Senior Wealth Client Service Manager
Citizens
A leading financial institution in Boston is seeking a Client Service Manager with over 5 years of experience in the financial industry. The role involves managing a Client Service Team, optimizing support models in partnership with Wealth Managers, and addressing client issues with discretion. Candidates must hold a relevant degree and industry licenses, and possess strong communication and leadership skills. This position offers a competitive salary between $110,000 and $135,000, annual bonuses, and comprehensive benefits. #J-18808-Ljbffr
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients... ...driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in...Senior$110k - $135k
...Description As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with... ...roles and opportunities within Client Service Partner with Wealth Managers to understand their business and pipeline in order...SuggestedWork at officeLocal areaMonday to FridayFlexible hours- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads....Senior
$132.1k - $301.6k
...serving the global financial services marketplace and the only... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...business acumen. As a Senior Manager in Private Tax, you...SeniorWork experience placementSummer holidayLocal areaImmediate startFlexible hours- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households... ...across various strategies, maintaining client relationships without the need for... ...the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
$160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal...Senior- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...Senior
$68k - $120k
...Boston is seeking a Group Director to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This senior-level position involves shaping client service strategies, managing a team, and enhancing client relationships. The ideal candidate...Senior$140k - $175k
A wealth management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing Principal's clients. The role involves client onboarding, processing portfolio transactions, and assisting with portfolio reporting....Senior$100k - $130k
RWA Wealth Partners LLC is seeking an Income Tax Accountant based in Boston, MA. In this role, you'll prepare federal and state individual... ...0 to $130,000, with additional benefits. Join a collaborative team dedicated to client success. #J-18808-Ljbffr RWA Wealth Partners LLCSenior$119.6k - $178.88k
TD Bank Group (TD) is seeking a Wealth Strategist located in Boston, Massachusetts. This role focuses on financial, trust, and estate planning services, promoting an exceptional client experience while supporting the TD Wealth team. Candidates should have a Bachelor's...Senior- Beacon Pointe is seeking experienced Senior Wealth Advisors in Boston, MA and nationwide. Advisors will provide comprehensive wealth management and build lasting client relationships. The role requires 5+ years of experience, focusing on client acquisition and tailored...Senior
- A financial services firm in Boston is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You will cultivate lasting relationships while helping clients achieve their financial goals. The ideal candidate has a valid FINRA...Senior
- A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing...Senior
- TwinThread is looking for a Vice President, Wealth Planner in Boston, MA. The candidate will provide comprehensive wealth planning advice across trusts, estates, and tax planning, engaging with clients to identify opportunities. A 4-year degree along with either CFP, CPA...Senior
$120k - $165k
Incendia Partners is seeking a Senior Advisor in Boston to provide high-touch service to high-net-worth clients including individuals and family offices. The ideal candidate... ...will have over 10 years of experience in wealth management, strong communication and organizational...Senior- A leading financial services firm in Boston seeks a Vice President, Wealth Planner. You will provide comprehensive wealth planning advice and serve... ...are essential. Join our dynamic team to help clients navigate wealth management opportunities and drive business results. #J-...Senior
- ...financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in... ...working closely with clients to provide a tailored service that meets their needs and objectives. Excellent...Senior
- STATE STREET CORPORATION is looking for a Senior Product Designer in Boston, MA to expand their wealth service offerings across custody and clearing. You'll work on consumer-focused applications, shaping user experiences and interaction models. The ideal candidate has...Senior
- A leading global investment firm is seeking a Private Wealth Advisor in Boston to develop client relationships and offer comprehensive wealth management advice. The candidate should have a record of academic and professional achievement along with a minimum of four years...Senior
$27 - $39.62 per hour
...do what's right for our clients, people and communities... ...can provide you with a wealth of opportunities to... ...industry. You bring a strong service mindset and take pride... ..., with the ability to manage multiple priorities in... ...vacation annually. Certain senior-level roles are...SeniorHourly payFull timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...Senior
$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing their financial landscape, and developing tailored... ...of experience, preferably in wealth management. A competitive salary of $152,000 to...SeniorRemote job- BCG Attorney Search is looking for an Experienced Wealth Management Associate in Boston, MA. This critical role involves providing sophisticated... ...estate planning and tax analysis for ultra-high net worth clients, while working collaboratively with investment and trust...SeniorWork at office
- STATE STREET CORPORATION is seeking a Senior Data Management Technical Analyst in Boston to design and deliver data models and analytics for wealth management solutions. The role focuses on integrating data engineering with AI capabilities while ensuring data quality and...Senior
- Citizens Bank in Boston is seeking a Finance Senior Manager to ensure financial integrity in the Private Wealth Management sector. This role involves developing complex financial models and insights to guide business strategy, focusing on analysis and collaboration with...SeniorFlexible hours
$175k - $225k
A private wealth advisory firm in Boston seeks an experienced Senior Financial Planner to manage high-net-worth clients and translate investment strategies into actionable financial planning. The ideal candidate should have at least 10 years of experience, strong knowledge...SeniorFull timeWork at office$80k - $90k
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide exceptional client service and support to the Wealth Client Service team in Boston, MA. Responsibilities include assisting with client reviews, maintaining CRM systems, and handling onboarding...SeniorFull timeWork at office$89k - $133k
...and analytical skills, requiring an understanding of wealth audiences in the U.S. The role involves managing campaign strategies across various channels while... ...experience, preferably in asset management or financial services. The compensation ranges from $89,000 to $133,000...Senior- ...Boston, MA / Or Nearby ) Our client is a nationally recognized,... ...They are seeking experienced Senior Wealth Advisors to join their team... ...lead advisor role with full service team support, a deep planning... ...~ Strong relationship management and planning expertise ~ Leadership...SeniorWork at officeLocal areaRemote work
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