Top Tech Jobs & Startup Jobs in Boston, MA

The Director oversees investment manager research, conducts due diligence, develops team expertise, prepares investment reports, and participates in special projects, leading and mentoring junior staff.

Responsible for acquiring new clients with investable assets through direct marketing. Support advisory teams and drive revenue by closing clients and managing client relationships effectively.

The Internal Sales Specialist supports RVPs in client relationship building and manages sales cycles, ensuring effective communication and documentation.

The Tax Director leads a team of tax professionals, providing tax advisory, planning, and preparation services while focusing on team management and client satisfaction.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Vice President of Tax will develop a comprehensive tax strategy, lead a tax team, drive operational excellence, and ensure compliance and efficiency in tax operations.

The Insurance Specialist will perform insurance needs assessments, create tailored solutions, manage policies, ensure compliance, and educate clients on products.

The Internal Sales Specialist supports RVPs in developing client relationships, processes leads, oversees sales cycles, and coordinates presentations.

The Digital Media Lead develops and executes digital campaign strategies to drive marketing acquisition, optimizing performance through data insights and collaboration with internal and external teams.

The role involves driving revenue growth through strategic partner referral programs, establishing client relationships, and managing complex financial planning processes for high net worth clients.