Senior Wealth Advisor for UHNW Families & Offices
LE0219 SCS Capital Management LLC
SCS Financial, a premier wealth management firm in Boston, MA, seeks a Director, Client Advisor to lead customized strategies for UHNW individuals, families, and select institutional clients. You will coordinate investment management, estate planning, and philanthropy while maintaining premier client service. You will mentor junior staff, drive business development, and maintain confidentiality and professional discretion in all client interactions. #J-18808-Ljbffr
$119.2k - $193.2k
...Wealth Strategist### Wealth StrategistApply: US-MA-Boston-1 Post Office-2400: Full time: Posted Yesterday: JR6482... ...worth individuals and families to enjoy a full life,... ...matters impacting HNW and UHNW clients. Identify,... ...closely with Wealth Advisors as the planning...SeniorPermanent employmentFull timeTemporary workWork at officeFlexible hours- ...First Citizens Bank seeks a Senior Wealth Client Specialist to support Family Office and multi-family office clients in Boston. You will handle money movement, distributions, account maintenance, and research, while coordinating client meetings and office tasks. The...SeniorWork at office
- ...RSM US LLP is seeking a Tax Senior Manager for the Global Family Enterprise practice in a hybrid Boston office. You will lead tax engagements across jurisdictions, supervise staff, and optimize quality and efficiency through advanced international tax expertise. You will...SeniorWork at office
- ...Navis Ventures in Boston seeks an associate/principal for its private equity family office. The role targets professionals from private equity or venture capital backgrounds with a readiness for promotion, and openness to direct investments and family-office exposure....SeniorWork at office
$67.9k - $128.7k
...nowhere like RSM. RSM’s dedicated Family Office Enterprise (FOE) practice... ...where they are along their wealth journey and assist to provide... ...annual goal setting, career advisors and coaches with real time feedback... ...growth As a Tax Senior Associate , you will be responsible...SeniorFull timeWork experience placementInternshipWork at officeLocal area$140k - $170k
...Description Organization RWA Wealth Partners is a boutique wealth... ...operates from six offices across the nation, serving over... ...Role Overview The Sr. Family Office Financial Planner will... ...appropriate, enlist outside advisors such as insurance brokers, tax...SeniorWork at officeLocal areaShift work$180k - $250k
...As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve... ...in Boston which serves an UHNW family client base, is seeking a Senior Wealth Advisor. This individual will assume the...Senior- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...with high-net-worth individuals and families to develop personalized financial... ...for clients. With centralized back-office services, resources, and technology, our...Senior
- ...Job Description Job Description Position Title: Senior Accountant Boston, MA - Hybrid: 2 days in office Role Overview: Support accounting and reporting for investment-related entities within a private equity environment. Key Responsibilities: Prepare...SeniorWork at office
$100k - $115k
...THE ROLE Senior Loan Officer is a senior associate-level opportunity for a relationship-driven lending professional who wants to pair strong... ...in commercial real estate lending focused on single-family and multifamily affordable housing, especially with nonprofit...SeniorTemporary workLive inWork at officeRemote workWork from homeFlexible hours- Position Title: Senior AccountantBoston, MA - Hybrid: 2 days in officeRole Overview: Support accounting and reporting for investment-related entities within a private equity environment.Key Responsibilities:Prepare financial statements and capital activity reporting.Maintain...SeniorWork at office
$100k - $150k
...inspiration to do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who thrives in a growing... ...market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...SeniorWork at officeLocal area$200k
...looking for a Head of RIA & Family Office Research Distribution to join... ...Position OverviewWe are seeking a senior business development... ...effort with registered investment advisors, multi-family offices, single-family offices, and other wealth management institutions.The Head...Full timeWork at office$95k - $115k
...our team includes 1,985+ employees in 24 offices on four continents. We partner differently... ...to the firm's business units and its senior executives. We build the budgets, forecasts... ...support employees’ health, financial security, family needs, and overall well-being.Bain...SeniorFull time- ...experience.Job DescriptionJob Summary: The Senior Finance Associate provides advanced... ...departments they support and across the FAS Office of Finance, the Senior Finance Associate... ...and mental health resources Support for families and caregivers Professional development opportunities...SeniorDaily paidWork at office3 days per week
