Top Tech Jobs & Startup Jobs in Boston, MA

The Executive Coordinator manages administrative support for a financial planning team, enhancing client experience, coordinating communications, and handling business tasks to ensure smooth operations and project tracking.

Manage the Corporate Actions department, train staff, ensure compliance, and drive process improvements while collaborating with teams across global locations.

As an Internal Advisor Consultant, develop and maintain client relationships, assist in investment selections, and partner with senior sales staff to achieve business objectives.

The Client Portfolio Analyst supports investment strategies through data analysis, research, and developing marketing materials. Responsibilities include articulating product strengths and assessing portfolio performance against benchmarks and competitors.

The Senior Regional Investment Consultant will drive sales by maintaining relationships with RIAs and bank trust firms, providing investment solutions and market insights, and managing territory sales goals in the West Region.

Support business units by defining user stories, documenting requirements, and managing a business intelligence ecosystem including Salesforce and reporting. Collaborate with teams to enhance user experience and troubleshoot solutions.

Manage the contract lifecycle of investment agreements, partner with key teams for contract negotiation, ensure documentation is approved, and assist with process improvements.

The Legal Affairs Manager supports retail investment advice by applying federal securities laws, conducting legal research, reviewing documents, and maintaining compliance in financial products and services.