We are looking for an Operations Processor to support wealth operations activities for a Long-term Contract position based in Woburn, Massachusetts. This role focuses on managing account-related transactions, reviewing documentation, and helping ensure client accounts are established and serviced accurately and on schedule. The ideal candidate brings a strong operational mindset, clear communication skills, and the ability to work across teams while maintaining compliance with firm and regulatory standards.<br><br>Responsibilities:<br>• Manage the setup of new investment accounts across custodial and recordkeeping systems, ensuring each request is handled efficiently and correctly.<br>• Examine account forms and supporting documents to confirm accuracy, completeness, and alignment with operational requirements.<br>• Facilitate funding activities, transfers, rollovers, and other asset movement transactions to support timely account activation and maintenance.<br>• Track workflow queues and follow through on pending items to keep operational processes moving without unnecessary delays.<br>• Assist with onboarding tasks that help clients complete account establishment and funding within expected timeframes.<br>• Handle service-related requests such as account updates, beneficiary changes, distributions, and other administrative transactions.<br>• Work closely with advisors, business development partners, and custodians to resolve account issues and accelerate request completion.<br>• Maintain precise records in organizational and workflow systems while supporting reporting, operational tracking, and process improvement efforts.<br>• Carry out all assigned work in accordance with company procedures, risk controls, and applicable regulatory guidelines.
We are looking for an experienced Senior Data Scientist to join our dynamic team in Boston, Massachusetts. In this role, you will leverage your expertise in statistical modeling, machine learning, and cloud-based analytics to drive impactful decisions and solutions. The ideal candidate will bring a strong technical background, a passion for working with regulated data, and a commitment to ethical AI practices.<br><br>Responsibilities:<br>• Develop and implement advanced statistical models and machine learning algorithms to solve complex business problems.<br>• Monitor and evaluate the performance of AI models, ensuring reliability, fairness, and compliance with ethical standards.<br>• Collaborate with engineering and product teams to translate data-driven insights into actionable strategies.<br>• Utilize cloud-based tools such as AWS SageMaker and Redshift to design and deploy scalable analytics solutions.<br>• Handle sensitive healthcare or clinical trial datasets while adhering to strict data privacy and security regulations.<br>• Conduct exploratory data analysis and create visualizations to communicate findings effectively.<br>• Build and optimize ETL pipelines for efficient data transformation and integration.<br>• Apply Bayesian statistics and time-series forecasting techniques to improve predictive accuracy.<br>• Maintain comprehensive documentation of data science workflows and processes.<br>• Stay updated on industry trends and advancements to continuously enhance methodologies and tools.