Top Tech Jobs & Startup Jobs in Boston, MA

The role involves providing financial advice, building client plans, recommending products, and meeting regulatory licensing requirements.

The Private Wealth Client Associate provides client service support to Financial Advisors, ensuring timely and accurate responses to client needs while promoting bank offerings and managing relationships.

Provides tailored financial advice to clients, develops financial plans, manages client relationships, and recommends financial products. Must achieve SAFE Act registration.

The role involves providing personalized financial advice to clients, enhancing relationships, and managing the client experience in bank services.

The Support Services Specialist I provides routine support for fulfillment projects including material handling, data entry, and quality checking tasks, while adhering to operational guidelines.

The Project Manager role involves managing cross-functional projects, developing strategies for change, and tracking project deliverables. Responsibilities include overseeing execution, guiding stakeholders, and supporting change initiatives.

The Program Lead manages corporate change initiatives, develops scope and budgets, tracks program milestones, analyzes risks, and communicates with stakeholders.

The Project Manager will oversee corporate change initiatives, support project execution, manage stakeholder relationships, and ensure projects are delivered on time and budget.

This position manages cross-functional projects, develops plans for sustained change, and oversees project execution with a focus on employee engagement and risk management.

Provide customized financial advice and solutions to clients, manage leads, and recommend brokerage and banking products while ensuring regulatory compliance.