Tax & Wealth Planning Strategist Natixis Investment ManagersTax & Wealth Planning StrategistBoston, MassachusettsThis highly visible role will shape sophisticated planning conversations around tax strategy, wealth transfer, liquidity events, and investment solutions, translating complex technical concepts into actionable insights that strengthen advisor relationships, elevate client engagement, and support business growth. What you will do: Serve as a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients through meetings, conferences, consultations, and customized planning.
NewMunicipal Relationship Manager Rockland TrustMunicipal Relationship ManagerBoston, MAFull timeCollaborate with Investment Management Group specialists and commercial banking partners to provide integrated solutions, including fixed income strategies, liquidity management, trust services, and banking products. The Relationship Manager will be responsible for building and maintaining strong relationships with municipalities, public agencies, and other government-related entities, delivering tailored investment management and advisory services.
NewMunicipal Relationship Manager Rockland Trust CompanyMunicipal Relationship ManagerBoston, MACollaborate with Investment Management Group specialists and commercial banking partners to provide integrated solutions, including fixed income strategies, liquidity management, trust services, and banking products. The Relationship Manager will be responsible for building and maintaining strong relationships with municipalities, public agencies, and other government-related entities, delivering tailored investment management and advisory services.
Sr. Wealth Strategist Northern TrustSr. Wealth StrategistBoston, MA$137,400–$240,400 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
NewBusiness Development Officer, Schwab Wealth Advisory Northern New England The Charles Schwab CorpBusiness Development Officer, Schwab Wealth Advisory Northern New EnglandBoston, MARemoteMost of the Business Development Officer''s time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. What you are good at: The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).
Associate Director, Client Advisory PathstoneAssociate Director, Client AdvisoryBoston, Massachusetts$120,000–$140,000 / yearOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Portfolio Manager II Bank of AmericaPortfolio Manager IIBoston, MassachusettsKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
Wealth Planning Associate SDL Search PartnersWealth Planning AssociateBoston, MassachusettsKey responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team. National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team.
Associate Counsel - Advanced Planning ManulifeAssociate Counsel - Advanced PlanningUsa, MassachusettsRemoteThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningMARemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Vice President SCS Capital ManagementVice PresidentBoston, Massachusetts$150,000–$170,000 / yearBlending 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. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.
Commissioning Agent WSP Global IncCommissioning AgentBoston, MA$94,400–$125,000 / yearScopes of work to include a variety of building components including mechanical, plumbing, electrical distribution, lighting and specialty systems including fire alarm, security, and other enhanced building technology/control systems including nurse call, renewable energy systems, etc. The successful candidate will be responsible for the execution of building commissioning processes (new/re/retro/continuous), energy auditing and building retrofit applications, support for sustainability certification applications, and measurement and verification techniques.
Lead Electrical Engineer- Healthcare Building Systems WSP Global IncLead Electrical Engineer- Healthcare Building SystemsBoston, MA$118,000–$175,230 / yearProvides high level technical assistance and guidance for design of electrical systems including lighting, controls, fire alarm and power distribution for Healthcare, Life Science, Industrial, and Commercial scale projects in the public and private sector. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
Director of Business Development Wright Family Law GroupDirector of Business DevelopmentTewksbury, Massachusetts$25–$30 / hourYou will spend your week in rooms full of realtors, financial advisors, CPAs, estate planners, therapists, and mediators, building the kind of trust that makes people send their clients to us by name. You will also drive Morticia, our 1970 Cadillac hearse, to shows, festivals, and community events, because she is the reason people remember us and the conversation starter that opens most of those relationships.
Director Of Business Development Wright Family Law GroupDirector Of Business DevelopmentTewksbury, MA$25–$30 / hourYou will spend your week in rooms full of realtors, financial advisors, CPAs, estate planners, therapists, and mediators, building the kind of trust that makes people send their clients to us by name. You will also drive Morticia, our 1970 Cadillac hearse, to shows, festivals, and community events, because she is the reason people remember us and the conversation starter that opens most of those relationships.
Home Infusion Clinical Liaison (Hybrid) Boston Medical CenterHome Infusion Clinical Liaison (Hybrid)Randolph, MA$43.03–$62.50 / hourREQUIRED EDUCATION AND EXPERIENCE: Bachelor's degree in Nursing, Healthcare Administration, Business, Marketing, Life Sciences, or a related healthcare field, combined with 3-5 years of experience in home infusion, specialty pharmacy, healthcare business development, care coordination, or clinical liaison roles, is required, or an equivalent combination of education and experience. ESSENTIAL RESPONSIBILITIES / DUTIES: Drives referral development and business growth by establishing, maintaining, and expanding professional relationships with physicians, advanced practice providers, nursing leaders, case managers, discharge planners, home health agencies, affiliated provider networks, hospitals, and community partners to increase clinical utilization of Home Infusion services system-wide.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyBoston, MA$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, 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.
Director, Tax - Private Client FORVIS, LLPDirector, Tax - Private ClientBoston, MAThe Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.