Top Tech Jobs & Startup Jobs in Boston, MA

Lead development and execution of advanced wealth planning strategies, advising advisors on estate, tax, philanthropic and legacy planning. Design scalable training, collaborate with leadership to identify trends and platform opportunities, streamline processes, and serve as primary advanced-planning resource to enhance advisor effectiveness and client outcomes.

Lead advisor growth and engagement by guiding advisors on Mariners platform, designing growth roadmaps, coordinating coaching and experience teams, identifying market opportunities, and driving adoption of best practices to improve advisor and client outcomes.

Lead advisor coaching and strategy for Mariner Independent by designing and delivering scalable coaching, training, onboarding, and professional development programs. Provide individual and group coaching, create playbooks and frameworks, partner with leadership to identify needs, measure program impact, and support advisors in leveraging platform tools to drive business growth, client engagement, and consistent advisor performance.

Lead organic growth go-to-market strategy, alliances, and partner channels to drive pipeline and revenue. Design end-to-end client journeys, coordinate content and campaigns, enable sales/partners, and measure ROI with analytics. Own events/sponsorships, corporate partnership programs, and scalable channel activations to expand reach and improve conversion outcomes.

Lead paid client acquisition activation across planning, creative, media, and testing. Develop cross-channel activation plans, run test-and-learn experiments, optimize campaigns, align digital experiences with acquisition goals, and coordinate with Sales, CX, Technology, and Digital teams to drive measurable growth.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.

The Senior Wealth Analyst supports the advisory team by analyzing investments, creating financial reports, and participating in strategy discussions for Ultra High Net Worth clients.