Top Finance Jobs in Boston, MA

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.

Support independent oversight of liquidity and interest rate risk in the banking book by reviewing ALM models, monitoring NII and EVE exposures, assessing non-maturity deposit and prepayment models, escalating exceptions, and partnering with Treasury and Model Validation to drive governance and improvements.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investments, insurance, and estate planning to serve high-net-worth clients.

Provide advanced estate, tax, and legacy planning for high-net-worth clients. Develop and model customized strategies, review estate documents, advise on insurance and charitable planning, produce client deliverables, collaborate with advisors and external professionals, and contribute to research and thought leadership.

Branch-based advisor who builds and grows wealth management relationships by conducting client discovery, creating tailored financial plans, driving new business development, and collaborating with internal specialists on investments, insurance, and estate planning.

Build and manage a personalized wealth management practice for clients, drive new business through partner referrals, conduct financial planning, investment, insurance, and estate planning in a branch-based, team-oriented environment.

Manage and grow a portfolio of commercial clients ($5M–$50M revenue) through advisory-led sales, credit and treasury solutions, cross-bank collaboration, community engagement, and new loan/deposit generation focused on customer satisfaction and risk-compliant outcomes.

Support swap dealer compliance by monitoring trading activity, conducting surveillance and testing, maintaining policies, facilitating training and attestations, collaborating with Legal/Risk/Operations, and assisting with regulatory exam and audit responses.

Review and analyze residential appraisal reports (1-4 family) for compliance with USPAP, Fannie Mae, Freddie Mac, and HUD standards; identify salability issues, communicate with appraisal vendors/AMCs, ensure reported values are supported, escalate inconsistencies, and meet departmental productivity goals.

Support Relationship Managers and high-net-worth clients through the end-to-end loan lifecycle: analyze financials, underwrite commercial and multi-family loans, prepare credit presentations, manage pipeline, coordinate closings, and ensure documentation accuracy and policy compliance.