Top Tech Jobs & Startup Jobs in Boston, MA

Owns the full lifecycle of front-office pricing, valuation, and risk models supporting commercial sales and trading. Develops quantitative models for pricing, hedging, and risk analysis; ensures regulatory and governance compliance; leads validation and model reviews; and partners with trading, risk, finance, technology, audit, and regulators. The role also drives model enhancements, pricing transparency, risk insight, revenue generation, and balance-sheet optimization.

Manage a portfolio of 15–25 asset-backed securitization lending transactions, including performance tracking, servicer reporting, facility utilization, credit reviews, amendments, waivers, and compliance. Support deal execution, client diligence, legal document review, audits, and business reviews. Build relationships with clients, lawyers, credit, origination, investment banking, and operations partners while researching industry trends and communicating transaction risks and performance.

Develops enterprise business intelligence solutions, including data preparation workflows, dashboards, reports, visualizations, and analytics. Partners with stakeholders to translate requirements into actionable insights, ensures data quality and governance, documents processes, and coordinates contract resources across concurrent projects. Uses Alteryx, Tableau Prep, Power BI, and Tableau to deliver scalable reporting and measurable business value.

Build and maintain branch network performance reporting, dashboards, semantic models, and analytical datasets using SQL and Alteryx. Translate banker, branch, market, and enterprise data into actionable insights for senior leaders. Lead analytical projects, manage timelines, communicate executive-ready findings, improve reporting processes, and mentor junior analysts. Partner with Distribution and Consumer Bank leadership in a hybrid, primarily onsite environment.

Conduct independent fundamental research on U.S. large-cap equities, including financial statement analysis, earnings coverage, valuation, forecasting, and financial modeling. Generate, pitch, and defend investment ideas; advise wealth teams; write investment commentary and research; present views to senior audiences; and use Excel and AI tools to scale research. The role requires broad market expertise, strong communication skills, CFA certification, and minimal oversight.

Manages affluent and high-net-worth client relationships by acquiring and onboarding clients, growing deposits, investments, and lending balances, and delivering personalized financial strategies. Partners with wealth advisors, CFPs, and other banking teams to provide integrated service, deepen relationships, and improve client satisfaction. Uses Salesforce CRM to track activities and supports a client-centric sales environment.

Build and manage relationships with affluent and high-net-worth clients. Acquire and onboard new clients, grow deposits, investments, and lending balances, conduct financial discovery conversations, and provide personalized strategies. Retain clients through proactive outreach and life-event insights while partnering with wealth advisors, CFPs, retail, business banking, mortgage, and wealth teams. Track activities in Salesforce and meet client satisfaction and asset-growth goals.

Leads strategic and executional marketing for Citizens’ investment banking business, building brand equity, generating demand, and supporting revenue goals. Responsibilities include digital marketing, content and editorial planning, lead nurturing, marketing automation, analytics, integrated campaign execution, stakeholder management, budgeting, and regulatory compliance. The role partners with sales, leadership, agencies, and marketing centers of excellence to improve client experience and business performance.

Supports private bank relationship managers by managing clients’ lending transactions from inquiry through post-closing. Analyzes financial statements and loan eligibility, coordinates internal and external parties, presents loans for approval, submits and locks loans, collects conditions, monitors pipelines, coordinates closings, and performs quality control. Requires expertise in credit policy, complex underwriting, commercial real estate and multifamily lending, regulatory requirements, and high-net-worth lending.

Acquires and onboards affluent and high-net-worth clients, grows deposits, investments, and lending balances, and deepens relationships through proactive financial conversations. Partners with Wealth Advisors, CFPs, and other banking teams to deliver personalized strategies and seamless client experiences. Tracks client activity in Salesforce, supports regulatory controls, and achieves goals related to assets, deposits, lending, and client satisfaction.