Top Tech Jobs & Startup Jobs in Boston, MA

The Wealth Advisor will manage client relationships, develop investment strategies, onboard new clients, and mentor colleagues in wealth planning.

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, builds client relationships, and mentors junior staff. They oversee intricate partnership and real estate taxation issues, collaborating closely with clients and advisors throughout the year.

Lead design and delivery of individualized development plans and training for client-facing wealth management colleagues. Assess talent, coach managers, implement curricula, evaluate outcomes, and align career pathways with firm objectives.

The Quality and Planning Integration Associate ensures adherence to service standards, supports colleague integration, conducts quality reviews, analyzes data, and collaborates with teams to enhance client service delivery.

Assist the advisory team with client onboarding, cash transfers, and maintaining client relationships while utilizing financial planning software and CRM systems.

The Brand Campaign & Events Specialist manages brand budgets, oversees sponsorships, coordinates events, and handles awards. Responsibilities include project management and stakeholder communication.