Top Tech Jobs & Startup Jobs in Boston, MA

Provides technical fiduciary tax expertise to Private Bank client teams, prepares and reviews complex federal and state fiduciary income tax returns, researches tax issues, advises on transaction treatment, ensures regulatory compliance, and delivers technical tax training to associates and client teams.

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.

Manages infrastructure credit relationships and products, supporting project finance, tax equity, and corporate lending transactions. Responsibilities include underwriting, financial modeling, loan structuring, credit approval, risk analysis, documentation negotiation, regulatory compliance, portfolio monitoring, and client management. Partners with relationship managers, legal teams, operations, and risk groups while mentoring associates and assessing complex counterparties, project contracts, and transaction structures.

Manages global infrastructure credit relationships and products, including project finance, tax equity, and corporate lending transactions. Leads underwriting, financial modeling, loan structuring, documentation, credit approvals, portfolio monitoring, and risk management. Partners with relationship managers, legal teams, sales, operations, treasury, and risk stakeholders. Supports loan growth while maintaining asset quality and regulatory compliance, serves as an escalation point for complex transactions, and mentors junior associates.

Manages and grows treasury revenue across a portfolio of large corporate healthcare clients. Develops client plans, leads relationship and solution sales, delivers customized liquidity, payments, foreign exchange, trade, and working-capital solutions, and partners cross-functionally to meet client objectives. Responsibilities include pricing, proposals, presentations, treasury reviews, thought leadership, client calling, portfolio development, and special projects.

Provides consumer and mortgage lending advice, develops business through external networking and referral partners, manages loan pipelines, analyzes borrower financial information, and ensures compliant execution of lending processes. The role requires independently sourcing clients, understanding conventional, jumbo, government, FHA, and HUD loan products, coordinating with fulfillment partners, and delivering strong client service while meeting sales goals.

Manages and strengthens IAM controls, governance, quality assurance, compliance, and risk posture across enterprise systems. Responsibilities include validating access controls, maintaining audit artifacts, managing IAM exceptions, supporting SDLC control testing, monitoring application adherence, reporting compliance metrics, and partnering with security, technology, audit, regulatory, and business stakeholders. The role also supports identity controls for cloud solutions, AI platforms, machine identities, and emerging digital capabilities.

Conduct independent credit reviews of counterparty credit risk and structured finance portfolios. Lead examinations, transaction testing, secondary reviews, issue management, and regulatory updates. Develop risk-based coverage plans, assess credit processes, manage exam capacity, and maintain high-quality work papers. Partner with portfolio managers, risk teams, regulators, and Corporate Audit while identifying emerging risks. Mentor junior examiners, influence senior stakeholders, and support portfolio reporting and continuous-improvement initiatives.

Lead and manage a team of employment lawyers and paralegals, provide strategic employment and corporate legal counsel to HR and business leaders, oversee litigation, agency and pre-litigation matters, direct outside counsel, draft and negotiate complex legal documents, and support regulatory responses and compliance initiatives.

The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and driving business development within the Private Bank, ensuring a branded client experience and client retention.