Top Tech Jobs & Startup Jobs in Boston, MA

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, research, data entry, plan modeling, and client service initiatives. The intern also assists with CRM and financial planning software, prepares client materials, observes meetings, and contributes to business development and process-improvement discussions.

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, client follow-up, account maintenance, data entry, plan modeling, and research. Uses financial planning and CRM software to manage client information and deliverables. The intern also contributes to client service improvements, business development initiatives, and special projects while developing advisory, communication, and relationship-management skills.

Administer and optimize the Docebo learning management system, including configuration, user management, content uploads, troubleshooting, integrations, testing, quality assurance, analytics, and reporting. Collaborate with HRIS teams, content creators, and stakeholders to support learning initiatives, ensure governance compliance, and improve learner experiences.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Supports reporting for ultra-high-net-worth clients by onboarding and maintaining portfolio data, generating performance and transaction reports, auditing trades and cash flows, resolving data discrepancies, and managing private equity and alternative investment information in Black Diamond. The role also assists with investment management and billing processes, maintains control procedures, and provides accurate, timely reporting to advisory teams.

Designs, configures, and deploys Agentforce agents and autonomous workflows within Salesforce Financial Services Cloud. Integrates agents with MuleSoft APIs, external data, and financial planning platforms; implements Einstein AI capabilities; and ensures security, compliance, and reliable agent behavior. The role also tests and monitors agents, mitigates hallucination risks, analyzes usage data, incorporates advisor feedback, and evaluates new Salesforce AI features.

Manages the integration of newly acquired wealth management firms, including technology migrations, operational transitions, project plans, stakeholder coordination, training, KPI tracking, risk mitigation, and documentation. The role coordinates billing, trading, reconciliation, client PMS data, and adoption of Mariner’s systems while ensuring timely, seamless integration.

Leads the design, delivery, and scaling of Motivational Interviewing-based Client Centered Communication training. Facilitates training for financial professionals, provides individual coaching, develops AI-supported transcript evaluation, establishes scoring standards, analyzes performance data, coordinates certification alignment, and supervises a CCC Instructor. The role partners with business leaders to embed communication competencies across the organization and strengthen advisor-client trust and engagement.

Senior HR leader responsible for HR technology strategy, HRIS/HCM and payroll oversight, HR operations, compliance, workforce analytics, acquisitions/divestiture HR support, vendor management, and building scalable HR service delivery and shared services to improve employee experience and business performance.

Leads the Cyber GRC function, including cybersecurity governance, policy and control frameworks, regulatory compliance, audit readiness, vendor risk, security awareness, AI governance, cyber risk quantification, and executive reporting. Partners with security, IT, legal, procurement, and business teams while representing the organization to regulators, auditors, and third-party assessors. Builds scalable programs and leads enterprise cybersecurity initiatives in a highly regulated financial-services environment.