Wealth Tech Solutions Analyst; Hybrid
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-20
Listing for:
KBW Financial Staffing & Recruiting
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
KBW Financial Staffing & Recruiting is seeking a Wealth Management Technology Analyst in Boston, MA. This hybrid role partners with the Wealth Management and IT teams to align business needs with technology priorities and support initiatives, including AI-enabled workflows and secure data management.
The Analyst will collaborate with attorneys, fiduciary professionals, tax specialists and staff to enhance client service delivery, streamline workflows and manage sensitive client and financial
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