Top Tech Jobs & Startup Jobs in Boston, MA

Acquire, retain and deepen a portfolio of business clients (≈40) and prospects (≈60) with revenue >$3M. Provide deposit, cash management and credit solutions (up to $15M), prospect for new relationships, develop referral networks, partner with product specialists for seamless onboarding, deliver customized financial advice, and follow risk and compliance protocols to protect the firm.

Maintain books and records for hedge, hybrid and private equity funds; review governing documents; prepare and review NAVs, management fee and carried interest calculations; manage capital calls/distributions and investor communications; coordinate with internal and external stakeholders to meet SLA timelines and control framework requirements.

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.

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.

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.

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.

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.

Acquire, retain, and deepen a portfolio of ~40 business clients and 60 prospects (>$3M revenue). Provide deposit, cash management and commercial credit solutions (up to $15M), prospect for new clients, build referral networks, partner with internal specialists for onboarding, and ensure strong client experience while following risk and regulatory protocols.

Drive adoption of 55ip's tax-smart platform with enterprise RIAs and wealth management firms through consultative outreach, relationship management, cross-functional collaboration, and partnership with Advisor Success to meet AUM ramp goals.

Lead and manage cross-firm AI in Operations program initiatives: develop strategic plans, apply structured problem-solving and design thinking, support multiple workstreams, engage senior stakeholders, standardize AI use cases, and drive scaling and reimagination of AI capabilities across operations.