Top Tech Jobs & Startup Jobs in Boston, MA

Manages complex treasury client implementations from inception through completion, serving as the primary client interface and coordinating cash management, payments, card, merchant, and deposit solutions. Partners with sales and product teams, develops data-driven client recommendations, identifies cross-sell opportunities, resolves escalations, manages project plans and stakeholders, and ensures successful implementation and handoff to client services.

Provides technical fiduciary tax expertise to Private Bank client teams. Reviews and prepares complex federal and state fiduciary income tax returns, researches tax issues, advises on transaction treatment, ensures compliance with tax laws and bank policies, and delivers tax training and technical support to associates and client teams.

Oversees risk-based internal audits as Auditor-in-Charge, defining scope and testing procedures, evaluating controls and operational risks, assessing issue severity, drafting reports, and challenging management. Leads audit associates, mentors team members, maintains business relationships, and drives improvements in risk management, data governance, and control environments. Requires extensive financial services audit experience, people leadership, and expertise in data management and governance.

Manages execution of targeted marketing campaigns across banking channels, including offer and referral deployments. Translates customer experiences into technical requirements, coordinates implementation plans, testing, data requests, production certification, monitoring, and SLA adherence. Partners with technology, business, and marketing teams on channel and product expansion while providing platform expertise, technical leadership, and continuous process improvement.

Manages relationships between business partners and Global Credit Operations teams. Coordinates escalations, cross-functional initiatives, strategic priorities, issue resolution, and executive communications. Ensures accountability, identifies operational improvement opportunities, aligns roadmaps and investments, and promotes shared capabilities, AI adoption, platform modernization, and enterprise best practices across business lines.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and Market Executives. Drives new asset acquisition, brokerage-to-advisory conversions, referrals, retention, and wallet-share expansion. Leads opportunity reviews, coaches advisors on advisory positioning, joins client meetings, supports recruiting and events, and uses pipeline data to prioritize activity. Requires strong investment knowledge, consultative sales ability, communication skills, territory ownership, and relevant securities licenses.

Leads quantitative analytics for consumer and small business products by sourcing and transforming data, developing metrics, evaluating customer and product performance, and generating actionable recommendations. Partners with product, marketing, technology, governance, and data teams to define analytical frameworks, monitor KPIs, validate outputs, and communicate insights through visualizations and data storytelling. Supports complex initiatives, prioritization, documentation, and team capability development.

Evaluates and structures commercial credit facilities, underwrites borrowers, reviews financial and legal documentation, monitors loan portfolios, assesses risks, and recommends credit decisions. The role manages originations and closings, ensures underwriting accuracy and policy compliance, identifies deteriorating assets, collaborates with relationship managers and risk teams, and advises on integrated debt capital solutions for commercial banking clients.

Provides comprehensive financial guidance to clients by developing financial plans, recommending banking and investment strategies, and offering brokerage products. Manages client leads, referrals, relationship development, risk controls, and coordination with internal partners. Requires securities licenses, financial services or investment experience, regulatory diligence, client communication, and availability for rotating Saturdays. The role is based in an in-office financial center environment and may involve residential mortgage loan origination subject to SAFE Act registration.

Manages and grows treasury revenue across a technology-industry client portfolio in the Northeast. Develops prospects, advises clients on global treasury solutions, leads pricing and negotiations, drives digital and real-time payments adoption, manages implementations, prepares RFPs and presentations, and partners with relationship, credit, FX, implementation, and service teams. Analyzes client needs, profitability, and industry trends while pursuing product penetration, revenue growth, and client satisfaction.