Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Portfolio Operations Consultant

$67.4k - $88.4k

Dormont Manufacturing Co

Dormont Manufacturing Co is seeking an Investment Operations Consultant to join their Private Wealth Custom Portfolio Solutions team. This Boston-based full-time role involves ensuring timely and accurate trade processing, coordinating with custodians, and supporting portfolio management. The ideal candidate will have a Bachelor’s degree, over 2 years of experience in investment operations, and familiarity with trading principles. A competitive salary range of $67,400–$88,400 is offered. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Portfolio Operations Consultant in Boston, MA vacancy
  • $120k - $150k

    Masis Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves...  ...collaborating with advisory staff to guide elite clients on portfolio management, tax, and estate planning, requiring over 8 years... 
    Private

    Masis Professional Group

    Boston, MA
    4 days ago
  • $140k - $150k

     ...in Greater Boston, MA Gray Private Wealth (GPW) is an independent,...  ...a regional accounting and consulting firm. Gray Private Wealth specializes...  .... The Client Development & Portfolio Manager will play a key...  ...with marketing and operations to support lead generation... 
    Private
    Work at office
    2 days per week

    Gray, Gray & Gray, LLP

    Boston, MA
    2 days ago
  • $225k - $325k

     ...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment...  ...Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly...  ...Office and OCIO, is a leading fiduciary wealth and investment management firm that... 
    Private
    Full time
    Work at office
    Local area

    Focus Financial Partners Inc.

    Boston, MA
    1 day ago
  •  ...and supporting performance reporting while fostering strong client relationships. The ideal candidate has 3-5 years of experience in Wealth Management, holds relevant FINRA licenses, and is committed to exceptional client support. The position offers competitive... 
    Private

    Citizens Financial Group

    Boston, MA
    3 days ago
  • $67.4k - $88.4k

    Investment Operations Consultant Full‑time, Boston or Springfield The Opportunity We are seeking a detail‑oriented and client‑focused...  ...Investment Operations Consultant to join our growing Private Wealth Custom Portfolio Solutions team. The role will support the efficient... 
    Private
    Full time

    Dormont Manufacturing Co

    Boston, MA
    1 day ago
  • $120k - $150k

     ...assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with...  ...Advisory staff to provide counsel with their portfolio construction, including tax and estate planning... 
    Private

    Masis Professional Group

    Boston, MA
    4 days ago
  •  ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping...  ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive...  ...consistent focus on relationship management, not portfolio management by demonstrating a deep... 
    Local area

    Chase

    Mattapan, MA
    3 days ago
  •  ...Sr. Wealth Planner At BBH, partnership is more than a form of ownershipit's our approach...  ...a Sr. Wealth Planner to join our Private Banking team in Boston. In this role you...  ...beyond your daily role is part of how we operate as trusted partners to one another. We... 
    Private
    Local area

    Brown Brothers Harriman

    Boston, MA
    3 days ago
  • $82k - $107.6k

     ...Client Portfolio Analyst Private Wealth Custom Portfolio Solutions Team Full-time, Boston or Springfield The Opportunity We're looking...  ...Qualifications ~ Bachelor's degree ~2+ years of operational or customer service experience in the financial services... 
    Private
    Full time
    Temporary work

    Massachusetts Mutual Life Insurance Company

    Boston, MA
    22 hours ago
  • $89k - $133k

     ...Responsibilities Build coordinated marketing campaigns aligned with Global Private Wealth (GPW) fundraising priorities, supporting client acquisition,...  ...bank, and financial advisor groups. Partner with Commercial Operations to use internal and third‑party data for segmentation,... 
    Private
    Work at office
    Remote work
    Home office
    1 day per week

    HarbourVest Partners

    Boston, MA
    1 day ago
  • $195.42k - $370.53k

     ...one priority. With a wealth of learning and career...  ...currently seeking a Director, Private Equity IT M&A –Due...  ...roadmaps for portfolio companies; leadinitiatives...  ...modernization, cost take-out, operating modelredesign, and the...  ...high-growthtech firm; consulting experience focused on... 
    Private
    Full time
    H1b
    Local area

    KPMG

    Boston, MA
    8 days ago
  • $21.55 - $36.63 per hour

     ...Division: Clarendon Private Department: Clarendon Private Reports to: Head of Operations & Compliance Status: Non‑Exempt Grade: 8 Salary Range: $21.55 - $36.63 Actual...  .... Genuine interest in financial markets and wealth management. Excellent interpersonal skills and desire... 
    Private

    Beacon Bank

    Boston, MA
    22 hours ago
  •  ...solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial...  ...solutions, focusing on relationship management rather than portfolio management, while demonstrating a deep understanding... 
    Local area

    J.P. Morgan

    Boston, MA
    5 days ago
  • $100k - $300k

     ...Organization RWA Wealth Partners is a boutique...  ...team of professionals operates from six offices across...  .... Support the Private Wealth Management team...  ...prospective client's investment portfolios and financial planning...  ..., Chartered Financial Consultant (ChFC), Personal... 
    Private
    Local area

    RWA Wealth Partners LLC

    Newton Center, MA
    2 days ago
  • $68k - $120k

     ...POSITION SUMMARY Wealth Management Associates provide...  ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs...  ...as digital marketing, portfolio holdings and/or proposal...  ...Development & Operational Support Assisting the...  ...as Practice Strategy Consultants and Branch Management... 
    Private
    Temporary work
    Local area

    Morgan Stanley

    Boston, MA
    1 day ago
  • $47.52k

     ...solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial...  ...with a consistent focus on relationship management, not portfolio management by demonstrating a deep understanding of... 
    Local area

    JPMorgan Chase Bank, N.A.

