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Senior Counsel, Investments
FM
Hybrid (Boston, MA)
May 01, 2026
Summary: Reporting to the Assistant General Counsel, Corporate Transactions, this Senior Counsel role supports the Company’s Investments group by providing end-to-end strategic guidance and legal support for a wide range of investment transactions. These transactions include private fund investments, direct investments, managed accounts across asset classes as well as derivatives transactions and pension plan investments.  The Senior Counsel will also play a critical role in supporting the Company’s M&A activity. This position requires a collaborative mindset, with focus on solutions and the ability to build constructive relationships with senior management and across Company stakeholders.  This position will be instrumental in managing risks and maintaining strong legal standards within the growing FM Investments portfolio.   Schedule & Location: This is a full-time office-based position in Boston, MA. Occasional overnight travel to other corporate...
Featured
Director of Policy and Regulatory Affairs
XY Planning Network
Remote
Jun 04, 2026
XYPN is a leading voice for independent, fee-only financial planners, and advocates for modernized regulation that elevates fiduciary financial planning, separates sales from advice, protects investors, and reduces unnecessary burdens on small advisory firms. With a network of more than 2,200 fee-only financial planners and experience registering more than 2,000 investment advisers nationwide, we support firms across all 50 states and the SEC, giving us unique insight into the regulatory and operational challenges faced by independent RIAs operating across multiple jurisdictions. As XYPN’s Director of Policy and Regulatory Affairs, you’ll translate our deep expertise into meaningful advocacy and regulatory influence. You’ll work closely with our Managing Director of Compliance and Regulatory Affairs to shape and execute XYPN’s advocacy roadmap, leading efforts to monitor State & federal regulatory developments, develop policy positions, build relationships with...

Latest Jobs

Sr Principal - Agentic Architecture and LLMOps Engineering, VP III - State Street Investment Management
State Street
Boston, MA
Jun 23, 2026
About the Role State Street Investment Management’s Data, Analytics & AI Services (DAAIS) team is seeking a Senior Principal (Vice President), Agentic Architecture and LLMOps Engineering. This role owns the architecture, engineering delivery, and operational excellence for modern AI ecosystem and its agentic AI capabilities supporting the Investment Management business. The successful candidate brings deep, hands-on expertise in agentic architecture, workflow design, AI agent implementation, protocol integration (e.g., A2A, MCP), and containerized services, along with proven leadership experience in financial services. Key Responsibilities Lead an agile agentic AI engineering team to deliver scalable solutions that meet evolving business and client needs. Partner with global stakeholders to execute cross-border initiatives and continuously strengthen engineering standards and best practices. Coach and mentor engineers, building a culture of continuous learning,...
Credit Officer, Global Wealth & Investment Management
Bank of America
Chicago, IL
Jun 23, 2026
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...
Global Head of Insight Generation and AI Adoption, MD - State Street Investment Management
State Street
Boston, MA
Jun 23, 2026
State Street Investment Management (SSIM)—formerly State Street Global Advisors (SSGA)—is seeking an accomplished senior leader to serve as the  Global Head of Insight Generation and AI Adoption . This Managing Director role is critical to shaping, driving, and executing the AI strategy that underpins the Investment Management division’s transformation. As a strategic partner to the  Global Head of Data, Analytics, and AI Services (DAAIS) , you will oversee AI services supporting the COO organization across SSIM globally. You will lead global teams responsible for data science R&D, AI/ML/DL modeling, Generative AI, Agentic AI, and enterprise‑scale AI platforms—ensuring alignment with GTS standards and the target AI ecosystem blueprint. This is a senior global role requiring deep expertise in AI architecture, enterprise platforms, AI governance, and modern ML/GenAI/Agentic AI development, combined with significant leadership experience in asset management. Key...
Wealth Compliance Officer
BOK Financial
Oklahoma City, OK
Jun 23, 2026
Req ID:   78015   Location:   Tulsa -TUL, Dallas -DAL, Oklahoma City -OKC   Areas of Interest:  Risk Management, Compliance   Pay Transparency Salary Range:   Not Available   Application Deadline:   07/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Discretionary Summary Join a high-impact Compliance team supporting BOK Financial Securities (BOKFS), a broker-dealer and registered investment advisor. You’ll gain exposure to a broad range of securities and wealth compliance activities, including monitoring, testing, and advisory support across institutional investing, retail sales, public...
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