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Top Tech Jobs & Startup Jobs in Boston, MA
Fintech • Financial Services
Leads Client Associates supporting brokerage branch transactions, operational processes, compliance, digital adoption, and service delivery. Oversees work allocation, approvals, onboarding, training, talent development, risk controls, and issue resolution. Partners with market and branch leadership, serves as a point of contact for operational and technology inquiries, supports new tool rollouts, and visits branches to coach teams and monitor operational risk. Requires securities industry experience, leadership experience, and applicable FINRA licensing.
Fintech • Financial Services
Originates and grows commercial client relationships for equipment finance, structuring and selling lease and loan solutions. Analyzes client financials, leads moderately complex transactions from underwriting through funding, coordinates with coverage and credit teams, and supports risk approval. The role also contributes to business planning, market insight, portfolio growth, mentoring, and product development. It requires at least 5 years of secured or specialized lending sales experience, 35% or more travel, and four days per week in the office.
Fintech • Financial Services
Leads Client Associate teams supporting brokerage branch operations, transactional workflows, compliance, digital onboarding, and money movement. Oversees work allocation, approvals, training, hiring, risk controls, process improvements, and technology inquiries. Acts as a liaison among market leaders, branch managers, support teams, financial advisors, and clients. Visits branches to monitor operational practices, coach staff, and ensure regulatory and service standards are met.
Fintech • Financial Services
Leads Client Associate teams supporting brokerage branch operations, transactional processes, compliance, digital adoption, and risk controls. Oversees work allocation, approvals, onboarding, training, talent development, issue resolution, and operational technology inquiries. Collaborates with market and branch leadership, supports process improvements and new-tool rollouts, and visits branches to coach teams on operational risk and compliance. Requires securities industry experience, leadership experience, and applicable FINRA registrations.
Fintech • Financial Services
Underwrites secured and asset-based lending transactions for commercial clients. Analyzes collateral, financial statements, cash flow, liquidity, valuations, and transactional risks; coordinates due diligence, appraisals, audits, compliance requirements, credit approval and funding memos. Supports client onboarding, initial funding, prospect screening, and special projects while partnering with senior underwriters, portfolio management, treasury, operations, and commercial banking teams.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
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Fintech • Financial Services
Leads Commercial Banking Portfolio Management for clients with $100 million to $2 billion in annual revenue. Advises senior leadership, develops long-term cross-functional strategies, resolves complex business challenges, and provides expertise on commercial banking solutions. Responsibilities include credit and risk oversight, partnership development, change management, compliance, and guiding portfolio management professionals across the company.
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Fintech • Financial Services
Leads a complex LIHTC equity investment portfolio through construction, lease-up, and stabilization. Responsibilities include asset performance monitoring, risk governance, financial and tax analysis, consent request underwriting, capital and reserve evaluations, troubled-investment action plans, stakeholder management, and executive reporting. The role also coaches talent, leads projects, and drives process improvements while ensuring compliance with Wells Fargo and FINRA requirements.
Top Skills:
LihtcExcelSection 42
Fintech • Financial Services
Leads complex commercial banking relationships for mid-corporate and commercial auto clients. Advises on floor plan, acquisition, real estate, lending, treasury, and other financial solutions; develops client-specific strategies; coordinates with investment banking and internal product teams; manages risk and compliance; mentors colleagues; and originates new relationships, loans, deposits, fees, and treasury management revenue.
Top Skills:
Commercial LendingCrm SystemsFinra Series 63Finra Series 79Securities Industry Essentials (Sie)Treasury Management
Fintech • Financial Services
Designs, develops, and deploys enterprise AI applications using LLMs, agentic frameworks, RAG, fine-tuning, and multi-agent systems. Leads scalable AI platform development, integrates models with enterprise products, establishes evaluation benchmarks, and ensures compliance with architecture, security, risk, governance, and responsible AI standards. Advises leadership, resolves complex technical challenges, develops reusable tools, and mentors engineers while collaborating across engineering, product, architecture, risk, and business teams.
Top Skills:
Agentic AiAutogenCi/CdCopilot StudioDockerGenerative AiGoogle Agent Development Kit (Adk)Google Vertex AiJavaKubernetesLangchainLarge Language Models (Llms)MicroservicesMicrosoft 365 CopilotOpenshiftPythonRetrieval-Augmented Generation (Rag)Semantic Kernel
Fintech • Financial Services
10-week Commercial Banking summer internship offering hands-on experience: conduct research and financial analysis, support relationship managers and credit underwriters, complete low-to-medium complexity assignments, learn compliance and risk management, and participate in onboarding, speaker series, and networking while developing analytical, communication, and teamwork skills.
Top Skills:
Ai Chat-Based AssistantsMicrosoft CopilotExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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