Senior Private Client Advisor for HNW & Family Offices
$125k - $150kBrown Advisory
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and location. Successful candidates will possess strong management skills, attention to detail, and outstanding communication abilities. Benefits include comprehensive medical, dental, and vision coverage, as well as various wellness programs. #J-18808-Ljbffr Brown Advisory
- Cambridge Associates LLC is seeking a Director of Family Office Services to lead the Family Office Services team within their Private Client Practice. This role requires strategic leadership and a focus on developing comprehensive family office solutions tailored to ultra...SeniorPrivate clientHigh net worthPrivate practiceWork at office
$181.5k - $246.8k
Job Summary The Director of Family Office Services will lead the ongoing management of Cambridge... ...Office Services team within the Private Client Practice. The role focuses on... ...new business opportunities; serve as senior advisor to clients and prospects; represent the...SeniorPrivate clientHigh net worthPrivate practiceWork at office- ## Senior Director - Family Office ServicesApplylocations: Bostontime type: Full timeposted on: Posted... ...pension plans, and ultra-high net worth private clients implement and manage custom... ...opportunities.* Serve as a senior advisor to clients and prospects, providing...SeniorPrivate clientHigh net worthPrivate practiceWork at officeLocal areaWorldwide
$115k - $150k
...wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The... ...strong focus on advising high net worth clients in various financial areas. Responsibilities... ...planning, collaborating with external advisors, and implementing comprehensive...SeniorHigh net worthWork at office- A financial services firm is seeking a Family Office Manager to provide comprehensive accounting and financial services for ultra-high-net-worth families. This role involves onboarding clients, managing relationships, and ensuring accurate financial reporting. Candidates...SeniorHigh net worthWork at officeRemote work
$150k - $300k
...Job Description Family Office Director About... ...Established in 2006, our client advises a select,... .... This is a senior, client-facing seat... ...and trusted advisor for a delegated group... ...management, family office, private client advisory,... ...owning UHNW or HNW client...Private clientHigh net worthFull timeWork at officeAfternoon shift- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role... ...for high net‑worth individuals and families. Research and critically analyze... ...high net‑worth clients and family offices, including multi‑state tax returns....SeniorPrivate clientHigh net worthPrivate practiceLocal areaFlexible hours
$140k - $170k
...customized solutions designed to help clients grow and protect their wealth... ...operates from six offices across the nation, serving over... ...assets. Role Overview The Sr. Family Office Financial Planner has... ...appropriate, enlist outside advisors such as insurance brokers, tax...SeniorHigh net worthWork at officeLocal areaShift work$125k - $150k
..., strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions... ...assigned accounts Collaborate with outside advisors concerning client’s personal, trust and...Private clientHigh net worthTemporary workWork experience placementWorldwide$181.5k - $246.8k
...pension plans, and ultra-high net worth private clients implement and manage custom investment... ...Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the... ..., and presenting recommendations to family members or principals. Manage and...SeniorPrivate clientHigh net worthWork at officeLocal areaRemote workWorldwide$181.5k - $246.8k
...plans, and ultra‑high net worth private clients implement and manage custom... ..., Massachusetts, CA has offices in key markets in North America... ...‑net‑worth individuals and families. The Client Director will... ...Provide regular updates to senior leadership on client retention...SeniorPrivate clientHigh net worthWork at officeLocal areaWorldwide- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role... ...specifically advising high-net-worth international families. The ideal candidate will possess strong...SeniorPrivate clientHigh net worth
$220k - $250k
...Associate (4+ years) to join its Private Client department in their Boston office. The salary range may be $220,000-... ...with high-net-worth individuals, families, and fiduciaries on complex wealth... ...private client platform Sophisticated HNW/UHNW client work Collaborative,...Private clientHigh net worthWork at office- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA. The ideal... ...focus on advising high-net-worth international families and their businesses. Duties Advise on...SeniorPrivate clientHigh net worthRemote work
