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Top Tech Jobs & Startup Jobs in Boston, MA
Financial Services
Manages and grows a portfolio of high-value institutional consultant and asset manager relationships within the company’s collective investment trust business. Serves as the primary client contact, develops account plans, leads strategic reviews, builds executive relationships, identifies expansion opportunities, monitors account health, and coordinates cross-functional teams to deliver client solutions. The role requires expertise in defined contribution plans, institutional investments, consultant and asset manager networks, and senior stakeholder engagement, with national travel as needed.
Top Skills:
Crm Platforms
Financial Services
Own product strategy and roadmap for a retirement investment ecosystem segment while leading a product sub-team and executing strategic initiatives hands-on. Responsibilities include shaping data and integration solutions, managing external partnerships, improving data quality, defining success metrics, guiding engineering and design collaboration, and representing product strategy to executives and partners. The role requires strong product leadership, technical fluency in APIs and data systems, metrics-driven decision-making, and retirement or wealth management industry familiarity.
Top Skills:
APIsData ModelingData SystemsIntegration Patterns
Financial Services
Leads complex, customized SaaS customer implementations from scoping through delivery. Owns project plans, customer communications, stakeholder alignment, risk management, reporting, and Statement of Work delivery. Coordinates Product, Technology, Marketing, Onboarding, customers, and partners to ensure timely, high-quality outcomes. Reviews technical specifications, challenges delivery approaches, resolves barriers, and improves implementation processes to create repeatable practices. The role is based in Boston with a hybrid schedule and travel as needed.
Top Skills:
SaaS
Financial Services
Lead RPAG marketing P&L and full-funnel growth from acquisition to closed booking. Own advisor acquisition, member engagement, cross-sell/upsell, CRO and experimentation. Jointly manage martech and marketing operations (Salesforce, Pardot, HubSpot), build pipeline analytics and attribution, and coordinate advisor channel strategy to drive revenue and expansion.
Top Skills:
HubspotMarketing AutomationMartechPardot/Account EngagementSalesforce
Financial Services
Lead product marketing strategy and execution across Great Gray and RPAG brands. Own positioning, competitive intelligence, GTM playbooks, launch messaging, sales enablement, and proposal narratives while partnering closely with sales, content, brand, and growth teams to drive differentiation and support revenue motion.
Financial Services
Lead strategy and execution for a segment of the retirement investment platform. Own end-to-end initiatives from problem framing to instrumentation, partner with engineering/design/data, synthesize customer and market insights, build stakeholder relationships, define success metrics, and drive measurable product outcomes.
Financial Services
Lead UX for a B2B retirement investment platform: conduct user research, design information architectures, user flows, wireframes and hi‑fi prototypes, partner with product and engineering to ship solutions, present findings to stakeholders, and build/scale design systems and accessibility standards.
Top Skills:
Figma
Financial Services
The Account Executive will manage the full sales cycle, develop prospects, lead discovery, and maintain client relationships while partnering with internal teams.
Top Skills:
Crm PlatformsSalesforce
Financial Services
Serve as a core investment team member supporting portfolio management, manager research, private markets evaluation, client-facing content, reporting, and rebalancing. Lead complex multi-tab Excel modeling, maintain data integrity across reporting platforms, support discretionary oversight and trade coordination, and collaborate cross-functionally on investment projects and client deliverables.
Top Skills:
Excel
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