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22 results for Financial Project Manager in Providence, RI

IT Project Manager
  • Ledyard, CT
  • onsite
  • Contract / Temporary to Hire
  • 51.4615 - 60 USD / Hourly
  • <p>We are looking for a skilled IT Project Manager to lead and coordinate a variety of initiatives, including new and ongoing projects. This role will involve overseeing IT infrastructure efforts, database migrations, and collaborating with cross-functional teams to ensure project success. This is a Contract to permanent position based in New London, Connecticut, with occasional onsite visits required.</p><p><br></p><p>Responsibilities:</p><p>• Manage multiple projects simultaneously, ensuring timelines, budgets, and objectives are met.</p><p>• Collaborate with executives, stakeholders, and the board to present project updates and secure alignment.</p><p>• Coordinate vendor selection processes and oversee vendor management to ensure quality deliverables.</p><p>• Work closely with technical teams, including developers and analysts, to facilitate project requirements and execution.</p><p>• Develop and maintain detailed documentation for all project phases, ensuring transparency and accountability.</p><p>• Utilize Smartsheets or similar project management tools to track progress and manage resources.</p><p>• Identify risks and implement mitigation strategies to ensure project continuity.</p><p>• Establish and maintain effective communication channels across teams and stakeholders.</p><p>• Ensure adherence to project management best practices and methodologies.</p><p>• Monitor and assess project performance, making adjustments as necessary to achieve goals.</p>
  • 2026-03-19T00:00:00Z
Finance Manager
  • Natick, MA
  • onsite
  • Temporary
  • 47.5 - 55 USD / Hourly
  • <p>We are looking for a skilled Finance Manager to join our team on a long-term contract basis. This role involves overseeing key financial operations, including profit and loss analysis, margin assessments, and general accounting tasks. Based in Natick, Massachusetts, this position offers an excellent opportunity to contribute to a dynamic environment within the wholesale distribution industry.</p><p><br></p><p>Responsibilities:</p><p>• Prepare detailed profit and loss reports to provide insights into financial performance.</p><p>• Conduct in-depth gross margin analyses to identify trends and variances.</p><p>• Oversee and review financial statements to ensure accuracy and compliance.</p><p>• Explain financial variances and offer actionable recommendations to improve outcomes.</p><p>• Collaborate with external financial partners to facilitate reviews and audits.</p><p>• Take on month-end accounting tasks to support the Controller and maintain smooth operations.</p><p>• Handle special financial projects to drive improvements and address organizational needs.</p><p>• Utilize advanced Excel functions to build financial models and streamline reporting processes.</p><p>• Work independently to manage responsibilities while ensuring deadlines are met.</p>
  • 2026-02-27T00:00:00Z
Sr. Project Manager
  • Franklin, MA
  • onsite
  • 75 - 100 USD / Hourly
  • <p>Robert Half is seeking a Sr. Project Manager for a 12 – 18-month contract. The client is ideally looking for a candidate who can work in a hybrid capacity (1 – 3 days/week onsite) but is open to considering remote candidates who can work eastern (ET) hours. The Sr. Project Manager will assist with a high-volume of brand initiatives across print, digital, communications, operations, and campaigns. The ideal candidate will have prior experience managing high-impact, cross-functional projects within highly regulated industries such as life sciences, biotech, pharma, medical devices, or related.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Develop and manage project plans, timelines, and resource allocation</li><li>Translate strategic objectives into actionable tasks with clear deadlines</li><li>Coordinate cross-functional teams across marketing, technology, operations, and other stakeholders</li><li>Facilitate project meetings, track deliverables, schedule adherence</li><li>Work with digital and technology teams to ensure seamless collaboration</li><li>Identify and mitigate project risks and issues</li><li>Prepare project status reports and keep stakeholders informed</li><li>Organize internal rollout activities, including training and communications</li><li>Monitor project milestones and adoption across departments</li></ul><p><br></p>
