Top Tech Jobs & Startup Jobs in Boston, MA

The role involves preparing tax returns, managing client financial information, and supporting tax and financial planning for high net worth families.

The Software Developer will design and maintain financial applications, collaborate with teams to create scalable solutions, and optimize application performance.

Assist the Client Advisory Team with client service, daily operations, and administrative duties. Responsibilities include preparing performance analyses and client documentation related to investment strategies.

The Associate Director will coordinate wealth transfer strategies for ultra-high-net worth clients, fostering relationships and collaborating with Advisors and external professionals to implement tailored solutions.

Support a senior advisor team serving ultra-high-net-worth clients by executing private investment transactions, managing account openings and onboarding, coordinating AML/KYC and tax documentation, handling wires/journals/reconciliations, and communicating with clients, custodians, and internal teams to ensure timely, accurate operational execution.

The Talent Strategy Associate supports firm-wide talent initiatives, focusing on performance management, career development, and talent assessment, while collaborating with stakeholders to enhance HR processes.

The Learning Specialist coordinates learning programs and manages the LMS to enhance team member development, ensuring seamless learning experiences.

Lead administration and maintenance of Windows/Linux servers, virtualization, and network infrastructure. Manage Azure and Microsoft 365 (Exchange, SharePoint, Teams). Oversee endpoint and cloud security (CrowdStrike, Defender, Netskope), administer Okta, lead infrastructure projects, provide Tier 3 support, documentation, and mentor junior staff.

The Payroll Specialist manages the full payroll process, ensures accurate record keeping, resolves pay discrepancies, and provides analytical support for payroll-related tasks.

The Designer will execute brand-consistent designs across various formats, solve design problems, and collaborate with teams to deliver impactful work for high-net-worth clients.