Fanning Personnel

Join a dynamic Family Office in Boston as an Operations Analyst! We're looking for a detail-oriented professional with 2+ years of experience in the financial services industry to support key operational functions. This is a great opportunity to contribute to a fast-paced, growing firm and make an impact. If you're ready to take your career to the next level, we want to hear from you! Please send your resume to William@masisprofessional.com

We are seeking a highly organized and detail-oriented Executive Assistant to join an amazing client of ours in Greater Boston. In this role, you will provide comprehensive administrative support to senior staff, manage calendars, handle travel arrangements, and assist with administrative tasks. You'll also help organize company-wide events and manage various office functions, including vendor coordination and office supplies. The ideal candidate is a proactive, team player with excellent time management skills and a strong technical acumen. If you're looking to join a collaborative and fast-paced environment within the financial services industry, we would love to hear from you! Please send your resume to William@MasisProfessional.com

We're working with a growing RIA firm in Greater Boston seeking a Director of Sales to lead their team and drive business growth. This key role requires strong leadership in sales management, strategic planning, and team development. The position involves overseeing the sales team, aligning strategies with leadership, and ensuring client satisfaction, with some local travel within the state. Ready for your next big move? Send your resume to Tim@Fanning-Boston.com #DirectorOfSales #SalesLeadership #RIACareers #BostonJobs #NowHiring

We are currently seeking a Wealth Advisor with 2+ years of experience in financial planning and client collaborations – ideally with a CFP or progress towards. This role is key in evaluating client needs, providing tailored financial advice, and building long-term relationships. You’ll work directly with clients to create customized financial plans, offering investment and retirement solutions while delivering exceptional service. The ideal candidate will have a strong understanding of wealth management strategies and a proven ability to prospect and convert leads into clients, while also providing exceptional services to existing clientele. This role will also focus on growing the business through networking, referrals, and educational events, helping to build a robust client base and drive revenue. If you're passionate about financial planning and developing new client relationships, this could be a great opportunity for you! Reach out if interested William@MasisProfessional.com

Our clients are looking to expanding their teams and are currently hiring for several exciting opportunities. If you're ready to elevate your career and join our team of industry leaders, we want to hear from you! Apply now or share with your network. Let’s build the future of finance together! #hiring #financialservices #careers #financejobs #opentowork If interested in any of these opportunities send your resume to William@MasisProfessional.com Alternative AM | Private Credit Investment Associate | $130,000 - $170,000 Alternative AM | Junior Operations Analyst | $80,000 - $85,000 Alternative AM | Compliance Analyst | $110,000 - $130,000 Asset Management | Investment Analyst | $125,000 - $140,000 Asset Management | Fixed Income Investment Analyst | $100,000 - $135,000 Asset Management | Hedge Fund Investment Specialist | Up to $250,000 Asset Management | Senior Portfolio Operations Analyst | $85,000 - $90,000 Investment Advisory | Client Service Associate | $85,000 - $90,000 Investment Management | Senior Payroll Manager | $100,000 - $115,000 Investment Management | Marketing Technology Manager | $110,000 - $135,000 Investment Management | RFP Analyst | $90,000 - $100,000 Multi-Product Firm | Wealth/Financial Advisor | $105,000 - $110,000 Private Equity | Client Solutions Associate | $90,000 - $95,000 Private Equity | Product Marketing Analyst | $85,000 - $95,000 Wealth Management | Senior Client Service Associate | $78,000 - $90,000 Wealth Management | Financial Advisor | $150,000 - $175,000

We are assisting one of our prominent clients, a world-class investment manager, who are seeking a Hedge Fund Investment Specialist to join their Investor Relations team. This role supports specialized alternative investment strategies, including Equity Long/Short, Global Macro, Credit, and Multi-Strategy. As part of a product coverage team, you'll provide analytical support, assess portfolio performance, and risk, and contribute to business development initiatives. Over time, you may also represent products to clients and consultants. Ideal candidates will have strong analytical skills, familiarity with hedge fund strategies, and an interest in contributing to innovative investment solutions. If interested, please send your resume to William@MasisProfessional.com  

Our client, an established and reputable RIA on the South Shore is seeking a new addition to their team as an investment analyst. This role offers the opportunity to sit on our investment committee, contributing directly to investment strategies through in-depth research, portfolio analysis, and performance monitoring. Ideal candidates will have a CFA or be in the process of obtaining it, with 4+ years of experience in financial services, with at least some experience in investment analysis. This position offers a competitive salary, benefits, and the chance to make a significant impact on client portfolios, a great opportunity for someone looking to take the next step in their career. Interested? Send your resume to Tim@fanning-boston.com  

One of Boston’s top asset managers is seeking a Client Reporting Specialist! Use your strong analytical skills and investment knowledge to ensure accurate, timely client reporting. Communicate with internal teams to manage deliverables, ensure consistency in reports, manage compliance procedures and various ad-hoc projects. Ideal candidates have 1-2 years of experience, strong Excel skills, and attention to detail. Competitive salary up to $75K plus bonus and world-class benefits. If interested send your resume to William@MasisProfessional.com

Join our client's dynamic Marketing Team in Boston as a full-time Marketing Analyst! You'll play a crucial role in supporting our marketing and sales efforts across various business channels, with responsibilities ranging from proposal writing and managing investment strategy information to handling data requests and marketing communications. This is an amazing opportunity for someone looking to take the next step in their marketing journey working for a top-tier finance firm in Boston, with incredible growth potential and a great culture. Please reach out directly if interested! William@MasisProfessional.com

Have you recently passed the CFP or are sitting for it soon? We are hiring for advisors with several of our boutique Wealth Management firms in and around Boston! Candidates must have experience sitting in on client meetings, upselling or putting together financial plans, some exposure to asset allocation and investment decisions, annuity and tax understanding, as well being polished and articulate - these are all top-notch companies. If you are interested in taking the next step in your career and have some CFP progression, reach out today. Send your resume to Tim Hanson, MBA