Wealth Management Technology Solutions Liaison

Choate, Hall & Stewart LLP

Boston (MA)

On-site

USD 133,000 - 166,000

Full time

14 days+

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Job summary

Choate, Hall & Stewart LLP in Boston seeks a Practice Technology Analyst to support the Senior Solutions Development Manager and Wealth Management Technology Director. You will bridge Wealth Management workflows with firm IT to align business needs and technology priorities.

You will collaborate with attorneys, fiduciary professionals, tax specialists, and IT stakeholders to improve client service, streamline workflows, and manage sensitive data, while promoting AI adoption and compliant

Qualifications

Minimum of 7 years of law firm experience.
Experience in legal technology, knowledge management, or practice support.
Proficiency with Microsoft 365 and the iManage document management system.
Experience with document automation platforms (e.g., Contract Express, HotDocs) and AI-driven tools (e.g., Claude).
Familiarity with Practifi CRM.
Ability to manage multiple projects under time-sensitive conditions.

Responsibilities

Develop a strong understanding of Wealth Management workflows (estate planning, trust administration, probate, tax).
Serve as a SME for technology solutions supporting Wealth Management practice.
Coordinate technology initiatives between Wealth Management and Firm IT.
Act as an expert on end-user experience for firmwide and Wealth Management apps.
Collaborate with attorneys and staff to improve efficiency and client service.
Champion user adoption of iManage, AI, and workflow tools.