Top Tech Jobs & Startup Jobs in Boston, MA

Leads strategic initiatives across Transfer Agency to improve operational effectiveness, redesign processes, implement technology-enabled transformations, and enhance governance. Partners with cross-functional stakeholders, facilitates workshops, develops future-state operating models, creates metrics and dashboards, supports change management, and monitors benefits realization. The role identifies automation opportunities, documents workflows, supports adoption and training, and drives continuous improvement through data-informed decision-making.

Manages and grows a portfolio of insurance clients requiring custody, asset servicing, investment, banking, credit, accounting, and treasury solutions. Builds relationships, identifies client needs, develops strategic relationship plans, drives profitability, leads service reviews, coordinates internal experts, resolves issues, advises clients on financial and industry developments, and supports prospecting and new business efforts with insurance companies.

Leads and executes first-line control testing, including walkthroughs, design and operating effectiveness testing. Documents test work, analyzes results, identifies deficiencies, drafts reports, and escalates follow-ups. Collaborates with stakeholders to remediate risk areas and improve operational and compliance processes. Supports control projects and corporate risk initiatives while managing multiple deadlines independently. The role requires risk and control testing experience, financial services and regulatory knowledge, understanding of control frameworks, strong analytics, and effective communication.

Supports fund accounting initiatives, process improvements, controls, and operational deliverables. Analyzes accounting data, cash activity, investment records, reconciliations, and reports to identify risks and improvement opportunities. Coordinates cross-functional projects, monitors deliverables, develops documentation, ensures compliance and accuracy, and provides guidance to less-experienced colleagues. The role requires independent judgment, strong analytical skills, and effective collaboration across accounting, operations, client service, and technology teams.

Processes and manages fund expense transactions for the Treasury and Budgeting group, including expense schedules, accruals, allocations, postings, invoice payments, client coordination, and financial reporting. Maintains procedures, deadlines, accuracy, and timely issue escalation while handling complex activities with financial and client impact. Serves as a subject matter expert and mentor to junior employees.

Manage and expand complex institutional securities lending relationships, advise senior stakeholders, develop strategic solutions, coordinate internal service delivery, and identify cross-selling opportunities. The role includes educating clients on market and regulatory developments, developing pricing strategies, managing profitability, and recommending products and process improvements. Candidates need extensive financial services and securities lending experience, strong market knowledge, and proven institutional relationship management and business development skills.

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.

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.