Top Finance Jobs in Boston, MA

Develop and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships via partner referrals and outreach, and leveraging internal specialists for investment management, insurance, estate planning, and other services to meet client goals.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through referrals and outreach, partners with internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Manage end-to-end private bank loan processes: analyze client financials, determine eligibility, present loans for approval, coordinate closings, ensure regulatory compliance and document accuracy, monitor pipeline, and mentor lending team members.

Lead CRA strategy and community development initiatives across assigned markets. Build partnerships with nonprofits, government, and internal business lines to generate CRA-qualified lending, investment, and service opportunities. Manage CRA reporting, exam documentation, market planning, and outreach programs to support affordable housing, workforce development, small business, and financial empowerment.

Build and manage a branch-based wealth management practice for high-net-worth clients. Conduct financial discoveries, create tailored financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists on investments, insurance, and estate planning.

Lead and manage a Client Service Team supporting high-net-worth clients and Wealth Managers. Coordinate meetings, onboarding, reporting, hiring, training, performance management, and risk escalations (client complaints, fraud, KYC). Develop career paths, optimize workflows, assist advisor integrations, and provide solutions to improve operating efficiency and compliance.

Manage and grow a portfolio of commercial customers ($10M–$50M revenue) through advisory-led selling, cross-selling credit, liquidity, treasury, and wealth solutions. Drive new loan and deposit generation, fee income, customer satisfaction, and community engagement while collaborating with internal partners to uncover opportunities and manage risk and compliance.

Render credit decisions on complex HELOC applications per Consumer Lending policies and regulations. Review and verify documentation and income (including business tax returns/K-1s), identify counteroffer opportunities, meet productivity and credit quality standards, and communicate decisions to mitigate risk.

Support Relationship Managers by managing end-to-end loan processes, underwriting and analyzing client financials, ensuring quality control, coordinating with internal/external partners, and preparing files for approval and closing across residential and commercial lending.