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Top Tech Jobs & Startup Jobs in Boston, MA
Fintech • Insurance • Financial Services
Lead and manage a data science team building and maintaining AML/CTF models and analytics (including LLMs) to detect financial crime. Own model lifecycle, stakeholder engagement, production deployment, performance monitoring, and delivery of user-facing analytics and tools to drive risk detection and operational efficiency.
Top Skills:
Big DataData MiningLarge Language Models (Llms)Machine LearningPythonSQL
Fintech • Insurance • Financial Services
Provide financial planning guidance and sell investment management solutions to TD Wealth clients. Serve as primary client contact, onboard new clients, deliver annual reviews, meet sales goals, ensure regulatory compliance, collaborate with Retail and Wealth partners, generate leads and referrals, and mentor new advisors.
Top Skills:
AmlCipLife & Health (L&H)Series 63Series 66Series 7Sie
Fintech • Insurance • Financial Services
Conduct fundamental equity research on enterprise software companies: build and maintain financial models and databases, prepare valuation and forecast analyses, support publication of research reports, develop client presentations, and maintain market and industry contacts while ensuring compliance and risk management.
Fintech • Insurance • Financial Services
Support Business Development Officers by identifying and marketing small business loan products, preparing loan narratives/workbooks, performing financial analyses, assisting in sales and closings, originating and monitoring routine loans, building internal and external relationships, and completing required training.
Top Skills:
ExcelPowerPointWord
Fintech • Insurance • Financial Services
Manage and coach a team of Financial Advisors across a territory to drive Mass Affluent product sales, referrals, and revenue. Recruit, onboard, ensure regulatory compliance, deliver training, lead marketing and business development, perform complex financial analyses, and travel extensively within the assigned market.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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Fintech • Insurance • Financial Services
Provide expert risk analysis, reporting, QA and oversight for enterprise non-financial risk programs. Support eGRC/ServiceNow issues management, perform data analysis, engage stakeholders, recommend mitigations, lead process improvements, and support risk reporting and escalation across lines of business.
Top Skills:
EgrcMS OfficeExcelServicenow
Fintech • Insurance • Financial Services
Lead and support enterprise operational risk activities, implement QA for Issues Management, assess and report on eGRC/ServiceNow issues data, advise stakeholders on risk frameworks, drive remediation and continuous improvement, and produce analysis and reporting for senior leaders across lines of business.
Top Skills:
EgrcExcelMS OfficeServicenow
Reposted 21 Days AgoSaved
Fintech • Insurance • Financial Services
The Financial Advisor Associate assists clients with wealth management by analyzing financial information, advising on investment strategies, and developing client relationships. They ensure ongoing communication and compliance with regulations while meeting sales goals.
Top Skills:
Money Guide ProSalesforce
Fintech • Insurance • Financial Services
The Financial Advisor will provide financial planning guidance and investment recommendations while managing client relationships and meeting sales goals. Responsibilities include onboarding new clients, conducting client reviews, and ensuring compliance with regulations.
Fintech • Insurance • Financial Services
The Financial Advisor provides financial planning, manages client relationships, sells investment solutions, and achieves sales goals while ensuring regulatory compliance and customer service excellence.
Top Skills:
Financial PlanningInvestment Management Solutions
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