Senior Financial Associate: Client Portfolios & Growth
RBC
RBC in Boston is looking for a Senior Financial Associate to play a key role in a dynamic team focused on growing client accounts and managing investments. This position offers the chance to work independently while supporting the Financial Advisor Team with crucial financial analyses and client education. The ideal candidate has over 5 years of relevant experience and a strong grasp of investments and stock markets. A comprehensive benefits program is included, along with opportunities for professional development. #J-18808-Ljbffr RBC
$140k - $150k
...wealth management firm in Boston is seeking a self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in...Senior$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies. The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series...SeniorFlexible hours- ...located in Boston, is seeking experienced Senior Wealth Advisors to provide comprehensive... ...and build long-term relationships with clients. The role focuses on high-net-worth... ...individuals and families, developing personalized financial strategies. Ideal candidates should...Senior
- ...Greater Boston area is seeking a self-motivated Client Development & Portfolio Manager. This role involves expanding the client... ...through strategic outreach, delivering exceptional financial guidance, and mentoring associate advisors. The ideal candidate should have 8-10...SeniorWork at office2 days per week
- A leading financial institution in Boston is looking for a Senior Client Portfolio Manager to manage and advise client portfolios with a hybrid working model. The role involves developing investment strategies, mentoring junior team members, and collaborating with clients...Senior
- 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...Senior
$160k - $200k
A 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 in... ...net-worth portfolio management and a strong focus on client relationships. You will partner with various...Senior$60.5k - $104.5k
...What is the opportunity? As a Senior Financial Associate, you will be a key member... ...do? Regularly gather new client accounts and build assets under... ...-depth analyses of client portfolios, research recommendations,... ...contact. Promote business growth programs and services, develop...SeniorWork at officeFlexible hours- Sharecare is seeking a dedicated Client Success Manager in Boston, MA, to oversee relationships with clients and manage Client Success... ...resolution, and process improvement within the team. Opportunities for career development and growth are provided. #J-18808-Ljbffr SharecareSenior
- Nelnet is seeking a Senior Manager for Product Portfolio Management in Boston, MA. This role involves leading and scaling validated products, executing product and financial strategies, and ensuring growth and adoption. Candidates should have 5-7 years of relevant experience...Senior
$90k - $150k
Pearson is seeking a Lead Specialist, Client Partner in Boston, MA, to drive growth and strategic outcomes. This role requires 8+ years in enterprise sales, managing client relationships, and owning the sales pipeline and deal execution. Key responsibilities include leading...Senior- Job Description Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary Manages and... ...Relationship Managers on trust, estate, and financial planning issues for assigned clients.... ...tremendous opportunity for individual growth. As an inclusive company, we work to...SeniorWork at office
- ...experience with business tax returns. The ideal candidate will assist clients with tax preparation and planning using virtual tools and in-... .... Benefits include medical coverage and a supportive work culture focused on well-being and growth. #J-18808-Ljbffr H&R BlockSeniorRemote job
$100k - $120k
Senior Finance Associate - Top Hedge Fund in Boston (hybrid) Our client, a leading hedge fund in Boston, is looking to add a Senior... ...This person will be involved in financial reporting, fund accounting,... ...initiatives, fund launches, or business growth activities as needed...Senior$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving... .... This role is pivotal in managing investment portfolios and requires extensive experience in client relationship...Senior- ...Recruitment is looking for an experienced Senior Accountant to join their Braintree... ...This role involves managing a diverse portfolio of clients, preparing year-end accounts, management... ...team environment focused on professional growth. #J-18808-Ljbffr Public Practice RecruitmentSeniorWork at office
- Cambridge Associates LLC is seeking a Managing Director in Boston to oversee investment portfolios and manage client relationships. This role demands over 20 years of investment experience, exceptional communication skills, and the ability to lead an investment team. Responsibilities...Senior
- ...Capital Markets, LLC is seeking a motivated Senior Financial Associate to join our Boston team. In this role,... ...'s business by independently managing client accounts and conducting financial... ..., flexible benefits, and career growth opportunities await in our dynamic team...SeniorFlexible hours
$80k
...is searching for a Wealth Advisor Associate in Dedham, MA. This role requires a detail-oriented financial professional to support Lead Advisors with client relationships and business development... ...and a keen desire for professional growth. Offering a competitive salary of $...SeniorFull time$82k - $107.6k
...Client Portfolio Analyst Private Wealth Custom Portfolio Solutions Team Full-time, Boston... ...across an organization with significant growth potential, while delivering a high-... ...or customer service experience in the financial services industry, including direct interaction...Full timeTemporary work$80k - $97.5k
...of institutional and retail clients worldwide. We believe active... ...class research helps us achieve financial success for our clients.... ...currently seeking to hire a client portfolio analyst in the client... ...potential and contribute to our growth and success. Please consider...Currently hiringWork at officeLocal areaWorldwide$147k - $210k
Orrick, Herrington & Sutcliffe LLP is seeking a Senior Client Development Manager based in Boston or any office location. The role involves driving client relationship growth by developing and executing strategic client growth plans, delivering thought leadership, and...SeniorWork at officeFlexible hours- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service... ...The company offers a collaborative culture and opportunities for growth. #J-18808-Ljbffr Evolve Talent PartnersSenior
$225k - $325k
SCS Financial in Boston, MA is seeking a full-time Client Portfolio Manager to collaborate with the Investment Team. The role involves managing client portfolios and building trusted relationships with ultra-high-net-worth individuals and institutions. Candidates should...SeniorFull time- TD Bank Group (TD) is seeking a Financial Advisor in Cambridge, Massachusetts. This role involves... ...investment management solutions to clients, leveraging experience to service client... ...client relationships to maximize growth and retention. #J-18808-Ljbffr TD Bank...
- Gupta Media is seeking a Senior Social Media Strategist in Boston. In this role, you... ...innovative social media strategies to drive client growth and engagement. The ideal candidate has... ...in organic social media, a strong portfolio of successful campaigns, and excellent...Senior
$59k - $125k
...for a driven individual to lead business development in Boston, MA. This role involves managing client relationships and providing tailored solutions in a fast-paced financial environment. The ideal candidate should have a Bachelor's degree, 2-4 years of experience in...Senior$59k - $125k
...Development professional in Boston, MA, to lead the development of new business and manage client relationships. The role requires a Bachelor's degree and 2-4 years of experience in financial services, preferably in Sales Support or Product Management. The position offers a...Senior$110k - $210k
Weaver is hiring an Audit Manager or Senior Manager for their Commercial Audit team in Boston. The successful candidate will provide exceptional service to clients and develop talent within the team. Requirements include a Bachelor's degree in Accounting, CPA certification...Senior- ...develop profitable sales within our Recruitment Solutions, forging strong business relationships with both potential and existing clients. Your responsibilities will include identifying sales opportunities, negotiating contracts, and meeting sales goals. A Bachelor's degree...Senior
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