client relationship manager-corporate Jobs in Boston

client relationship manager-corporate

client relationship manager-tax exempt Jobs in Boston

client relationship manager-tax exempt

client relationship manager tax exempt

Voya Financial

<div><div><i>Together we fight for everyone&rsquo;s opportunity for a better financial future.</i></div><div></div><div>
We will do this together &mdash; with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone&rsquo;s access to opportunities. The status quo is not good enough &hellip; we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.</div><div></div><div>
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with &mdash; and those we acquire throughout our lives &mdash; are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.</div><div></div><div>
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage &ndash; Apply Now</div><div></div><div>
Get to Know the Opportunity:</div><div>
****We currently have 2 openings on this team****</div><div>
Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.</div><div></div><div><i>
Please Note:</i><i> This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.</i></div><div></div><div>
The Contributions You&rsquo;ll Make:</div><ul><li><div>
Typically responsible for 1-4 clients</div></li><li><div>
Serves as primary customer contact for specific sponsored plans</div></li><li><div>
Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)</div></li><li><div>
Participates in relationship management with plan sponsors, financial advisors &amp; consultants and TPA's.</div></li><li><div>
Contributes to product development and process improvement efforts</div></li><li><div>
Directly resolves complex service and communications issues with customers</div></li><li><div>
Identifies and assists field partners with plan retention opportunities</div></li><li><div>
Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required</div></li><li><div>
Other duties as assigned.</div></li></ul><div>
Minimum Knowledge &amp; Experience:</div><ul><li><div>
Bachelors degree in Business Administration or equivalent</div></li><li><div>
3+ years financial services industry experience</div></li><li><div>
Customer Services experience/skills</div></li></ul><div>
Preferred Knowledge &amp; Experience:</div><ul><li><div>
Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred</div></li></ul><div>
#LI-TB1</div><div></div><div>
Compensation Pay Disclosure:</div><div></div><div>
Voya is committed to pay that&rsquo;s fair and equitable, which means comparable pay for comparable roles and responsibilities.</div><div></div><div>
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.</div><div></div><div>
Actual compensation offered may vary from the posted salary range based upon the candidate&rsquo;s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.</div><div></div>
$84,930 - $141,560 USD<div></div><div>
Be Well. Stay Well.</div><div>
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That&rsquo;s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.</div><div></div><div>
What We Offer</div><ul><li>
Health, dental, vision and life insurance plans</li><li>
401(k) Savings plan &ndash; with generous company matching contributions (up to 6%)</li><li>
Voya Retirement Plan &ndash; employer paid cash balance retirement plan (4%)</li><li>
Tuition reimbursement up to $5,250/year</li><li>
Paid time off &ndash; including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.</li><li>
Paid volunteer time &mdash; 40 hours per calendar year</li></ul><div></div><div><br>
Critical Skills</div><div>
At Voya, we have identified the following critical skills which are key to success in our culture:</div><ul><li>
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.</li><li>
Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.</li><li>
Team Mentality: Partnering effectively to drive our culture and execute on our common goals.</li><li>
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.</li><li>
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.</li></ul><div></div><div><br>
Equal Employment Opportunity</div><div><i>
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.</i></div><div></div><div><div><div><div><div><div><div><div><div><div><div><div><div><div>
Reasonable Accommodations</div><div><i>
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment,</i><i> </i><i>please</i><i> reference</i> <div><i>resources for applicants with disabilities</i></div><i>.</i></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div></div>

