Top Tech Jobs & Startup Jobs in Boston, MA

Client Relationship Analysts offer exceptional client support, assist Financial Advisors with account-related tasks, and provide administrative support to teams.

Assist the trading desk with equity trades, reporting, and maintain relationships with brokers and custodians while supporting operational tasks.

The National Risk Officer oversees risk, compliance, and supervisory functions, ensuring adherence to regulations and providing guidance to Financial Advisors.

The VP will consult with clients on implementing informal funding strategies for Nonqualified Deferred Compensation plans, focusing on COLI sales and driving growth in informal funding business.

Client Relationship Analysts provide exceptional service to clients, support Financial Advisors, assist with account transactions, and educate clients about digital tools.

The Portfolio Accounting Associate executes accounting processes, ensures data integrity, and manages portfolio valuation within the firm's investment operations, facilitating support and maintaining relationships across business units.

Provide high-level administrative support to executives in Investment Operations, managing schedules, communication, events, and confidential information.

This role manages institutional client billing operations, ensuring accuracy in fee calculations, oversight of reporting, and implementation of training programs while leading a team.

Support a high net worth sales team, providing consultative assistance, technical and sales support, and driving AUM growth, while coordinating problem resolution and facilitating account management.

Support the sales team for high net worth clients by conducting analyses, onboarding new clients, maintaining CRM, and assisting with inquiries.