43 financial planner jobs found

Description We are seeking a highly skilled and motivated Principal Front-Office Engineer to join our prestigious investment firm. As a Principal Front-Office Engineer, you will serve as the technical lead embedded within the Investment Innovation, Integration & Trading (I3T) team, driving design and implementation of small-scale proofs of concept and prototypes that support the fixed income portfolio, improve investment analysis, develop AI-enabled workflows, and enhance reporting systems & processes. You will partner closely with analysts and investment teams to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale those prototypes into production-ready applications. We’re looking for a hands-on software architect and builder who can design systems, rapidly iterate on them, and deliver quality solutions that power analytics, reporting, and investment...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.   Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. Location: Wellesley Hills, MA, with...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self—working with colleagues who are passionate about making a meaningful impact for our clients, communities, and each other. At Sun Life, we’re on a journey...

Company Details Gemini Transportation Underwriters  is a leading provider of excess liability insurance for companies in the transportation industry. We offer excess liability coverage for all types of vehicles and excess liability and railroad protection for freight and passenger railroads and public transit systems.  As part of W. R. Berkley Corporation, one of the nation’s premiere commercial lines property casualty insurance providers, we combine the resources of a Fortune 500 company with the underwriting expertise and personalized service of a specialty carrier.  We are pleased to underwrite and issue policies on behalf of Gemini Insurance Company*, also a W.R. Berkley member company, which carries an A. M. Best Financial Strength Rating of A+ (Superior) and a Financial Size Category of XV.  Company URL:             https://www.geminiunderwriters.com/ The company is an equal opportunity employee Responsibilities...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: This role will provide advanced analytics expertise within the Business Analytics function that applies the power of data with machine learning to improve business outcomes across the Health and Risk Solutions business. This team is expected to work closely with the other teams across the organization,...

Description The Company    Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding...

Description The Company  Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.    LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our...

This position reports to the VP & CIO and leads the software engineering, software architecture, and application development efforts across all of Arbella’s business areas. The Head of Application Development is a senior level IT role and part of the senior leadership team. This role provides leadership, vision and direction for the Application Development organization. This position is responsible for recruiting, developing, and retaining talent, as well as ensuring the Application Development staff has the skills and capabilities to meet business needs. This leader oversees the implementation of large, strategic software engineering initiatives, ongoing maintenance, and enhancement of existing applications, and is responsible for championing best practices and ensuring initiatives achieve business outcomes. The Head of Application Development serves as a strategic leader and trusted advisor to business units across the company exhibiting a strength in building collaborative,...

Description Independently plans and monitors the completion of bookclose processes and financial reports in a deadline focused environment, while ensuring that issues are escalated as needed. Uses increasing expertise to process detailed information with high levels of accuracy and to research and apply accounting policy. Communicates effectively with other units and management to plan work, gather information, and present results. Leads efforts to continuously improve processes to produce relevant financial reports in the fastest, most efficient means possible. Responsibilities Oversees functions of the monthly, quarterly and annual book close cycles, monitoring timely completion and escalating issues for resolution. Accurately and efficiently performs accounting activities of increasing complexity. Creates increasingly complex financial statement schedules, audit support schedules and other reports in a timely manner. May perform detailed review of other...

GENERAL DESCRIPTION The Hybrid Insurance Tracking Representative is responsible for accurately and timely processing insurance documentation to meet loan requirements. Working within a structured team environment with clearly defined workflows and production goals, this role involves data entry, reviewing various insurance documents across multiple lines of business, and completing transactions as needed. In addition to processing tasks, the position includes providing exceptional customer service by assisting both customers and insurance agents over the phone. You will handle both inbound and outbound calls, assist in obtaining the necessary insurance documentation, and educate callers on the requirements needed to fulfill their loan agreements. ABOUT HUB FINANCIAL SERVICES HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether dealing with real estate...

Primary Details Time Type: Full time Worker Type: Employee Cost Containment Lead Location: USA – Marblehead, MA Work Arrangement: Hybrid if within 50 miles from office location The salary range for this role is:  $47,000K-$220,000K   The Opportunity Manage a portfolio of complex claims by conducting loss investigations, evaluations and settlements on moderate to high level claims for the Accident and Health business unit.  Assures timely and accurate reserves.  Effective communication and collaboration with Underwriting, Actuary, Legal and Risk.  Working within specific limits and authority, conduct and coordinate loss investigations on technically complex claims to provide accurate facts for disposition Your new role: Primary Responsibilities • Implement the administration of insurance coverage to complex claims by conducting loss investigations, analyzing factual information, interpreting insurance policies and applying legal and...

Location: Waltham, MA Work Model: Hybrid Position type: Full time - salary We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. We prioritize integrity, relationships, and excellence in all aspects of our work. Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do! As a Middle Market Underwriter, you’ll help Central fulfill its promise to its customers by effectively managing your assigned territory, building strong relationships with agents, writing a profitable book of business, and providing top-notch service. Key Responsibilities of the Role Manage and underwrite assigned book of middle market business to achieve profitability and meet financial objectives Select profitable new business through analysis of the risks presented, coverage requested, and losses incurred Classify and price...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position requires the ability to work in the Salem, MA offices.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.   Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   This position requires the ability to work in the Salem, MA office.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.  Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This Field Case Manager will cover our Boston, MA region and must live in this area in order to be considered. Must be an RN and prefers 1.5 years of prior workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description A day in the life of a Large Loss Contents Property Adjuster: You will be traveling to customer’s home and handling claims virtually. Handle escalated claims files that have complex contents. Conduct a thorough coverage investigation of the loss and ensure the policy was applied correctly. You will be on site inspecting as well as using advanced video technology to collaborate with onsite vendors to identify damages and write a contents damage estimate. Communicate empathetically with customers and help them through...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues...

Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing, driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow, using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out, we foster genuine collaboration and support, ensuring every individual has the opportunity to succeed and make a difference. Role Overview Makes underwriting recommendations and decisions to protect the financial assets of the company and the carrier. Reviews proposal requests to evaluate, classify, and rate each risk to determine...

Description We are seeking a highly skilled and motivated  Principal Quantitative Engineer  to join our prestigious investment firm. The Quant Solutions  team, part of Global Strategy & Capital Allocation, leads the General Account’s asset allocation and portfolio construction process, delivering advanced analytics, scenario analysis, and forward-looking insights to guide long-term, annual, and tactical investment decisions within regulatory, rating agency, and portfolio constraints. As the technical lead embedded within this team , you will drive the design and implementation of small-scale applications and proofs of concept that advance portfolio construction, asset allocation analytics, and quantitative research workflows.   You will partner closely with quantitative analysts and portfolio strategists to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Corporate Marketing & Communications team is currently seeking a Corporate Communications Specialist in our Worcester, MA location.  This is a full time, exempt role. This role is a hybrid arrangement.   POSITION OVERVIEW: Our Corporate Communications team is responsible for the company’s internal and external communications, including corporate and business unit media relations, public relations, social media, online reputation, advertising, employee communications, issues management, and special situations. The team also provides communications support to its investor relations, government affairs and community relations groups. This role helps support the development, execution...