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.
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)Boston, 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 & 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.
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.
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.
Sr. Solutions Architect - Financial Services Wealth and Asset Management Databricks IncSr. Solutions Architect - Financial Services Wealth and Asset ManagementBoston, MA$219,100–$301,300 / 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: 10+ 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.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior AssociateMA$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.
Asset & Wealth Management Tax Director PricewaterhouseCoopers LLPAsset & Wealth Management Tax DirectorMA$150,000–$438,000 / 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 a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations.
Private Wealth Business Development Officer Canadian Imperial Bank of CommercePrivate Wealth Business Development OfficerMA$150,000–$190,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Market Development: Lead and organize promotional events, educational seminars and roundtables to develop new alliances and formal networks to grow CIBC's presence in the wealth management space.
Direct Retail and Digital Wealth - US, VP - State Street Investment Management State Street CorpDirect Retail and Digital Wealth - US, VP - State Street Investment ManagementBoston, MA$110,000–$188,750 / yearAs an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. State Street Investment Management is building one of the industry's most ambitious next-generation growth platforms, designed to capture the structural transformation of global wealth distribution.
Asset & Wealth Management - Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior AssociateMA$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. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Associate, Product Marketing, Global Private Wealth HarbourVest Partners, LLCAssociate, Product Marketing, Global Private WealthBoston, MA$74,000–$104,000 / yearThe role's primary focus is to own US distributor and platform launches, coordinating marketing readiness, assets, and cross‑functional delivery while partnering with colleagues internationally to support similar launches in their regions. Experience: 3-5 years' experience in product marketing, sales enablement, product specialist, capital‑raising support, or related roles within asset management, wealth management, or private markets.
Senior Associate, Business Intelligence - Global Private Wealth HarbourVest Partners, LLCSenior Associate, Business Intelligence - Global Private WealthBoston, MAWhat you bring: • Advanced experience with Power BI, including dashboard development, data modeling, and Data Analysis Expressions (DAX) • Strong proficiency in SQL for querying, transforming, and validating data • Experience working with Snowflake or similar cloud-based data platforms • Understanding data modeling, data pipelines, and reporting architecture • Experience in asset management, private markets, wealth management, or financial services strongly preferred • Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights • Ability to collaborate effectively across sales, marketing, technology, and analytics teams. • Partner with IT and data engineering teams to design, refine, and scale Snowflake data models aligned to GPW use cases • Translate business requirements into structured data models, tables, and views that enable scalable analytics • Integrate data across CRM, marketing platforms, and transaction systems to support consistent and reliable reporting • Anticipate future analytical needs and evolve data models to support advanced and emerging use cases.
NewSenior Client Relationship Advisor - Wealth Mgmt (Free Parking) Incendia PartnersSenior Client Relationship Advisor - Wealth Mgmt (Free Parking)Boston, MA$120,000–$150,000 / yearYou will partner with portfolio managers and advisory teams to provide exceptional client service while managing account administration. Incendia Partners is seeking a Senior Advisor in Boston to support high-net-worth clients.
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Boston The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - BostonBoston, MA$85,000–$160,000 / yearOur 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 are 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.
National Accounts Associate, Global Private Wealth - Investor Relations HarbourVest Partners, LLCNational Accounts Associate, Global Private Wealth - Investor RelationsBoston, MA$109,000–$141,000 / yearNational Accounts & Distribution Partner Support Coordinate and create presentation materials for meetings and platform due diligence sessions, including onsite visits Collaborate with internal teams to prepare, draft, and submit RFPs, DDQs, and ad-hoc due diligence requests Assist with the organization and execution of fundraising campaigns, roadshows, webinars, and events Support senior team members in managing relationships with national account platforms. Data, Reporting & Internal Coordination Maintain and update data in the CRM system and internal tracking documents to ensure accurate contact information and client coverage, as appropriate Work with the Commercial Operations team to optimize marketing campaigns, client reporting and underlying activity tracking Develop and enhance CRM reporting to maintain up-to-date, comprehensive coverage of all platform relationships Compile and analyze fundraising metrics, engagement trends, and platform pipeline activity.
Head of Technology - Wealth Services (Clearing & Custody), Managing Director State Street CorpHead of Technology - Wealth Services (Clearing & Custody), Managing DirectorBoston, MA$170,000–$282,500 / yearThis role is responsible for defining and executing the technology strategy, architecture, and delivery of State Street's Wealth Custody & Clearing platform, including integration with third-party custody and clearing providers. This role is responsible for delivering scalable, secure, and compliant technology solutions that support client onboarding, transaction processing, advisor services, and strategic partner integrations.
NewAssociate, Investor Relations - Global Private Wealth (Internal Wholesaler) HarbourVest Partners, LLCAssociate, Investor Relations - Global Private Wealth (Internal Wholesaler)Boston, MA$100,000–$110,000 / yearThis role will be focused on partnering with External Wholesalers to raise capital in the US by developing and maintaining relationships with financial advisors in the Wire-House/Private Bank, RIA, and Family Office channels in a specified region to drive sales and AUM growth across private and registered funds. We focus on delivering HarbourVest's private markets solutions to the private wealth market primarily through financial intermediaries including wire-houses, regional broker-dealers, private banks, multi-family offices and registered investment advisors.