance and consistent employee experience during a 12-week temporary-to-permanent assignment.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointOracle HrisPivottablesVlookupWorkday
2 Days AgoSaved
Hybrid
Boston, MA, USA
159K-207K Annually
Senior level
159K-207K Annually
Senior level
Fintech • Software • Financial Services
Support Head of Institutional Loans in sourcing, underwriting, and managing a Term Loan B portfolio. Perform credit analysis, cash-flow modeling, risk assessments, and prepare buy/sell/hold recommendations. Present credits to credit committees, monitor portfolio performance, manage policy compliance, review legal documents, mentor junior staff, and participate in sector diligence, conferences, and technology/portfolio projects.
Top Skills: ExcelNcinoSalesforce
3 Days AgoSaved
In-Office
Wakefield, MA, USA
86K-141K Annually
Mid level
86K-141K Annually
Mid level
Fintech • Software • Financial Services
Perform independent, risk-based reviews of commercial loan exposures to validate credit risk ratings, underwriting quality, documentation and collateral. Identify issues, provide observations, escalate concerns, support CECL/ACL data validation, compile findings, and collaborate with Lending, Credit, and Portfolio Management to improve credit review processes and regulatory readiness.
Top Skills: ExcelMS Office
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4 Days AgoSaved
Hybrid
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Perform and oversee advanced loan operations including servicing, bookings, escrow administration, reconciliations, exception resolution, quality control, audit participation, investor remittance, and process improvement. Provide peer guidance and support workflow in a hybrid office environment.
Reposted 10 Days AgoSaved
Hybrid
Wakefield, MA, USA
72K-119K Annually
Senior level
72K-119K Annually
Senior level
Fintech • Software • Financial Services
The Benefits Analyst II manages employee benefits programs, ensuring compliance, analyzing trends, and collaborating with HR leadership and vendors to optimize offerings.
Top Skills: AdpExcelHrisOraclePowerPointUkgWorkday
11 Days AgoSaved
Hybrid
Boston, MA, USA
137K-224K Annually
Senior level
137K-224K Annually
Senior level
Fintech • Software • Financial Services
The role involves business development, credit underwriting, portfolio management, and maintaining client relationships in commercial banking.
Top Skills: ExcelMicrosoft Word
Reposted 12 Days AgoSaved
Hybrid
Portsmouth, NH, USA
137K-224K Annually
Senior level
137K-224K Annually
Senior level
Fintech • Software • Financial Services
The role involves business development, credit underwriting, and portfolio management for commercial clients, requiring strong underwriting skills and industry knowledge.
Top Skills: ExcelMicrosoft Word
15 Days AgoSaved
In-Office
Boston, MA, USA
112K-183K Annually
Senior level
112K-183K Annually
Senior level
Fintech • Software • Financial Services
The Senior Tax Operations Manager leads tax services for wealth management, ensuring compliance and high-quality service delivery. Responsibilities include vendor management, process improvement, and maintaining regulatory standards.
Top Skills: SharepointWorkflow Automation Tools
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