  • 2026-03-26T00:00:00Z
ERP Project Manager
  • Westborough, MA
  • onsite
  • Temporary
  • 60 - 75 USD / Hourly
  • <p>We are looking for an experienced Accounting professional to oversee the implementation and integration of financial systems at our Westborough, Massachusetts location. This long-term contract position requires an individual with strong attention to detail who can manage complex ERP transitions while ensuring compliance with accounting standards. </p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation of the ERP system, ensuring seamless integration across financial modules.</p><p>• Develop and manage profit and loss statements, balance sheets, accounts payable, accounts receivable, and fixed assets within the new system.</p><p>• Collaborate with cross-functional teams to align intercompany accounting practices with organizational goals.</p><p>• Analyze and resolve issues related to system configuration and data migration.</p><p>• Ensure that all financial operations adhere to regulatory and corporate standards.</p><p>• Document processes and workflows for future reference and audit purposes.</p><p>• Communicate project milestones and updates to stakeholders regularly.</p>
  • 2026-03-20T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Framingham, MA
  • onsite
  • Permanent
  • 140000 - 170000 USD / Yearly
  • <p>We are looking for an experienced Financial Planning &amp; Analysis Manager to join our team in Framingham, Massachusetts. In this role, you will lead financial operations and planning for corporate functions, ensuring alignment with strategic goals and delivering actionable insights. This position provides an opportunity to collaborate with senior leadership and make a significant impact on organizational performance.</p><p>For immediate interview call Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Lead and mentor a team of analysts, ensuring timely delivery of financial reporting and effective business partnering for corporate functions such as HR, IT, Finance, Legal, and others.</p><p>• Oversee the monthly financial close process for corporate functions, providing concise performance summaries and analysis of key business drivers.</p><p>• Drive operational and financial planning processes for corporate functions, ensuring plans align with strategic objectives and are achievable.</p><p>• Collaborate with executive leadership to monitor and report on cost-saving initiatives and their progress.</p><p>• Partner directly with corporate transformation leadership to manage and analyze capitalized projects, including financial reporting and accounting.</p><p>• Conduct ad hoc financial analyses and participate in cross-functional meetings and initiatives to support corporate functions.</p><p>• Present financial insights and performance updates to senior leadership and executive committees as required.</p>
  • 2026-03-17T00:00:00Z
Project Manager/Sr. Consultant
  • Cambridge, MA
  • remote
  • Contract / Temporary to Hire
  • 31.6635 - 36.663 USD / Hourly
  • We are looking for an experienced Project Manager/Senior Consultant to join our team on a Contract to permanent position in Cambridge, Massachusetts. This role focuses on developing and delivering training programs related to critical infrastructure, data center technology, and advanced manufacturing. The ideal candidate will have a strong background in curriculum creation, instructional training, and &quot;train-the-trainer&quot; methodologies.<br><br>Responsibilities:<br>• Collaborate with clients to understand their processes and identify training needs.<br>• Review and refine curriculum materials to ensure accuracy and relevance.<br>• Design and implement comprehensive training plans for instructors to deliver technical content effectively.<br>• Develop diverse training materials, including scripts, documentation, presentations, videos, and interactive tools.<br>• Utilize virtual reality (VR) and other advanced technologies to enhance learning experiences.<br>• Conduct training sessions for trainers, ensuring they are equipped to teach complex technical subjects.<br>• Coordinate with stakeholders to ensure seamless delivery of training programs.<br>• Maintain and update course materials to reflect the latest industry standards and technologies.<br>• Travel to training locations when necessary, with all costs covered by the client.<br>• Support scalability efforts by creating instructor guides and technical documentation for long-term program success.