    Mattapan, MA
    4 days ago
  • $47.52k

    J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are...  ...skills, focusing on relationship management rather than portfolio management. Demonstrate a deep understanding of financial... 
    Full time

    JPMorganChase

    Boston, MA
    2 days ago
  • $15k

     ...Management is a Boston-based, privately owned, investment grade...  ...+ institutional and private wealth clients. Founded in 1987...  ...family offices, and investment consultants, while clearly and confidently...  ...fixed income philosophy, portfolio construction framework, and... 
    Private
    Full time
    Temporary work
    Casual work
    Work at office
    Remote work
    Work visa
    Flexible hours

    Income Research Management

    Boston, MA
    25 days ago
  • $100k - $140k

    * Support Wealth Advisor in delivering exceptional services to clients, with the potential...  ...financial plans and investments and portfolio allocations* Assist in preparation for client...  ...legacies that last for generations. #J-18808-Ljbffr Corient Private Wealth LLC.
    Private
    Permanent employment
    Work at office

    Corient Private Wealth LLC.

    Boston, MA
    2 days ago
  • $130k - $180k

     ...Wealth Advisor page is loaded## Wealth Advisorremote type: Hybridlocations...  ...to each client’s financial portfolio and financial objectives.*...  ...security analysis, private markets, and derivatives.* Proven...  ...professionals, & retirement plan consultants are passionate about and... 
    Private
    Temporary work
    Local area
    Flexible hours

    Cerity Partners

    Boston, MA
    2 days ago
  • Tether in Boston is hiring an Associate to manage portfolio company reporting and ensure data integrity across systems. This role demands detail-oriented individuals to oversee data entry and support deal execution, thriving in a fast-paced investment environment. Suitable... 

    Tether

    Boston, MA
    2 days ago
  • Longfellow Investment Management Co., LLC is seeking an experienced Portfolio Operations Analyst in Boston. This role involves providing exceptional back-office support for fixed income and equity portfolios, ensuring accurate execution of tasks such as reconciling cash... 

    Longfellow Investment Management Co., LLC

    Boston, MA
    5 days ago
  • $200k - $250k

     ...institutional investors across the globe, including public and private retirement funds, sovereign wealth funds, endowments and foundations, and sub‑advisory mandates. Role Overview The quantitative Investment Portfolio Manager is responsible for researching and developing... 
    Private

    PanAgora Asset Management Inc.

    Boston, MA
    2 days ago
  •  ...Portfolio Manager III Boston, Massachusetts To proceed...  ...decision making and financial consulting experience working with...  ...services firm, most likely in a wealth management, private banking and/or trust field...  ..., tax, legal and operations necessary to service clients... 
    Private
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Boston, MA
    4 days ago
  • $160k - $200k

     ...seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management team. This role is...  ...planners, trust administrators, private bankers, and insurance specialists...  ...and market outlook in a clear and consultative manner. Meet regularly with clients... 
    Private

    Rockland Trust Company

    Boston, MA
    3 days ago
  • $150k - $190k

     ...the Firm's relationships with privately owned businesses and their...  ...navigate governance, business and wealth succession.In order to be...  ...the credit and managing the portfolio of existing credits, you will...  ...daily role is part of how we operate as trusted partners to one another... 
    Private
    Work at office
    3 days per week

    Brown Brothers Harriman

    Boston, MA
    1 day ago
  • $200k - $250k

    ## Portfolio Manager, Multi AssetApplylocations: MA Boston - PanAgoratime type: Full timeposted on: Posted Yesterdayjob...  ...investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates... 
    Private
    Contract work
    Temporary work

    Panagora Asset Mgmt

    Boston, MA
    2 days ago
  • Goldman Sachs is seeking a Private Wealth Advisor to join its Private Wealth Management (PWM) team in Boston. In this role, you will leverage your background to build client relationships and provide holistic wealth management advice, ensuring clients maximize their wealth... 
    Private

    Goldman Sachs

    Boston, MA
    5 days ago
  • $230k - $275k

    Husch Blackwell is seeking a Private Wealth Associate with four to eight years of experience to join their team. This position supports sophisticated estate planning and provides collaboration across multiple offices while maintaining high professional standards. Ideal... 
    Private

    Husch Blackwell

    Boston, MA
    5 days ago
  •  ...solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial...  ...with a consistent focus on relationship management, not portfolio management by demonstrating a deep understanding of financial... 
    Local area

    JPMorgan Chase & Co.

    Boston, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Portfolio Operations Consultant. Be the first to apply!