Last updated: 2025-05-22

30 Financial Services Sales And Management jobs in Boston.

Hiring now: Private Client Financial @ Citizens, Leasing Credit Sr Officer @ Bank Of Am, Head Of Fxconnect @ State Stre, Job Openings Associate In @ G2 Capital, Regional Market Leader @ Blue Owl, Internal Wholesaler Marke @ Blackrock, Relationship Mgr @ Simply Bus, Sr Credit Collections Ana @ Cargurus, Investment Banking Associ @ Btig, Registered Ops Leader @ Ameriprise.Explore more at at kaamvaam.com

🔥 Skills

client relationships (7) relationship management (6) business development (5) collaboration (4) communication skills (4) sales (4) investment management (3) client interaction (3) Customer Experience (3) Risk Management (3)

📍 Locations

Boston (28) Cambridge (2)
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Citizens

Private Client Financial Advisor Boston
Skills & Focus: wealth management, financial planning, investment management, insurance, estate planning, client relationships, business development, high-net-worth, collaborative environment, financial goals
About the Company: Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.
Experience: Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
Salary: Commission-based, typically between $105,000 and $250,000 per year based on performance
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Bank Of America

Leasing Credit Senior Officer Boston
Skills & Focus: financial analysis, underwriting, risk management, loan structuring, client interaction, credit assessment, transaction structuring, legal document negotiation, due diligence, credit risk
Experience: 7+ years in commercial banking or finance industry with significant commercial credit experience
Salary: $120,400.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

Citizens

Commercial Banking Positions Boston
Skills & Focus: Commercial Banking, Finance, Relationship Management, Growth, Technology, Security, Inclusion, Development, Customer Experience, Digital Banking
About the Company: Citizens is a leading financial institution committed to producing innovative banking experience while supporting communities.
Experience: Professional level
Type: Full Time
Benefits: Comprehensive employee benefits and resources focused on health and wellness.

State Street

Head of FXConnect Boston
Skills & Focus: FXConnect, foreign exchange, trading technology, client solutions, business strategy, regulatory compliance, business opportunities, performance metrics, client relationships, inclusive environment
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries, we’ve been helpi…
Experience: Minimum of 10 years’ experience in senior management capacity; Extensive experience in FX markets (15+ years preferred)
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, development programs and educational suppor…

Citizens

Commercial Banking Jobs Boston
Skills & Focus: Commercial Banking, Financial Services, Client Relations, Sales Management, Risk Management, Wealth Management, Customer Experience, Collaboration, Investment Strategies, Market Analysis
About the Company: Citizens is a leading financial institution focused on providing a wide range of banking services across various categories including commercial banking, resid…
Experience: Professional
Type: Full-time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Bank Of America

Senior Fiduciary Officer Boston
Skills & Focus: Fiduciary management, Trust, Leadership, Account management, Policy enforcement, Regulatory compliance, Client relationships, Risk management, Collaboration, Financial services
Experience: 3-5 years trust/fiduciary background
Salary: $100,100.00 - $164,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

G2 Capital Advisors

Job Openings Associate, Investment Banking Boston
Skills & Focus: M&A, financial analyses, market research, financial modeling, business development, client exposure, comprehensive market analysis, pitch books, collaboration, deadline management
About the Company: G2 Capital Advisors is a multi-product and sector-focused investment bank and financial advisory firm.
Experience: 3+ years of demonstrated experience in an M&A investment banking environment
Type: Full-Time
Benefits: Catered lunch 3 days a week, Generous performance bonus program, Comprehensive healthcare, Unlimited vacation, 401K mat…

Citizens

Financial Advisor Boston
Skills & Focus: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full-time

Blue Owl

Regional Market Leader Boston
Skills & Focus: private wealth, capital-raising, client relationship, sales strategy, financial advisors, broker dealers, alternatives, regulatory environments, communication skills, business plan
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $250 billion in assets under management as of December 31, 2024, we …
Experience: 10+ years
Salary: $200,000 – 225,000
Type: Full-time
Benefits: Eligible for a discretionary bonus, based on factors such as individual and team performance.

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst Boston
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off

Simply Business

Relationship Manager Boston
Skills & Focus: Relationship Management, Insurance Carriers, Collaboration, Customer Experience, Data Analysis, Product Development, Negotiation, Compliance Audits, Stakeholder Engagement, Business Development
About the Company: Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing …
Type: Full-time

Cargurus

Senior Credit & Collections Analyst Boston
Skills & Focus: B2B collections, analysis, negotiation, dispute resolution, relationship management, strategic insights, reporting, analytics, process improvement, risk management
About the Company: CarGurus (NASDAQ: CARG) started as a small team of developers determined to bring trust and transparency to car shopping. They have driven industry-leading gro…
Experience: 5+ years of hands-on B2B Credit & Collections experience.
Type: Full-time
Benefits: Best-in-class benefits and compensation, equity for all employees, flexible hybrid model, robust time off policies, dai…

Btig

Investment Banking, Associate, DCM Boston
Skills & Focus: Investment Banking, Debt Capital Markets, Transaction Execution, Client Relationships, Financial Models, Due Diligence, Private Capital, High-Yield Bonds, Deal Execution, Industry Analysis
About the Company: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.
Experience: 3-5 years of investment banking experience
Salary: $160,000 - $175,000 per year
Type: Full-time
Benefits: competitive compensation and benefits package

Ameriprise Financial

Registered Operations Leader Boston
Skills & Focus: leadership, client experience, financial plans, investment research, performance management, business results, revenue growth, compliance support, staffing needs, communication skills
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5 - 7 years relevant experience required.
Type: Full-time

