Top Tech Jobs & Startup Jobs in Boston, MA

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer clients to internal partners based on needs and assets, meet to review goals, recommend products, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration for mortgage origination).

Serve as primary planning lead for senior executives in a corporate-sponsored wealth program. Provide holistic wealth, tax, estate, retirement, and executive compensation planning; coordinate specialists across investment, credit, banking, and trust; build trusted executive relationships; educate clients; and ensure compliant, personalized solutions to maximize value of company-sponsored compensation and benefits.

Manage the Equipment Management Valuation team, setting residual values for leasing transactions, while ensuring efficiency, risk control, and relationship building with clients and stakeholders.

Lead development of IAM standards, assessments, and roadmaps for cloud, SaaS, and AI environments. Evaluate and recommend IAM solutions, govern human and non-human identities, and partner with cloud, AI, engineering, risk, and compliance teams. Prepare executive analysis, represent IAM to senior stakeholders, and drive modernization and risk-reduction initiatives.

Manage and expand relationships with high-net-worth clients by advising on financial needs, driving inflows across credit, AUM and deposits, leading complex credit deals, coordinating client teams to deliver a branded experience, and building internal and external referral networks. May originate residential mortgages (SAFE Act requirements).