- The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be... ...-net-worth individuals, families, and foundations. This role... ...customized, concierge-level client service by serving as the... ...with Investment sub‑advisors to plan for cash and liquidity...Private clientHigh net worth
- PKFOD is seeking a Director for Family Office Accounting Services in New York. The ideal candidate will manage a team and deliver comprehensive services to high-net-worth clients. Key responsibilities include overseeing financial management, ensuring compliance with accounting...High net worthWork at office
$185k
Trusts & Estates Senior Associate | Boston | Base Salary... ...work. High-net-worth clients. Clear path to... ...years) to join its growing private client practice in Boston... ...to step into a trusted advisor role, working closely with... ...net-worth individuals, families, and business owners on...SeniorPrivate clientHigh net worthPrivate practice- Cambridge Associates LLC. is looking for a Senior Director in Family Office Services to lead the management of its Family Office Services team in Boston... ...governance, and advisory services, ensuring exceptional client experiences. The ideal candidate will have 10+ years of...SeniorWork at office
$83k - $104k
Citizens Financial Group seeks a Citizens Private Client Relationship Manager (PCRM) in Boston, MA. In this role, you will manage affluent clients, focusing on relationship building and financial planning. Responsibilities include acquiring new clients and growing deposits...Private clientHigh net worth$140k - $170k
RWA Wealth Partners in Boston is hiring a Senior Family Office Financial Planner to oversee comprehensive financial planning for clients with substantial net worth. You will be pivotal in leading planning efforts, anticipating client needs, and providing expert guidance...SeniorWork at office- ...firm based in Boston seeks an experienced Tax Partner to lead tax engagements and provide strategic guidance to family offices and ultra-high-net-worth clients. The successful candidate will have over 12 years of experience in public accounting, exceptional client...High net worthWork at officeFlexible hours
- 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...SeniorPrivate client
- ...Chief Financial Officer (CFO), Family Office About the Company A multi-strategy investment firm seeking a family office CFO to manage... ...financial affairs. Industry Financial Services Type Privately Held About the Role The Company is in search of a...High net worthWork at office
- ...team helping high-profile clients understand, analyze, and... ...currently seeking a Manager or Senior Manager to join our... ...key role in growing KPMG's private client tax practice,... ...net-worth individuals and Family Offices Serve as the trusted advisor to ultra-high net worth families...SeniorPrivate clientHigh net worthFull timePrivate practiceWork at officeLocal area
- ...EisnerAmper is seeking Tax Senior Associate to join the Healthcare team within our Private Client Services (PCS) group. This role... ...Boston, MA or Burlington, MA offices. We are seeking someone who thrives... ...Client Services Team connects family owned, closely held businesses...SeniorPrivate clientHigh net worthTemporary workLocal area
- ...New England, servicing clients both locally and nationally... ...many multi‑generation family clients that make use... ...planning. Many of our HNW clients maintain their... ...multi‑employee Family Office to manage the Family wealth... ...clients, as a trusted advisor. Essential Functions...Private clientHigh net worthWork at office3 days per week
$146k - $200k
The Senior Tax Manager is responsible for providing tax... ...services to business clients with pass through entities... ...Acts as a Career Advisor to associates and senior... .../or public accounting, private industry accounting or... ...Proficient in Microsoft Office Suite, preferred Other...SeniorPrivate clientHigh net worthWork at office- We are looking for a Family Office Manager to join our Personal CFO Services area. This position is the primary relationship with clients and advisors and is responsible for serving multiple clients with a variety of family office accounting and financial services. Responsibilities...High net worthWork at office
$100k - $150k
...Director - Family Office Accounting Services (CPA Firm) Job... ...an experienced, client-focused, and technology... ...to clients and their advisors. Leadership & Team Management... ...a team of managers, seniors, and staff. Review work... ..., including private equity, hedge funds, and...High net worthFull timeWork at officeLocal areaFlexible hours3 days per week$70k - $100k
Overview Family Office Analyst (FOA) - Capital Partners, multi‑family office (MFO) team in Boston. The FOA supports the Relationship Manager (RM) as the primary contact for high‑net‑worth clients, manages day‑to‑day activities, ensures client needs are met, and prepares...High net worthWork at officeLocal area
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