Technology analyst [h1.location_city]
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Technology analyst • boston ma
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The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of Choate Wealth's client relationship management (CRM) system and supporting key technology pl...[show_more][last_updated.last_updated_30]
Driving lasting impact and building long-term capabilities with our clients is not easy work.You are the kind of person who thrives in a high performance / high reward culture - doing hard things, pi...[show_more][last_updated.last_updated_variable_days]
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and dr...[show_more][last_updated.last_updated_30]
Sedgwick County offers a comprehensive benefits package for full-time employees that includes health coverages, paid leave, regular compensation reviews, retirement plans, and professional developm...[show_more][last_updated.last_updated_variable_days]
Information Technology – Trading Technology.The Trading Technology team is seeking a.Fixed Income, Equity, and FX trading platforms.
This role involves working closely with traders, trade administra...[show_more][last_updated.last_updated_30]
Location : Quincy, MA / (Hybrid.Duration : 06+ Months (Possible Extension).The role involves analyzing current processes, recommending improvements, and ensuring successful project planning and ...[show_more][last_updated.last_updated_variable_days]
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.
It is a prominent global financial ser...[show_more][last_updated.last_updated_30]
EDUCATION TECHNOLOGY INNOVATION SPCLST, BU Virtual Technology.EDUCATION TECHNOLOGY INNOVATION SPCLST, BU Virtual Technology.
The salary of the finalist selected for this role will be set based on a ...[show_more][last_updated.last_updated_30]
The Technology Risk team for Fidelity Brokerage (FB) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team! Leadi...[show_more][last_updated.last_updated_30]
AmLaw 50 Firm with Cravath level compensation.Outstanding formal training and lateral integration programs.Firm is active with representing both complainants and respondents at the ITC.Past winner ...[show_more][last_updated.last_updated_30]
Lazard is one of the world’s preeminent financial advisory and asset management firms.Our people and culture make the difference.
Lazard is a place of continuous knowledge sharing, skill development...[show_more][last_updated.last_updated_30]
Job Description We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-prof...[show_more][last_updated.last_updated_variable_days]
Job Opening : Business Analyst (IT).Duration : 06+ Months (Possible Extension).Pay Rate : $61 / hour - $69 / hour | 40 Hours / week.
Role Overview : The Business Analyst will be responsible for defining busin...[show_more][last_updated.last_updated_variable_days]
To continue adding insight to our IT expenses at MassMutual, we are seeking a Technology Business Management Analyst (TBMA) to join our Business of IT Tools Team.
The candidate will be responsible f...[show_more][last_updated.last_updated_30]
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and dr...[show_more][last_updated.last_updated_variable_days]
The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of Choate Wealth's client relationship management (CRM) system and supporting key technology pl...[show_more][last_updated.last_updated_variable_days]
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and dr...[show_more][last_updated.last_updated_30]
Tmt & Healthcare Sector Analyst.The telecom, media and technology & healthcare sector coverage team offers an exciting position in Amsterdam for an ambitious professional who is driven by working i...[show_more][last_updated.last_updated_variable_hours]
As a Technical Staff member of the ISR Systems and Architectures Group, you will be responsible for systems analysis studies of critical DoD missions, planned DoD capabilities, and new technologies...[show_more][last_updated.last_updated_30]
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Wealth Management Technology Business Analyst
Choate, Hall & Stewart LLPBoston, MA, United States[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Learn and become proficient in Choate Wealth's portfolio management system (Addepar). Act as a backup resource for managing and responding to Addepar support tickets. Develop working knowledge of additional Choate Wealth technologies, including : Financial planning tools Document storage and management systems Assist in coordinating support across platforms and ensure data consistency between systems. Contribute to Choate AI initiatives aimed at improving employee efficiency. Bachelor's degree in Information Systems, Business, Finance, or related field preferred. 3+ years of experience in CRM administration or technology support. Strong problem-solving skills and ability to manage multiple priorities. Excellent communication and training skills. Familiarity with financial services technology (Addepar, custodial platforms) is a plus. Proficiency in using AI tools such as Microsoft Co-Pilot, ChatGPT, and Gemini is desirable. Familiarity with AI automation using Phyton, Claude Code, and / or Gemini CLI is a plus Proficiency in Microsoft Office Suite; experience with workflow automation tools is desirable. Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).
Job Summary :
The Wealth Management Technology Business Analyst plays a critical role in ensuring smooth operations of Choate Wealth's client relationship management (CRM) system and supporting key technology platforms. This position provides first-line CRM support, drives user adoption, and assists with technology initiatives that enhance efficiency across the organization.
Job Functions :
CRM Support & Administration
- Provide first-line CRM support, resolving 80%-90% of incoming support tickets.
- Manage and respond to inquiries via the CRM support inbox.
- Oversee daily CRM system operations and perform routine maintenance tasks.
- Deliver user training and onboarding for new CRM users.
- Communicate updates and new CRM release information to stakeholders.
- Support user adoption initiatives and monitor engagement metrics.
- Recommend and implement workflow enhancements to improve CRM functionality.
- Collaborate with technical teams to resolve complex data or integration issues.
- Assist in implementing CRM enhancements and feature rollouts.
- Maintain documentation and best practices for CRM usage.
- Serve as a backup for vendor coordination and integration support.
Choate Wealth Technology
Custodian platforms
Qualifications :
Work Authorization :
Compensation and Total Rewards Package :
Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.
$91,000-$114,000