Senior BA & PM - Wealth Tech, Salesforce
CFS
CFS in Boston is seeking a senior Business Analyst / Project Manager to lead strategic technology and operational initiatives across Wealth Management, Trust Services, Custody Operations, and Investment Accounting. The role acts as a key liaison among business stakeholders, technology teams, executive leadership, and external vendors, driving projects from concept through implementation with a focus on process automation and AI-enabled tooling. #J-18808-Ljbffr CFS
- ...translate needs into technical specs, and drive successful delivery across Power BI, data platforms, and reporting modules. The role requires 2+ years in business analysis, preferably in wealth management or financial services. #J-18808-Ljbffr Focus Financial PartnersSuggested
$80 - $85 per hour
A recruitment agency is seeking a mid-senior level Product Manager in Boston for a contract position. This role focuses on product management and business analysis within the insurance industry, particularly Property/Casualty and Life Insurance. Responsibilities include...SeniorHourly payContract work- ...financial services consulting firm in Boston is seeking a Senior Business Analyst with deep Salesforce expertise. This role requires gathering and analyzing... ...to enhance Salesforce solutions within the wealth management domain. The ideal candidate has at least 5...SeniorSalesforce
- Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include... ...2-3 years of experience, and proficiency in tools like Salesforce and Excel. Full benefits include a 401(k) plan and paid...SeniorSalesforce
$70 - $80 per hour
...an immediate need! Qualifications & Responsibilities Solid PM or BA skills Experience with Property/Casualty Insurance (understand... ...management plan to drive user adoption and minimize resistance. Seniority Level Mid-Senior level Employment Type Contract Job Function...SeniorContract workImmediate start3 days per week- Axon is seeking a Senior Manager, Tax Technology to empower the global tax function with... ...thinking to design practical, impactful tech across manufacturing and SaaS models. You... ...oversee the tax tech stack including D365, Salesforce, Vertex O Series, Sigma, and Snowflake, and...SeniorSalesforce
$175k - $225k
...history from Shopify, update a ticket in Zendesk, look up an account in Salesforce, pull a knowledge article from Confluence, and trigger a refund inside a homegrown billing system.We're hiring a Senior PM to own this layer end-to-end. You'll define what Maven integrates...SeniorSalesforce- A leading tech company is seeking a Senior Events Marketing Manager to develop and execute an event roadmap in Boston and San Francisco. The role... ...preferably in B2B SaaS or cybersecurity. Proficiency in Salesforce and a willingness to travel up to 30% are essential. This...SeniorSalesforce
$156.66k - $170.48k
...delivers application integrity for modern tech stacks, ensuring continuous, measurable... ...organizations worldwide. Join us in our mission.Senior Director of Revenue EnablementAs the... .... Experience with CRM systems (e.g., Salesforce) and other GTM tools (e.g., MindTickle, Outreach...SeniorSalesforceWorldwideFlexible hours$160k - $190k
Senior GTM Growth EngineerLocation - Boston, MACompany OverviewMaven AGI sits at the center of the hottest intersection in tech right now: AI and customer experience. While most "AI support" tools... ...tools such as Clay, Apollo, Salesforce, LinkedIn, and external data providers...SeniorSalesforceWork at officeHome office- Hasbro is hiring a Senior Principal, Technical Product Manager to translate vision into reality. This hands-on role has global scope, identifying process complexity, designing practical automation, and leading AI experiments that deliver measurable impact for Marketing...SeniorWorldwide
- Hasbro is hiring a Senior Principal, Technical Product Manager to translate complex workflows into scalable automation and AI-enabled capabilities that drive real business value across Marketing, Brand, and Commercial teams worldwide. This hands-on, globally oriented role...SeniorTemporary workWorldwide
- Brown Advisory is seeking a Senior Addepar Data Engineer / Analyst in Boston, MA to enhance their Wealth and Asset Management data capabilities. This role focuses on supporting and scaling the Addepar data ecosystem through data engineering and analytics. The ideal candidate...Senior
- Corient is seeking a Senior Client Success Specialist in Boston to manage the full client lifecycle for high-net-worth relationships.... ...ensure accurate money movements and documentation. Expertise with Salesforce/Addepar and Excel is essential. The role requires five years in...SeniorSalesforce
- ...Senior Solutions Engineer Maven AGI sits at the center of the hottest intersection in tech right now: AI and customer experience. While most AI support tools still focus on... ...technology Experience with platforms like Salesforce, Zendesk, or Freshdesk 100% of...SeniorSalesforceWork at officeHome office
