NewSoftware Development Engineer in Test (SDET), AVP (Wealth Custody & Clearing) State StreetSoftware Development Engineer in Test (SDET), AVP (Wealth Custody & Clearing)Boston, MassachusettsWe are seeking a Software Development Engineer in Test (SDET) to serve as a hands-on quality engineering contributor , embedded within Wealth Technology delivery teams and accountable for building robust automated testing solutions across frontend, backend, and integration layers. As WC&C modernizes and scales its digital platforms, quality engineering and automated testing are critical to ensuring platform reliability, data integrity, and regulatory grade controls.
NewSoftware Development Engineer In Test (Sdet), AVP (Wealth Custody & Clearing) State Street CorporationSoftware Development Engineer In Test (Sdet), AVP (Wealth Custody & Clearing)Boston, MA$90,000–$157,500 / yearWe are seeking a Software Development Engineer in Test (SDET) to serve as a hands-on quality engineering contributor, embedded within Wealth Technology delivery teams and accountable for building robust automated testing solutions across frontend, backend, and integration layers. As WC&C modernizes and scales its digital platforms, quality engineering and automated testing are critical to ensuring platform reliability, data integrity, and regulatory grade controls.
NewSenior Associate Wealth Advisor Focus Partners WealthSenior Associate Wealth AdvisorNeedham, Massachusetts$125,000–$140,000 / 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. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
New2027 BNY Summer Internship Program - BNY Wealth (Boston, MA) The Bank of New York Mellon Corp2027 BNY Summer Internship Program - BNY Wealth (Boston, MA)Boston, MAThrough a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The BNY Summer Internship Program offers high-potential students a dynamic 10-week experience designed to accelerate development, build professional networks, and provide meaningful exposure to one of the world''s leading financial services institutions.
Senior Client Services Account Analyst – Private Wealth and Retirement Hub International InsuranceSenior Client Services Account Analyst – Private Wealth and RetirementWilmington, Massachusetts$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data — including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs — enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Senior Client Services Account Analyst - Private Wealth And Retirement Hub InternationalSenior Client Services Account Analyst - Private Wealth And RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Wealth Strategist: High Net Worth Estate & Business Planning TD BankWealth Strategist: High Net Worth Estate & Business PlanningBoston, MassachusettsA second, but equally important role is to support the greater TD Wealth team in delivering an array of products and services (i.e., investment management, lending and banking) that are aligned with the strategic objectives of TD Wealth Management, which is to deliver a superior client experience and integrated Wealth Management offering. Total 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.
Global Private Wealth - Investor Relations, Platform Enablement Associate HarbourVest Partners LLC.Global Private Wealth - Investor Relations, Platform Enablement AssociateBoston, MA$100,000–$110,000 / yearThe Platform Enablement Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest's client base in the wealth channel through new platform relationships and through increased engagement with current clients.
Wealth Client Service and Operations Support, AVP State StreetWealth Client Service and Operations Support, AVPQuincy, MassachusettsProviding managed account servicing will allow the Managed Account Services Group to more fully support institutional clients with wealth management operations, as well as wealth managers themselves, a segment which is strategically important to State Street Wealth Services and Alpha’s growth plans. The AVP, Client Service and Operations Support for the Managed Account Servicing business will help grow and lead the outsourced servicing capabilities aimed at institutional asset and wealth managers who provide managed accounts to affluent individuals and family trusts.
Wealth Client Service And Operations Support, AVP State Street CorporationWealth Client Service And Operations Support, AVPQuincy, MA$80,000–$140,000 / yearProviding managed account servicing will allow the Managed Account Services Group to more fully support institutional clients with wealth management operations, as well as wealth managers themselves, a segment which is strategically important to State Street Wealth Services and Alpha's growth plans. The AVP, Client Service and Operations Support for the Managed Account Servicing business will help grow and lead the outsourced servicing capabilities aimed at institutional asset and wealth managers who provide managed accounts to affluent individuals and family trusts.
Legal & Compliance - Private Wealth Funds Attorney, VP The Blackstone GroupLegal & Compliance - Private Wealth Funds Attorney, VPBoston, MA$165,000–$250,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. The candidate will collaborate cross-functionally across Private Wealth and other Blackstone business units, including the Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs, Legal and Compliance, and other groups in the United States, Europe, Latin America, and Asia.
Legal & Compliance - Private Wealth Legal Group - Securities Attorney, VP (Breit) The Blackstone GroupLegal & Compliance - Private Wealth Legal Group - Securities Attorney, VP (Breit)Boston, MA$165,000–$250,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Job Description: This role sits within a fast-growing and dynamic business, with a focus on global fundraising and marketing initiatives as well as day-to-day legal matters for Blackstone Real Estate Income Trust (BREIT), an industry leading public, non-listed real estate investment trust.
Senior Associate, Private Wealth Client Marketing HarbourVest Partners LLC.Senior Associate, Private Wealth Client MarketingBoston, MAFor example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. Incorporate sponsored and owned events into broader campaign strategies, including audience targeting, pre-event communications, and post-event follow-up, without owning on-site event execution.
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.
NewT26-9087; Full Stack And Platform Engineering Lead, VP State Street CorporationT26-9087; Full Stack And Platform Engineering Lead, VPBoston, MA$110,000–$207,500 / yearAs business continues to scale its digital and cloud native platforms, we are building modern, resilient backend systems that support high volume financial transactions, real-time data access, and regulatory grade controls. Demonstrated expertise in high-availability, fault-tolerant architecture, including multi-region/availability zone deployments, resiliency testing, and SLO-driven engineering.
Senior Wealth Strategist - PNC Private Bank PNC BankSenior Wealth Strategist - PNC Private BankBoston, MassachusettsPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Wealth Management Client Associate - Resident Director’s Assistant Bank of AmericaWealth Management Client Associate - Resident Director’s AssistantMassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateBoston, MassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Senior Associate, Global Private Wealth Operations HarbourVest Partners LLC.Senior Associate, Global Private Wealth OperationsBoston, MA$130,000–$145,000 / yearWhat you will do: Leadership Leverage & Execution Support: Support leaders to clarify priorities, translate them into actionable plans, and drive progress on operational improvements and special projects through strong coordination, tracking, and follow-through. The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of Global Private Wealth and the Chief Operating Officer, Global Private Wealth-providing leverage, throughput, and organizational lift for both C-suite executives.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorBoston, MAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.