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 Equity Program Lead manages equity programs, ensuring accuracy and compliance while providing leadership and operational support across departments. Responsibilities include process execution, participant communication, and coordination with HR, Finance, and Legal.

The Compensation Analyst supports compensation programs through data analysis, market adjustments, bonus administration, and reporting to ensure competitive pay and internal equity.

The Senior Business Analyst supports practice management by translating requests into deliverables, managing reporting and analytics, and overseeing business systems like Salesforce and ActiFi. Responsibilities include data governance, documentation and automation initiatives, and stakeholder communication.

The Regional Vice President will drive revenue by acquiring new clients with significant investable assets, support financial advisory teams, and create complex financial plans.

Lead and scale the Premium+ paid marketing program for advisor teams, managing an 8-10 person team. Own program strategy, onboarding, Canva workflow alignment, Salesforce campaign tracking, reporting, SOPs, training, and cross-functional collaboration to drive adoption, ROI, and advisor growth. Travel up to 15%.

Lead marketing integrations from LOI through 90+ days post-close, managing a small onboarding team, partnering cross-functionally to drive early growth activation, build scalable playbooks and automation, track KPIs, and step into execution to ensure smooth transitions for acquired advisor teams.

Lead complex technical accounting tasks including ASC 340-40, M&A transaction support, audit-related documentation, technical accounting research, and ad hoc project support. Prepare reconciliations, amortization schedules, journal entries, and financial statement footnotes while collaborating cross-functionally to ensure GAAP compliance and improve processes.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.