Top Tech Jobs & Startup Jobs in Boston, MA

Leads investment teams managing complex private client portfolios ranging from $100 million to several billion dollars. Responsibilities include portfolio construction, asset allocation, investment manager selection, risk and performance monitoring, client relationship management, team leadership, mentorship, and new business development. The role engages family members, boards, investment committees, family offices, advisors, and prospective clients while representing the firm in marketing and business development activities.

Lead end-to-end strategy and execution for complex client onboarding, transitions, service changes and off-boardings for U.S. Private Clients. Act as senior liaison to stakeholders and external providers, manage risks and governance, drive cross-functional decisions, and ensure disciplined delivery. Contribute to operating model improvements, lead post-implementation reviews, and provide subject-matter expertise and guidance to colleagues.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Lead sourcing, underwriting, and ongoing monitoring of venture capital managers. Conduct qualitative and quantitative due diligence, produce written assessments, meet with GPs and industry participants, support junior team development, contribute to research and portfolio construction, and represent the firm at industry events.

Lead portfolio construction and manager evaluation for institutional clients across public and private asset classes. Present recommendations to clients and committees, prepare analyses and materials, support business development, and mentor junior staff while contributing to team strategy and portfolio management.

Drive client acquisition and growth in the Southeast by developing business development strategies, identifying and engaging prospects (endowments, foundations, pensions, private clients), managing relationships, updating CRM, coordinating with investment, client service and marketing teams, representing the firm at events, and mentoring junior staff to support firm-wide growth objectives.

Drive lead generation and pipeline growth across institutional and private client segments in the US Southeast. Build relationships with prospects and centers of influence, represent the firm at events, collaborate with internal teams for client onboarding, and track/report business development activity in CRM to meet regional growth targets.

Lead business-development execution for the Private Client Practice, managing RFPs, proposals, pitch materials, and prospect strategy. Support select client relationships, coordinate cross-functional teams, maintain CRM records, and improve processes to drive new business and ensure high-quality client service.

Serve as strategic HR partner to assigned business units, advising leaders on talent, performance, employee relations, organizational design, change management, and HC analytics. Lead initiatives to improve organizational effectiveness, coach managers, manage investigations and disciplinary actions, track workforce KPIs, and collaborate across HR to deliver integrated people solutions.