Wealth Manager
$125k - $150kCyperus Group LLC
This range is provided by Cyperus Group LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $125,000.00/yr - $150,000.00/yr Additional compensation types Annual Bonus Position: Wealth Manager Overview: Lead day-to-day relationships for high- and ultra-high-net-worth families, delivering full-service Personal CFO and family office accounting support. Responsibilities Primary client contact and coordinator with CPAs, attorneys, and wealth advisors Oversee financial reporting, cash management, bill pay, payroll, and investment tracking Prepare client analysis supporting tax, estate, and charitable planning Manage and develop client service staff (1–2+ years people management required) Ensure accuracy, controls, and timely delivery across all client work Requirements Bachelor’s in Accounting (preferred) or related field CPA preferred – but not a must Some management experience is necessary 5+ years supporting HNW/UHNW individuals or families Experience with trusts, estates, foundations, and complex entities Why this opportunity stands out Senior, client-facing leadership role Direct exposure to sophisticated UHNW families Long-term growth within a Personal CFO / Family Office platform For immediate consideration, email your resume with "Family Office Manager" in the subject line to View email address on click.appcast.io Seniority level Mid-Senior level Employment type Full-time Job function Management, Finance, and Accounting/Auditing Industries Investment Management and Individual and Family Services Benefits Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Child care support Disability insurance Student loan assistance Tuition assistance #J-18808-Ljbffr
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Boston, MA vacancy
$150k - $175k
...Hathaway Specialty Insurance Company (BHSI) has an exciting opportunity in our Boston office for a Commercial Property Insurance Program Manager within our Commercial Programs team. This role is responsible for overseeing existing delegated underwriting authority programs and...SuggestedTemporary workWork at officeFlexible hours$150.4k - $343.6k
...Business Consulting, Insurance – P&C Claims Transformation – Senior Manager EY is a leader in serving the global financial services... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...SuggestedWork experience placementSummer holidayFlexible hoursErnst & Young
Boston, MA23 days ago$170k - $282.5k
...internal stakeholders to deliver practical, business-oriented legal solutions that support State Street’s global alternatives, asset manager, asset owner and insurance clients in the Americas. The team advises on a broad range of asset servicing products and services,...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:• Leading project teams to deliver valuable insights, and design and...SuggestedFull timeFor contractorsLive inWork at officeLocal area
- ...you will learn, innovate and lead, and together we will improve the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project teams to deliver valuable insights, and design and implement...SuggestedFull timeFor contractorsLive inWork at officeLocal area
- ...and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds.You are a confident Manager who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and...Full timeWork experience placementLive inWork at officeLocal area
$154.5k - $302k
...equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.At FTI Consulting, you’ll work side-...Full timeInterim roleWork at officeFlexible hours- ...Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.ResponsibilitiesAs an Property Manager at Hines, you play a key role in facilitating the smooth day-to-day operations of the property, while providing the highest quality...Work experience placementWork at officeLocal area
$180k - $340k
...operations. This role ensures compliance with all federal, state, and local regulations (including DFARS, FAR, and DoD Property Management regulations), drives operational efficiency, and safeguards the integrity and accountability of government funded resources. The...Full timeContract workFor subcontractorWork at officeLocal area3 days per week$97.85k - $227.24k
...in our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities:Provide excellent client service to multi-state companies with property...Local area$107k - $175.5k
Primary Purpose of Position:Manage and provide day-to-day direction and supervision related to operations and maintenance, revenue maximization, expense control, and tenant relations in assigned portfolio or property independently and/or through the management of staff...Contract workFor contractorsWork at officeLocal area$275k - $325k
...the implementation of the company’s intellectual property strategy in the cell and gene therapy space, as well as counsel clients, manage patent drafting and prosecution, and assist in patent landscape activities, review publications and support business activities as...Temporary workImmediate start$105.38k - $215.38k
Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technologies in order to align the tax function...Work at officeLocal area$102k - $120k
Job TitleProperty ManagerJob Description SummaryResponsible for the management of a property (or group of properties) for a client and fulfilling the manager ’s obligations under the terms of the property’s management agreement.Job DescriptionESSENTIAL FUNCTIONS AND RESPONSIBILITIESResponsible...Minimum wageFull timeContract workWork at officeFlexible hours$180k - $250k
...employees. Position Summary The Director is responsible for the provision of property tax services to DMA’s clients, including managing processes and personnel in the operation’s performance of Real Estate and/or Business Personal Property assessment reviews. The...Work at officeLocal areaCO-US DuCharme, McMillen & Associates Inc
Boston, MA2 days ago$200k
Posting Description ASSOCIATE DIRECTOR, REAL ESTATE INVESTMENTS, MIT Investment Management Company (MITIMCo) - Cambridge Real Estate (CRE) team, will report to the Head of Real Estate for this integrated investment, development, and asset management platform overseeing...Full timeWork at officeVisa sponsorship3 days per week- ...project O&M provider on operational items, including major component repairs, scheduled maintenance, aftermarket upgrades Financial Management Provide input and review of the pro-forma financial models for development generation assets Manage asset level financial...Contract workVisa sponsorshipFlexible hours
Greenvolt
Boston, MA11 days ago - ...BACKGROUND: 2Life Communities has been at the heart of positive change in the affordable senior housing ecosystem since 1965. We develop, manage, and advocate for high-quality, affordable housing and services that support aging in community, helping older adults and their...Contract workTemporary workLocal area
2Life Communities
Brighton, MA2 days ago - Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on... ...path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead Wealth...Work at office
$150k - $190k
...Overview We are seeking an experienced Operations Manager to execute and oversee asset rebalancing settlements and collateral management while driving process optimization and technological innovation across our platforms. Primary Responsibilities Asset Transfer Management...Local areaKKR
Boston, MA3 days ago- ...The HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include the Property Coordinator and...Full timeWork at officeLocal areaFlexible hours
CHARLESGATE
Boston, MAmore than 2 months ago $124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryA career... ...to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on...Full timeH1bLocal areaOverseas- ...is growing our practice to help our clients navigate their transformational journeys. The Banking & Capital Markets Digital Assets Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include:Industry...Full timeLive inWork at officeLocal area
- ...you.CLA, one of the nation’s largest public accounting and professional services firm is currently seeking a Transaction Services Manager to support our clients in the Atlanta, GAoffice.The Transaction Services Manager will work closely with our clients and team members...Work experience placement
$154.5k - $302k
...equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.At FTI Consulting, you’ll work side-...Full timeWorldwide$124k - $280k
...SectorSpecialismFunctional & Industry TechnologiesManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager, you will lead the charge in integrating and architecting enterprise solutions within our Advisory practice. You will be at the...Full timeContract workH1b- Overview:Under the supervision of the Chief of Staff, provide leadership and management of the BPDA's real estate portfolio of 13 million square feet of land and the associated Real Estate Division staff. This involves managing properties such as the Charlestown Navy Yard...Work at office
$150k - $250k
...with team members who value innovation and collaboration in everything they do!CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services)....Work at officeLocal areaRemote workFlexible hours$119k - $218.3k
...environments and mitigate risk in the rapidly evolving world of digital assets? Deloitte’s Digital Assets practice combines risk management, advanced regulatory knowledge, and emerging technology to help organizations address today’s challenges and prepare for what’s next...Work at office$175k - $185k
ABOUT GREYSTARGreystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina...Full timeWork at officeLocal areaImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
