Senior Wealth Client Experience Specialist
$80k - $90kCAPTRUST
CAPTRUST is seeking a Senior Client Management Associate to assist Client Management Consultants in providing excellent client service. Responsibilities include delivering service to clients, project management support, and maintaining updated client information. The role demands at least a four-year degree and 3+ years of experience in Wealth Management. Located in Boston, this position is not remote but allows some flexibility. Competitive benefits include health coverage and a discretionary bonus. The expected compensation range is $80,000 - $90,000. #J-18808-Ljbffr CAPTRUST
- ...A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide... ...strong client relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree,...SeniorWork at office
$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- ...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.... ...and over 10 years of relevant experience, with deep knowledge of complex...Senior
- ...various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong... ...excellent communication abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This...SuggestedWork at office
$140k - $150k
...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,... ...mentoring associate advisors. With 8-10 years of experience required in financial advice and strong...Senior$68k - $120k
...and support to Financial Advisors and Private Wealth Advisors. This senior-level position involves shaping client service strategies, managing a team, and enhancing... ...The ideal candidate will have over 10 years of experience, an advanced degree, and certifications like...Senior- ...Beacon Pointe is seeking experienced Senior Wealth Advisors in Boston, MA and nationwide. Advisors will provide... ...wealth management and build lasting client relationships. The role requires 5+ years of experience, focusing on client acquisition and tailored financial...Senior
$175k - $240k
...Canadian Imperial Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships, ensuring retention,... ...Applicants should possess over 15 years of wealth management experience and demonstrate exceptional relationship-...SeniorRemote work- ...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 over...Senior
- ...leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The... ...strong interpersonal skills for a quality client experience. A background in financial services and proficiency...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... ...position requires at least 8 years of experience, preferably in wealth management. A competitive...SeniorRemote work$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... ...have a four-year degree, 3+ years of experience in wealth management, and strong...SeniorFull timeWork at office- ...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... ...s degree and over 5 years of financial analysis experience. Citizens Bank offers a comprehensive benefits...SeniorFlexible hours
- ...STATE STREET CORPORATION is seeking a Senior Data Management Technical Analyst in Boston... ...deliver data models and analytics for wealth management solutions. The role focuses on... ...candidate has a Bachelor's degree and strong experience in Python, cloud deployment, and data...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... ...should have 5+ years of experience in wealth management, excellent...Senior$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 degree...Senior- ...requires 10+ years of financial planning experience and CFP® certification. You will deliver... ...across various strategies, maintaining client relationships without the need for business... ...the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
$36.4 - $41.85 per hour
...First Citizens Bank, we help clients pursue their ambitions at every... ...small, our First Citizens Wealth team delivers banking, investment... ...most. The Wealth Client Specialist (WCS) role supports Wealth... ...Bachelor's Degree and 0 years of experience in Wealth Support, Banking,...Hourly payWork at office- ...Harbourvest Partners (U.K.) Limited is seeking a Senior Associate for Editorial Content specialized in developing content for the Global Private Wealth business. This role requires 7–10 years of experience and emphasizes creating articles, videos, and other educational...Senior
- ...ensuring alignment with business requirements. The ideal candidate will have over 5 years of experience in business analysis within financial services, specifically banking and wealth management. Strong communication skills and expertise in Salesforce are essential for...Senior
- A leading global investment firm is seeking a Private Wealth Advisor in Boston to develop client relationships and offer comprehensive wealth management... ...along with a minimum of four years of relevant experience. This role requires strong analytical, interpersonal,...Senior
- ...Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating... ..., CFP certification, 2-3 years of experience, and proficiency in tools like...Senior
- Harbourvest Partners (U.K.) Limited is seeking a Senior Associate for Global Private Wealth Operations to support C-suite executives. This hybrid position... ...improvements. The ideal candidate has 5+ years of experience in management consulting or similar roles, with strong...SeniorRemote job
- ...Attorney Search is looking for an Experienced Wealth Management Associate in Boston, MA. This... ...tax analysis for ultra-high net worth clients, while working collaboratively with... ...law degree and at least three years of experience in estate planning. The position offers...SeniorWork at office
$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$130k - $180k
...financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment... ...The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series 65 certification...SeniorFlexible 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
- ...Partners (U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted marketing campaigns for the Global Private Wealth business. The role involves analyzing... ...candidate will possess strong marketing experience with a focus on asset management or financial...SeniorRemote work
$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... ...should have at least 10 years of experience, strong knowledge of estate planning,...SeniorFull timeWork at office$89k - $133k
HarbourVest Partners in Boston is seeking a Senior Associate for Global Private Wealth Operations. This role entails supporting C-suite executives and... .... Ideal candidates will have over 5 years of relevant experience, strong communication abilities, and proficiency in Microsoft...SeniorWork at office
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