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FinTech

FinTech Platform Adoption Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    FinTech
Job Description & How to Apply Below
A financial technology firm in Boston is seeking an experienced Advisor Success Associate to enhance the value of their Tax-smart Platform for financial advisors. The successful candidate will develop strong client relationships, provide top-tier service and leverage technology to improve user experience. A background in financial services and expertise in Salesforce is essential for this role, which requires collaboration across various teams to drive platform adoption and growth.
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