Senior Associate Wealth Advisor Focus Partners WealthSenior Associate Wealth AdvisorNeedham, MassachusettsBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
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.
NewRetail Associate Manager, Bilingual T-Mobile US IncRetail Associate Manager, BilingualMA$55,900–$100,900 / yearTo find the pay range for this role based on hiring location, https://paylookup.t-mobile.com/paylookup?reqID=REQ371426¶dox=1 . The successful candidate's actual pay will be based on various factors, such as work location, qualifications, and experience, so the actual starting pay will vary within this range.
2027 BNY Summer Internship Program - BNY Wealth (Boston, MA) The Bank of New York Mellon Corp2027 BNY Summer Internship Program - BNY Wealth (Boston, MA)Boston, MAThrough a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The BNY Summer Internship Program offers high-potential students a dynamic 10-week experience designed to accelerate development, build professional networks, and provide meaningful exposure to one of the world''s leading financial services institutions.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior AssociateBoston, MA$77,000–$214,000 / 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
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.
Software Development Engineer In Test (Sdet), AVP (Wealth Custody & Clearing) State Street CorporationSoftware Development Engineer In Test (Sdet), AVP (Wealth Custody & Clearing)Boston, MA$90,000–$157,500 / yearWe are seeking a Software Development Engineer in Test (SDET) to serve as a hands-on quality engineering contributor, embedded within Wealth Technology delivery teams and accountable for building robust automated testing solutions across frontend, backend, and integration layers. As WC&C modernizes and scales its digital platforms, quality engineering and automated testing are critical to ensuring platform reliability, data integrity, and regulatory grade controls.
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.
Global Private Wealth - Investor Relations, Platform Enablement Associate HarbourVest Partners LLC.Global Private Wealth - Investor Relations, Platform Enablement AssociateBoston, MA$100,000–$110,000 / yearThe Platform Enablement Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest's client base in the wealth channel through new platform relationships and through increased engagement with current clients.
Associate, Global Private Wealth, National Accounts - Platform Enablement HarbourVest Partners, LLCAssociate, Global Private Wealth, National Accounts - Platform EnablementBoston, MA$100,000–$110,000 / yearThe National Accounts Associate will collaborate closely with senior team members to assist with day‑to‑day operational workflows related to onboarding new partners and maintaining platform infrastructure, producing high-quality presentation materials, fulfilling RFP/DDQ requests, and coordinating distribution partner activities. The Global Private Wealth National Accounts team is responsible for developing and growing HarbourVest's client base in the wealth channel through new platform relationships and through increased engagement with current clients.
Senior Associate, Private Wealth Client Marketing HarbourVest Partners LLC.Senior Associate, Private Wealth Client MarketingBoston, MAFor example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. Incorporate sponsored and owned events into broader campaign strategies, including audience targeting, pre-event communications, and post-event follow-up, without owning on-site event execution.
Senior Client Services Account Analyst – Private Wealth and Retirement Hub International InsuranceSenior Client Services Account Analyst – Private Wealth and RetirementWilmington, MassachusettsThe role is responsible for the accurate and timely preparation of plan data — including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs — enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Wealth Advisor - Charlestown/Revere, MA Citizens Financial Group IncWealth Advisor - Charlestown/Revere, MARevere, MA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Implementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River Development State Street CorpImplementation Manager - AVP - FIXED INCOME - Investment Software Implementation - Charles River DevelopmentBurlington, MA$90,000–$157,500 / yearTheir contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues before taking the client "live". We truly believe our employees' diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
NewService Operations Associate (Boston, MA) Mercer AdvisorsService Operations Associate (Boston, MA)Boston, Massachusetts$29–$33 / hourToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Senior Client Services Account Analyst - Private Wealth And Retirement Hub InternationalSenior Client Services Account Analyst - Private Wealth And RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Senior Client Services Account Analyst - Private Wealth and Retirement Hub International LtdSenior Client Services Account Analyst - Private Wealth and RetirementWilmington, MA$64,285–$114,285 / yearThe role is responsible for the accurate and timely preparation of plan data - including census loads, recordkeeper file loads, asset reconciliation, and compliance testing inputs - enabling Account Managers to deliver compliance, government reporting, and client service in accordance with the practices, policies, and procedures of the Company. The expected salary range for this position is $64,285 to $114,285 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Wealth Client Service And Operations Support, AVP State Street CorporationWealth Client Service And Operations Support, AVPQuincy, MA$80,000–$140,000 / yearProviding managed account servicing will allow the Managed Account Services Group to more fully support institutional clients with wealth management operations, as well as wealth managers themselves, a segment which is strategically important to State Street Wealth Services and Alpha's growth plans. The AVP, Client Service and Operations Support for the Managed Account Servicing business will help grow and lead the outsourced servicing capabilities aimed at institutional asset and wealth managers who provide managed accounts to affluent individuals and family trusts.
NewLegal & Compliance - Private Wealth Legal Group - Securities Attorney, VP (Breit) The Blackstone GroupLegal & Compliance - Private Wealth Legal Group - Securities Attorney, VP (Breit)Boston, MA$165,000–$250,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Job Description: This role sits within a fast-growing and dynamic business, with a focus on global fundraising and marketing initiatives as well as day-to-day legal matters for Blackstone Real Estate Income Trust (BREIT), an industry leading public, non-listed real estate investment trust.
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.