Hybrid Senior Sustainable Investing Advisor for HNWI
$180k - $200kKennison & Associates
Kennison & Associates in Boston, MA seeks an experienced financial advisor to combine client relationships with sustainable investing, guiding planning, asset allocation, and portfolio construction for high-net-worth individuals, families, foundations, and nonprofits. This hybrid role offers visibility, autonomy, and direct access to senior investment professionals, with a salary range of $180K-$200K plus bonus and comprehensive benefits. #J-18808-Ljbffr Kennison & Associates
$181.5k - $246.8k
...Firm Overview Cambridge Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that...SeniorHigh net worthWork at officeLocal areaRemote workWorldwide- ...Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments &... ...please visit .Job Description Summary:Senior Investment Directors will work with... ...CIO/CFO of client institutions, outside advisors, etc.Select and evaluate investment...SeniorHigh net worthLocal areaImmediate startWorldwide
$124k - $335k
...Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing... ...clients. Your ability to develop and sustain high-performing, diverse, and... ...CA-Los Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full timeSeniorFull timeH1b- Toast is seeking a Strategic Finance Senior Associate to partner with the R&D organization and drive FP... ...financial models and deliver analyses to inform investment, headcount, and program decisions in a fast-paced, hybrid work environment. This role requires 5+ years in...Senior
$85.1k - $161.7k
...nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and... ..., private equity, venture capital or investment banking. High upside candidates with backgrounds... ...in modeling Equity, Debt, and hybrid instruments as they relate to a transaction...SeniorFull timeWork experience placementInternshipLocal area- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future... ...we stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice....SeniorFull timeLocal area
- ...doesn’t happen by chance. We invest in training and development in... ...Investment Banking Consulting Senior Manager may include:Lead the design... ...requirements.Act as a trusted advisor to senior and executive sell-... ...responsibility to create and sustain an inclusive environment....SeniorFull timeLive inWork at officeLocal area
- ...VC Stack is seeking an Investment Director to join its team in Somerville, MA, overseeing a $25 billion investment portfolio. You will identify... ...to the mission of improving patient outcomes globally. This hybrid role demands a strong analytical mindset, exceptional...
$110k - $215k
...business across all product lines with a strong emphasis on Investment Products Leads complex investment opportunities Grows book... ...employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-1880...High net worthShift workDay shift- ...seeking an experienced Managing Director to lead a private client investment team, overseeing portfolios and client engagement while... ...relationship building with sophisticated clients and outside advisors, and development of the broader investment team across discretionary...Senior
- GHD Advisory seeks an executive leader in Water Economics & Infrastructure Investment Strategy to drive advisory services for municipal utilities in the U.S. You’ll link water economics with private capital, shaping funding strategies and delivery models. You will guide...Senior
$90k - $105k
...actionable business recommendations. The Senior Associate will partner closely with the... ...communicating insights to senior leaders. This is a hybrid role based in Boston, MA. Job... ...and OCIO is a fiduciary wealth and investment management firm serving some of the world...SeniorHigh net worthWork at officeLocal area- Manulife/John Hancock in Boston seeks a Senior Financial Accountant to manage complex accounting... ...financial reporting for multi-entity investment operations. The role encompasses journal... ...with US GAAP and IFRS, with a hybrid work arrangement in Boston. Ideal candidates...Senior
- Great Gray Group is seeking a Senior Investment Analyst to join the Investment team. You will support portfolio management, manager research... ...communication skills and ability to handle multiple workstreams in a hybrid Boston-area environment. #J-18808-Ljbffr Great Gray Trust...Senior
- ...Board. Incorporates Integrated Sustainable Design solutions into... ...presentations. May assist more senior staff with keeping a phase of... ...sole discretion of HOK. HOK invests in its people and communities... ...of life. At HOK you’ll have a hybrid work environment , 10 paid holidays...SeniorContract workTemporary workFor contractorsWork at office
