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.

Provide comprehensive, goals-based financial planning and advice to individuals and families, build client relationships and a book of business, educate clients on digital tools, and collaborate with partners to deliver personalized investment and insurance solutions.

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver goals-based investment solutions, coordinate with Chase partners, educate clients on digital tools, and uphold integrity and client-first service.

Provide dedicated business and operational support to Financial Advisors and ultra-high-net-worth clients, including onboarding, account maintenance, trade execution, product support, client communications, and liaison work across compliance and firm partners.

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 advice to individuals and families, build a book of business, acquire and deepen client relationships, and promote community engagement and financial education. Recommend investment and insurance solutions, collaborate with partners, and help clients adopt digital banking tools.

Lead firmwide AI transformation by defining portfolio strategy, prioritizing high-impact AI initiatives, building governance and measurement frameworks, advising senior leaders with data-driven narratives, clearing execution roadblocks, and managing a team to deliver measurable strategic and financial value.

Provide comprehensive financial planning and relationship-driven investment advice to individuals and families. Build a book of business, acquire and retain clients, coordinate referrals across Chase partners, educate clients on digital tools, and deliver goals-based planning while maintaining regulatory licenses and industry best practices.

Lead platform reliability, onboarding, user access, and sales enablement operations for enterprise clients. Coordinate integrations, automate processes, manage errors/accommodations, and collaborate across sales, product, technology, and operations to improve client experience and scalability.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and grow a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions; educate clients on digital tools; collaborate with partners and support teammates while maintaining high integrity and client focus.