Top Tech Jobs & Startup Jobs in Boston, MA

The Internal Wholesaler supports financial advisors by driving growth, engagement, and satisfaction through coordination, outreach, and resource delivery, while facilitating collaboration across departments to enhance advisor success.

Manage and oversee implementation projects for the Be Ready program, providing support to plan sponsors and ensuring successful rollouts. Lead project efforts, collaborate with internal and external partners, and generate reports. Actively manage relationships with plan sponsors and advisors post-implementation.

The consultant will handle client relationships, sales of retail offerings, and provide financial planning services to assist clients in their financial journeys.

The Regional Consultant will assist producers and marketers with sales materials, handle calls, promote products, and support onboarding new producers.

The VP leads the PMO for Wealth Management, overseeing strategic technology initiatives, managing project execution, and optimizing business processes. Responsibilities include aligning projects with executive goals, implementing governance frameworks, and enhancing digital platforms.

The Communications Sr. Manager will develop and execute communication strategies, create content for various audiences, and support internal and external communications while advising business leaders.

The SVP of Sales Operations and Compliance leads efficiency and compliance in Wealth Management sales, optimizing strategies and ensuring regulatory adherence while driving performance improvements.

Sales Support Specialists assist Internal Sales Representatives with rollovers and consolidation of retirement assets, manage participant inquiries, and produce sales proposals and marketing programs.

Lead the execution of digital engineering initiatives, optimizing customer onboarding, and delivering scalable digital solutions while managing teams and budgets.

The Data Product Owner drives the strategy for data products, aligning data initiatives with business needs, ensuring data quality, and delivering analytics solutions while collaborating with various teams.