Senior Wealth Client Growth & Portfolio Manager
Gray Private Wealth, LLC
Gray Private Wealth, LLC is seeking a self-motivated Client Development & Portfolio Manager to expand the client base, onboard new clients, and deliver comprehensive financial planning and investment guidance in the Greater Boston area. As a lead advisor, you will mentor associate advisors, collaborate with tax/estate professionals, and ensure high client satisfaction through proactive communication and strategic growth initiatives. #J-18808-Ljbffr Gray Private Wealth, LLC
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Client Growth & Portfolio Manager in Boston, MA vacancy
- Cambridge Trust - A Division of Eastern Bank seeks a Senior Client Portfolio Manager - Investments to lead investment strategies for Boston clients with a hybrid work option. You will manage portfolios across global equities and bonds, and contribute to research and asset...Senior
- CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring...Senior
- Atlantic Group is seeking a Wealth Management Client Service Manager in Boston, MA. The role involves managing client relationships and leading a team to ensure exceptional service delivery for high-net-worth clients. The ideal candidate will have 8+ years of experience...Senior
- Goldman Sachs Bank AG is seeking Wealth Management Professionals to provide exceptional client service and operational support in Boston. The role requires interpersonal skills, a commitment to excellence, and the ability to manage client relationships effectively. Applicants...Senior
- Pathstone is a growing wealth management firm serving ultra-high-net-worth families, offices, foundations, and endowments with a client-first approach. The Associate Director, Client Advisory partners with Directors to deliver comprehensive wealth management solutions...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
- Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering an... ...supporting in digital marketing, portfolio holdings, and proposal tools. You will manage client service coverage, coordinate...Senior
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...Senior
$115k - $150k
A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven years... ...of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading...SeniorWork 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- Brighton Jones is seeking a Financial Planner to join their Boston team. You will work as a key point of contact for clients, reviewing portfolios and making strategic recommendations. This role requires 4+ years of experience in financial planning and a strong educational...Senior
- ...deliver impactful solutions to our clients and investing partners. As our... ...your discretion, subject to manager approval. For example, you may... ...days to be used as needed.The Senior Associate, Client Marketing... ...HarbourVest’s Global Private Wealth business. This role translates...SeniorFull timeWork at officeLocal areaRemote workHome office1 day per week
$200k - $230k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...the Alternatives Client Portfolio Manager (CPM), you will be a vital... ...you to use to invest in your growth and development.*Subject to... ...Researching, Research Reporting, Wealth ManagementSummaryLocation:...Full timeLocal areaRemote work$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and...SeniorFull timeH1b- ...Investment Professional to partner with senior managers in designing customized... ...strategies for high-net-worth clients in Boston. You will manage discretionary portfolios, including asset allocation, security... ...knowledge, a track record in wealth management, and the ability to...Senior
$225k - $325k
...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM... ...close collaboration with the senior MDs on the Private Client Group. Participate... ...Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses...Full timeWork at officeFocus Financial Partners Inc.
Boston, MA3 days ago$80k - $90k
Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained... ...Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving...SeniorTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...AreAccenture Song accelerates growth and value for our clients through sustained... ...prioritized opportunity portfolio, a fundable business case... ...for clientsThe WorkAs a Senior Manager, Customer Growth Strategy... ...across banking, payments, wealth management, insurance, or...SeniorFull timeLive inWork at officeLocal area
- TIAA's Wealth Management team seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and drive growth through referrals by delivering tailored financial solutions that align with clients' retirement and investment...
$140k - $150k
...Greater Boston, MA Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a... ...management practice. The Client Development & Portfolio Manager will play a key role... ...and a talent for identifying growth opportunities. They will...Full timeWork at office2 days per week- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within... ...will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be knowledgeable...Senior
$115k - $160k
Job Overview - Wealth Management Client Service Manager Compensation: $115,000 - $160,000/year + bonus Location: Boston, MA Schedule: Monday to... ...Service Manager: Client Relationship Management: Serve as a senior point of contact for clients and help ensure exceptional...Work at officeMonday to Friday- ...associates as we are in our clients. We recognize those... .... Title: Client Portfolio Manager - Public Fixed Income... ...will work closely with senior team members, the investment... ...and help drive future growth across Barings’... ...footprint, Barings offers a wealth of opportunities for...Temporary workWork experience placementFlexible hours
- ...Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent... ...planning across various strategies, maintaining client relationships without the need for... ...PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr...Senior
CarData
Boston, MA4 days ago - Corient is seeking a Senior Client Success Specialist in Boston to manage the full client lifecycle for high-net-worth relationships. You will onboard clients, coordinate with custodians like Schwab and Fidelity, and ensure accurate money movements and documentation. Expertise...Senior
$140.4k - $229.1k
Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,401 - $229,103 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills...SeniorWork at office- Brown & Brown, Inc. in Boston is seeking a Senior Private Client Relationship Manager to join our Private Client team. You will serve as a trusted advisor to high-net-worth individuals and families, delivering tailored insurance solutions and proactive service. You will...Senior
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net... ...new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in client relationship management...Senior$82k - $123k
Petrafundsgroup is looking for a Senior Fund Accountant based in Boston, MA. This role involves taking ownership of the fund lifecycle... ...experience. You'll prepare financial statements and manage client relationships while utilizing key systems like Investran and Workday...SeniorFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...advice and guidance to clients on tax planning, compliance,... ..., and learning how to manage and inspire others. Navigating... ...increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Growth & Portfolio Manager. Be the first to apply!
Related searches
- wealth management advisor Boston, MA
- wealth management consultant Boston, MA
- wealth manager Boston, MA
- client services supervisor Boston, MA
- customer engagement manager Boston, MA
- client development director Boston, MA
- member engagement manager Boston, MA
- client services coordinator Boston, MA
- senior client services manager Boston, MA
- senior engagement manager Boston, MA