Top Tech Jobs & Startup Jobs in Boston, MA

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.

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.

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.

Manage and deepen relationships with a book of high-net-worth clients, act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, proactively grow the practice through client expansion and sales, and ensure client-centric retirement planning and wealth management.

Owns the strategy, backlog, lifecycle, and delivery of digital experience products focused on AI-enabled associate and customer workflows. Responsibilities include gathering requirements, prioritizing roadmaps, mapping journeys, defining KPIs, conducting customer research, collaborating with design, engineering, operations, compliance, and analytics teams, and using AI, automation, NLP, and predictive technologies to reduce friction and improve adoption and business outcomes.