Client Relationship Manager-Tax Exempt

Long Hagan Huff Harris

<p><b>Locations:</b> Roslindale, MA and Duxbury, MA (Hybrid options considered)</p><p>Long Hagan Huff-Harris is seeking a licensed Massachusetts attorney with at least one year of Estate Planning and/or Trusts and Estates experience to join our growing firm in a <b>highly client-facing, relationship-driven role</b>.</p><p>This position is ideal for an attorney who thrives on <b>educating clients, leading consultations, building referral relationships, and generating new business</b>, while continuing to develop their substantive estate planning skills over time.</p><p>While this role includes estate planning legal work, it is <b>not a traditional drafting-heavy associate position</b>. Instead, it is designed for an attorney who is energized by client interaction, business development, and maximizing earning potential through performance-based compensation.</p><p><b>About the Role</b></p><p>This is a <b>consultation- and education-focused position</b>. You will serve as a primary point of contact for prospective clients, guiding them through initial conversations, helping them understand their options, and connecting them with the right legal solutions across the firm.</p><p>You will work closely with senior attorneys, intake, and marketing to ensure a seamless client experience while identifying opportunities across all of the firm&rsquo;s practice areas:</p><ul><li>Trusts &amp; Estates</li><li>Family Law</li><li>Business Law</li></ul><p>You won&rsquo;t be drafting documents every day but you <b>will</b> be learning, growing, and staying closely connected to the legal strategy behind the work.</p><p><b>Work Location &amp; Flexibility</b></p><p>This role offers <b>flexibility in where and how you work</b>, with access to multiple office locations across <b>Boston, Boston Metro West, and the South Shore</b>. While many consultations and business development activities can be conducted remotely, the position requires a regular in-office presence to support client meetings, collaboration, and community engagement.</p><p>Office schedules are coordinated based on client needs, firm events, and team collaboration, allowing for a hybrid structure that balances flexibility with meaningful in-person connection.</p><p><b>Key Responsibilities</b></p><p><b>Client Education, Consultations &amp; Business Development (~70%)</b></p><ul><li>Lead <b>Potential New Client (PNC) consultations</b>, primarily focused on estate planning, with the ability to identify needs across all practice areas.</li><li>Educate clients clearly and compassionately, helping them understand their legal options and next steps.</li><li>Convert consultations into engaged clients and guide them through the intake and onboarding process.</li><li>Build and maintain strong referral relationships with financial advisors, CPAs, realtors, business owners, and other professionals.</li><li>Represent the firm at workshops, community events, networking functions, and business development meetings.</li><li>Partner with the Marketing and Intake teams to improve conversion rates, follow-up systems, and referral tracking.</li><li>Execute outreach strategies designed to grow new business across the firm.</li></ul><p><b>Legal Responsibilities &ndash; Estate Planning (~30%)</b></p><ul><li>Draft and implement estate planning documents, including but not limited to:</li><li>Revocable and irrevocable trusts</li><li>Wills</li><li>Powers of attorney and healthcare proxies</li><li>File and manage probate matters, including petitions, accountings, real estate transactions, and full estate settlements.</li><li>Participate in trust and estate administration, assisting with tax filings, beneficiary concerns, and distribution planning..</li><li>Make limited court appearances for uncontested probate matters.</li><li>Collaborate with senior attorneys on more complex estate, tax, and asset-planning strategies.</li><li>Continue developing substantive legal skills through mentorship, collaboration, and hands-on exposure.</li></ul><p><b>Who You Are</b></p><ul><li>A licensed Massachusetts attorney in good standing with <b>at least 1 year Estate Planning and/or Trusts and Estates experience</b>.</li><li>Personable, empathetic, and confident in <b>client-facing consultation settings</b>.</li><li>A natural relationship-builder who enjoys educating clients and guiding decision-making.</li><li>Motivated by results and excited by <b>commission-based, performance-driven compensation</b>.</li><li>Organized and comfortable managing multiple consultations, leads, and follow-ups.</li><li>A strong communicator with excellent follow-through.</li><li>Comfortable with Microsoft Office and Clio systems (or willing to learn).</li></ul><p><b>Compensation &amp; Benefits</b></p><p><b>Base Salary:</b></p><p>$75,000&ndash;$90,000 annually, based on experience and responsibilities.</p><p><b>Reasonable Annual Total Compensation:</b></p><p>$120,000&ndash;$160,000 for associates who consistently lead consultations, convert clients, and generate new business.</p><p><b>Top Earning Potential:</b></p><p>$200,000+ annually for exceptional performers. There is no cap on commissions or performance-based earnings.</p><p><b>Benefits</b></p><ul><li>Full marketing and administrative support to help you succeed in business development efforts.</li><li>Health, dental, and life insurance.</li><li>401(k) with employer match.</li><li>Paid vacation, sick, and personal time, plus most Massachusetts holidays.</li><li>Ongoing legal and business development training.</li><li>Collaborative, supportive culture with room to grow into leadership or equity tracks.</li></ul><p><b>About Long Hagan Huff-Harris</b></p><p>We are a respected, award winning boutique law firm serving clients across Greater Boston and the South Shore, with offices in Roslindale, Duxbury, and Martha&rsquo;s Vineyard. Our practice focuses on Family Law, Trusts &amp; Estates, and Business Law. We pride ourselves on transparent service, community connection, and a people-first culture- both for our clients and our team.</p><p>Pay: $75,000.00 - $90,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Boston, MA</p>

