Top Tech Jobs & Startup Jobs in Boston, MA

As a Senior Financial Sales Representative, you will consult with leads to guide them through financial decisions, utilizing a flat-fee model and collaborating with various teams to enhance the customer experience.

Maintain and refine the company financial model, produce scenario and ROI analyses, build KPI dashboards and board presentations, translate large datasets into management insights, support fundraising, and use AI tools to automate reporting and decision support.

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.