Top Tech Jobs & Startup Jobs in Boston, MA

The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.

Provide in-person and virtual financial planning and product advice to retirement plan participants and beneficiaries. Recommend and facilitate purchases (mutual funds, annuities, IRAs, life insurance), execute transactions, develop institutional relationships, and use tax/investment knowledge to help clients meet short- and long-term goals. Role includes initial hourly training period, then salaried status, and requires obtaining licenses within 120 days.

Lead Communications Consultant delivers communications solutions for retirement plan sponsors, leads stakeholder meetings, ensures regulatory compliance, measures communications metrics, oversees junior staff, coordinates technology and templates, manages endorsement mailings and scripting, and partners with technology and business teams to execute projects.

Develop and grow a wealth management practice by managing an established book of high-net-worth clients. Act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, and proactively expand relationships through sales and practice-management efforts.

Provide expert financial, estate, and tax planning advice to high-net-worth clients; design innovative strategies, conduct in-depth analyses, train internal partners, author thought leadership, and stay current on tax and regulatory changes.

Manage and grow a high-net-worth wealth management practice by deepening client relationships, delivering tailored fiduciary financial plans and investment solutions, collaborating with specialists, and proactively expanding your book through sales and client engagement.

Manage and deepen relationships with a book of high-net-worth clients, deliver tailored financial and retirement strategies, act as fiduciary, grow practice through cross-selling, and collaborate with specialists to provide comprehensive wealth management.

Manage and deepen relationships with high-net-worth clients, deliver tailored investment and financial planning strategies as a fiduciary, serve as primary financial contact through retirement, proactively grow an existing book of business, collaborate with internal specialists, and drive practice growth through consultative sales and service.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies, acting as primary client contact, collaborating with specialists, and proactively expanding relationships through sales and practice-building activities.

Partner with affluent clients to identify financial goals, analyze finances, and recommend tailored wealth management and retirement solutions. Deepen relationships, grow a book of business via referrals, communicate complex financial strategies, and obtain required licenses within 120 days.