Top Tech Jobs & Startup Jobs in Boston, MA

Leads a Principal Review team supervising brokerage, advisory, insurance, fixed income, and options transactions. Responsibilities include managing licensed reviewers, handling escalations, executing supervisory procedures, applying FINRA and regulatory requirements, conducting quality assurance, supporting examinations and audits, implementing risk-tiered reviews and automation, reporting desk metrics, and partnering with field supervision and other oversight teams.

Conduct principal-level supervisory reviews of brokerage, advisory, managed account, insurance, annuity, fixed income, mutual fund, and options transactions. Evaluate suitability, best-interest obligations, documentation, and regulatory compliance; communicate decisions to advisors; escalate risks; support audits and examinations; and improve automated review workflows. Serve as a subject-matter lead, handle complex cases, and mentor reviewers.

Drives discovery, strategy, and delivery of data products for Retail Wealth Management. Translates business needs into technical requirements, defines product vision and roadmaps, prioritizes backlogs, and partners with engineering, architecture, and business stakeholders. The role oversees data solution design, requirements, user stories, analytics, adoption, and value measurement while facilitating Agile planning. It also mentors junior product professionals and presents recommendations to senior leadership.

Provide onsite Level 1 and Level 2 technical support for Windows devices, Microsoft 365, mobile equipment, networks, credentials, and AV systems. Install, diagnose, repair, and upgrade hardware and software; manage tickets, SLAs, IT assets, office moves, and technology refreshes. Support incident, problem, change, and release management while delivering high-quality deskside service and collaborating with IT teams.

Serve as the primary contact for retail clients and retirement plan participants, handling inbound service calls, account servicing, funding paperwork, trading support, rollovers, and follow-up activities. Coordinate with internal teams, carriers, plan sponsors, agents, and brokers to resolve client needs. Maintain compliance, track open items, and study during work hours for SIE, Series 7, and Series 66 licenses, with potential progression into a licensed wealth consultant role.

Leads the enterprise technology roadmap for Voya’s AI-native wealth management platform, aligning business strategy, product management, customer experience, and engineering execution. Drives a unified digital experience across retirement, wealth management, employee benefits, and investment management. Oversees cross-functional prioritization, AI and cloud adoption, platform integration, stakeholder alignment, governance, and business outcomes including client engagement, retention, cross-sell growth, and digital adoption.

Own the 12–18 month technology roadmap for Voya’s advisor experience, including AI copilots, proposal generation, client context, and next-best-action tools. Lead discovery, product specifications, AI evaluation, prioritization, launches, adoption measurement, and compliance coordination. Partner closely with engineering, wealth management, advisors, legal, and supervision while managing and coaching a small product team. Ensure products improve advisor capacity, client outcomes, and regulated financial-services workflows.

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

The Wealth Management Sales Manager leads financial advisors, focusing on advisor development, client experience, and asset retention while driving sales growth in a fiduciary environment.

The actuarial intern will perform mathematical and clerical actuarial tasks, compile and verify data, support loss and expense reserve evaluations, prepare rate filings and financial schedules, and assist with premiums, benefits, pricing, and other assigned projects.