Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateBoston, MassachusettsOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Sr Manager of Software Engineering JPMorgan Chase Bank, N.A.Sr Manager of Software EngineeringBoston, MAFull time55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Svp, Sr. Wealth & Trust Management Officer Bluestone BankSvp, Sr. Wealth & Trust Management OfficerRaynham, MA$220,000–$240,000 / yearPromotes Bank and Wealth and Trust services within the community by joining and participating in civic groups and clubs and establishing and cultivating a network of contacts with peers at other organizations: American Bankers Association, Massachusetts Bankers Association, government agencies, and other potential business sources. This role has a focus on business development for Bluestone Wealth and Trust and ensures that the Bank and its various lines of business are promoted throughout the marketplace through the development and expansion of new business and referral sources.
Lending Transaction Manager - Lending and Banking Services Massachusetts Mutual Life Insurance CompanyLending Transaction Manager - Lending and Banking ServicesSpringfield, MA$144,800–$190,000 / yearYou will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
NewVirtual Wealth Advisor - Boston, MA Citizens Financial Group IncVirtual Wealth Advisor - Boston, MAWestwood, MA$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Client Service Wealth Associate Advisor GroupClient Service Wealth AssociateBoston, MassachusettsProvide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.
Wealth Consultant VOYA Financial Inc.Wealth ConsultantBoston, MA$106,180–$132,720 / yearExpectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Senior Financial Planner/Relationship Manager Claire Myers ConsultingSenior Financial Planner/Relationship ManagerWellesley, MassachusettsThe ideal candidate is an experienced wealth management professional who is energized by client relationships and takes pride in helping people make better financial decisions. Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England.
Senior Wealth Financial Planner CAPTRUSTSenior Wealth Financial PlannerBoston, Massachusetts$150,000–$200,000 / yearAs a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected and supported.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorBoston, WashingtonBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Manager, Software Engineering VestmarkManager, Software EngineeringBoston, MA$155,000–$165,000 / yearVestmark is a leading provider of wealth management solutions and services that enable financial advisors and institutions to efficiently manage and trade their clients' portfolios using a purpose-built SaaS ecosystem. Lead a team building AI-native systems in production, in a domain where the business consequences are direct and measurable: $2 trillion in assets, millions of accounts, and a business model that is actively transforming.
Market Manager Morgan StanleyMarket ManagerBoston, MassachusettsLeads by example by ensuring that the Branch Manager’s office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Financial Advisor Manager - Portsmouth, New Hampshire TD BankFinancial Advisor Manager - Portsmouth, New HampshireNorth Andover, New HampshireTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Vice President, Regional Branch Manager LPL Financial ServicesVice President, Regional Branch ManagerBurlington, MA$300,000–$350,000 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Lending Transaction Manager – Lending and Banking Services MassMutualLending Transaction Manager – Lending and Banking ServicesSpringfield, New YorkYou will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish. You will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy.
NewPortfolio Manager Massachusetts Mutual Life Insurance CompanyPortfolio ManagerSpringfield, MA$148,300–$194,600 / yearYou will partner closely with Custom Portfolio Solutions, Investment Research, Product, Distribution, Compliance, Operations, and Technology teams to deliver high-quality portfolio solutions that meet client objectives while supporting business growth. Through portfolio construction, manager due diligence, risk monitoring, and market analysis, you will help deliver sophisticated investment solutions that support client goals, enhance advisor confidence, and drive strategic business growth.
Software Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing) State Street CorpSoftware Engineer - Backend Platforms, Assistant Vice President (Wealth Custody & Clearing)Quincy, MA$90,000–$157,500 / yearThis role is important because WC&C requires strong engineering execution across core platform services, client and advisor experiences, third-party integrations, data movement, workflow automation, and production resiliency. Successful candidates will help build resilient, scalable, secure, and production-grade technology solutions supporting advisor, brokerage, custody, clearing, trading, onboarding, servicing, and operational workflows.
Wealth Advisor AprioWealth AdvisorBoston, MA$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Wealth Investment Associate Wilmington TrustWealth Investment AssociateBoston, MassachusettsBachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Vice President, Growth Manager LPL Financial ServicesVice President, Growth ManagerBoston, MA$142,552–$237,518 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.