Top Tech Jobs & Startup Jobs in Boston, MA

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.

Serve as primary investment consult for Wealth Advisors: advise on portfolio strategy, manage and audit implementations, support new firm integrations, prepare investment deliverables, collaborate with Operations, Trading, Compliance, and lead training to meet SLAs and client objectives.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

Lead product ownership for Advisor Experience, owning roadmap from discovery to delivery. Build integrations and AI features (Aspen AI, client portal), deliver advisor capacity and transition tools, work with engineering/design/data and external partners, and drive Client Excellence KPIs (Net Revenue Retention, NPS, advisor retention, transition success).

Make daily outbound and inbound sales calls to identify, qualify, and develop prospects; run lead generation campaigns; build trusting client relationships; use Salesforce and email to follow up; collaborate with the inside sales team and deliver exceptional service.

Provide advanced financial planning support to HNW/UHNW clients and advisors: prepare and maintain plans, co-present, coordinate Wealth Solutions deliverables, identify opportunities, and produce thought-leadership and training materials.

The Tax Manager will lead client relationships, prepare tax returns, manage tax projections, and mentor junior staff while ensuring compliance for high-net-worth clients.

Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.

Lead development and execution of enterprise privacy strategy, policies, and governance. Ensure compliance with global privacy laws, manage privacy risk assessments, DPIAs, vendor reviews, incident response, and data subject rights. Implement AI-specific data controls and partner cross-functionally to embed privacy-by-design across technology, people, and marketing. Serve as strategic advisor to executive leadership and General Counsel.

Lead Relationship Expansion program delivery across assigned markets: activate markets, coach advisors 1:1 and in groups, partner with Managing Partners, track pipeline, and contribute to program design and continuous improvement.