Financial Manager Jobs in Massachusetts
Financial Manager jobs in Massachusetts are in strong demand, with openings concentrated in financial services, healthcare, biotechnology, and higher education and covering everything from entry-level financial analysts stepping into management to senior-level corporate finance directors. Boston, Cambridge, and Worcester anchor most of the hiring, where established employers like Fidelity Investments, Mass General Brigham, and Liberty Mutual regularly bring on financial managers. The most sought-after specialties in Massachusetts are corporate financial planning and analysis, healthcare finance, and investment operations management. Find a role that fits below and apply directly.
Find Financial Manager JobsOverview
Open roles38
Top employerBank of America
Top cityBoston, MA
Cities hiring19
Work type74% Hybrid
Top industryScience
Showing 5 of 38+ Financial Manager jobs
Financial Advisor Relationship Manager - Planner
We won't show you this job again
Added 2d ago
CAPTRUST
Financial Advisor Relationship Manager - Planner
Boston, Massachusetts
Added 2d ago
Manager, Grant Financial Operations
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Added 3d ago
Massachusetts Life Sciences Center
Manager, Grant Financial Operations
Waltham, Massachusetts
Added 3d ago
Senior Financial Manager
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Added 4d ago
Odyssey Systems Consulting Group
Senior Financial Manager
Hanscom AFB, Massachusetts
Added 4d ago
Senior Vice President, Financial Reporting Team Manager
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Added 4d ago
BNY
Senior Vice President, Financial Reporting Team Manager
Westborough, Massachusetts
Added 4d ago
Senior Financial Manager
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Added 4d ago
Torch Technologies
Senior Financial Manager
Hanscom AFB, Massachusetts
Added 4d ago
Added 2d ago
Financial Advisor Relationship Manager - Planner
CAPTRUST·Boston, Massachusetts
Job functions:
$85k - $110k/yr
Hybrid
Bachelor's degree
501-1,000 employees
Job Description
Overview:
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Client Facing Responsibilities
- Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
- Attend or lead client meetings with/without Senior Advisor as appropriate
- Attend Prospecting meetings with Senior Advisor as appropriate
- Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
- Maintain frequent communications with clients between meetings
- Assume relationship management responsibilities for existing clients
- Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing
Financial Planning Responsibilities
- Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
- Collaborate with advisor team to develop appropriate financial recommendations for clients
- Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
- Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis
Investment Management Responsitilities
- Effectively communicate our investment strategy and recommendations to clients
- Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
- Present with and without Senior Advisor, portfolio recommendations to clients
- Support advisor team with rebalancing/realignment of portfolios as needed
Professional Development
- Pursue additional qualifications which will continue to build upon the team’s collective expertise
- Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
- Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate
Background Requirements:
- Bachelor’s degree or higher or equivalent work experience
- CFP® or must obtain within1 year of hire date
- 5+ years of relevant work experience
Candidate Qualifications
-
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
” Team Player” mindset and willingness to do whatever is needed, big or small - Enjoys direct and personal interactions with clients
- Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
- Prioritizes communication responsiveness both internally and externally
Abilities and Skills Profile
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with eMoney Financial Planning Software
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range (depending on location and experience): $85,000-$110,000
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
CAPTRUST
Financial Advisor Relationship Manager - Planner
Boston, Massachusetts
Added 2d ago501-1,000 employees
Job functions:
$85k - $110k/yr
Hybrid
Bachelor's degree
Job Description
Overview:
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
WHO are we looking for?
CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Client Facing Responsibilities
- Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
- Attend or lead client meetings with/without Senior Advisor as appropriate
- Attend Prospecting meetings with Senior Advisor as appropriate
- Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
- Maintain frequent communications with clients between meetings
- Assume relationship management responsibilities for existing clients
- Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing
Financial Planning Responsibilities
- Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
- Collaborate with advisor team to develop appropriate financial recommendations for clients
- Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
- Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis
Investment Management Responsitilities
- Effectively communicate our investment strategy and recommendations to clients
- Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
- Present with and without Senior Advisor, portfolio recommendations to clients
- Support advisor team with rebalancing/realignment of portfolios as needed
Professional Development
- Pursue additional qualifications which will continue to build upon the team’s collective expertise
- Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
- Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate
Background Requirements:
- Bachelor’s degree or higher or equivalent work experience
- CFP® or must obtain within1 year of hire date
- 5+ years of relevant work experience
Candidate Qualifications
-
Passionate interest in working as part of a team to serve clients’ full range of financial planning needs
” Team Player” mindset and willingness to do whatever is needed, big or small - Enjoys direct and personal interactions with clients
- Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
- Prioritizes communication responsiveness both internally and externally
Abilities and Skills Profile
- Excellent written and verbal communication skills
- Excellent computer skills, including MS Word, Excel, and Outlook
- Familiarity with eMoney Financial Planning Software
- Well-developed interpersonal skills
- Exceptional organizational skills
- Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
- Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
- Paid time off (PTO) or Paid Sick Leave (PSL)
- Compensation range (depending on location and experience): $85,000-$110,000
WHERE will you be working?
