Top Tech Jobs & Startup Jobs in Boston, MA

Branch-based Wealth Advisor who builds and grows a personalized wealth management practice through client discovery, outreach, and referrals. Delivers financial planning, investment management, insurance, and estate planning by collaborating with internal specialists and partners to serve high-net-worth clients and expand relationships.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.

Underwrite and manage leveraged loan transactions for corporate and private equity clients, perform financial modeling and analysis, assess credit risk, prepare approval materials, monitor portfolio performance and covenant compliance, and support senior team members on due diligence, industry research, and client interactions.

Own and translate AI product vision into prioritized backlog, detailed requirements and acceptance criteria. Collaborate with cross-functional agile teams to deliver features, track OKRs and metrics, run demos, prototype UIs, provision data and analyze usage to drive customer-focused product decisions and adoption.

Underwrite and manage leveraged loan transactions including acquisitions, recapitalizations, restructurings, LBOs and refinancings. Support deal teams on due diligence, structuring, financial statement analysis, projection modeling, covenant tracking, credit approvals, portfolio reviews, loan closings, and client presentations while working with Commercial Banking, Credit Risk, and Capital Markets.

Provide white‑glove relationship support to high‑net‑worth private banking clients: manage communications, coordinate events, travel and ticketing, maintain Salesforce CRM, prepare meeting materials, support business development, handle expense reconciliation, and manage the team’s digital presence while ensuring discretion and compliance.

Provide day-to-day support to Wealth Managers, lead onboarding and service for new and existing high-net-worth clients, manage client relationships, and communicate investment updates, market insights, and performance reports.

Develop and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development and referrals, collaborating with internal specialists (investment, insurance, estate planning), and servicing high-net-worth clients to grow relationships and client engagement.

Lead strategy and execution to prevent, detect, and disrupt digital fraud, scams, and money mule activity. Build and mentor data science and analytics teams, develop ML predictive models, partner with product, cyber, vendors, and risk teams, and drive prevention-first controls, compliance, and operational efficiencies across payments, onboarding, and authentication channels.

Lead delivery of a centralized CIAM platform to consolidate authentication across channels, drive OTP consolidation, and implement passwordless, adaptive authentication using passkeys, biometrics, device intelligence, and AI-driven risk signals. Partner with Security, Fraud, Digital, and Technology to set enterprise authentication standards, ensure omnichannel identity orchestration, drive adoption, and measure KPIs like authentication success, fraud loss, and conversion.