G2 Capital Advisors

Job Openings Associate, Business Development (Buy-Side Investment Banking) Boston
Skills & Focus: business development, relationship management, M&A, C-level client base, CRM, Excel, PowerPoint, prospecting, project management, negotiation
About the Company: G2 Capital Advisors is a multi-product, sector-focused investment bank and financial advisory firm that partners with clients to navigate opportunities for gro…
Experience: 3-4 years of experience in a business development environment
Type: Full-Time
Benefits: Catered lunch 3 days a week, Generous performance bonus program, Comprehensive healthcare, Unlimited vacation, 401K mat…

Lincoln Financial

Relationship Management Consultant Boston
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management Boston
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Ameriprise Financial

Sales Analyst-Institutional Boston
Skills & Focus: territory analysis, sales support, investment management, CRM systems, analytical dashboards, competitive analysis, lead qualification, meeting preparation, sales reporting, client interaction
About the Company: Ameriprise Financial is a diversified financial services leader with assets under management and administration exceeding $1 trillion, offering wealth manageme…
Experience: 3-5 years relevant experience
Type: Full-time
Vice President, Product Development and Strategy Boston
Skills & Focus: Product Development, Strategy, Financial Services, Asset Management, Product Positioning, Market Research, Investment Products, Risk Management, Client Focus, Team Leadership
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 15+ years financial services experience, specifically in product development and management for advisor sold products
Salary: $220,000 - $250,000
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

State Street

Global Head of Sales Boston
Skills & Focus: client acquisition, sales strategy, electronic trading, financial technology, investment research, sales management, relationship management, short-term investment, performance metrics, industry trends
About the Company: State Street’s global suite of market leading electronic trading platforms (FX Connect, Currenex, Trade Nexus, Fund Connect) providing solutions for market par…
Experience: Minimum of 15 years’ experience in sales/sales management capacities
Type: Full-time
FX Sales Associate Boston
Skills & Focus: FX products, institutional investors, client relationships, e-FX technology, market structure, trading, sales, risk excellence, quantitative indicators, alternative managers
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re …
Experience: 3-5 years in FX or related markets
Salary: $175,000 - $175,000 Annual
Type: Full-time
Benefits: Competitive and comprehensive benefits packages, including generous medical care, insurance and savings plans, flexible…
FX Sales Associate Boston
Skills & Focus: FX Products, Institutional Investors, Client Relationships, Trading, Research, Sales, Portfolio Management, Alternative Investments, eFX Technology, Regulatory Environment
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries, we’ve been helpi…
Experience: 5-15 years of experience in FX or related markets
Salary: $200,000 - $200,000 Annual
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, development programs and educational suppor…

Bank Of America

Business Banking Senior Relationship Manager Boston
Skills & Focus: Business Development, Client Experience, Relationship Building, Finance, Credit Documentation, Financial Analysis, Portfolio Management, Risk Management, Sales, Advisory
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Type: Full-time

Blackrock

Associate/Vice President - Retirement Sales Specialist Boston
Skills & Focus: Retirement, Sales, Client Engagement, Financial Advisors, Asset Management, Business Development, Data Analytics, Client Relationships, Product Solutions, Commercial Results
About the Company: BlackRock operates as the world’s largest asset manager, offering product and solution offerings for a wide range of investor needs.
Experience: Minimum 3+ years in asset management sales
Salary: USD$105,000.00 - USD$137,500.00
Type: Full-time
Benefits: Comprehensive benefits including healthcare, tuition reimbursement, strong retirement plan and Flexible Time Off (FTO).

Bank Of America

Leasing Credit Officer II Boston
Skills & Focus: credit, underwriting, financial analysis, risk assessment, portfolio management, client interaction, transaction structuring, risk rating, financial statements, compliance
About the Company: Bank of America is a financial institution committed to responsible growth and delivering exceptional services to clients, communities, and shareholders.
Experience: 5+ years in credit/financial industries; 2+ years in financial analysis and structuring
Salary: $70,000.00 - $167,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, wellness resources, performance rewards

Ameriprise Financial

Sr. Relationship Mgr. -Institutional Boston
Skills & Focus: client relationships, client management, institutional clients, Salesforce, compliance, investment management, portfolio, cross-sales, client inquiries, client meetings
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-5 years in an institutional client service capacity
Type: Full-time

Citizens Bank

Citizens Banker Boston
Skills & Focus: customer service, relationship building, financial solutions, sales, cash handling, problem-solving, communication skills, digital technology, collaboration, goal achievement
About the Company: Citizens Bank is a financial institution that provides a wide range of financial products and services, focusing on building relationships with customers and h…
Experience: 2 years of sales and customer service experience
Salary: $24.50/hour and up
Type: Full Time
Benefits: Comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition as…

Blackrock

Hybrid Market Leader/Sales Specialist Boston
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Insurify

Carrier Relationship Manager Cambridge
Skills & Focus: Carrier Relationship Manager, insurance industry, Insurtech, business development, B2B sales, deal negotiation, market research, data analytics, CRM software, presentation skills
About the Company: Insurify is one of America’s fastest-growing MIT FinTech startups, recognized as one of Inc. 5,000’s fastest-growing private companies in America for 2023, 202…
Experience: 5-10 years in business development or B2B sales in the insurance industry or Insurtech
Type: Full-time
Benefits: Competitive compensation package, Generous stock options, Comprehensive health and dental coverages, 401(k) plan with m…

Citizens Bank

Banker Cambridge
Skills & Focus: banking, financial, customer, community, growth, diversity, inclusion, career, banking services, solutions
About the Company: Citizens Bank is a financial institution offering a range of banking services. It is committed to diversity, inclusion, community support, and environmental su…
Type: Full-time