Top Tech Jobs & Startup Jobs in Boston, MA

Supports portfolio trade compliance through pre- and post-trade monitoring, rule coding and testing in Charles River, regulatory interpretation, breach reviews, incident reporting, client onboarding, and compliance reporting. Collaborates with portfolio management, legal, operations, and sales while supporting UCITS, CSSF, Investment Company Act, ESG, and SFDR requirements across diverse asset classes.

Manages international client onboarding, legal agreement reviews, operational memoranda and SLAs, bespoke institutional reporting, UCITS fund reporting, and inbound client service issues. Coordinates cross-functional teams across Investments, Product, Legal, Operations, Compliance, Technology, and Client Service. Maintains dashboards, tracks deliverables, escalates risks, identifies process improvements, and supports automation and AI-driven reporting initiatives for global clients and partners.

Reviews and approves marketing, advertising, sales, digital, and institutional materials for investment products across RIA, broker-dealer, and direct platforms. Interprets SEC, FINRA, MSRB, and related regulations; advises Marketing, Portfolio Management, Product, Administration, and Legal; improves compliance policies and processes; supports regulatory examinations; and contributes to compliance initiatives and technology improvements.

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 portfolio management and trading for rules-based, index, and active equity strategies. Execute global equity trades, manage ETF rebalances, analyze performance and risks, coordinate with brokers/custodians, and drive process improvements.

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.