Top Tech Jobs & Startup Jobs in Boston, MA

Manage complex internal audit engagements across banking, wealth management, capital markets, finance, treasury, and risk. Responsibilities include staffing and scheduling audits, leading projects, assessing risks and controls, reviewing workpapers, reporting findings, coordinating stakeholders, developing audit personnel, and improving the control environment. The role requires strong communication, project leadership, relationship management, and extensive financial-services audit experience.

Sources and acquires high-net-worth private wealth clients, including individuals, family offices, endowments, and foundations. Builds referral networks, develops intermediary relationships, organizes market events, and partners with investment, banking, and wealth specialists to deliver tailored solutions. The role requires strong sales performance, relationship management, market intelligence, communication, organization, and active FINRA licensing.

Manage and grow a portfolio of high-net-worth clients by retaining relationships, acquiring new business, providing investment and wealth advisory solutions, achieving revenue and profitability goals, participating in client events, collaborating across teams, and maintaining operational, regulatory, and compliance controls.

Leads risk-based internal audits across private wealth management, including investments, advisory services, trust companies, registered investment advisors, and personal banking. Oversees complex audit engagements, evaluates risks and controls, prepares reports, advises management, and provides strategic risk insight. Builds stakeholder relationships, supports regulatory compliance, and coaches audit professionals while maintaining high standards of accuracy, rigor, and credibility.