Top Tech Jobs & Startup Jobs in Boston, MA

Support ultra-high-net-worth client financial and investment needs by coordinating account administration, preparing client presentations, monitoring portfolios and trades, responding to inquiries, collaborating with tax and estate professionals, and ensuring compliance and confidentiality while assisting senior team members.

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.

Support Wealth Advisors by developing and presenting financial plans; implement retirement, tax, estate, insurance, and investment strategies; partner with portfolio management to execute trades and tax-loss harvesting; maintain CRM and custodian systems, lead client communications, perform billing and compliance reviews, and support firm business planning. Hybrid role requires in-person client meetings and some travel.

The Associate, Client Advisor supports ultra-high-net-worth clients in financial planning by managing accounts, preparing reports, and collaborating with tax advisors. They ensure compliance and aid in client presentations while maintaining excellent communication and organizational skills.

The VP will manage client investment plans, prepare presentations, provide client support, and assist in business development. Requires strong communication and analytical skills, and a wealth management background.

Lead integrated marketing and sales strategy initiatives, drive brand strategy, optimize sales processes, elevate client experience, and mentor a marketing team.

The Junior Attorney will provide legal support for private funds, focusing on compliance, risk management, and documentation. Responsibilities include reviewing legal documents, coordinating with outside counsel, and developing internal policies.