Top Tech Jobs & Startup Jobs in Boston, MA

Leads strategic relationship management for a complex institutional client portfolio, driving retention, growth, product adoption, and client outcomes. Serves as a trusted advisor to plan sponsors, consultants, and senior executives; develops multi-year business strategies, identifies sales opportunities, manages profitability, and resolves complex issues. Leads integrated teams, strengthens consultant relationships, mentors staff, and promotes retirement solutions and lifetime-income products.

Supports the relationship management team by driving consistent client engagement practices, CRM usage, resource coordination, peer engagement, and standardized processes. Partners with business and leadership teams to implement client engagement strategies, identify new business opportunities, track metrics, share best practices, and improve accountability across the organization.

Manages operational administration and compliance controls for education savings programs. Reviews transactions and account activity, maintains fraud, AML, privacy, and complaint tracking, tests processes, updates policies and disclosures, coordinates with legal and risk teams, and resolves vendor and customer issues.

Owns capabilities across TIAA’s annuitization platform and lifetime income products. Develops roadmaps, defines and prioritizes epics, supports solution design, coordinates cross-functional stakeholders, and drives adoption, risk mitigation, and business value. Uses SQL, Snowflake, and Tableau to analyze performance, customer feedback, complaints, and remediation trends. Creates executive presentations and dashboards, serves as a subject matter expert, and partners with Product, Technology, Legal, Risk, Compliance, and Regulatory teams on product initiatives.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

Leads portfolio operations and reporting, including IBOR ownership, portfolio accounting, performance calculations, investment reporting, GIPS composite reports, data governance, reconciliations, and system integrations. Manages Advent Portfolio Exchange, cloud migration, vendor relationships, operational controls, and cross-functional initiatives involving Investments, Trading, IT, and Data Governance. Oversees report development, process improvement, staff training, and portfolio management software support.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

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.

Manage and deepen relationships with high-net-worth clients, providing fiduciary financial planning, investment strategies, and retirement guidance. Grow an established wealth management practice through relationship expansion, sales performance, and use of TIAA capabilities. Collaborate with internal specialists to deliver tailored recommendations and proactively address client needs.

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.