- Job Overview A law firm seeks a Senior Investment Management Associate Attorney in Boston, Massachusetts. The ideal candidate will have extensive experience in investment management and regulatory compliance, with a focus on registered investment advisers and investment...SeniorFlexible hours
- State Street is seeking a Sustainable Investing Strategist to lead the development and execution of the firm’s sustainable investing strategy.... ..., product specialists, marketing, legal and compliance, and senior stakeholders to translate trends into client-focused insights...Senior
$76.32k - $127.21k
...team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis.... ...provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services...SeniorHigh net worthFull timeWork at officeWork from home$75k - $90k
Acadian Asset Management in Boston is seeking a Senior Analyst for their investment operations team. The ideal candidate will support the trade lifecycle... ...in investment management. The position offers a hybrid work environment combining in-office and remote work. The...SeniorWork at officeRemote work$77k - $214k
...you lead the way as technology-enabled tax advisors who provide benefits through digitization... ..., and increased efficiencies. As a Senior Associate you analyze complex problems, mentor... ...-Boston; CA-Los Angeles; MD-Baltimore; IL-Chicago; US-Hybrid; NY-New YorkType: Full timeSeniorFull timeH1b- Bank of America is seeking an experienced Investment Professional to partner with senior managers in designing customized investment strategies for high-net-worth clients in Boston. You will manage discretionary portfolios, including asset allocation, security selection...SeniorHigh net worth
- ...HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry... ...locations of portfolio companiesDevelop and maintain strong client/investment company owner relationshipsAbility to collaborate with other service...SeniorLocal area
$88.58k - $147.6k
...their financial goals.Job Overview:The AVP, Senior Trustee Consultant will be an integral... ...high-performing team helps independent advisors and RIAs by providing trustee services... ...Company enables LPL Advisors to maintain investment management and relationship management responsibilities...SeniorHigh net worthFull timeWork from home$123.12k - $205.2k
...quo.At GHD Advisory we are invested in creating sustainable commercial outcomes with... ...Advisory is seeking an Executive Advisor - Water Economics &... ...facilitation capabilities. This is a senior, client-facing leadership... ...and location.Our Hybrid Work Model: Be part of the...Work at officeLocal areaWorldwide3 days per week- Loomis Sayles, a performance-driven asset management firm, seeks an energetic data/tech analyst to support investment processes across the firm. You will manage relationships, projects, and vendors while handling data analytics to enhance performance and risk assessment...SeniorRemote job
$100k - $150k
...fulfilling career.Join us as a Senior Recruiter, Investor... ...or Boston locations and is a hybrid role, with a minimum of three... ...private partnership, every investment we make is in the relationships... ..., philanthropy, approach to sustainability or how we support you to thrive...SeniorFull timeLocal areaFlexible hours$187.2k - $228.8k
Beth Israel Lahey Health, Inc. is hiring an Investment Director to join the growing BILH team, impacting both healthcare services and philanthropic efforts. This role requires direct investment experience and graduate qualifications, with responsibilities including manager...Senior$220k - $330k
Job DescriptionThe Senior Director, Enterprise Third... ...as a trusted business advisor crucial to their business... ...processes are implemented and sustained, team members are... ...resources across a hybrid centralized and federated... ...biotechnology company that invests in scientific...SeniorFull timeSummer workImmediate startRemote workFlexible hours2 days per week$155k - $190k
Daley And Associates, LLC in Boston is seeking a Senior Tax Manager to lead the Private Client Services for high-net-worth individuals,... ...fiduciary matters. The base salary range is $155K-$190K with a flexible hybrid schedule. The role offers advanced tax work, leadership...SeniorHigh net worthSummer workFlexible hours$180k - $190k
Investment Risk Manager - Taxable / Fixed Income | Hybrid | $180k-$190k | Boston, MA What You'll Do: Partner directly with portfolio managers and investment teams to provide independent risk analysis and quantitative insights Monitor portfolio risk exposures and deliver...Work at officeVisa sponsorship3 days per week
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