  • 2026-03-16T00:00:00Z
Project Manager/Sr. Consultant
  • Boston, MA
  • onsite
  • Contract / Temporary to Hire
  • 55.4135 - 64.163 USD / Hourly
  • We are looking for an experienced Project Manager/Sr. Consultant to join our team in Boston, Massachusetts. This Contract to permanent position offers the opportunity to lead strategic initiatives focused on enhancing member engagement and operational efficiency. The ideal candidate will collaborate across departments to deliver impactful solutions while ensuring alignment with organizational goals.<br><br>Responsibilities:<br>• Act as the business lead for the phased development of the member engagement operational data platform, ensuring alignment with strategic needs and organizational priorities.<br>• Oversee project interdependencies, coordinating with vendors and partners to support seamless implementation phases.<br>• Represent and prioritize business use cases across teams, providing clear communication on rationale behind decisions to stakeholders.<br>• Design and implement future-focused consumer engagement enablement projects to advance strategic objectives.<br>• Collaborate with cross-functional teams to integrate data flow and ensure seamless operation across engagement platforms.<br>• Evaluate emerging tools, such as AI and personalization engines, for scalability and relevance to member engagement strategies.<br>• Support omni-channel communication orchestration and analytics platform integration to enhance member programs and initiatives.<br>• Partner with enterprise technology teams to scope, design, and manage the infrastructure for consumer engagement capabilities.<br>• Lead efforts to ensure operational data aligns with clinical, service, marketing, and analytics requirements.<br>• Monitor and report on project performance to drive measurable impacts and improvements.
  • 2026-03-18T00:00:00Z
Accounting Manager
  • Bedford, MA
  • onsite
  • Temporary
  • 47.5 - 55 USD / Hourly
  • <p>We are looking for an experienced Accounting Manager to join our team in Bedford, Massachusetts. In this long-term contract role, you will play a pivotal role in overseeing core accounting functions, ensuring accurate financial reporting, and collaborating across departments on accounting matters. This position is ideal for someone who is detail oriented, thrives in a fast-paced environment, and is ready to make a meaningful impact.</p><p><br></p><p>Responsibilities:</p><p>• Manage general ledger activities, including preparing and reviewing journal entries and leading the month-end close process.</p><p>• Conduct and oversee account reconciliations to ensure all financial data is accurate and complete.</p><p>• Supervise banking operations, including cash reporting and bank reconciliations.</p><p>• Provide leadership and guidance to one staff accountant, ensuring their work aligns with organizational goals.</p><p>• Ensure adherence to internal controls, company policies, and accounting standards.</p><p>• Support audit processes by gathering and organizing necessary documentation.</p><p>• Utilize NetSuite to maintain and manage financial systems effectively.</p><p>• Leverage advanced Microsoft Excel skills, such as pivot tables and lookups, to analyze and report financial data.</p>
  • 2026-03-18T00:00:00Z
Accounting Manager
  • Smithfield, RI
  • onsite
  • Contract / Temporary to Hire
  • 55.4135 - 64.163 USD / Hourly
  • <p>We are looking for an experienced Accounting Manager to join our team in Smithfield, Rhode Island. This Contract to permanent position offers an exciting opportunity to oversee critical accounting operations and contribute to the financial health of the organization. The ideal candidate will demonstrate strong leadership skills, excellent technical expertise, and a proactive approach to improving processes.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily accounting activities to ensure accuracy and compliance with standards.</p><p>• Lead and mentor team members, supporting their attention to detail and growth.</p><p>• Analyze existing accounting operations and implement effective improvements.</p><p>• Manage risk assessment for the balance sheet and oversee impairment testing.</p><p>• Ensure accurate valuation and management of inventory.</p><p>• Administer processes related to asset management and capitalization.</p><p>• Oversee complex journal entries, ensuring proper procedures are followed.</p><p>• Assist with monthly financial close and documentation of processes.</p><p>• Monitor compliance with financial regulations and support audits as necessary.</p><p>• Configure and manage monthly financial reporting using Cognos software.</p>
  • 2026-03-17T00:00:00Z
Accounting Manager - Management Company
  • Boston, MA
  • onsite
  • Permanent
  • 120000 - 150000 USD / Yearly
