Wealth Management jobs in Boston, MA

Senior Data Analyst | Wealth Management Practice

Remote

•

Today

Senior Data Analyst | Wealth Management PracticeIntroductionWe are seeking a highly analytical Senior Data Analyst to lead data discovery, quality profiling, and Source-to-Target Mapping (STTM) for enterprise wealth management data platforms. This role serves as the critical bridge between wealth business teams and engineering developers. ResponsibilitiesData Profiling & Pattern AnalysisSource-to-Target Mapping (STTM)Developer Collaboration & BridgeData Quality & GovernanceWealth Management Doma

Easy Apply

Contract

58 - 65

Staff Software Engineer | Wealth Management Platforms

Remote

•

2d ago

Title: Staff Engineer| Wealth Management Platforms Location: Remote Job Type: Contract Compensation: $80 - $100/hr Industry: Financial Services About the Role We are partnering with a well-established Fortune 500 financial services organization to hire a Staff Engineer for a fully remote opportunity. Our client is a purpose-driven leader in the wealth management and financial services industry, known for delivering innovative technology solutions that support advisors, clients, and enterprise-

Easy Apply

Contract

Depends on Experience

Campaign Manager - Wealth Management - CST OR MST Time Zones

Remote

•

Today

Campaign Manager - Wealth Management Employment Type: FTE - No Corp to Corp Location: Remote - CST OR MST Preferred Campaign Manager Position Summary The Campaign Manager is responsible for the execution, optimization, and operational management of both marketing and transactional campaigns across multiple channels. This role partners with Marketing, Project Management, Creative, Engineering, Data Operations, and Analytics teams to deliver personalized, data-driven customer experiences that su

Easy Apply

Full-time

Depends on Experience

Portfolio Management & Front-Office Consultant (BA / Product Owner) @ Boston, MA

Boston, Massachusetts

•

2d ago

Hello There,Please share your updated resume and let me know the best time to reach you. Role: Portfolio Management & Front-Office Consultant (BA / Product Owner)Location: Boston, MAFulltime with PhotonJob Description:We are looking for a highly analytical and communicative Business Analyst to act as the vital link between our business stakeholders and technical squads. In this role, you will lead the discovery of complex requirements and ensure that our development teams have the functional cla

Easy Apply

Full-time

Depends on Experience

Head of Design, Wealth Services, Vice President

Boston, Massachusetts

•

Today

Who we are looking for We're significantly expanding our wealth service offering across custody and clearing, and developing new consumer-grade applications for institutional clients, designed to help everyday people confidently plan for their futures. This role is for a hands-on product design leader who thrives at the intersection of consumer-focused wealth planning, AI-enabled experiences, and scalable design systems. You'll lead design for a zero-to-one product portfolio while remaining deep

Full-time

USD 120,000.00 - 217,500.00 per year

Business Analyst with Asset Management Experience

Boston, Massachusetts

•

Today

Solution IT Inc. is looking for Business Analyst with Asset Management Experience for one of its clients Boston, MA Job Title: Business Analyst with Asset Management Experience Summary We are seeking an experienced Business Analyst with a strong background in Asset Management to join our team in Boston, MA. The ideal candidate will work closely with business stakeholders, product owners, and technology teams to gather requirements, analyze business processes, and deliver solutions supporting i

Easy Apply

Third Party, Contract

Wealth R&D Design Lead, VP

Boston, Massachusetts

•

6d ago

The Wealth Research & Development (R&D) team at State Street is a strategic innovation group focused on designing and delivering next-generation wealth management solutions. This team acts as an incubator for new ideas, leveraging advanced technology, data analytics, and user-centric design to transform how wealth services are delivered. A central initiative for the team is developing a consumer-facing, AI native wealth management platform that empowers individuals to take control and manage th

Full-time

USD 110,000.00 - 188,750.00 per year

Wealth Services Product & Lifecycle Marketing, VP

Boston, Massachusetts

•

3d ago

The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing strategy, solutions content, and end-to-end client lifecycle marketing for State Street's Wealth Services business. This role is accountable for translating Wealth Services' commercial priorities into clear positioning, compelling product narratives, and high-performing digital and lifecycle experiences that drive awareness, adoption, and revenue growth across the client journey. Operating at the interse

Full-time

USD 110,000.00 - 188,750.00 per year

Senior Investment Associate

Boston, Massachusetts

•

8d ago

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing CIBC Private Wealth's Multi-Manager Investment P

