Wealth Manager
Leah Yosef International
Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on serving high net worth individuals and multi-generational families. Accelerated path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead Wealth Advisor in an ensemble, fee-based practice. Support comprehensive wealth management across tax and estate planning, financial planning, retirement planning, cash flow analysis, asset allocation, and investment management. Leverage extensive in-house planning resources, including tax planning, tax compliance, and estate planning capabilities, to deliver a best-in-class client experience Access a broad investment platform including individual securities, fixed income strategies, high-quality ETFs, and a full suite of alternative investments to build well-diversified, risk-adjusted portfolios Requirements Advanced designation such as a CFP, JD, CPA or CFA required #J-18808-Ljbffr Leah Yosef International
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Boston, MA vacancy
$150k - $175k
...Hathaway Specialty Insurance Company (BHSI) has an exciting opportunity in our Boston office for a Commercial Property Insurance Program Manager within our Commercial Programs team. This role is responsible for overseeing existing delegated underwriting authority programs and...SuggestedTemporary workWork at officeFlexible hours$150.4k - $343.6k
...Business Consulting, Insurance – P&C Claims Transformation – Senior Manager EY is a leader in serving the global financial services... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...SuggestedWork experience placementSummer holidayFlexible hours- ...Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives. As a Manager in the Asset Management practice, you will be responsible for:• Leading project teams to deliver valuable insights, and design and...SuggestedFull timeFor contractorsLive inWork at officeLocal area
- ...and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds.You are a confident Manager who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and...SuggestedFull timeWork experience placementLive inWork at officeLocal area
- ...you will learn, innovate and lead, and together we will improve the way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting project teams to deliver valuable insights, and design and implement...SuggestedFull timeFor contractorsLive inWork at officeLocal area
$125k - $150k
...your recruiter to learn more. Base pay range $125,000.00/yr - $150,000.00/yr Additional compensation types Annual Bonus Position: Wealth Manager Overview: Lead day-to-day relationships for high- and ultra-high-net-worth families, delivering full-service Personal CFO and...Full timeWork at officeImmediate startCyperus Group LLC
Boston, MA2 days ago$180k - $340k
...operations. This role ensures compliance with all federal, state, and local regulations (including DFARS, FAR, and DoD Property Management regulations), drives operational efficiency, and safeguards the integrity and accountability of government funded resources. The...Full timeContract workFor subcontractorWork at officeLocal area3 days per week- ...Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.ResponsibilitiesAs an Property Manager at Hines, you play a key role in facilitating the smooth day-to-day operations of the property, while providing the highest quality...Work experience placementWork at officeLocal area
$97.85k - $227.24k
...in our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities:Provide excellent client service to multi-state companies with property...Local area$275k - $325k
...the implementation of the company’s intellectual property strategy in the cell and gene therapy space, as well as counsel clients, manage patent drafting and prosecution, and assist in patent landscape activities, review publications and support business activities as...Temporary workImmediate start$102k - $120k
Job TitleProperty ManagerJob Description SummaryResponsible for the management of a property (or group of properties) for a client and fulfilling the manager’s obligations under the terms of the property’s management agreement.Job DescriptionESSENTIAL FUNCTIONS AND RESPONSIBILITIESResponsible...Minimum wageFull timeContract workWork at officeFlexible hours$114.75k - $135k
Job TitleSenior Property Manager (CRE)Job Description SummaryResponsible for the management of the Property Management staff as well as to oversee a significant portfolio or property and to serve as a point person on third-party relationshipsJob DescriptionESSENTIAL FUNCTIONS...Minimum wageFull timeContract workWork at officeFlexible hours$105.38k - $215.38k
Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technologies in order to align the tax function...Work at officeLocal area$78.01k - $97.51k
