1,030 Results for

Wealth Manager Jobs in Charlestown, MA

Jobs

Corporate Development Lead – Wealth Management MassMutual

Boston, MA

Working closely with the senior leaders of MassMutual’s affiliated distribution and wealth management business, the role will assess opportunities spanning registered investment advisers, wealth platforms, advisor capabilities, client solutions, technology and adjacent businesses, with a focus on strategic fit, advisor satisfaction and strong client outcomes. For wealth management opportunities, Corporate Development works closely with business leaders and subject matter experts across our MMFA financial advisor network, Wealth Management, Corporate Strategy, Finance, Legal, Compliance, Risk, Technology, Human Resources, Treasury, FP&A, Controllers and Tax.

16 days ago

Tax Manager Jobot

Boston, MA

$130,000–$160,000 / 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. 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.

9 days ago

Private Client Relationship Manager Citizens

Needham, MA

$83,000–$104,000 / year

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.

2 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.

9 days ago

Investment Accounting Manager - Alternative Investments MassMutual

Boston, MA

We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.

16 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

Financial Advisor Jobot

Lynn, MA

$120,000–$200,000 / year
Quick Apply

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.

9 days ago

SVP, Sr. Wealth & Trust Management Officer Bluestone Bank

Raynham, MA

$220,000–$240,000 / year

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.

6 days ago

Assistant Branch Manager Bluestone Bank

E. Bridgewater, MA

$30–$34 / hour

Processes, reviews and completes various transactions, including but not limited to: new accounts and safe deposit boxes, maintaining/processing supporting records, stop payments, CD rate exceptions, wire transfers, sign treasurer’s checks, debit card applications, and updating and maintaining customer account information. Cross-sells and refers Bank products and services: Wealth Management including Trust & Investments, Mortgages, Commercial, and Bluestone Bank Partners; Merchant Service, Payroll, Credit Cards.

6 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.

30+ 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.

30+ 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).

30+ 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.

30+ days ago

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

Westborough, 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

Tax Senior Manager, Core Tax Services Bdo Consulting

Boston, MA

$146,000–$200,000 / year

Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates, trusts and charitable entities.

30+ 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.

30+ days ago

Assistant Manager II Family Dollar

Holbrook, MA

Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable. As a manager, you may be required by the local jurisdiction where a store is situated to provide certain detailed background information necessary to obtain a license to sell alcoholic beverages / tobacco products.

1 day 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

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

Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu Ltd

Boston, MA

$155,600–$306,800 / year

6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, Geneva, InvestOne, and/or other IBOR, OMS, investment accounting, or trading platforms across institutional, wealth, and private markets. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

5 days ago

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Wealth Manager Jobs in Charlestown, MA

Corporate Development Lead – Wealth Management MassMutual

Tax Manager Jobot

Private Client Relationship Manager Citizens

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

Investment Accounting Manager - Alternative Investments MassMutual

Tax Manager - High Net Worth / Private Client Services Jobot

Financial Advisor Jobot

SVP, Sr. Wealth & Trust Management Officer Bluestone Bank

Assistant Branch Manager Bluestone Bank

Manager, ServiceNow KPMG

Manager, UKG KPMG

Manager, AI Engineer KPMG

Manager, SailPoint IdentitySecurity Cloud and Saviynt Identity Governance KPMG

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

Tax Senior Manager, Core Tax Services Bdo Consulting

Portfolio Manager-Investment Management Group Rockland Trust

Assistant Manager II Family Dollar

Manager, Wealth Management VOYA Financial Inc.

Senior Marketing Project Manager – Wealth Management Daley and Associates

Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu Ltd

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