842 Results for

Wealth Manager Jobs in Boston, MA

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Tax Manager Jobot

Boston, MA

$130,000–$160,000 / year
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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Apply strong knowledge of portfolio accounting, investments, and corporate tax while managing multiple deadlines with accuracy; experience with CCH Axcess, Tamarac, Microsoft Dynamics CRM, QuickBooks, or SurePrep is a plus.

3 days ago

Tax Manager - High Net Worth (Hybrid or Remote) Jobot

Boston, MA

Remote

$130,000–$200,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions.

5 days ago

Tax Manager - High Net Worth / Private Client Services Jobot

Boston, MA

$160,000–$200,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our new team member will be responsible for managing various aspects of international taxation, including but not limited to, tax compliance, tax planning, and tax accounting.

9 days ago

SVP, Sr. Wealth & Trust Management Officer Bluestone Bank

Raynham, MA

$220,000–$240,000 / year
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Promotes 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.

8 days ago

Financial Advisor Jobot

Westborough, MA

$120,000–$200,000 / year
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Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

14 days ago

Manager, UKG KPMG

Boston, MA

Develop high quality work products utilizing both qualitative and quantitative data as directed (written briefings, status reports, issues risks logs) for presentation to clients and demonstrate problem solving skills through critical thinking, intellectual curiosity, intellectual rigor and questioning when breaking down and analyzing complex issues and framing approaches for potential solutions. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

24 days ago

Manager, ServiceNow KPMG

Boston, MA

$134,710–$268,985 / year

Completion of at least two full implementations of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS - IT Service Management, CIS – Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third-party Risk Management, or CIS - Vulnerability Response. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.

24 days ago

Manager, AI Engineer KPMG

Boston, MA

$153,710–$267,030 / year

Manage AI projects including architecture design, model development, integration, and testing, and ensure projects follow best practices in MLOps, security, compliance, and scalability to support enterprise-grade adoption; partner directly with clients to translate business objectives into technical solutions, aligning with enterprise strategy and measurable outcomes. Track record of delivering AI/ML solutions at enterprise scale, including integrations with core business systems with demonstrated ability to lead technical teams, manage deliverables, and build trusted client relationships; hands-on expertise with at least two major cloud AI platforms (Azure AI/ML, AWS Bedrock/SageMaker, or Google Cloud Vertex AI).

24 days ago

Manager, SailPoint IdentitySecurity Cloud and Saviynt Identity Governance KPMG

Boston, MA

$114,095–$268,180 / year

If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. Bachelor's degree in computer science, information security, information systems from an accredited college/university preferred; or minimum of a high school diploma or GED required plus seven years of SailPoint, Saviynt, or related identity security experience.

24 days ago

Financial Planner (Series 7/63 or 65/66) Jobot

Lynn, MA

$120,000–$200,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

9 days ago

Portfolio Manager-Investment Management Group Rockland Trust

Boston, MA

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

26 days ago

Senior Technology Leader - Hybrid Genesis10

Boston, MA

$95–$99 / hour
Temporary
Contractor
Full time
Quick Apply

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. The focus will be on modernizing and supporting investment platforms with scalable cloud-native architecture, full stack delivery, and robust engineering practices to support Portfolio Management and Trading.

5 days ago

Manager, Wealth Management VOYA Financial Inc.

Boston, MA

$150,000–$175,000 / year

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. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.

30+ days ago

Vice President, Product Manager - Wealth Management State Street

Burlington, MA

Full time

The successful candidate will possess deep expertise in Wealth Management, product strategy, and software delivery, along with a proven track record of leading cross-functional teams in complex financial technology environments. The team you will be joining is part of Charles River Investment Management Solution and State Street Alpha, a market leader in providing a comprehensive end-to-end investment management platform covering front, middle, and back office operations.

11 days ago

Senior Marketing Project Manager – Wealth Management Daley and Associates

Boston, MA

$55–$65 / hour

The ideal Senior Marketing Project Manager brings 5+ years of project management experience and direct experience supporting marketing initiatives within wealth management, asset management, or investment management. A leading investment management firm in Boston, MA, is seeking a Senior Marketing Project Manager to support the integration of marketing capabilities following a significant business acquisition within its Wealth Management division.

30+ days ago

Recruiting Manager Senior--Wealth PNC Bank

Boston, Massachusetts

Manages a team of recruiting managers and/or recruiters who identify, recruit, select and place qualified candidates in one or more business units and for roles of all levels of complexity Develops and implements strategic recruitment and employment programs. Business Acumen, Decision Making and Critical Thinking, HR: Trends and Direction, HR Planning And Development, Human Resources Policies, Strategies And Environment, Industry Knowledge, Influencing, Planning: Tactical, Strategic, Staffing, Hiring, Selection, Workforce Analytics, Workforce Diversity Management Work Experience .

2 days ago

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

Boston, MA

$99,000–$266,000 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

25 days ago

Asset & Wealth Management Tax Senior Manager PricewaterhouseCoopers LLP

Boston, MA

$124,000–$335,000 / year

As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

25 days ago

Asset & Wealth Management Tax Manager PwC

Boston, MA

$99,000–$266,000 / year

Within our Tax practice, you will focus on validating clients' adherence to tax laws, analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

19 days ago

National Accounts Associate Account Manager - US Wealth, Assistant Vice President - State Street Investment Management State Street

Boston, MA

Full time

Own and execute the strategy for a defined set of intermediary relationships, with a focus on Custodians, TAMPs, and Independent Broker Dealers, to drive asset growth and improve placement of SSIM investment solutions (ETFs, model portfolios, cash, SMAs, direct indexing, alternatives and other capabilities). You will partner closely with senior National Account Managers, Regional Consultants, and cross-functional teams to develop and execute account plans, identify growth opportunities, expand access to SSIM's investment capabilities, and support broader US Wealth sales and business priorities.

10 days ago

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Wealth Manager Jobs in Boston, MA

Tax Manager Jobot

Tax Manager - High Net Worth (Hybrid or Remote) Jobot

Tax Manager - High Net Worth / Private Client Services Jobot

SVP, Sr. Wealth & Trust Management Officer Bluestone Bank

Financial Advisor Jobot

Manager, UKG KPMG

Manager, ServiceNow KPMG

Manager, AI Engineer KPMG

Manager, SailPoint IdentitySecurity Cloud and Saviynt Identity Governance KPMG

Financial Planner (Series 7/63 or 65/66) Jobot

Portfolio Manager-Investment Management Group Rockland Trust

Senior Technology Leader - Hybrid Genesis10

Manager, Wealth Management VOYA Financial Inc.

Vice President, Product Manager - Wealth Management State Street

Senior Marketing Project Manager – Wealth Management Daley and Associates

Recruiting Manager Senior--Wealth PNC Bank

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Senior Manager PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Manager PwC

National Accounts Associate Account Manager - US Wealth, Assistant Vice President - State Street Investment Management State Street

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