Estate Planning Associate Attorney - Client Education & Business Development Focus

Dimeo Construction

<div><p><b>Meet the Team</b></p><p>
Step into a team of Master Builders where ambition meets action and every challenge sparks innovation. Here, complexity isn&rsquo;t just managed&mdash;it&rsquo;s transformed into opportunity. We set the bar high, drive growth at every turn, and make every project a showcase for new standards. Thrive in our fast-paced environment, where working hard goes hand-in-hand with treating people well, and every relationship&mdash;client or colleague&mdash;is the foundation of our success.
</p><p><b>Your Mission
</b></p><p>As our MEP Project Manager, you&rsquo;ll lead and inspire teams to deliver ambitious MEP project goals, build lasting partnerships, drive excellence in every phase, innovate for safety and quality, and foster continuous growth for yourself and others.</p><p>
 <b>Your Role
</b></p><ul><li><b>Lead and Inspire:</b> Champion the coordination of Mechanical, Electrical, Plumbing, and Fire Protection systems to achieve ambitious project goals. Support and mentor in-house MEP professionals, driving continuous improvement from project pursuits through turnover.</li><li>
<b>Win Work, Build Relationships: </b>Collaborate with Client Executives on project pursuits, RFP responses, and interviews. Forge lasting relationships with clients, architects, and engineers, embodying Dimeo&rsquo;s commitment to integrity and partnership.</li><li>
<b>Deliver Excellence: </b>Guide and expedite MEP systems with a relentless focus on budget, safety, schedule, and quality. Resolve major project issues, support operations reporting, and ensure every client objective is met&mdash;during and beyond project completion.</li><li>
<b>Strategize and Innovate:</b> Develop and implement project safety plans, identify risks, and create strategic solutions. Lead project meetings, establish communication protocols, and drive best-in-class processes for systems startup, testing, commissioning, and training.</li><li>
<b>Grow People: </b>Participate in annual performance reviews, mentor Assistant Project Managers and Project Engineers, and commit to ongoing technical and leadership development.</li></ul><p><b>
What We Expect
</b></p><ul><li>A Master Builder mindset&mdash;ready to turn complexity into momentum and set new standards
</li><li>Experience in MEP coordination and project management</li><li>
Commitment to working hard, treating people well, and thriving in a supportive, high-expectation culture
</li><li>Strong communication, leadership, and relationship-building skills</li><li>
Passion for mentorship, growth, and continuous improvement
 </li></ul><p><b>Your Path Forward</b></p><p>
Grow with us&mdash;this role is a launchpad to Sr. Project Manager, Client Executive, Vice President, and beyond.
 </p><p><b>Ready to build your legacy?
</b></p><p>Join Dimeo Construction and experience a career where technical excellence, innovation, and people-first leadership come together to create extraordinary results.</p></div>

MEP Project Manager

Qualdoc

<div><div><b>Trusts &amp; Estates Associate</b></div><div></div><div><br>
Pay: $160,000 &ndash; $175,000 annually</div><div>
Additional Compensation: Referral bonus + discretionary annual bonus</div><div>
Benefits: Full benefits package including medical, vision, dental, and 401(k)</div><div>
Schedule: Full-time (hybrid; one remote day per week)</div><div>
Type: Direct Hire</div><div>
Location: Boston, MA (Hybrid)</div><div></div><div><b><br>
Position Overview</b></div><div></div><div><br>
A well-established law firm is seeking an experienced Trusts &amp; Estates Associate Attorney to join its growing practice. The ideal candidate will have at least seven years of estate planning experience and be comfortable working with a diverse client base on complex estate, gift, and tax matters.</div>
<h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3><ul><li>
Draft and implement sophisticated estate planning strategies, including estate, gift, and generation-skipping tax planning</li><li>
Prepare and review related tax returns</li><li>
Manage estate and trust administration, including all aspects of Massachusetts probate and trust law</li><li>
Handle routine probate administrations from start to finish</li><li>
Communicate effectively with clients, fiduciaries, and professional advisors</li></ul><h3 class="jobSectionHeader"><b>
Qualifications</b></h3><ul><li>
Minimum 7 years of estate planning experience</li><li>
Strong understanding of probate and trust administration</li><li>
Excellent written, verbal, and client communication skills</li><li>
LL.M. in Taxation preferred, but not required</li><li>
Detail-oriented and capable of managing multiple complex matters simultaneously</li></ul>
<p>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</p></div>