Full-time

USD 115,000.00 - 130,000.00 per year

Senior Cloud Security Engineer - Boston/DevSecOps/AWS

Boston, Massachusetts

•

Today

Job Description A premier financial services and wealth management organization is hiring a Cloud Security Engineer to join its Enterprise Cybersecurity team. This role sits at the intersection of cybersecurity, cloud platform engineering, and digital innovation, supporting a large-scale environment that delivers investment, retirement, brokerage, and wealth management solutions to millions of clients. As a Cloud Security Engineer, you will focus on building secure-by-design cloud platforms that

Easy Apply

Full-time

$175 - $220

Software Development Engineer in Test (SDET), AVP (Wealth Custody & Clearing)

Boston, Massachusetts

•

Today

Who We Are State Street's Wealth Custody & Clearing (WC&C) business delivers institutional grade custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions. As WC&C modernizes and scales its digital platforms, quality engineering and automated testing are critical to ensuring platform reliability, data integrity, and regulatory grade controls. We are seeking a Software Development Engineer in Test (SDET) to serve as a hands-on quality engineering cont

Full-time

USD 90,000.00 - 157,500.00 per year

Software Development Engineer in Test (SDET), AVP (Wealth Custody & Clearing)

Boston, Massachusetts

•

Today

Full-time

USD 90,000.00 - 157,500.00 per year

Software Engineer, Officer

Burlington, Massachusetts

•

Today

Summary: Charles River Development empowers investment firms worldwide with a cloud-based platform that streamlines and automates the investment process across asset classes. As part of State Street Alpha , we bring together data, technology, and services to help clients make confident decisions and scale with agility. Our open ecosystem and global support model enable investment professionals-from portfolio managers to private markets specialists-to navigate complexity and drive innovation. At

Full-time

USD 70,000.00 - 118,750.00 per year

Chief Technology Officer, MD

Boston, Massachusetts

•

Today

Founding Chief Technology Officer (CTO) Position Summary We are seeking a Founding Chief Technology Officer to join the leadership team of a new mobile- and AI-first wealth and retirement advisory platform being launched in partnership with major financial institutions and strategic investors. Trust, privacy, and responsible AI usage are the core tenets of our platform identity. The CTO will be responsible for defining the platform architecture, establishing engineering standards, building th

Full-time

USD 170,000.00 - 282,500.00 per year

Chief Technology Officer, MD

Boston, Massachusetts

•

10d ago

Full-time

USD 170,000.00 - 282,500.00 per year

Sr. Network Engineer, SaaS Operations

Burlington, Massachusetts

•

Today

Who we are looking for The successful candidate will excel at project-based work, service design, advanced troubleshooting, defining operational procedures, and managing the relationship with our hosting provider's Network Security team. The candidate will provide critical input on the strategy and development of network solutions. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD help

Full-time

USD 120,000.00 - 202,500.00 per year

Senior Cloud Security Engineer - Boston/Cloud Assurance/AWS

Boston, Massachusetts

•

Today

Job Description A global investment management organization is seeking a Senior Cloud Security Engineer to help secure a complex ecosystem of cloud platforms, external technology providers, and business-critical services. The firm supports clients across institutional and wealth management markets and leverages a broad portfolio of cloud-based technologies, fintech platforms, data providers, SaaS applications, and strategic technology partners to deliver investment solutions worldwide. As a Seni

Easy Apply

Full-time

$200 - $230

SVP, Principal Full Stack Engineer - Performance Product Engineering

Boston, Massachusetts

•

Today

Job Description At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for i

Full-time

AI Governance Engineer, VP

Burlington, Massachusetts

•

Today

Who we are looking for State Street Alpha is seeking a highly experienced AI Governance Architect to lead the governance, oversight, and responsible adoption of Generative AI, Agentic AI, Large Language Models (LLMs), and AI-enabled engineering capabilities across organization. This position offers the opportunity to collaborate with architecture, engineering, cybersecurity, compliance, product, legal, risk management, and FinOps teams to ensure AI solutions align with enterprise governance, sec

Full-time

USD 120,000.00 - 202,500.00 per year

Principal Software Engineer, VP

Burlington, Massachusetts

•

Today

Full-time

USD 110,000.00 - 185,000.00 per year

Wealth Management jobs in Boston, MA, USA