NewFinancial Advisor JobotFinancial AdvisorLynn, MA$130,000–$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. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.
Manager, Wealth Management VOYA Financial Inc.Manager, Wealth ManagementBoston, MA$150,000–$175,000 / yearIn 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.
Vice President, Product Manager - Wealth Management State Street CorpVice President, Product Manager - Wealth ManagementBurlington, MA$110,000–$188,750 / yearThe 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.
NewAsset & Wealth Management Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax Senior ManagerBoston, MA$124,000–$335,000 / yearAs 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 .
Private Wealth Services Tax Manager Grant Thornton International LtdPrivate Wealth Services Tax ManagerBoston, MA$138,000–$172,500 / yearIn 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.
Tax Manager - Private Wealth DeloitteTax Manager - Private WealthBoston, MA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. 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.
Tax Manager - Private Wealth Baker Tilly Virchow Krause, LLPTax Manager - Private WealthTewksbury, MA$116,250–$159,640 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Private Wealth Services Tax Manager Grant Thornton LLPPrivate Wealth Services Tax ManagerBoston, MA$138,000–$172,500 / yearManaging multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget. Researching and consulting on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters.
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.
Partner Account Manager - Boston Human InterestPartner Account Manager - BostonBoston, MA Remote$80,000–$90,000 / yearCreate and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.). Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $140,000 to $150,000 which includes a base salary of $80,000 to $90,000, and a variable target compensation of $60,000.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementBoston, MA$76,500–$127,500 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. 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.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementBoston, MassachusettsIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. 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.
Senior Wealth Advisor Claire Myers ConsultingSenior Wealth AdvisorWellesley, MassachusettsThe firm takes a comprehensive, planning-first approach, bringing together investments, retirement, tax strategy, estate planning, and family considerations to help clients make better financial decisions. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.
Financial Planning Analyst – Wealth Management | Series 7 Required Claire Myers ConsultingFinancial Planning Analyst – Wealth Management | Series 7 RequiredWoburn, MassachusettsOur client is a dynamic, boutique wealth management firm that helps clients navigate their financial lives through comprehensive planning, thoughtful advice, and long-term relationships. Success in this position means producing accurate, high-quality financial plans on time, anticipating planning needs, and providing advisors with clear analysis they can confidently use in client conversations.
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.
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.
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.
Global Wealth Management UBS Group AGGlobal Wealth ManagementBoston, MAThe indicative gross base salary range as a full-time equivalent role: United States - Massachusetts - Boston min USD 55000 - max USD 75000 /annum. The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level.
Tax & Wealth Planning Strategist Natixis Investment ManagersTax & Wealth Planning StrategistBoston, MassachusettsThis highly visible role will shape sophisticated planning conversations around tax strategy, wealth transfer, liquidity events, and investment solutions, translating complex technical concepts into actionable insights that strengthen advisor relationships, elevate client engagement, and support business growth. What you will do: Serve as a senior planning expert focused on asset transitions, wealth transfer, and liquidity events for Natixis sales teams, advisors, and HNW/UHNW clients through meetings, conferences, consultations, and customized planning.
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.