Top Tech Jobs & Startup Jobs in Boston, MA

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, make referrals to internal partners, review client goals, recommend products, and complete required licenses and trainings. May originate residential mortgage loans and must comply with SAFE Act registration and background checks.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

Responsible for managing complex high-net-worth client portfolios by developing tailored investment strategies, overseeing asset allocation, and ensuring compliance while driving client retention and business development.

This role provides financial advice and develops customized solutions to help clients achieve their financial goals, focusing on investments and banking strategies.

Provide client service support to Financial Advisors, acting as primary client contact. Deliver timely, accurate client materials, promote banking and investment offerings, ensure compliance with policies, and support day-to-day team needs.

Lead a wealth management market to drive sustainable growth, manage P&L, recruit and develop advisor teams, ensure exceptional client experiences, and enforce risk and compliance standards. Collaborate across channels to deliver the firm's capabilities, represent the firm in the community, and build an inclusive high-performing culture.

Lead product management and pricing for GWIM deposits: develop short- and long-term strategies, perform competitor analysis and advanced analytics, own product P&L, drive reporting and governance, improve pricing processes, partner with stakeholders, manage a team, and represent deposits in senior leadership forums.

Provide personalized financial advice and solutions to clients, triage leads, refer to internal specialists, recommend banking and investment products, assist with mortgage originations (SAFE Act registration required), and complete required licenses and trainings while managing risk and building client relationships.

Provide strategic asset allocation and liability-driven investment guidance for defined benefit pension clients using stochastic and deterministic modeling. Support sales and business development, review liability-based reporting, train internal partners, and collaborate cross-functionally to design tailored investment solutions. Leverage actuarial expertise, market analysis, and advanced data modeling to improve client outcomes.

Senior PAM analyst responsible for enforcing privileged access controls, assessing PAM risk, developing PAM requirements and cloud security solutions, advising stakeholders, partnering with governance and audit, and driving PAM modernization across on-prem and cloud environments.