NewTax Manager JobotTax ManagerBurlington, MA$120,000–$145,000 / yearInformation 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. The successful candidate will be responsible for overseeing the organization's tax planning and compliance with a focus on optimizing tax strategies, minimizing tax liabilities, and ensuring compliance with tax laws and regulations.
NewProject Manager - Change Management Vaco LLCProject Manager - Change ManagementBoston, MA$85Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssistant Branch Manager Bluestone BankAssistant Branch ManagerPlainville, MA$30–$34 / hourProcesses, 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.
NewFinancial Advisor (2 Openings) JobotFinancial Advisor (2 Openings)Westborough, MA$100,000–$140,000 / yearInformation 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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.
NewFinancial Advisor (CFP Preferred) JobotFinancial Advisor (CFP Preferred)Westborough, MA$125,000–$175,000 / yearThis role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. 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.
NewFinancial Advisor JobotFinancial AdvisorWestborough, MA$120,000–$200,000 / yearSince 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.
NewManager, SAP Transportation Management (TM) KPMGManager, SAP Transportation Management (TM)Boston, MAIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, SAP FICO - Transfer Pricing KPMGManager, SAP FICO - Transfer PricingBoston, MA$145,350–$253,230 / yearIf 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. •Deep functional and technical knowledge of SAP intercompany processing (resource-related billing, cross-company sales/purchases), Profit Center Accounting, CO-PA, and multi-currency/multi-valuation configurations.
NewManager, AI Engineer KPMGManager, AI EngineerBoston, MAManage 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).
NewManager, Strategy/M&A Execution- Industrials KPMGManager, Strategy/M&A Execution- IndustrialsBoston, MAIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadBoston, MA$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
NewManager, Incident Response KPMGManager, Incident ResponseBoston, MALead and coordinate incident response engagements, including client communications, executive briefings, war-room facilitation, and cross functional stakeholder management (legal, forensics, privacy, communications, and leadership) during high impact events. 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.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceBoston, MA$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. 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.
NewManager, SailPoint Identity Governance Technical Lead KPMGManager, SailPoint Identity Governance Technical LeadBoston, MA$114,095–$268,180 / yearIf 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. Excellentanalytical, communication, presentation, and problem-solving skills, with theability to lead technical discussions; knowledge of AI tools and integrations,including management of non-human and agent identities.
NewManager, IT M&A - Due Diligence, Integration, and Separation KPMGManager, IT M&A - Due Diligence, Integration, and SeparationBoston, MA$146,775–$267,030 / yearQualifications: Minimum five years of recent experience in technology/business consulting, or a combination of consulting and technology roles, with demonstrated involvement in IT transformation projects supporting IT-focused M&A projects: system integration/separation, platform migration, IT architecture modernization, outsourcing of IT operations, or regulatory technology implementation. 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.
NewManager, Forensic Technology KPMGManager, Forensic TechnologyBoston, MA$103,265–$206,540 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). 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.
NewManager, Accounting Advisory Services KPMGManager, Accounting Advisory ServicesBoston, MAAssist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings and other acquisition filings for both domestic and cross-border transactions. Give transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition and provide fresh-start accounting support to clients upon emergence from bankruptcy.
NewFiduciary Tax Accountant Vaco LLCFiduciary Tax AccountantBoston, MA$150,000–$160,000Job Functions: Prepares, reviews and processes estate tax, fiduciary income tax, and gift tax returns (forms 706, 8971, 1041 and 709 and related state filings) for the Wealth Management Group clients. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewFinancial Planner (Series 7/63/65/66) JobotFinancial Planner (Series 7/63/65/66)Westborough, MA$120,000–$200,000 / yearInformation 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.
FINRA Supervision Manager Senior - PNC Wealth Management PNC BankFINRA Supervision Manager Senior - PNC Wealth ManagementBridgewater, MarylandDecision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Organizational Leadership, Products and Services, Regulatory Environment - Financial Services, Risk Management Work Experience . PNC 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.
Product Manager, Wealth Management Voya Financial IncProduct Manager, Wealth ManagementBoston, MAEnsure product management incorporates competitive intelligence, advisor feedback, and end-to-end processes from proposal through implementation and ongoing servicing-addressing both external advisors/clients and internal operations. Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor needs, client expectations, and company objectives.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerBoston, MA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerBoston, MA$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. 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.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior ManagerBoston, MA$124,000–$335,000 / yearPwC 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. As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerBoston, MA$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management Regulated Investment Company (RIC) - Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - ManagerBoston, MA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. 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.
NewSenior Risk Manager, Wealth Management & Trust CitizensSenior Risk Manager, Wealth Management & TrustBoston, MACitizens is seeking a First Line Risk Senior Manager to support Private Wealth Management. Ideal candidates will have 6-8+ years in Wealth Management risk management, with expertise in regulatory compliance.
Senior Manager, Product Development Analyst, Wealth Product & Investment Performance FidelitySenior Manager, Product Development Analyst, Wealth Product & Investment PerformanceMassachusettsRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Wealth Operations Sr Tax Manager Eastern Bankshares IncWealth Operations Sr Tax ManagerBoston, MA$111,574–$183,300 / yearThis role ensures delivery of high-quality tax services to clients, strengthens relationships with Account Officers and internal stakeholders, oversees vendor performance, and maintains a robust control environment aligned with regulatory and audit expectations. Partner closely with Account Officers and Relationship Managers to support client needs, address complex tax-related inquiries, and deliver a high level of service and responsiveness.
