Top Tech Jobs & Startup Jobs in Boston, MA

Serve as final quality-control authority for all client- and prospect-facing communications. Proofread, edit, and fact-check content across email, print, digital, and presentations; ensure brand and AP style consistency; manage publishing operations, newsletters, and editorial workflows while collaborating with cross-functional marketing teams.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

Prepare and deliver individual, trust, and business income tax returns, projections, and analyses for high-net-worth clients. Provide client communication, tax research, respond to notices, coordinate with support staff, and stay current on tax law changes. Support timely, accurate tax services and collaborate with wealth advisors.

The Financial Planner assists in creating comprehensive financial plans by analyzing client documents, managing data, and utilizing financial planning tools. This entry-level role offers training opportunities in financial planning across various domains.

As a Senior Product Manager, you will lead the development of tools for financial advisors, focusing on product execution, advisor-centric development, and integrating AI into workflows while mentoring junior team members.

Build and manage relationships with prospective wealth management clients, own the sales pipeline from prospecting to close, present tailored solutions, collaborate across teams, and drive sales growth while meeting client needs and supporting business objectives.

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

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

Lead the Opportunity Engine product development, managing cross-functional teams to drive advisor growth and improve client experiences using data and AI.