Top Tech Jobs & Startup Jobs in Boston, MA

Supports complex defined contribution retirement plan clients, specializing in death claim processing and participant life-event administration. Reviews beneficiary and account activity, processes transactions according to plan provisions and regulations, reconciles trust and recordkeeping systems, prepares client reports and compliance documentation, and resolves client and beneficiary inquiries. The role also involves client relationship management, cross-functional collaboration, and mentoring less experienced team members.

Owns strategic relationships with voluntary carrier and ecosystem partners, driving revenue growth, retention, platform adoption, commercialization, governance, and innovation. Leads executive-level engagement, contract negotiations, business planning, risk management, and cross-functional initiatives. Uses partnership performance analytics to identify growth opportunities and influence product strategy. Coordinates with Product, Engineering, Legal, Finance, Marketing, Sales, Operations, and Customer teams to deliver measurable outcomes.

Provides regulatory expertise and consultative support on qualified retirement plans. Researches and applies IRC, ERISA, and state laws; advises clients and internal stakeholders on compliance, plan design, fiduciary governance, corrections, transactions, and terminations. Develops regulatory communications, educational materials, and technical guidance while supporting business opportunities and internal training.

Manages complex sponsored retirement plan relationships as the primary client contact. Resolves sensitive service issues, supports client satisfaction and retention, collaborates with Sales, Recordkeeping, and Operations, and identifies product, automation, and process improvement opportunities. The role also supports plan management calls and mentors new employees while serving plan sponsors, distributors, customers, and third-party administrators.

Manages assigned sponsored plans and serves as the primary contact for plan sponsors and customers. Resolves service and communication issues, coordinates with sales, recordkeeping, operations, and technical teams, supports plan administration and retention, contributes to product and process improvements, and handles assigned plan-management calls.

Provides administrative and client service support for complex defined contribution retirement plans. Processes withdrawals, RMDs, terminations, and other plan transactions; reconciles trust and recordkeeping balances; prepares reports; resolves client inquiries; supports trustee relationships; and ensures compliance with company, client, IRS, and DOL standards.

Provides administrative and client service support for complex defined contribution retirement plans. Responsibilities include processing plan transactions, performing plan testing and design analysis, reconciling trust and recordkeeping balances, preparing client reports and compliance filings, resolving issues, coordinating fund activity, and advising clients. The role also mentors junior recordkeepers, supports payroll reporting, participates in client meetings, and manages special projects.

Support planning and execution of internal audits across Retirement and Wealth Management. Perform control testing, document findings, use data analytics, develop issues and recommendations, communicate results, support special projects, and contribute to continuous improvement and talent development.

Finance intern supporting accounting and finance operations, including account reconciliations, journal entries, daily processing, research, data collection, reporting, analysis, documentation, and special projects. The role collaborates with finance teams, assists with internal management reports, attends meetings, and provides administrative support while developing experience in a corporate financial services environment.

Paid technology internship providing exposure to enterprise systems, data management, infrastructure, digital technologies, security, networking, web technologies, and business applications. Interns may contribute across areas including enterprise architecture, corporate systems, quality and vendor management, retirement services, wealth management, and employee benefits. The role seeks students with technical coursework, analytical ability, communication skills, collaboration, and eagerness to learn.