Top Tech Jobs & Startup Jobs in Boston, MA

The Associate Regional Vice President is responsible for business development, managing relationships with custodial partners, and transitioning clients to WEG Advisors. The role involves educating clients, conducting presentations, and understanding client needs while adhering to company communication strategies.

The Product Management Intern will assist in backlog management, write user stories, conduct UX research, and support product documentation, gaining exposure to agile processes while working closely with the Product Manager.

The Director of Finance for Mergers & Acquisitions will lead financial analysis, valuation, due diligence, and integration for acquisitions, ensuring alignment with the firm's objectives.

The Senior Client Advisor manages strategy-only client relationships, providing personalized investment recommendations, converting clients to full wealth management, and enhancing client experiences.

The Workday Functional Lead will manage Workday configuration, support Finance and Accounting needs, and improve system functionality. They will also provide training, handle data management, and assist in various business processes.

The Supervision Analyst will lead daily compliance reviews for new business, communicate policies, monitor internal controls, and train teams on supervision protocols.

The Internal Sales Specialist provides operational support to Client Advisors in managing prospective Strategy clients through onboarding and implementation, ensuring a high-quality client experience.

The Central Solutions Intern will support various tasks in product management, marketing, data analysis, and operational workflows, helping drive financial advisor growth efforts.

The Portfolio Consultant at Wealth Enhancement provides tailored investment solutions and support to advisors, enhancing client relationships and driving business growth through strategic initiatives and presentations.

The Anti-Money Laundering Associate ensures compliance with AML regulations, coordinates activities to improve AML policies, and utilizes AI tools for financial crime detection.