$124k - $280k
...appropriate standards of control, efficient back office opportunities and support to the business... ...relationships and serve as a trusted advisor across finance transformation... ...01k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits...SeniorFull timeH1b$95k - $110k
...and Real Assets. Today, our team includes 1,985+ employees in 24 offices on four continents. We partner differently to help people and... ...package designed to support employees’ health, financial security, family needs, and overall well-being.Bain Capital is an equal...SeniorFull timeWork experience placement$95k - $110k
...our team includes 2,000+ employees in 24 offices on four continents. We partner differently... ...solutions.The RoleWe're looking for a Senior Associate to join our data function. This... ...support employees’ health, financial security, family needs, and overall well-being.Bain...SeniorFull time$122.85k
Posting Description SENIOR BUDGET AND FINANCE OFFICER, MIT Museum, reports to the Deputy Director and is responsible for financial planning, reporting, financial operations, risk management, and compliance with MIT financial policies and procedures. Will support the Director...SeniorFull timeWork at officeVisa sponsorship$93.6k - $128.5k
...leaders, colleagues and trusted advisors. We equip you with world-... ...success!The RoleWe are seeking a Senior Associate to join our team,... ...platforms, and Microsoft Office applicationsStrong team player... ...Benefits: Employees (and their families) are eligible for medical, dental...SeniorFull timeContract workH1bWork at officeLocal areaWork visa- ...Chief Risk And Strategy OfficerThe Chief Risk and Strategy Officer (CRSO) leads the Office of Risk and Strategy (ORS), the Division's... ...a data-driven, risk-based national examination program. Advise senior Division leadership on registrant, industry, and market risks and...SeniorWork at office
$110.8k - $138.5k
Senior Investment Office AnalystReports to: Sr Director - Inv & LT Planning, PowerLocation: In Office, Boston MAThe base salary range for this position is dependent upon experience and location, ranging from: $110,800 - $138,500 What We Offer:Competitive benefits and growth...SeniorFull timeWork at officeLocal area$85.1k - $161.7k
...nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and... ...means team members are aligned to an RSM office and come together in person when it best... ...; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental...SeniorFull timeWork experience placementInternshipWork at officeLocal area$123.36k - $185.04k
...related duties may be assigned as required.•Working Environment: office setting, minimal travelling and working hours in the office may... ...computer.------------------------------------------------------Job Family Group: Commercial and Business Sales----------------------------...Full timeWork at officeOverseas$90k - $122k
...Job Summary We are seeking a Senior Financial Analyst to join our... ...leaders. Serve as a strategic advisor and process lead in the annual... ...experience with Adaptive, Workday, Office Connect, and financial... ...your health and finances to your family and future.Making a lasting impact...SeniorFull timeWork at officeImmediate startFlexible hours- DescriptionWho We Are:The Executive Office of Energy and Environmental Affairs (EEA) seeks... ...place to live, work, and raise a family. Our commitment to environmental justice... ...MassDEP is seeking a Chief Presiding Officer, Senior Environmental Attorney for the Office of...SeniorFull timePart timeWork experience placementLive inWork at office
$175k - $250k
...responses, and related litigation documents Work closely with senior attorneys and partners on high-impact matters within a... ...Interested candidates should submit a cover letter (indicate office preference) resume, writing sample, and law school transcript for...SeniorWork at office$77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Front Office Strategy Consulting - Sales Strategy Senior Associate, you will specialize in providing... ...dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a...SeniorFull timeH1b- ...proudly serve individuals, families, and businesses... ...broad range of banking, wealth management, and investment... ...seeking a Commercial Loan Officer to build relationships... ....The role is a trusted advisor who understands the... ...to the Management and Senior Loan Committee when appropriate...Local area
$77k - $202k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Senior Associate in Front Office Strategy Consulting - Pharma Life Sciences Customer... ..., vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please...SeniorFull timeH1b
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