Top Tech Jobs & Startup Jobs in Boston, MA

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.

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.

Manage end-to-end client lifecycle for high-net-worth relationships: onboarding, account and trust administration, asset transfers, custodian coordination, alternative investment processing, meeting support, Excel analytics, and special projects while maintaining confidentiality and accuracy.

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.