Top Tech Jobs & Startup Jobs in Boston, MA

Develops internal sales and relationships with registered investment advisors, manages advisor channels, and grows sales of wealth management and investment products. Responsibilities include prospecting high-AUM RIAs, managing regional relationships, tracking activities and KPIs in CRM, achieving sales targets, presenting seminars, supporting external sales partners, and sharing sales and business development strategies.

Leads enterprise knowledge governance and learning initiatives across Global People Services. Responsibilities include auditing and improving employee-facing content, coaching content owners, developing training materials, facilitating workshops, assessing learning needs, supporting process and technology adoption, and enabling operational readiness. The role also measures learning effectiveness, supports change initiatives, and drives continuous improvement in knowledge quality, employee self-service, and service delivery outcomes.

Conduct approximately 60 daily outbound calls to financial advisors, educate prospects on investment products, qualify leads, and schedule meetings for external sales representatives. Maintain accurate CRM records, collaborate on lead handoffs, meet contact and appointment targets, and continuously improve product knowledge and sales communication. The role requires securities licenses, strong communication skills, and comfort working in a high-volume calling environment.

Leads complex technology programs across the life and annuity insurance value chain. Oversees initiatives through the full SDLC, coordinating planning, development, testing, implementation, stabilization, budgets, schedules, risks, regulatory requirements, and business readiness. Partners with business, product, and technology leaders to deliver policy administration, producer, policyholder, and operations capabilities. Manages effective-date-driven product changes, cross-functional alignment, technical risks, stakeholder communications, and complex releases without direct management authority.

Leads end-to-end delivery of strategic technology initiatives supporting life insurance new business and underwriting. Coordinates cross-functional teams across planning, execution, risk management, testing, release readiness, regulatory compliance, budget, and post-launch stabilization. Develops roadmaps, manages dependencies, oversees SDLC activities, and partners with business, product, engineering, data, architecture, operations, compliance, and vendors to deliver secure, integrated solutions that improve underwriting decisions, customer experiences, and operational efficiency.

Leads strategic AI, Salesforce modernization, and sales enablement technology initiatives across the insurance business. Oversees the full SDLC, including planning, delivery, budgeting, risk management, implementation, stabilization, and post-launch support. Coordinates business, product, technology, architecture, data, security, finance, operations, and external partners. Drives AI adoption, mobile and digital sales experiences, integrations, governance, regulatory readiness, and measurable business outcomes while influencing cross-functional teams without direct authority.

Leads enterprise integration strategy, standards, governance, roadmaps, and target-state architecture across APIs, services, events, messaging, streaming, batch, cloud, hybrid, and legacy environments. Reviews solution designs, guides delivery teams, manages integration inventories and technical debt, evaluates platforms, and drives secure, resilient, reusable integration patterns. Partners with architecture, engineering, security, data, cloud, infrastructure, and business stakeholders while communicating complex decisions and mentoring teams.

Leads marketing strategy, annual planning, governance, reporting, budgeting, forecasting, and KPI management for Retirement and Wealth Marketing. Partners with Finance, Analytics, agencies, vendors, and business leaders to align investments, manage risks, improve efficiency, and support executive decisions. Oversees NPS insights and action plans, employee engagement initiatives, and AI adoption across Marketing. Coordinates cross-functional priorities and drives organizational change across Canada and the United States.

Support the full operational lifecycle of private market investments, including capital calls, distributions, subscriptions, funding, cash movements, reconciliations, reporting, valuation, and performance analysis. Ensure transaction accuracy, regulatory compliance, risk controls, and data quality while investigating exceptions. Partner with investment teams, administrators, custodians, finance teams, and external managers. Lead process improvements and system enhancements, maintain procedures, and provide subject matter expertise to junior staff.

Owns the strategy, roadmap, delivery, operational health, modernization, and AI evolution of a life insurance new business and underwriting platform. Leads engineering and quality teams, manages vendors, oversees governance and regulatory alignment, and partners with business, architecture, data, risk, and operations stakeholders. The role drives platform stability, automation, intelligent decisioning, measurable business outcomes, and continuous improvement across underwriting workflows and integrations.