Strategic Portfolio Manager for Wealth Clients
Morgan-Stanley
Morgan-Stanley is looking for a Portfolio Management Associate Director in Boston, MA to assist Financial Advisors in creating investment strategies tailored to client goals. The role includes portfolio management, client support, and extensive communication about market conditions. The ideal candidate will have over 10 years of experience, relevant licenses, and skills in problem-solving and organization. Morgan-Stanley values diversity and offers competitive benefits to its employees. #J-18808-Ljbffr Morgan-Stanley
$160k - $200k
...leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years... ...-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal specialists...Suggested$225k - $325k
...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The... ...initiatives by aligning CPM activities with strategic business development and client... ...Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses...SuggestedFull timeWork at officeLocal area$200k - $230k
...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths... ...ll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between... ...Presentation, Researching, Research Reporting, Wealth Management #J-18808-Ljbffr CIBC USSuggestedLocal areaRemote work$101k - $168.5k
...Pay or shift range: $101,000 USD to $168,500 USD Credit, Portfolio Management & Sales Support Full-Time Requisition #: VPCLI004803 Description... ...The bank also provides payment processing solutions to its clients and serves the Community Association Management industry...SuggestedFull timeWork experience placementLocal areaImmediate startFlexible hoursShift work$140.4k - $229.1k
Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,40... ...of client portfolios. * Develops and executes long-term strategic and tactical plans to meet client objectives. * Works...SuggestedFull timeWork at office- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...
- ...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...
$95k - $120k
Fenway Sports Management in Boston is looking for a Manager in Strategy & Portfolio Operations. This role involves supporting strategic initiatives across the company and working closely with executives to optimize business performance and execute growth strategies. The...$140k - $150k
....00 Annually Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional... ...management practice. The Client Development & Portfolio Manager will play a key... ...new clients and serve as a strategic partner in helping clients...Work at office2 days per week- CSOFT International Limited is seeking a Project Manager to enhance customer relationships and drive project success. You will lead communication... ...abilities. This role will be critical in maintaining client satisfaction and service quality. #J-18808-Ljbffr CSOFT...
- ...Portfolio Manager III Boston, Massachusetts To proceed with your application, you must be... ...Responsible Growth and delivering for our clients, teammates, communities and... ...financial services firm, most likely in a wealth management, private banking and/or trust...Work experience placementWork at officeFlexible hoursShift workDay shift
- Cambridge Associates LLC in Boston is seeking an experienced Investment Director to manage diverse client portfolios ranging from $200 million to over $7 billion. The role involves creating investment strategies, conducting client analyses, and ensuring effective communication...
- Cambridge Associates LLC. in Boston seeks an Investment Director to manage client portfolios, conduct investment analyses, and foster client relationships. The role requires appropriate investment knowledge, communication skills, and experience in portfolio management....
- The oversight team is the main tax point of contact for Clients, for 3rd party vendors, and for Client Auditors. The tax services include... ...Evaluate processes for improvements and provide metrics to management Develop a strong knowledge of internal systems and understand...Local area
- The oversight team is the main tax point of contact for Clients, for 3rd party vendors, and for Client Auditors. The tax services include... ...Evaluate processes for improvements and provide metrics to management Develop a strong knowledge of internal systems and understand...Local area
- Compass is seeking a Strategic Growth Manager in Boston to spearhead growth strategies and drive revenue through top real estate agents. This role... ...professionals and lead presentations tailored to client needs. The position offers a competitive salary ranging from...
- Walter Shuffain is seeking a Senior Tax Manager- Individual (HNW), Trust & Estate to lead... ...comprehensive tax compliance and strategic planning, overseeing fiduciary, estate,... ...gift tax returns, and building long-term client relationships in our Estates & Trusts practice...
$78k - $140k
...Associate Portfolio Manager Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act... ...and benchmarks, performance attribution, responding to client requests for analysis, interacting across teams including Technology...Temporary workLocal area- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist Industry Venture... ..., Portfolio Manager will also be involved in fundraising, client service, and ensuring compliance with regulatory requirements...
$200k - $250k
## Portfolio Manager, Multi AssetApplylocations: MA Boston - PanAgoratime type: Full timeposted... ...methods.We are committed to providing clients with reliable investment processes, consistent... ...& private retirement funds, sovereign wealth funds, endowments & foundations, and...Contract workTemporary work- CIBC US is seeking an Alternatives Client Portfolio Manager to strengthen relationships between the alternative investment team and our UHNW clients. This role is essential in fostering client relationships and supporting business development activities, while educating...
$90k - $157.5k
The Systematic Equity Portfolio Manager (AVP) is responsible for the day‑to‑day portfolio management of systematic equity strategies across... ...challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged...Temporary workFlexible hours- Our client, a Boston-based investment manager, with around 80bn in managed assets, is seeking an Associate Portfolio Manager to join their Emerging Debt team. This role emphasizes the successful replication of flagship strategies across multiple SMAs while ensuring strict...Local area
$98k - $124k
A leading financial institution in Westwood, MA is seeking a Private Wealth Portfolio Manager. This role involves managing high-net-worth client portfolios while ensuring compliance with all regulations. Responsibilities include portfolio performance monitoring, asset allocation...Work from home$160k - $200k
Job Description Rockland Trust’s Investment Management Group (IMG) is seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management team. This role is ideal for an experienced investment professional who thrives in a relationship-driven...$200k - $250k
...for across marketplace) Asset Management is a premier provider of... ...We are committed to providing clients with reliable investment processes... ...retirement funds, sovereign wealth funds, endowments and... ...The quantitative Investment Portfolio Manager is responsible for researching...$98k - $124k
Description The Portfolio Management Group (PMG) is responsible for the day to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio management services for high net worth and institutional...Work at officeLocal areaWork from homeFlexible hours- Equitable Advisors in Boston is seeking passionate individuals to join as wealth managers. The role involves building client relationships, devising personalized financial strategies, and discussing unique financial products. With a commitment to training and development...Traineeship
$27.75 - $41.5 per hour
...Advisor Trainee who will learn necessary skills to transition into a Financial Advisor Associate. Responsibilities include meeting with clients, analyzing financial goals, and recommending suitable investment strategies. Candidates should possess strong interpersonal skills,...Hourly payTraineeship$61.88k - $105k
Banco Santander SA is seeking an Associate Financial Advisor in Boston, MA. The successful candidate will help clients identify their financial needs and implement appropriate investment solutions. You will be responsible for achieving sales goals while maintaining compliance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Portfolio Manager for Wealth Clients. Be the first to apply!
- corporate planning manager Boston, MA
- strategic account manager Boston, MA
- senior manager financial planning & analysis Boston, MA
- sales strategy manager Boston, MA
- planning manager Boston, MA
- strategic planning manager Boston, MA
- strategic engagement manager Boston, MA
- strategic director Boston, MA
- director strategy operations Boston, MA
- director strategic initiatives Boston, MA