$95k - $155k
...come build it with us.Your Impact: As the Senior Growth Marketing Analyst, you will own... ..., Marketo, Klaviyo), CRM systems (e.g., Salesforce), analytics tools (e.g., Google Analytics... ...:Robust equity program to build future wealth through RSUsComprehensive healthcare coverage...SeniorSalesforceFull timeWork at officeWorldwideFlexible hours$77k - $124k
## Senior Wealth AnalystApplylocations: US-MA-Boston-1 Post Office-2400time type: Full timeposted on: Posted 3 Days Agojob requisition id... ...principles, including processes and procedures* Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning...SeniorSalesforcePermanent employmentTemporary workWork at officeFlexible hours$150k
...world and each other better every day. BCG's Tech and Digital Advantage (TDA) practice... ...scale.What You'll DoEnterprise Solutions Senior AI Tech Consultants at BCG Platinion are:... ...focus on one or more of the following: SAP Salesforce Oracle (Financials, NetSuite, Fusion, JD...SeniorSalesforceWork at officeLocal area$120k - $152k
...~️ Founded in 2012 | Member of French Tech Next40 ~ 750+ employees in 9 offices worldwide... ...success. Your Impact As a Senior Revenue Operations Analyst, you will partner... ...in CRM and sales automation tools (e.g., Salesforce), as well as the Google Suite...SeniorSalesforceWorldwide$150k
...advantage, and driving bottom-line impact.BCG's Tech and Digital Advantage (TDA) practice... ...solutions.Tech Advisory & Delivery Senior AI Tech Consultants at BCG Platinion are:... ...Anaplan, Kinaxis, OMP, etc.).SAP / Oracle.Salesforce.Exceptional learning and ramp up skills,...SeniorSalesforceWork at officeLocal area- Daley And Associates, LLC in Boston, MA is seeking a Senior Marketing Project Manager to drive the integration of marketing capabilities following a major acquisition within Wealth Management. You will coordinate cross-functional teams, oversee commercialization efforts...Senior
$134.75k - $287.91k
About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way... ...trust‑based relationships with senior stakeholders and present proposals...SeniorSalesforce$120k - $165k
...the manufacturing front lines. Because we are human-centered and tech-obsessed, we are building a future of work where human... ...Consulting within B2B SaaS.Proven track record of redesigning Salesforce data structures, lead routing logic, and attribution models to...SeniorSalesforceTemporary workWork at officeLocal areaFlexible hours3 days per week- ...Business Analyst and Project Manager with 10+ years of experience delivering technology, process, and data-driven solutions across Wealth Management, Trust Services, Custody Operations, and Investment Accounting. You will bridge business needs with technical execution,...Senior
- Senior Associate, Client Onboarding Hybrid work arrangement. The Senior... ...(e.g., Institutional, Private Wealth). Strong problem‑solving and... ...with CRM platforms (e.g., Salesforce), Microsoft Office suite, and... ...Bachelor of Arts or Science (BS/BA) or equivalent experience. 7+...SeniorSalesforceWork at office
$65k
...the needs of employers through rigorous tech training. By teaming up with dynamic employer... ...Engineering, and more. Position Title Senior Manager, Talent Solutions Reports To... ...) Oversee placement and outcome data in Salesforce and other systems. Complete alumni event...SeniorSalesforceFull timeLocal areaRemote workFlexible hours- ...seeking a motivated and ambitious Associate/Senior Sales Executive to help accelerate... ...opportunities within banks, asset managers, wealth managers, hedge funds, and other... ...forecasting and pipeline management within Salesforce Relationship Management Develop trusted...SeniorSalesforceContract workImmediate startWorldwideFlexible hours
$78.98k - $136.54k
...work with cutting‑edge AI technologies, collaborate with industry experts, and contribute to transformative projects across banking, wealth management, and insurance sectors. If you’re passionate about AI and eager to make a significant impact, the Infosys Financial...Temporary workRelocation$170k - $267.5k
...Chief Revenue Officer (CRO) for Global Wealth Custody & Clearing in driving and executing... ...meet evolving client needs.Engage with senior client contacts and work collaboratively... ..., pipeline analytics, CRM platforms (Salesforce preferred), and revenue operations frameworks...SalesforceFull timeTemporary workFlexible hours- ...CClient: NessContact: Meghana GorusuCompany: SRI Tech SolutionsJob Title: Sr Data EngineerLocation:... ...and PythonJob Description:We are looking for a Senior Data Engineer with added emphasis on data analysis and Salesforce knowledge, which would be a nice-to-have. We are...SeniorSalesforceWork at office3 days per week
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