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Senior BA & PM Wealth Tech, Salesforce & AI; Hybrid

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Creative Financial Staffing, LLC
Full Time position
Listed on 2026-09-03
Job specializations:
  • IT/Tech
    Business Systems & Technology Analysis, Change Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Senior BA & PM for Wealth Tech, Salesforce & AI (Hybrid)

Creative Financial Staffing, LLC seeks a senior Business Analyst / Project Manager to lead strategic technology and operational initiatives across Wealth Management, Trust Services, Custody Operations, and Investment Accounting. This role acts as the liaison between business stakeholders, technology teams, executive leadership, and external vendors, driving projects from concept through implementation.

The ideal candidate combines deep business analysis skills with project leadership and

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Position Requirements
10+ Years work experience
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