  • <p>My client, a boutique Private Equity Firm in Boston is hiring an Accounting Manager to join their team. The Accounting Manager will report to the Controller and be responsible for the day to day corporate accounting for the firm. Compensation for this position is $130-150K + 20-30% Bonus + Free Healthcare. This company is doing amazing, has a very collaborative work environment, offers free healthcare benefits, the ability to get exposure in many areas along with a hybrid arrangement. </p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on linkedin ASAP! Thank you</p>
  • 2026-03-18T00:00:00Z
Director Finance - (M&A focused)
  • Burlington, MA
  • onsite
  • Permanent
  • 180000 - 200000 USD / Yearly
  • <p>Technology Company with Corporate Headquarters located in the Burlington is in search of Director Finance (M&amp;A focused). This position will lead the financial analysis, planning, and execution of M&amp;A and business development transactions and participate in key strategic planning activities. Will develop strong partnerships with the CFO, M&amp;A Leader, CEO and other key SLT members in addition to integrating with the Controller and Corporate FP&amp;A leader to support the acquisitions process. The ideal candidate will have significant M&amp;A transaction analysis and integration experience and be interested in transactions as well as key strategic projects. MBA with 10+ years of previous public accounting, corporate finance, corporate development experience required. Strong quantitative skills, financial acumen, financial modeling and accounting foundation knowledge. Must have extensive M&amp;A experience and BUY Side experience is a requirement. Must possess strong analytical, presentation, interpersonal and communication skills as well. This is a great opportunity to join a rapidly growing technology company with strong leadership team in place, active pipeline of acquisitions and great working and team friendly culture. This position can be mostly remote but ideally would like someone who can get to the office when needed (1x week) so local candidates only. Bonus plan and strong benefits offered including unlimited PTO. If interested, reach out to Dino Valeri at dino.valeri@roberthalf or message me thru LinkedIn.</p><p><br></p>
  • 2026-03-26T00:00:00Z
Financial Analyst
  • New London, CT
  • onsite
  • Permanent
  • 80000 - 100000 USD / Yearly
  • <p><strong>Position: </strong>Financial Analyst</p><p><strong>Location:</strong> Greater New London, CT (Hybrid / Flexible)</p><p><strong>Recruiter Contact</strong>: Ryan Genua Ryan.Genua@Roberthalf com</p><p><strong>Job Posting</strong>: RG0013405176</p><p><br></p><p><strong><u>Position Overview</u></strong></p><p>A growing organization in the Greater New London area is seeking a <strong>Financial Analyst</strong> to support budgeting, financial analysis, and operational reporting across the organization. This role partners closely with Accounting and cross‑functional leaders to improve financial visibility, support data‑driven decision‑making, and strengthen financial processes.</p><p>The ideal candidate is analytically minded, detail‑oriented, and comfortable working across departments in a fast‑paced environment.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>The Financial Analyst supports financial operations and planning by reviewing and monitoring purchase activity, payment requests, and budgeted spend. This role ensures transactions are properly documented, aligned with approved budgets, accurately coded, and tracked, while partnering closely with Accounting to resolve discrepancies and improve reporting accuracy.</p><p>The position plays an active role in budgeting and financial analysis by maintaining departmental budget models, analyzing spending trends, and preparing variance analyses. Findings are summarized into clear, concise insights for department leaders, highlighting risks, opportunities, and areas requiring attention, and supporting forecast updates throughout the fiscal year.</p><p>In support of leadership decision‑making, the Financial Analyst assists with preparing financial summaries, dashboards, and presentation materials for senior management. This includes consolidating departmental inputs, translating financial data into meaningful narrative insights, and supporting executive‑level and strategic reporting needs.</p><p>The role also works closely with Accounting on general ledger–related activity, including analysis of account activity, support for reclassifications and accruals, assistance during month‑end close, and maintenance of documentation to support audit readiness and compliance.</p><p>Additionally, the Financial Analyst contributes to continuous improvement initiatives by helping document finance workflows, identifying reporting or automation opportunities, and collaborating across teams to strengthen financial controls and enhance spend visibility.</p><p><br></p><p>If you meet these requirements and are interested in this great opportunity, please email your resume in confidence to Ryan Genua at Ryan.Genua@roberthalf com. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.</p>
