Top Tech Jobs & Startup Jobs in Boston, MA

The Research Associate will support senior analysts in investment idea generation and monitoring, conduct due diligence, and develop financial models.

Wealth Management Associates support Financial Advisors by providing exceptional client service, assisting in financial planning, and executing marketing strategies while cultivating trusted relationships with clients.

The Wealth Management Associate supports Financial Advisors by providing client service, enhancing client relationships, managing portfolios, and executing marketing strategies. Their role involves personal client interactions, reports preparation, and facilitating operational support.

The National Risk Officer oversees compliance, risk functions, and supervisory matters, promotes risk awareness among Financial Advisors, and manages operational responses to alerts and inquiries.

The Operations Analyst role involves trade settlement, portfolio reconciliation, and corporate actions. It supports operational processes and emphasizes detail orientation, problem-solving, and process improvement.

The Operations Analyst role supports client operational processes like onboarding, billing, and account maintenance, while ensuring efficiency and accuracy in financial operations.

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.

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

The Transaction Counsel will provide legal support for investments in emerging markets, analyze documentation, negotiate terms, and work collaboratively with investment teams.

The Director will oversee financial and regulatory reporting for alternative investments, manage post-execution processes, and support operational accounting functions, ensuring accuracy and compliance in a collaborative environment.