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 Advisor Marketing Specialist collaborates with advisor teams to develop and execute marketing strategies, manage campaigns, and drive business growth through creative marketing solutions.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The Internal Sales Specialist supports Marketing Regional Vice Presidents by processing leads, overseeing the sales cycle, and coordinating with sales teams.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

The Sr Partner Management Specialist will manage external partner relationships, conduct performance analysis, support strategic framework development, and collaborate with cross-functional teams to improve partner operations.

The Operations Specialist | Partner Programs manages operational tasks, resolves client issues, supports sales teams, and analyzes data to improve processes and reporting within the organization.

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.

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.