Top Tech Jobs & Startup Jobs in Boston, MA

The Director will develop and execute strategies for employee wealth and referral programs, focusing on marketing, education, and collaboration to meet growth targets.

The Talent Program Manager oversees talent programs, enhancing employee engagement and development, while collaborating with the People organization and managing large-scale projects.

The Tax Manager I leads client relationships and manages the preparation and review of tax returns for high-net-worth clients, providing timely and accurate tax services and communication.

The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.

The Seasonal Tax Preparer assists the tax preparation team by preparing tax returns, utilizing tax software, and coordinating with team members to ensure accuracy and efficiency.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.

As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.

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.

The Manager of CRM and M&A Integrations oversees CRM administration, data quality, and business process integrations while collaborating with M&A teams and stakeholders.