Top Tech Jobs & Startup Jobs in Boston, MA

The Senior Associate will manage billing operations, ensure timely collections, support internal audits, and drive process improvements.

Support Wealth Advisors in creating and implementing personalized financial plans across retirement, tax, estate, risk, and investment planning. Prepare and present plans using planning software, collaborate on portfolio management and trading execution, manage client communications and CRM records, perform billing reviews, and participate in team business planning. Hybrid role with some in-person client meetings and occasional travel.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement/tax/estate/investment strategies, managing client communications, executing trades with the Portfolio Management team, and maintaining accurate CRM records. Hybrid role with some in-person client meetings and occasional travel.

The Senior IT Project Manager leads complex technology programs, managing project execution, governance, and aligning with business objectives while mentoring teams and ensuring delivery excellence.

Partner with Wealth Advisors to create and implement holistic financial plans covering retirement, tax, estate, insurance, and investment planning. Manage client relationships, execute portfolio recommendations with the Portfolio Management team, maintain CRM records, complete billing and compliance reviews, and support firm strategic priorities. Hybrid role requiring some in-person client meetings.

Lead and deliver IT projects for the wealth management division from the PMO portfolio. Define scope, plans, budgets, manage risks, vendors, and cross-functional teams; report to executives; implement portfolio dashboards and KPIs; run retrospectives; develop and manage project managers to ensure timely, high-quality delivery of enterprise technology programs.

The Associate Wealth Advisor partners with Wealth Advisors to create personalized financial plans and maintain client relationships, focusing on investments, risk management, and compliance.

The Senior Associate in FP&A will manage financial analyses, budgeting processes, and project management while developing executive-level presentations.

The IT Project Manager leads project delivery by coordinating resources, managing risks, and ensuring alignment with strategic objectives while maintaining stakeholder satisfaction.

The Client Portfolio Manager will manage client portfolios, provide investment advisory, collaborate with teams, and support business development efforts while ensuring alignment with client objectives.