...Asset Protection Manager Salary Range $78,007 - $97,509* Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company has delivered...Full timeLocal areaSaks Fifth Avenue
Boston, MA1 day ago$200k
Posting Description ASSOCIATE DIRECTOR, REAL ESTATE INVESTMENTS, MIT Investment Management Company (MITIMCo) - Cambridge Real Estate (CRE) team, will report to the Head of Real Estate for this integrated investment, development, and asset management platform overseeing...Full timeWork at officeVisa sponsorship3 days per week$180k - $250k
...employees. Position Summary The Director is responsible for the provision of property tax services to DMA’s clients, including managing processes and personnel in the operation’s performance of Real Estate and/or Business Personal Property assessment reviews. The...Work at officeLocal areaCO-US DuCharme, McMillen & Associates Inc
Boston, MA4 days ago- ...O&M provider on operational items, including major component repairs, scheduled maintenance, aftermarket upgrades Financial Management Provide input and review of the pro-forma financial models for development generation assets Manage asset level financial...Contract workVisa sponsorshipFlexible hours
Greenvolt
Boston, MA4 days ago $150k - $190k
...Overview We are seeking an experienced Operations Manager to execute and oversee asset rebalancing settlements and collateral management while driving process optimization and technological innovation across our platforms. Primary Responsibilities Asset Transfer Management...Local areaKKR
Boston, MA5 days ago- ...growing our practice to help our clients navigate their transformational journeys. The Banking & Capital Markets Digital Assets Senior Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. We AreAccenture is a...Full timeLive inWork at officeLocal area
- ...you.CLA, one of the nation’s largest public accounting and professional services firm is currently seeking a Transaction Services Manager to support our clients in the Atlanta, GAoffice.The Transaction Services Manager will work closely with our clients and team members...Work experience placement
$154.5k - $302k
...equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.At FTI Consulting, you’ll work side-...Full timeWorldwide$130k - $175k
...Engineer in our Risk Control Division.Combining decades of experience and deep industry knowledge with collaborative and practical risk management programs, Sompo’s Risk Control experts monitor emerging trends and risks and work with clients to minimize their loss potential...Full timeWork at officeRemote workWorldwideFlexible hours$120k - $175k
...contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!We are seeking a Manager to join our growing Transaction Advisory Services (TAS) practice. The TAS Manager is responsible for leading and managing financial...Full timeLocal area3 days per week$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryA career... ...to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on...Full timeH1bLocal areaOverseas- Overview:Under the supervision of the Chief of Staff, provide leadership and management of the BPDA's real estate portfolio of 13 million square feet of land and the associated Real Estate Division staff. This involves managing properties such as the Charlestown Navy Yard...Work at office
$175k - $185k
ABOUT GREYSTARGreystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina...Full timeWork at officeLocal areaImmediate startShift work$119k - $218.3k
...environments and mitigate risk in the rapidly evolving world of digital assets? Deloitte’s Digital Assets practice combines risk management, advanced regulatory knowledge, and emerging technology to help organizations address today’s challenges and prepare for what’s next...Work at office$70k - $90k
...Property Manager Show All Jobs Apply Show Map Location 81 Wyman Street, Waltham, MA, 02451, United States Base Pay $70,000.00 - $90,000.00 / Year Job Category Facilities Employee Type FT Exempt Description POSITION: PROPERTY MANAGER Position...Full timeFor contractorsVisa sponsorshipWork visaFlexible hoursCambridge Financial
Watertown, MA2 days ago$80k - $85k
...Affordable Housing Property Manager (Bilingual Required) Dorchester, MA Area Salary: $80,000-$85,000 Join a Mission-Driven Housing Organization Making a Difference in the Community We are seeking an experienced, resident-focused, and bilingual Property Manager to oversee...Local areaBGSF
Boston, MA2 days ago$117.5k - $307.5k
...fertilization of ideas necessary for true innovation. For more information about Draper, visit Job Description Summary: The Manager, Government Property oversees the day-to-day operation of Government Furnished Property (GFP), Contractor Acquired Property (CAP),...Full timeFor contractorsFor subcontractorWork at officeLocal areaDraper Labs
Cambridge, MA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
