Tax 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.
Assistant 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.
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, AI Engineer KPMGManager, AI EngineerBoston, MA$134,710–$268,985 / yearManage 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, 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, 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, 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, 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 S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)Boston, MA$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
Tax Senior Manager, State and Local Tax - Sales & Use Tax bdo consultingTax Senior Manager, State and Local Tax - Sales & Use TaxBoston, MA$99,750–$262,500 / yearA Tax Senior Manager, State and Local Tax - Sales & Use Tax is responsible for advising clients of the sales & use tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with sales & use tax statutes and regulations. In this role, the SALT Sales & Use Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in sales & use tax policy and applying new policies to tax compliance.
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, 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, 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, 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.
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesBoston, MA$146,000–$200,000 / yearSignificant 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Assurance Experienced Manager, Third Party Attestation bdo consultingAssurance Experienced Manager, Third Party AttestationBoston, MA$130,000–$170,000 / yearThis role focuses on various types of reports, including System and Organization Controls (SOC) 1, SOC 2, SOC 3, SOC for Cybersecurity, WebTrust for CAs, HITRUST, SSPA, ISO, MRC, and CSA STAR. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Senior Manager, ASC740 bdo consultingTax Senior Manager, ASC740Boston, MA$146,000–$200,000 / yearThe Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Manager, Core Tax Services bdo consultingTax Manager, Core Tax ServicesBoston, MA$112,000–$150,000 / yearThe Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewLending Transaction Manager – Lending and Banking Services MassMutualLending Transaction Manager – Lending and Banking ServicesBOSTON, MAYou will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesBoston, MA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Assurance Manager, Accounting & Reporting Advisory bdo consultingAssurance Manager, Accounting & Reporting AdvisoryBoston, MA$100,000–$125,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Tax Senior Manager, Digital Assets bdo consultingTax Senior Manager, Digital AssetsBoston, MA$146,000–$200,000 / yearThe Digital Assets Tax Senior Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations now engaging with crypto/blockchain solutions. In addition, the Digital Assets Tax Senior Manager is a critical member of the office / region leadership team and actively participates in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Tax Experienced Manager, ASC 740 & Corporate Tax bdo consultingTax Experienced Manager, ASC 740 & Corporate TaxBoston, MA$115,000–$165,000 / yearThe Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Manager, Core Tax Services, ASC 740 & Corporate Tax bdo consultingTax Manager, Core Tax Services, ASC 740 & Corporate TaxBoston, MA$102,300–$150,000 / yearThe Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewPortfolio Manager-Investment Management Group Rockland TrustPortfolio Manager-Investment Management GroupBoston, MAAs 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.
Mergers & Acquisitions Tax Managing Director, State and Local Tax bdo consultingMergers & Acquisitions Tax Managing Director, State and Local TaxBoston, MA$157,500–$420,000 / yearThe Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.
Tax Director, State & Local Tax bdo consultingTax Director, State & Local TaxBoston, MA$99,750–$262,500 / yearAnalyzes and applies client specific facts to published state guidance and determines where additional outreach is needed and develops a strategy for obtaining clarification where needed (e.g., informal consults with state taxing authority, formal letter ruling request, etc.). Identifies out of scope compliance areas in need of additional workstreams (e.g., nexus study, apportionment study, taxability study, etc.) and is able to communicate effectively to stakeholders relative to pricing and need.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesBoston, MA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewTrust Officer MassMutualTrust OfficerBOSTON, MASeek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients care about.
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 .
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 Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerMA$124,000–$335,000 / yearAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients.
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.
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.
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.
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.
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.
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 - 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.
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.
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.
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.
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.
VP/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.
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.
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.
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.
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.