Trusts & Estates Associate

McCarter & English

<div><p>1.9.2026</p><div>
Professional Staff</div><div><div>
Boston</div></div><div><div><p>
McCarter &amp; English, LLP is seeking a Legal Assistant for our Trusts and Estates Practice Group in our Boston, MA office. The salary range for this position is $63,000 &ndash; $90,000 annually, depending on experience. If you have relevant experience, we would like you to consider joining our team. Please send your resume and cover letter to Christine Lydon, Chief Human Resources Officer, at recruiting@mccarter.com.</p><p>
Job responsibilities include performing responsible and confidential legal assistant work and routine administrative duties for attorneys.</p><ul><li>
Must be a team player, organized and able to multi-task in an extremely fast paced environment</li><li>
Attend client meetings with attorneys (both on and off site) to witness client documents</li><li>
Transcribe legal briefs, correspondence, letters, and confidential memorandum</li><li>
Type a variety of legal documents from rough and oral drafts</li><li>
Electronic filing of court documents</li><li>
Answer telephone calls, transfer calls to the appropriate staff and take messages when necessary</li><li>
Prepare, maintain and confirm daily work calendars, schedule meetings, depositions, and calendar court dates</li><li>
Assist with travel arrangements, internal correspondence, reimbursements for attorneys and paralegals</li><li>
Read, sort and ensure incoming mail is timely delivered; ensure outgoing mail is processed</li><li>
Process bills; proofs billing sheets.</li><li>
Review and and edit bills</li><li>
Maintain confidential and administrative files</li></ul><p><b>
Related Duties</b></p><ul><li>
Assist other Attorneys and Legal Assistants within the Group and Office</li><li>
Proactively manage contacts in Outlook and Interaction</li></ul><p><b>
Minimum Qualifications</b></p><p><b>
Training and Experience</b></p><ul><li>
Three to five years of legal assistance experience, preferably in litigation. Must type a minimum of 70 words per minute.</li></ul><p><b>
Knowledge, Abilities and Skill</b></p><ul><li>
Comprehensive knowledge of modern legal office practices and procedures</li><li>
Considerable knowledge of legal document preparation, legal terminology and court procedures</li><li>
Comprehensive knowledge of MS Word, MS Outlook, Excel, redline comparisons, BigHand (digital dictation)</li><li>
Considerable knowledge of effective proofreading</li><li>
Excellent oral and written communication skills</li></ul><p><b>
Benefits (if FTE requirements met):</b></p><ul><li><b><i>
Firm-Paid</i></b>: Basic life and accidental death and dismemberment (AD&amp;D) insurance and short-term (ST) and long-term (LT) disability benefits.</li><li><b><i>
Health &amp; Wellness</i></b>: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution.</li><li><b><i>
Employee-Paid Voluntary Benefits</i></b>: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&amp;D insurance (supplemental employee, spouse and child) and supplemental STD coverage.</li><li><b><i>
Retirement</i></b>: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions.</li><li><b><i>
Time Off</i></b>: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)</li></ul><p><b>
Additional Benefits:</b></p><ul><li>
Free and confidential employee assistance program (EAP) and behavioral health services program</li><li>
Firm-paid back-up child/elder care, academic support and pet care program</li><li>
Tax-advantaged college savings 529 Plan</li><li>
Employee discounts through Working Advantage</li></ul><p><b>
Other Compensation:</b></p><ul><li><b><i>
Eligibility for discretionary bonus.</i></b></li></ul><p>
McCarter &amp; English, LLP is an Equal Opportunity Employer.</p></div></div></div><div></div>

