Top Tech Jobs & Startup Jobs in Boston, MA

Serve as the estate planning and wealth transfer subject matter expert for high- and ultra-high-net-worth clients. Develop and communicate strategies involving trusts, tax planning, asset protection, charitable giving, family governance, and business succession. Partner with Wealth Advisors and external legal and tax professionals, support business development, train advisors, mentor planners, and contribute to the firm's wealth planning strategy and thought leadership.

Monitor and process equity and fixed-income trades, confirmations, settlements, corporate actions, cash deficiencies, and failed trades. Reconcile client cash and asset positions against custodian records, research exceptions, maintain transaction documentation, verify tax-lot and cost-basis settings, and provide activity reports. The role also supports traders, custodians, brokers, and client service teams while ensuring accurate, compliant transaction processing.

Provides operational and client-service support for wealth management teams by preparing custodian, managed-account, subscription, and tax documentation; processing transfers, distributions, and account updates; supporting bill pay and accounting in QuickBooks; preparing financial reports; organizing quarterly meeting materials; tracking tasks; and assisting with office administration and special projects.

Manage end-to-end client onboarding for wealth management accounts: prepare and process custodial and transfer paperwork, coordinate signatures, manage ACATs/rollovers/wires, provide client service, and collaborate with internal teams to ensure timely account setup and funding.

Lead and support end-to-end strategic and operational projects for the Institutional Relationships team. Develop project plans, coordinate cross-functional workstreams, track KPIs, prepare executive presentations and dashboards, conduct research and analysis, support change management, and partner with data/reporting to build models and visualizations that inform operational decisions and improve client experience.

Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.

Provide advanced wealth planning for high- and ultra-high-net-worth clients, creating tailored analyses and recommendations across tax, estate, trusts, retirement, charitable, asset protection, business succession, and concentrated stock strategies. Partner with Wealth Advisors and external advisors, support business development, mentor planners, contribute thought leadership, and communicate complex concepts to clients and teams.

Assist Wealth Advisors in client services, prepare financial plans, manage client relations, and mentor less experienced staff. Requires solid knowledge in financial planning processes.

Assist Wealth Advisors in managing client relationships, preparing financial plans, and overseeing mentoring; begin leading less complex relationships independently.

Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.