Senior Wealth Advisor: Client Growth & Portfolio Strategy
$140k - $150kGray Gray & Gray
A leading wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in financial advice and strong communication skills, the ideal candidate will effectively manage client portfolios and relationships. Competitive salary between $140,000 and $150,000, with additional benefits including healthcare and 401k matching. #J-18808-Ljbffr
$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies. The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series...SeniorFlexible hours$160k - $200k
...services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires... ...management and a strong focus on client relationships. You will partner with... ...to deliver integrated wealth strategies and ensure compliance with relevant...Senior$83k - $125k
...what's right by our clients and each other.... ...individual pursues growth opportunities by engaging with senior leaders and executives... ...penetration strategies. The Senior Account... ...trusted business advisor by leveraging the... ...products and services portfolio to align...SeniorContract workFor contractors- Nelnet is seeking a Senior Manager for Product Portfolio Management in Boston, MA. This role involves leading and scaling validated products, executing product and financial strategies, and ensuring growth and adoption. Candidates should have 5-7 years of relevant experience...Senior
- ...Opportunity for a Seasoned Wealth Advisor New England... ...ultra-high-net-worth clients. This is an opportunity... ...alternatives and strategies for tax optimization.... ...fiduciary excellence Are growth-oriented and results-... ...) Oversee portfolio strategy and asset allocation...SeniorWork at officeFlexible hours
- An investment firm is looking for a Senior Analyst to join their Portfolio Strategy and Management team in Boston. The successful candidate will analyze investment... ...firm offers a robust environment for professional growth in investment management. The role emphasizes...Senior
- Forward Financing is seeking a Senior Analyst, Portfolio Strategy in Boston, MA. In this role, you will provide insights that drive business growth, collaborate on pricing strategies, and monitor portfolio performance. The ideal candidate will have 5+ years of analytical...SeniorRemote jobFlexible hours
- ...equity, and alternative strategies, LMI invests more than... ...: drive economic growth, build enduring businesses... ..., LMI has a single client mandate. This gives us... ...what we do best. Our portfolio spans a broad spectrum... ...seeking a candidate for a senior analyst position on...Senior
- A leading financial institution in Boston is looking for a Senior Client Portfolio Manager to manage and advise client portfolios with a hybrid working model. The role involves developing investment strategies, mentoring junior team members, and collaborating with clients...Senior
- ...LeoForce is seeking a Senior Legal Counsel in Boston, MA, with extensive experience in corporate law. The candidate will manage relationships with clients and provide comprehensive legal counsel on matters including M&A and regulatory compliance. This role demands strong...Senior
$140.4k - $229.1k
...Senior Client Portfolio Manager - Investments Cambridge Trust - A Division of Eastern Bank is hiring... ...allocation, recommend and implement strategy, and review performance. Manages full... ...tremendous opportunity for individual growth. As an inclusive company, we work to ensure...SeniorWork at office- ...Management team. The role involves managing a portfolio of clients primarily in the energy and technology sectors, focusing on renewals and growth. Responsibilities include executing... ...upsell opportunities, and engaging senior stakeholders to ensure consistent revenue...Senior
$150k
...Institutional OCIO Consultant Strategy in Boston. This position... ...will build relationships with senior OCIO executives, overseeing all aspects of engagement and portfolio fit. Competitive compensation... ...promoting well-being and educational growth. #J-18808-Ljbffr Brockton...Senior- ...seasoned market access leader to develop and execute strategies that drive access and adoption across the pharmaceutical landscape. You will engage with clients, lead complex projects, and mentor teams within a high-growth consulting environment. With a minimum of 7 years...Senior
- Accenture is seeking a Senior Manager in Customer Growth Strategy to partner with clients and deliver holistic growth strategies across various business domains. This role requires over 10 years of experience in growth strategy, a proven ability to drive measurable business...Senior
- ...A leading wealth management firm in the Greater Boston area is seeking a self-motivated Client Development & Portfolio Manager. This role involves expanding the client base through strategic... ...guidance, and mentoring associate advisors. The ideal candidate should have 8-10...SeniorWork at office2 days per week
$105k - $250k
...Citizens Bank is seeking a Wealth Advisor in Boston, MA, to develop personalized wealth management strategies. The role involves collaborating with business partners and enhancing client relationships to drive engagement. A successful candidate will have experience in...- ...candidate will have a track record in corporate strategy, operational due diligence, and technology... ...a unique opportunity to contribute to the growth of a highly sought-after consulting domain while leveraging a strong client network and delivering valuable insights to...Senior
$130k - $190k
Huron is seeking a Senior Manager to lead client engagements and drive project management. With 6+ years of Workday HCM implementation experience, the role requires strong analytical skills, excellent communication, and the ability to train Huron staff. This position involves...Senior- ...combination of transformative strategy, transactions and... .... You will help shape client strategies, mentor emerging... ..., and drive business growth across a broad range of... ...key responsibilities Senior Directors are the primary... ...forecasting, and portfolio optimization. Drive business...SeniorWork experience placementSummer holidayFlexible hours
- ...marketing and technology agency in Boston is seeking an experienced SEO Strategist to drive digital growth for clients. This role requires a strong understanding of SEO strategies, technical SEO, and the ability to analyze and communicate complex data. You will collaborate...Senior
$127.7k - $269.3k
Crowe is looking for a Federal Tax Senior Manager to join the Lead Tax Services team in Boston. This role involves overseeing multiple client service teams and managing complex projects while providing innovative tax solutions. Qualified candidates will have a Bachelor...SeniorRemote work- ...seeking a Managing Director in Boston to oversee investment portfolios and manage client relationships. This role demands over 20 years of... ...Responsibilities include portfolio management, investment strategy, and new business development. The Managing Director will...Senior
$100k - $160k
...Specialty Growth Analyst Loomis Sayles is a performance-driven active asset... ...of institutional and retail clients worldwide. We believe active management... ...across small- and mid-cap growth strategies as part of a collaborative portfolio management team. This role...Work at officeLocal areaWork from homeWorldwide- ...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.... ...culture and opportunities for growth. #J-18808-Ljbffr Evolve Talent PartnersSenior
$130k - $185k
...combination of transformative strategy, transactions and... ...sell‑side transaction advisors bring deep sector expertise... ...knowledge to our clients. We develop deal strategies... ...a platform for future growth? You will join one of... ...responsibilities As a Senior Associate - Consultant...SeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours$80k - $110k
...CTP is looking for a Senior Account Supervisor or Management... ...solutions for our clients' most interesting... ...and accountability, from strategy through media delivery,... ...as a trusted strategic advisor to clients, contributing... ...teams. Supporting revenue growth and identifying...SeniorFlexible hours$180k - $260k
...Investment Director, Intermediary Channel (Growth Equity Strategies) Job Description Posted Tuesday,... ...behalf of institutional and retail clients worldwide. We believe active management... ...understanding of the alpha thesis, portfolio holdings, risk attributes, past and current...Local areaWorldwide$60k
...Shore Bank seeks a Financial Advisor to provide comprehensive financial... ...collaborate closely with clients, helping them navigate their... ...financial needs and craft customized strategies. The role requires strong... ...focused on professional growth. #J-18808-Ljbffr South Shore...- A leading investment firm in Boston seeks an Associate Client Portfolio Manager. This client-facing role involves presenting equity strategies to clients and partnering with internal teams to support business development. Candidates should have at least 5 years of investment...
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