Top Tech Jobs & Startup Jobs in Boston, MA

Maintain and enhance front-office investment risk models, monitor portfolio exposures and perform stress testing. Partner with portfolio managers for risk attribution and pre/post-trade analysis. Build automated reporting pipelines and Snowflake data models using Python and SQL, contribute to AI-assisted risk analytics, and prototype ML applications for factor modeling and anomaly detection.

Support a Regional Sales Director by outbound calling and emailing financial advisors, generating leads, preparing investment materials, facilitating advisor calls with portfolio managers, using Salesforce and Power BI for sales reporting, and providing inbound phone coverage. Drive territory sales through prospecting, needs-based selling, and targeted outreach; some travel, nights, and weekends required. Compensation is base plus commissions.

Territory-based mutual fund/ETF wholesaler covering NC/SC/S. VA. Build and maintain advisor relationships, promote investment products, identify opportunities, prepare presentations, support client business planning, and collaborate with internal teams to drive sales growth and meet targets.

Lead end-to-end product design, launch, and lifecycle management for a multi-vehicle asset management product shelf. Identify opportunities, structure new strategies (ETFs, mutual funds, UCITS, CITs, interval funds, separate accounts), coordinate cross-functional launches, support international distribution, monitor market and regulatory trends, and provide governance materials for senior leadership and fund boards.

Lead the Advertising Review team to review and approve marketing and communications across RIA and broker-dealer platforms. Provide SEC/FINRA/ETF marketing compliance expertise, support examinations, optimize review workflows and technology (including Red Oak AdMaster), and lead, mentor, and scale a distributed team to ensure timely, risk-based reviews.

Design and execute omni-channel marketing campaigns for the Intermediary distribution channel; manage campaign calendar, project plans and product launches; create partner-tailored collateral and sales enablement; analyze campaign performance and optimize; support events, compliance reviews, and cross-functional alignment to drive growth for SMAs and other products.

Provide analytical support and build advanced investment risk analytics and reporting. Monitor risk reporting architecture, produce performance and risk commentary, support new strategy on-boarding, lead special research projects, and collaborate with investment franchises and firm functions to enhance data, visualizations, and model setups.

Lead international institutional client onboarding and ongoing service for U.S. investment products. Coordinate sales, operations, legal, reporting, and custodians; establish workflows, review investment guidelines, manage tax compliance, resolve issues, support client presentations, and report status to senior management.

Support management of non-agency RMBS and ABS portfolios: monitor collateral performance, build valuation and surveillance systems, develop econometric models for prepayments/defaults, perform credit analysis, propose and execute trades, and manage sell-side and broker relationships.

Create and edit financial marketing content across digital, print, and video channels; ensure regulatory compliance and brand consistency; develop educational materials for varied audiences; manage content calendar and production timelines; conduct content audits and performance analysis; collaborate with design, compliance, and product teams.