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Boston Financial Data Services Jobs (NOW HIRING)

Data Services Librarian

Cincinnati, OH · On-site

$57K - $60K/yr

Stays abreast of best practices in data services to integrate into instruction and research ... Financial security via life and long-term disability insurance, accident and illness insurance, and ...

Data Services Analyst

Dallas, TX · On-site

$50K - $62K/yr

S ummary The Data Services Analyst is responsible for supporting internal data needs across the ... Develop and maintain the company's pipeline report to help project cash flow and support financial ...

UGI) is a holding company that distributes and markets energy products and services through our ... data used in financial, operational, and regulatory reporting processes. Duties and ...

New

Data Services Analyst

Dallas, TX · Hybrid

$50K - $62K/yr

S ummary The Data Services Analyst is responsible for supporting internal data needs across the ... Develop and maintain the company's pipeline report to help project cash flow and support financial ...

Data Platform Engineer

Boston, MA · On-site

$124K - $149K/yr

... Atlantic Financial Group. References to KKR's investments may include the activities of its ... services. This is an onsite role, with expectations to be in our Boston offices 4 days per week.

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How much do boston financial data services jobs pay per year?

As of Jun 10, 2026, the average yearly pay for boston financial data services in the United States is $85,459.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $100,500.00 per year, depending on experience, location, and employer.

How much does a financial data analyst make?

A financial data analyst typically earns a median salary of around $70,000 to $85,000 annually, depending on experience, education, and industry. In Boston, salaries may be higher due to the cost of living and local demand for financial analysis skills, with some roles paying over $90,000 for experienced analysts familiar with tools like Excel, SQL, and data visualization software.

What is the highest paying job in financial services?

In financial services, chief executive officers (CEOs), chief financial officers (CFOs), and hedge fund managers tend to have the highest salaries, often exceeding several million dollars annually. These roles require extensive experience, advanced degrees, and strong leadership skills, and they typically involve overseeing large organizations or investment portfolios.

Is it hard to get a job in Boston?

Getting a job at Boston Financial Data Services or similar companies depends on the role and your qualifications. Entry-level positions may have a competitive application process, while specialized roles often require relevant skills, certifications, or experience in finance and data management. Overall, the difficulty varies based on the job market and individual credentials.

What is Boston Financial Data Services and what do they do?

Boston Financial Data Services (BFDS) is a financial services company that specializes in providing transfer agency and mutual fund shareholder services. They handle transaction processing, recordkeeping, and compliance for mutual funds and other investment vehicles. BFDS works with asset managers, broker-dealers, and other financial institutions to deliver back-office solutions that help manage investor accounts efficiently and securely.

What are the key skills and qualifications needed to thrive as a professional at Boston Financial Data Services, and why are they important?

To thrive at Boston Financial Data Services, strong analytical abilities, attention to detail, and a background in finance or business—often with a relevant degree—are essential. Familiarity with financial software platforms, data management systems, and regulatory compliance tools is typically required. Excellent communication, problem-solving skills, and collaborative teamwork abilities help professionals excel in this client-focused, fast-paced environment. These skills are crucial for ensuring accuracy, regulatory compliance, and effective client service in the financial services industry.

What is the difference between Boston Financial Data Services vs Fund Accountant?

AspectBoston Financial Data ServicesFund Accountant
CredentialsTypically requires finance or accounting degree, CPA or CFA preferredRequires finance or accounting degree, CPA or CFA often preferred
Work EnvironmentFinancial services firms, back-office operationsAsset management firms, investment companies, back-office roles
Industry UsageUsed across financial institutions for data managementCommonly used in investment management for fund reporting
Job FocusData processing, client reporting, complianceFund valuation, reconciliation, financial reporting

Both roles operate within the financial industry and require similar credentials, but Boston Financial Data Services focuses on data management and reporting, while Fund Accountants handle fund valuation and reconciliation tasks. Understanding these differences helps job seekers target the right position in the financial sector.

What are some common challenges faced by professionals working at Boston Financial Data Services, and how can they be addressed?

Professionals at Boston Financial Data Services often handle large volumes of sensitive financial data, which requires strong attention to detail and a commitment to data accuracy. One of the main challenges is adapting to rapidly changing regulatory environments and ensuring all processes remain compliant. Team members must also communicate effectively across departments, such as operations, client services, and IT, to resolve issues efficiently. Staying proactive through ongoing training and leveraging internal resources can help employees overcome these challenges and succeed in their roles.

