Top Tech Jobs & Startup Jobs in Boston, MA

Manage and grow a portfolio of ~40 business clients and ~60 prospects (>$3M revenue). Acquire new relationships, provide deposit, cash management and credit solutions up to $15M, deepen product utilization, develop referral networks, partner with internal specialists, and ensure regulatory and risk controls while delivering a high-touch client experience.

Manage a portfolio of 70–90 small business clients, provide deposit, cash management and lending solutions (up to ~$500K), cultivate new relationships, deliver tailored banking advice, collaborate with internal partners, and follow risk and regulatory protocols.

Lead regulatory and industry engagement for Securities Services: monitor global regulatory developments, drive advocacy and strategy, liaise with FMIs and industry groups, prepare briefing and client materials, and develop client engagement and reporting to influence post-trade and custody product evolution.

Provide comprehensive financial planning and advice to individuals and families, build and deepen client relationships, acquire new clients, deliver personalized investment solutions, educate clients on digital tools, and collaborate with Chase partners to offer holistic financial coaching and referrals.

Manage a portfolio of ~40 business clients and 60 prospects (>$3M revenue), acquire new relationships, provide deposit, cash management and credit solutions up to $15M, deepen product usage, cultivate referrals and internal partnerships, onboard clients with product specialists, and follow risk management and regulatory controls.

Serve as primary tax point of contact for fund clients, vendors, and auditors. Oversee tax filings and disclosures (including Form 990 series), ensure compliance with federal/state/local tax laws for exempt organizations, coordinate third-party vendors and audits, research and resolve tax issues, and drive process improvements and reporting metrics.

Lead middle office operations for fixed income Customized Bond Portfolio (CBP) SMAs and design tax-managed SMA middle office. Balance service delivery, controls, issue management, operating model design, automation, global delivery, KPIs, and stakeholder engagement while building team capabilities and ensuring audit/regulatory readiness.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and maintain a book of business, acquire clients and deepen relationships through personalized investment and insurance solutions, collaborate with Chase partners, educate clients on digital tools, and uphold strong ethical standards.

Lead a 3-5 developer team to design, build, and maintain 55ip's market data platform and ETL processes. Partner with stakeholders to define solutions, run Agile/Scrum, enforce coding standards and testing, support UAT and post-launch, and mentor engineers while delivering high-scale financial data projects.

Assess and manage credit risk across high-growth Technology, Disruptive Commerce & Internet clients. Perform due diligence, complex financial modeling, loan structuring, documentation and negotiations. Partner with bankers, legal, and capital markets, mentor junior staff, manage portfolio renewals/amendments, and enforce credit policy while driving execution and relationship management nationwide.