Senior Associate, Financial Solutions

What you’d do

Develop quantitative methodologies and decision frameworks for financial planning, tax strategies, and investment management, turning research into tools and content for customers and advisors. Full time in Boston, collaborating with distribution, technology, product, and compliance teams. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• CFA and/or CFP designation preferred
• Willing to pursue CFP certification if not held
• Knowledge of U.S. personal income tax and tax planning
• Quantitative research and financial planning skills