One Liberty Square, 13th Floor | Boston, MA 02109
Hybrid work arrangement following a 90-day introductory period.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.
See All 38 Financial Manager Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Financial Manager JobsFinancial Manager Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Boston
14 jobsCambridge
3 jobsHanscom AFB
3 jobsWaltham
2 jobsWestborough
2 jobsLynn
1 jobCanton
1 jobLowell
1 jobNewton
1 jobWoburn
1 jobAllston
1 jobBedford
1 jobMilford
1 jobPlymouth
1 jobMansfield
1 jobTewksbury
1 jobWatertown
1 jobFramingham
1 jobSomerville
1 jobFinancial Manager Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Science & Research
- Accounting & Auditing
- Banking & Financial Services
What Massachusetts Employers Look For
The qualifications that appear most often in financial manager jobs across Massachusetts.
- Bachelor's degree in finance, accounting, or a closely related field required
- CPA or CFA certification strongly preferred by Massachusetts employers
- Five or more years of progressive financial analysis or accounting experience
- Proficiency in financial modeling, Excel, and ERP systems such as SAP or Oracle
- Experience managing budgets, forecasts, and financial reporting for a business unit
- Strong knowledge of GAAP and familiarity with Massachusetts regulatory reporting standards
Financial Manager Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial manager in Massachusetts?
Most financial managers in Massachusetts enter the role after earning a bachelor's degree in finance, accounting, economics, or a related field, then building several years of experience in financial analysis, accounting, or a closely adjacent role. Massachusetts does not require a state-issued license specifically for financial managers, but earning a CPA through the Massachusetts Board of Public Accountancy or a CFA credential significantly improves hiring outcomes, particularly in financial services and healthcare finance.
Which companies hire financial managers in Massachusetts?
Employers hiring financial managers in Massachusetts right now include Bank of America, Harvard University, and BNY, based on current listings on Migrate Mate as of November 2026. Massachusetts's dense concentration of financial services firms, major hospital systems, and life sciences companies means consistent year-round demand for financial managers at multiple seniority levels.
Which Massachusetts cities have the most financial manager jobs?
Boston, Cambridge, and Hanscom AFB have the most financial manager openings in Massachusetts. Boston drives the largest share of postings, anchored by its financial services, healthcare, and biotechnology industries, while Cambridge's concentration of biotech and university employers and Worcester's growing healthcare and insurance sectors account for strong regional demand outside the core metro.
Are there remote financial manager jobs in Massachusetts?
Yes, and more than many management roles. About 79% of financial manager openings tied to Massachusetts are remote or hybrid as of November 2026, reflecting the desk-based, analytical nature of the work. Financial planning and analysis roles and corporate reporting positions tend to offer the most remote flexibility, while roles requiring close collaboration with operations or on-site leadership teams are more likely to require in-person presence.
How can I get hired as a financial manager in Massachusetts with little or no experience?
The most realistic entry path is a financial analyst or staff accountant role at a large Massachusetts employer, then moving into a manager title after demonstrating ownership of a budget or forecast cycle. Major Massachusetts hospital systems like Mass General Brigham and academic institutions regularly hire new-graduate analysts through structured finance rotational programs. Earning a CPA through the Massachusetts Board of Public Accountancy while working in an analyst role is the credential that most consistently accelerates the move into management.
Where can I find and apply to financial manager jobs in Massachusetts?
You can find and apply to financial manager jobs in Massachusetts on Migrate Mate, which lists current openings tied to Massachusetts employers. Find roles that fit your background and apply directly to the ones that match.
See All 38 Financial Manager Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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