Top Tech Jobs & Startup Jobs in Boston, MA

Manage the client experience from onboarding through the full lifecycle, including renewals, relationship development, strategic reviews, engagement monitoring, retention planning, and account documentation. Partner with business, investment, distribution, marketing, and operations teams on client needs, sales enablement, outreach, and business development. Use CRM systems, analytics, and digital platforms to identify risks, understand engagement, and support expanded client solutions.

Supports Global Distribution by monitoring industry and competitor activity, analyzing investment, performance, fee, flow, and market data, and developing competitive positioning insights. Prepares executive and governance reporting, advises senior sales and business stakeholders, contributes to product and pricing strategy, and partners cross-functionally on growth decisions. Improves and automates research and reporting workflows using approved AI tools while maintaining confidentiality, controls, and compliance.

The Manager of Valuation Oversight leads the valuation function, ensuring accuracy and compliance, managing teams, and liaising with stakeholders on complex valuation matters.

The Sales Director will work with the Global Value team to drive growth in the intermediated wealth channel through business planning, sales execution, and stakeholder collaboration, leveraging a strong sales record and extensive networks.

Conduct fundamental research and financial modeling on public and private companies across emerging, frontier and developed markets. Screen debt and equity opportunities, monitor portfolio assets, manage private securities and restructurings, engage with management and industry experts, and travel to conferences and company visits to support the investment process alongside portfolio managers, analysts, and traders.

The Portfolio Oversight Analyst will manage trading controls, code client investment guidelines, handle regulatory compliance, and support trading desks. Responsibilities include preparing regulatory reports, assisting in client due diligence, and participating in overnight calls for trading issues resolution.