  • 2026-03-19T00:00:00Z
Financial Analyst
  • Natick, MA
  • onsite
  • Permanent
  • 55000 - 65000 USD / Yearly
  • <p>Financial Analyst position open.</p><p>For immediate interview call Victor Muller at 508 205 2136</p><p>Summary: Division Analyst is a business partner to their assigned Divisions and is responsible for all financial activity directly related to the assigned division. This will include, but not be limited to: budget preparation, financial reporting, forecasting, Grant &amp; Contract invoicing, analyzing financial and operational data, reconciling balance sheet accounts and reporting.</p><p>Why Work for SMOC?</p><p>• Paid Time Off: All full-time employees can accrue up to 3 weeks of vacation, and 2 weeks of sick time and are eligible for 12 paid holidays during their first year of employment.</p><p>• Employer-paid Life Insurance &amp; AD&amp;D and Long-Term Disability for full-time employees.</p><p>• Comprehensive Benefits Package including Medical Plans through Mass General Brigham with an HRA Employer cost-sharing program, Dental Plans with Orthodontic Coverage, and EyeMed Vision Insurance available to full-time employees.</p><p>• 403(B) Retirement Plan with a company match starting on day one for all full-time and part-time employees.</p><p>• Additional voluntary benefits including; Term and Whole Life Insurance, Accident Insurance, Critical Illness, Hospital indemnity, and Short-Term Disability.</p><p>• Flexible Spending Accounts, Dependent Care Accounts, Employee Assistance Program, Tuition Reimbursement and more.</p><p>Primary Responsibilities:</p><p>• Act as a business partner to the Division Directors and Program Managers by assisting them in all financial aspects of the division and related programs.</p><p>• Responsible for all revenue and expenses booked to assigned Divisions including ensuring appropriate accounting.</p><p>• Create monthly financial reports and develop budget to actual variance analysis in conjunction with division/program managers.</p><p>• In coordination with Division Directors, develop annual budget for each assigned program and divisions for submission to upper management.</p><p>• Forecast financial revenue and expenses on an as needed basis.</p><p>• Process and approve payments to vendors ensuring that invoices are charged to the proper GL codes.</p><p>• Develop and submit monthly/quarterly/annual billing reports for local, state and federal funding sources to include salary schedules, payment vouchers and statistics and progress reports.</p><p>• Reconcile all assigned G/L accounts on a monthly basis including deferred revenue and accounts receivable. Monitor and keep up to date on status of aged receivables.</p><p>• Periodic meetings with Division and Program Managers to review status of contract expenses and revenue.</p><p>• Work with Program staff to ensure all contracts documents are signed and submitted on timely basis.</p><p>• Participate in agency and funding authority audits and contract monitoring. Prepare schedules as needed (contract, donations, accounts receivable).</p><p>• Maintain confidentiality of client, employee and agency information in accordance with federal and state laws and funder requirements.</p><p>• Ensure compliance with program/department, agency and/or funder requirements, as well as, SMOC policies &amp; procedures.</p><p>• Other duties as assigned.</p><p><br></p>
  • 2026-03-27T00:00:00Z
Financial Analyst, Pricing & Cost Estimation
  • Lakeville, MA
  • onsite
  • Permanent
  • 74000 - 75000 USD / Yearly
  • <p>We are seeking a Financial Analyst to support pricing and cost estimation across company projects. This role is responsible for developing accurate cost estimates, building pricing models for products and services, and ensuring profitability through detailed financial analysis.</p><p><br></p><p>Responsibilities:</p><p>• Develop detailed cost estimates for products, services, and event-related projects.</p><p>• Build and maintain pricing models that incorporate labor, materials, overhead, and operational costs.</p><p>• Analyze proposals, product specifications, and project requirements to determine accurate cost structures.</p><p><br></p>
  • 2026-03-23T00:00:00Z
Finance
  • Boston, MA
  • onsite
  • Permanent
  • 130000 - 170000 USD / Yearly
  • <p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
  • 2026-03-06T00:00:00Z
Finance
  • Boston, MA
  • onsite
  • Permanent
  • 85000 - 90000 USD / Yearly
  • <p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
  • 2026-02-26T00:00:00Z
Finance
