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
$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 - $190k
...doing what's right for our clients. At CIBC, we embrace your... ...you'll be doing As a Private Wealth Business Development Officer (BDO), you are responsible... ...wealth clients (individuals, family offices, endowments and... ...and maintaining HNW relationships. You have a...Private clientHigh net worthRemote work- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage... ...and over a decade of experience in private wealth services. Candidates should hold... ...Hybrid work is not indicated, making it in-office work only. #J-18808-Ljbffr Atlantic GroupSeniorPrivate clientHigh net worthWork at office
- ...goals. We are seeking a Senior Fund Accountant to join our Real... ...), the largest real estate private equity fund administrator by... ...growing environment and providing clients with exceptional services.... ...high net worth individuals, family offices,not-for-profit organizations,...SeniorPrivate clientHigh net worthLocal area
$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...SeniorHigh net worth- ...goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is... ...of our Boston, MA or Burlington, MA offices. We are seeking someone who thrives... ...Client Services Team connects family owned, closely held businesses and...SeniorPrivate clientHigh net worthTemporary workLocal area
$90k - $110k
...Private Client Advisor As the leading global citizenship and residency advisory firm, we specialize... .... Our work enables individuals and families to broaden their horizons, access new... ...global environment. With more than 40 offices spanning across continents, we foster...Private clientHigh net worthWork at officeFlexible hours- ...United States. From our offices in Andover, Boston,... ...services to private and publicly-held companies... ...we are seeking a Senior Tax Manager to join our Private Client Services team, to... ...individuals and families, as well as private... ...Serve as a trusted advisor and role model for...SeniorPrivate clientHigh net worthWork experience placementFlexible hours
- ...Harrison Gray Search is partnering with an established, Boston-based multi-family office and investment advisory firm to identify an Investment Director, Private Client / Family Office. Our client advises a select global group of individuals, family offices, and institutions...Private clientWork at officeLocal areaNight shift
$125k - $150k
...Brown Advisory Private Client Service Team Position Brown Advisory is an independent... ...firm's clientsincluding individuals, families, family offices, endowments, foundations, charities,... ...Collaborate with outside advisors concerning client's personal, trust,...Private clientHigh net worthTemporary workWork experience placementWorldwide- ...team helping high-profile clients understand, analyze, and... ...seeking a Manager or Senior Manager to join our Business... ...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...SeniorPrivate clientHigh net worthPrivate practiceWork at officeLocal area
$175k - $225k
...investment advisory firm in Boston is seeking a Senior Financial Planner with at least 10 years... ...emphasizes fiduciary responsibility, client relationship management, and... ...planning. The position offers a full-time, in-office commitment, and compensation ranges from...SeniorHigh net worthFull timeWork at office$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$195k - $240k
Description The Private Bank Sr Client Relations Manager (Business Banking) works directly with a Relationship... ...Location: Citizens Private Bank Office; Boylston Street, Boston, MA Pay... ...status, victim of domestic violence, family status/parenthood, medical condition,...SeniorPrivate clientHigh net worthWork at officeLocal areaMonday to FridayFlexible hours- A financial services company is seeking an Officer for their Quincy office to service Private Equity Custody Clients. This role involves overseeing the Custody team, ensuring client deliverables are met, and managing internal workflows. The ideal candidate will hold a Bachelor...SeniorPrivate clientWork at office
- ...Estates Associate with 4+ years of experience for their Boston office. This role entails working with high-net-worth individuals on complex... ..., team-oriented culture and the opportunity to work with sophisticated clients. #J-18808-Ljbffr Marina Sirras & Associates LLCSeniorPrivate clientHigh net worthWork at office
$150k - $180k
...Job Description As a Private Bank Office Branch Manager in our Back Bay office, you will drive branch performance, client experience, and colleague development through inspirational... ...status, victim of domestic violence, family status/parenthood, medical condition,...Private clientHigh net worthWork at officeLocal areaMonday to FridayFlexible hours- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...SeniorPrivate clientHigh net worthFlexible hours
$100k - $150k
...best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives... ...environment, while providing clients with exceptional services. This individual... ...well as high net worth individuals, family offices, not-for-profit organizations...SeniorHigh net worthWork at officeLocal area$140k - $270k
...Description EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are seeking someone who... ...environment, while providing clients with exceptional services. This individual... ...as high net worth individuals, family offices, not-for-profit...SeniorHigh net worthWork at officeLocal areaRemote 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
$70k - $100k
Andsimple is looking for a Family Office Analyst in Boston, MA, to join its Capital Partners team. The role involves managing high-net-worth client relationships, coordinating activities, and ensuring compliance. Ideal candidates should have a Bachelor's degree and 2-3...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- ...Chief Financial Officer (CFO), Family Office About the Company A multi-strategy investment firm seeking a family office CFO to manage personal financial affairs. Industry Financial Services Type Privately Held About the Role The Company is in search of a Chief Financial...High net worthWork 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- ...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
$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... ...client platform • Sophisticated HNW/UHNW client work • Collaborative...Private clientHigh net worthWork at officeRemote work2 days per week$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
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