What is Boston Financial Data Services?

Boston Financial Data Services is a company that provides back-office services for mutual funds, including recordkeeping, shareholder services, and data management. Employees in roles there often work with financial software, data processing, and customer support in a regulated environment.

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who we are

Corebridge Financial Life and Retirement is one of the largest life insurance organizations in the U.S., and provides protection, investment and income solutions needed for financial and retirement security. Group Retirement specializes in retirement savings and investment products and services, including individual variable and fixed annuities, group retirement products, mutual funds, financial planning and investment advisory services and guaranteed investment contracts. For more than half a century, Group Retirement has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions. Our Group Retirement division is ranked as the number one provider of defined contribution plan services in the United States to public education employees in the K-12 market and number three for employees of higher education and not-for-profit healthcare

About The Role

The Data Manager is responsible for leading and managing the Data Conversion and Payroll teams that support data intake for Defined Contribution retirement plans. This role ensures the accurate, timely, and compliant onboarding and ongoing processing of client data, partnering closely with internal stakeholders to support operational excellence, system integrity, and exceptional client service. The Data Manager provides both strategic oversight and hands-on leadership, balancing daily operational execution with continuous improvement initiatives to drive efficiency, scalability, and quality across data intake processes.

Key Responsibilities

Leadership & Team Management

  • Lead, coach, and develop the Data Conversion and Payroll teams responsible for DC plan data intake
  • Establish clear performance expectations, provide ongoing feedback, and conduct performance reviews
  • Manage team capacity, workload prioritization, and resource allocation to meet service level commitments
  • Foster a culture of accountability, collaboration, and continuous improvement

Data Conversion & Payroll Operations

  • Oversee end-to-end data conversion activities for new and transitioning Defined Contribution plans
  • Ensure accurate intake, validation, and processing of payroll files from plan sponsors and vendors
  • Maintain strong controls to ensure data integrity, completeness, and timeliness
  • Resolve complex data issues, discrepancies, and exceptions escalated by the team
  • Ensure adherence to plan provisions, regulatory requirements, and internal policies

Process Improvement & Operational Excellence

  • Identify opportunities to streamline and standardize data intake, conversion, and payroll processes
  • Partner with technology, transformation, and project teams to support automation and system enhancements
  • Document and maintain procedures, controls, and best practices
  • Monitor key metrics, trends, and root causes to proactively address risks and inefficiencies

Stakeholder & Client Partnership

  • Serve as a key point of contact for internal partners including Implementation, Relationship Management, Compliance, and Technology
  • Support client onboarding and ongoing service by ensuring accurate and timely data readiness
  • Communicate effectively with stakeholders regarding risks, timelines, and issue resolution
  • Contribute subject matter expertise to enterprise initiatives and cross-functional project

Risk, Compliance & Quality

  • Ensure compliance with ERISA, IRS, and Department of Labor requirements related to DC plan administration
  • Maintain strong quality assurance practices and internal controls
  • Support audits, testing, and remediation activities as required

Skills and Qualification

Required:

  • Bachelor's degree in related field; or any combination of education and experience, which would provide an equivalent background.
  • Minimum 5+ years of related experience is required.
  • Extensive project management experience with solid knowledge of the various retirement plans and subsequent provisions.
  • Strong knowledge of Defined Contribution plans (401(k), 403(b), etc.) and associated data elements
  • Proven experience managing data conversions and payroll data intake
  • Excellent communication skills, including verbal, written, interpersonal and presentation.
  • Proficient with computer software.
  • Ability to analyze data, identify root cause, and provide and/or develop an appropriate solution for resolution.
  • Proven experience handling multiple priorities.
  • Proactive problem-solving ability with solutions-oriented demeanor.
  • Ability to work independently within a team and make decisions while considering client requirements.
  • Ability to travel on occasion as needed.

Preferred:

  • Experience with large-scale data transformations or automation initiatives
  • Knowledge of recordkeeping systems and payroll file specifications
  • Project management or Lean/Six Sigma experience

Work Location

This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

#LI-ST1 #HYBRID

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

OP - OperationsEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoAmerican General Life Insurance Company