Trust & Estates/Litigation Legal Assistant

1199 SEIU

<div><div><div><div><div>Requisition #:
</div><div><b>7410TEF</b></div>
</div><div><div># of openings:
</div><div><b>1</b></div>
</div><div><div>Employment Type:
</div><div><b>Full time</b></div>
</div><div><div>Position Status:
</div><div><b>Permanent</b></div>
</div><div><div>Category:
</div><div><b>Non-Bargaining</b></div>
</div><div><div>Workplace Arrangement:
</div><div><b>Hybrid</b></div>
</div><div><div>Fund:
</div><div><b>1199SEIU Training and Employment Funds</b></div>
</div><div><div>Job Classification:
</div><div><b>Non-Exempt</b></div></div><br>
</div>
</div><div><div><br>
<b>Responsibilities</b><br>
<ul><li>Oversee administrative processes to ensure accurate and timely data collection and entry; analyze data, develop reports, and provide recommendations based on the data</li><li>Organize and coordinate training classes to ensure successful program implementation and accessibility for all members</li><li>Oversee online enrollment system for New Hire Orientation, Skills Workshops and other programs offered to PCAs</li><li>Provide input to the Program Manager and Regional Director to help shape the homecare program and provide ongoing feedback</li><li>Work with facilitators/vendors to evaluate programs and conduct continuous improvement of education programs; develop, design,and implement assessment tools and workshops</li><li>Establish and cultivate relationships with key union and management representatives at participating facilities</li><li>Perform additional duties and projects as assigned by management</li></ul></div><p></p><div><b><br>
Qualifications</b><br>
<ul><li>Bachelor's degree in Education, Training, or equivalent years of work experience required, Master&rsquo;s degree</li><li>preferred</li><li>Minimum three (3) years experience in adult education, training or workforce development required</li><li>Proficiency in MS Word and Excel required</li><li>Knowledge of career and educational pathways and degree programs in the health care field</li><li>Knowledge of best practices in educational and career practices</li><li>Demonstrated ability to work independently</li><li>Demonstrated accomplishment and experience in designing, planning, implementing, and evaluating</li><li>education and/or training programs, preparing and managing budgets, and working in teams</li><li>Excellent organizational, record keeping, and communications skills both oral and written</li><li>Ability to work independently, prioritize and multitask; able to support multiple training programs</li><li>Ability to work flexible hours including some evenings and weekends required</li></ul></div></div></div><p></p>

Program Specialist II

State Street

<div><div>The ETF product specialist will assist in driving the Americas development of a world-class offering to support the end-to-end servicing needs of ETF product sponsors. This role will support innovating development of ETF servicing capabilities, be a resource for new ETF product development and ongoing ETF product management, advise management on product structure relative to strategies which State Street may seek to deliver in the exchange traded market place, and liaise with issuers, securities exchanges, the specialist community, authorized participants, market makers, prime brokerage, data providers and other third parties in an effort to stimulate internal expertise and client growth among State Street&rsquo;s ETF administration platform.</div><div></div><div>
The requirements will include participating in strategic planning and the development of a production roadmap for the ETF service offering for State Streets service business encompassing the full product lifecycle, from concept through implementation and execution.</div><div></div><div>
Will consider other locations besides Boston</div><div>
Why this role is important to us</div><div>
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship &mdash; for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer &mdash; across all of our locations, products, and capabilities.</div><div></div><div>
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.</div><div></div><div>
What you will be responsible for</div><ul><li>
Conduct business reviews and analysis to ensure key deliverables and milestones are met.</li><li>
Manage across multiple business units to provide value add resources needed to deliver a market leading product offering, including custody, fund services, securities lending, etc.</li><li>
Collaborate with multiple business units (including Sales, Product, Operations, and Technology) to assess client needs and expectations.</li><li>
Perform analysis on competitors and conduct market sizing to contribute to overall product strategy.</li><li>
Identify and evaluate third-party vendors to assess potential strategic alliances to enhance product offering.</li><li>
Plan major development initiatives and milestones by working with Sales, Product, Technology, Operations, and other groups to ensure a coordinated service delivery.</li><li>
Serve as a spokesperson for ETF services offering among industry participants and new and existing clients. Attend and participate in industry related events and tradeshows to maintain visibility and market awareness.</li><li>
Support sales and services as needed in regards to the ETF product category, including formal presentations to clients and prospects.</li><li>
Participate in the development of product functionality scorecard and metrics to continuously track and improve product-level financial success, customer adoption trends, product quality metrics, and more.</li></ul><div></div><div>
What we value</div><div>
These skills will help you succeed in this role</div><ul><li>
Experience with several types of investment products, such as, 1940 Act products, UCITS, swap based products, and other trusts.</li><li>
Familiarity with facets of the exchange traded product market space including, but not limited to: service provider selection, lead market maker selection, authorized participant assignment and transfer agency, order-taking and administration operations.</li><li>
Understanding of operational flows and business processes in ETF administration</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Expert knowledge of securities industry (15+ years) and ETF products (10+ years), investment strategies, data providers, market trends and competitive landscape.</li></ul><div></div><div>
Salary Range:</div>
$170,000 - $267,500 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

ETF Product Specialist Asset Servicing, Managing Director

Explore 77+ Client relationship manager tax exempt in Boston this January. Find roles across top companies and apply now to boost your career.