NewPrincipal Product Manager - AI Wealth Platform (Halo) Datalign AdvisoryPrincipal Product Manager - AI Wealth Platform (Halo)Cambridge, MAKey responsibilities include defining the product roadmap, shaping the consumer experience, and collaborating with engineering and data science teams. A leading fintech company in Cambridge is seeking a Principal Product Manager to lead their AI wealth management product, Halo.
Marketing Wealth Program Manager Bank of AmericaMarketing Wealth Program ManagerWaltham, MassachusettsMarketing Program Manager supports a broad set of lines of business including the Chief Investment Office (CIO) at Merrill and the Private Bank—the investment engine of the firm—which delivers Market Viewpoints and insights, investment guidance, due diligence, manager research, and portfolio construction and management services. The Wealth CXO Marketing team, part of the Wealth CXO in MDS (Marketing, Digital and Customer and Specialized Consumer Client Solutions) at Bank of America, is responsible for driving brand awareness and favorability, accelerating deepening and growth, and delivering modernized planning and holistic advice.
Private Wealth Services Tax Manager Grant Thornton LLPPrivate Wealth Services Tax ManagerBoston, MAIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementBoston, MA$155,600–$306,800 / year6+ 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, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. 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.
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Boston The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - BostonBoston, MARequired qualifications, skills and experience: • Record of academic and professional achievement • Four plus years of private wealth management, financial services, or related professional experience • Prior sales, fundraising, business development or investing experience preferred • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) • Demonstrated strong connectivity within an established network • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment • Exceptional client focus, business development, and relationship management skills • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships • Creative approach to problem solving and developing innovative solutions for clients • Self-motivated and able to work in an autonomous, yet collaborative environment • Commitment to excellence and a high level of integrity. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewSenior Wealth Advisor Claire Myers ConsultingSenior Wealth AdvisorWellesley, 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.
Global Wealth Management UBS Group AGGlobal Wealth ManagementBoston, MAEducate clients on account services and capabilities and oversee the on boarding process for new clients*Provide support to Financial Advisors and act as a lead service provider for high priority relationships. Key Responsibilities: Manage team of Client Service Associates (CSA) including; team schedule, preparation and review of client materials, monitor client and Financial Advisor requests and ensure timelines are met.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociateBoston, MA$76,000–$82,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston The Goldman Sachs Group IncAsset & Wealth Management, Wealth Management Professional, Senior Analyst - BostonBoston, MAOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAMattapan, MAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewVP/Wealth Advisor AllianceBernstein Holding LPVP/Wealth AdvisorBoston, MA$175,000–$200,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
NewSupervision Specialist Senior - PNC Wealth Management PNC BankSupervision Specialist Senior - PNC Wealth ManagementRandolph, MassachusettsWorks closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
NewSenior Wealth Management Client Service Lead (Hybrid) Atlantic GroupSenior Wealth Management Client Service Lead (Hybrid)Boston, MAThe role involves managing client relationships and leading a team to ensure exceptional service delivery for high-net-worth clients. The ideal candidate will have 8+ years of experience in client service within financial services and possess strong leadership skills.
J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MAMAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Private Wealth Management Wealth Management Associate Morgan StanleyPrivate Wealth Management Wealth Management AssociateBoston, MassachusettsProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Private Wealth, Investment Specialist (Boston, MA) Citizens Financial Group IncPrivate Wealth, Investment Specialist (Boston, MA)Boston, MA$100,000–$140,000 / yearWorking closely with Wealth Managers and senior team members, the Investment Specialist contributes to the delivery of customized financial solutions and supports the overall growth and success of the firm. The Investment Specialist plays a key role in supporting and strengthening client relationships by delivering exceptional service, understanding client goals, and ensuring a high level of satisfaction.
Director, Enterprise Project Management (EPMO) - Wealth Management Voya Financial IncDirector, Enterprise Project Management (EPMO) - Wealth ManagementMA$170,000–$185,000 / yearThe Director, EPMO - Wealth Management is an enterprise leader who leads a portfolio of complex programs and projects in the Wealth Management business, acting as a strategic partner to business, technology, operations, finance and compliance leaders as well as a delivery manager that is responsible for managing and delivering the expected outcomes of the business initiatives. Success in this position demands the ability to oversee multiple complex projects, engage senior leaders to shape priorities, resolve tradeoffs, and remove barriers, and develop high-performing teams of program and project managers that deliver predictable outcomes in the face of ambiguity and evolving enterprise needs.
NewWealth 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.
Solutions Architect - Financial Services Asset and Wealth Management Databricks IncSolutions Architect - Financial Services Asset and Wealth ManagementBoston, MA$180,000–$247,500 / yearThis is a customer-facing role, where you will work with customers, your teammates, the product team, our post-sales team,s and partners, to identify use cases for Databricks, develop architectures and solutions using our platform, and guide customers through the implementation, to accomplish meaningful outcomes for their businesses. What we look for: 7+ years in a customer-facing pre-sales role, or consulting role - preferably working with big-data technologies to solve data engineering and big-data analytical challenges.
Director, Investor Services US Wealth Wellington ManagementDirector, Investor Services US WealthBoston, MassachusettsExamples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). The following skills are required for the role: Investor Servicing Expertise: Deep knowledge of alternatives and traditional products, investor lifecycle servicing, and wealth platform operations, including experience with evergreen and semi-liquid structures.