Private Wealth Portfolio Strategist
Citizens Financial Group
Citizens Financial Group is seeking an Investment Specialist to join its high-performing team in Boston, MA. The role focuses on financial analysis, developing financial plans, and supporting performance reporting while fostering strong client relationships. The ideal candidate has 3-5 years of experience in Wealth Management, holds relevant FINRA licenses, and is committed to exceptional client support. The position offers competitive compensation and benefits. #J-18808-Ljbffr Citizens Financial Group
$120k - $150k
Masis Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves... ...collaborating with advisory staff to guide elite clients on portfolio management, tax, and estate planning, requiring over 8 years...Private$159.6k - $296.4k
...employees feel respected, valued, and have an opportunity to contribute to the company’s success. Location Senior Wealth Strategist within PNC’s Private Bank organization. Based in Boston, MA. Job Description PNC is an in‑office company that fosters a supportive culture...PrivateTemporary workWork experience placementWork at office$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...PrivateWork at officeLocal areaWork from homeFlexible hours$140k - $150k
...Annually Candidates must reside in Greater Boston, MA Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm... ...growing wealth management practice. The Client Development & Portfolio Manager will play a key role in expanding our client base,...PrivateWork at office2 days per week$140k - $160k
The Senior Investment Strategist partners with advisors, clients, and... ...in constructing personalized portfolios aligned with client needs and... ...understanding of public and private markets, portfolio design, complex... ...Act of Rhode Island. #J-18808-Ljbffr Focus Partners WealthPrivateWork experience placement$225k - $325k
...looking to hire a full-time Client Portfolio Manager (CPM) to join its... ...Services (IS), and Private Client Group (PCG), and will... .... Act as a guest speaker and strategist, translating investment views... ...package. SCS is a fiduciary wealth and investment management firm...PrivateFull timeWork at officeLocal 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...PrivateWork from home$80k - $180k
...culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-... .... About the Role THE POSITION Wellington is seeking a Portfolio Construction Analyst to work with the Portfolio Architecture...PrivateRemote workFlexible hours1 day per week$130k - $170k
...ASSOCIATE DIRECTOR, PRIVATE WEALTH As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management... ...the client's Advisory staff to provide counsel with their portfolio construction, including tax and estate planning, portfolio...Private- ...credit markets and cycles Analytical Rigor: Strong quantitative and portfolio construction skillset Cross‑Asset Thinking: Ability to link... ..., or portfolio management Experience across public and private credit markets preferred Track record of translating views into...Private
- Fynetra in Boston is seeking a Principal Quant Investment Strategist to shape investment strategies in private equity and credit markets. This role involves designing portfolio construction solutions, engaging with institutional clients, and developing quantitative models...Private
- asset-management, Private Equity, Quantitative Perm Hybrid Step out of traditional investing and into... ...innovation. As Principal Quant Investment Strategist, you’ll lead the charge in designing and delivering portfolio construction solutions that influence billions...PrivatePermanent employment
$126.69k - $185.4k
Investment Strategist The Investment Strategist is the key liaison between Natixis Investment... ..., positioning, differentiation, portfolio updates, and market context. Collaborate... ...role; experience supporting public and/or private fixed income strategies preferred. FINRA...PrivatePermanent employmentTemporary workFor contractors$120k - $150k
...assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with... ...Advisory staff to provide counsel with their portfolio construction, including tax and estate planning...Private$120k - $225k
...independent thought and healthy debate. As a private partnership, we believe our ownership... .... The Position The Quantitative Strategist will develop models for fixed income, agency... ...quantitative models in investment decisions and portfolio construction. This is a high‑impact,...PrivateRemote workFlexible hours1 day per week$130k - $150k
...We're looking for a high-velocity Data Strategist to serve as the 'Value Architect' for our... ...Corporate Strategy, FP&A, Data Operations, Private Equity, or related fields. M&A Exposure... ...), or working within a Private Equity portfolio company. Technical Literacy:...PrivateRemote jobImmediate startRelocation$70k - $80k
The Paid Social Strategist is a mid-level role within 829’s Paid Advertising department.... ...and client relationship. You’ll manage a portfolio of clients, executing campaigns and... ...agencies by the Inc. 5000 Fastest-Growing Privately Held Companies, Adweek 100 Fastest-Growing...PrivateTemporary workSummer workWork at officeLocal areaRemote work$119.6k - $178.88k
...specific details for this role. Line of Business TD Wealth Job Description The Wealth Strategist focuses primarily on developing and delivering financial... ...to TD Wealth Management clients and staff (both Private Client Group and Mass Affluent segments) Represents TD...Work at officeLocal areaFlexible hours$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...Private$137.4k - $240.4k
...Wealth Strategist/Client Development Sales Executive At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non...Local area$124.28k - $186.16k
TD Bank in Boston is seeking a Wealth Strategist to provide high net worth estate and business planning services. This role involves developing financial plans and collaborating with the Wealth team to deliver exceptional client service. The ideal candidate will have extensive...- ...Advisory, LLC. in Cambridge, MA is seeking an analytical professional for a strategic role focusing on data-driven growth strategies in wealth management. This position requires a strong background in consulting and expertise in quantitative analysis and financial modeling....
$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...Full time$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing their financial landscape, and developing tailored financial strategies. Responsibilities include fostering long-term client relationships...Remote job$137.4k - $240.4k
Overview At Northern Trust, the Wealth Strategist / Client Development Sales Executive is a key business development sales role to support growth. As a senior member of the team, you will oversee new client development, solutions sales strategy, and execution of a goals...Local area- KeyCorp is seeking a Portfolio Manager Analyst (PMA) in Boston to support a portfolio of commercial real estate clients. This role involves delivering comprehensive financial advice and managing credit and non-credit product delivery. The ideal candidate will have a Bachelor...
$119.6k - $178.88k
TD Bank Group (TD) is seeking a Wealth Strategist located in Boston, Massachusetts. This role focuses on financial, trust, and estate planning services, promoting an exceptional client experience while supporting the TD Wealth team. Candidates should have a Bachelor's degree...$137.4k - $240.4k
...and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Wealth Strategist/Client Development Sales Executive Overview As a Wealth Strategist, you will serve as a key business development sales professional...Local area$89k - $133k
...employer. The Senior Associate, Client Marketing will shape and deliver coordinated marketing campaigns for HarbourVest’s Global Private Wealth business. This role translates fundraising priorities, product focus areas, and audience insights into targeted, data‑driven...PrivateWork at officeLocal areaRemote workHome office1 day per week$100k - $150k
...About the Role We are seeking a Product Strategist to accelerate the delivery, quality, and... ...Execution Own and govern a prioritized feature portfolio—making tradeoffs explicit and keeping... .... Poland-based team members receive private healthcare (Medicover or Luxmed), Multisport...PrivateFull timeLocal areaHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Portfolio Strategist. Be the first to apply!


