Top Tech Jobs & Startup Jobs in Boston, MA

Designs, develops, and delivers Fund Accounting training and curricula (new hire, i2i, system rollouts). Partners with SMEs and stakeholders, evaluates program effectiveness, maintains training inventory, and mentors junior staff while supporting global rollout and continuous improvement.

Lead design, delivery and evaluation of Fund Accounting learning programs. Consult with managers to translate business needs into curricula, oversee global and local training rollouts (including i2i and new-hire programs), manage L&D team assignments, act as project manager for major initiatives, and maintain quality and continual improvement of training materials and system rollouts.

Lead and grow relationships with complex institutional securities lending clients. Advise senior stakeholders, develop tailored solutions and pricing strategies, coordinate internal teams, educate clients on market and regulatory developments, identify cross-sell opportunities, and recommend product and process improvements to enhance client outcomes and profitability.

Lead review and preparation of fund financial statements and schedules, coordinate audits and SEC filings (N-CSR, N-MFP, N-PORT Part F), serve as technical resource on derivatives and new investments, supervise staff, and support onboarding and ad hoc projects.

Lead and review preparation of fund financial statements and SEC filings, manage reporting and audit cycles, serve as technical resource on GAAP and derivatives, coordinate with clients and business areas, and supervise staff to ensure accurate, timely filings.

Lead and support enterprise-scale transformation initiatives by gathering and documenting requirements, analyzing current-state processes, designing improved operating models, partnering with technology and data teams, defining success metrics, and participating in governance and program delivery to drive large cross-functional change in Wealth Management.

Lead end-to-end execution of large, cross-functional enterprise transformation programs for Wealth Management. Own scope, timelines, budgets, risks, governance, and benefits realization while aligning resources across business, technology, data, operations, and risk. Prepare executive updates, drive stakeholder alignment, and apply analytical judgment to solve complex problems and deliver measurable business outcomes.

Plan, execute, and report audits of the AML/Financial Crimes program. Evaluate design and operating effectiveness of controls (KYC/CDD/EDD, transaction monitoring, sanctions/PEP screening, risk assessment). Produce findings, present recommendations, and coach audit teams while ensuring adherence to audit methodology and documentation standards.

Lead strategy and continuous improvement of the Asset Servicing client digital journey. Align stakeholders across product, UX, and engineering, define problems and outcomes, prioritize initiatives, drive adoption of digital platforms, and measure business and client outcomes.

Lead new-client development and solutions sales for ultra-high-net-worth individuals, families, and institutions. Build and execute a business development strategy, cultivate professional networks and COIs, advise on estate, wealth transfer, and tax planning, and coordinate client onboarding and handoff to internal teams. Serve as a local brand ambassador and work collaboratively with specialists to convert prospects and expand relationships.