  • Boston, MA
  • onsite
  • Permanent
  • 115000 - 150000 USD / Yearly
  • <p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
  • 2026-02-26T00:00:00Z
Contracts Manager
  • Lexington, MA
  • onsite
  • Temporary
  • 67.2885 - 80 USD / Hourly
  • We are looking for an experienced Contracts Manager to oversee the full lifecycle of contract management for a range of commercial agreements. This contract position will focus on drafting, reviewing, negotiating, and finalizing contracts to ensure compliance and alignment with organizational standards. The ideal candidate will thrive in a fast-paced environment and demonstrate strong attention to detail and expertise in contract administration.<br><br>Responsibilities:<br>• Draft, review, and revise various types of contracts, including work orders, statements of work (SOWs), nondisclosure agreements (NDAs), and master service agreements (MSAs).<br>• Negotiate contract terms with internal stakeholders and external parties to achieve favorable outcomes.<br>• Manage the redlining process to address and resolve contractual discrepancies efficiently.<br>• Finalize and input executed contract documents into contract management systems.<br>• Ensure all contracts comply with company policies and legal requirements.<br>• Collaborate with cross-functional teams to address inquiries and provide guidance on contract-related processes.<br>• Maintain organized records of all contractual agreements for easy retrieval and reference.<br>• Provide strategic recommendations to optimize contract terms and mitigate risks.<br>• Monitor contract performance and identify opportunities for improvement.<br>• Support the development of templates and standardized processes for contract management.
  • 2026-03-04T00:00:00Z
Contracts Manager
  • Milford, MA
  • onsite
  • Permanent
  • 95500 - 160000 USD / Yearly
  • <p>Our client, a world-renowned biotechnology research company, is looking for a skilled Contracts Manager to join their team in Milford, Massachusetts. In this role, you will oversee the evaluation, negotiation, and management of various contracts, ensuring compliance and alignment with organizational goals. You will collaborate with multiple departments to support business objectives and maintain strong partnerships.</p><p><br></p><p><strong>Role: </strong>Contracts Manager</p><p><strong>Salary:</strong> $95,000 - $160,000 (depending on experience) + amazing benefits</p><p><strong>Schedule: </strong>Hybrid (3 days in office, 2 days remote)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Draft, review, propose, and negotiate contract terms that balance customer requirements with company objectives while minimizing business risk.</li><li>Serve as the primary liaison between Sales, Legal, and customers to ensure timely contract review, approval, and execution.</li><li>Lead negotiations with customer contracts and procurement teams, incorporating input from Legal, Finance, and other internal stakeholders to reach timely agreement.</li><li>Partner with Finance and Order Services to ensure compliance with revenue recognition standards, pricing and discounting policies, and internal controls.</li><li>Maintain accurate and complete contract records, including correspondence, amendments, customer information, and status reporting.</li></ul>
  • 2026-03-10T00:00:00Z
Senior Accounting Manager
  • Boston, MA
  • onsite
  • Permanent
  • 130000 - 150000 USD / Yearly
  • <p>My client, a Professional Services Firm in Boston is hiring a Senior Accounting Manager to join their team. The Senior Accounting Manager will report to the Director of Finance and oversee Accounting for the company. Compensation for this position is $130-150K + Bonus. This company is very stable, has been around for over 75 years, offers great benefits, growth potential, is a leader in their industry and they offer a hybrid working arrangement.</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf ASAP. Thank you</p>
  • 2026-03-11T00:00:00Z
Investment Executive
  • Cambridge, MA
  • onsite
  • Permanent
  • 55000 - 80000 USD / Yearly
  • <p>We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
  • 2026-03-25T00:00:00Z
Fund Controller - European Fund Experience
  • Boston, MA
  • onsite
  • Permanent
  • 130000 - 150000 USD / Yearly
  • <p>My client, a boutique Private Equity Firm in Boston is hiring a Fund Controller to join their team based on growth. The Fund Controller will report to the CFO and oversee a Luxembourg Fund. Compensation for this position is $130-150K + 20% Bonus. This company is an awesome place to work at, people really like the company, they are doing really well and growing, offer great benefits, a nice culture, great work life balance, a hybrid working arrangement and more!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you. </p>
  • 2026-03-18T00:00:00Z