Senior Private Wealth Investment Strategist
$115k - $130kCFA Institute
CFA Institute in Boston is looking for a Senior Investment Associate to support the Multi-Manager Investment Program. You will conduct due diligence on investment managers and prepare analytical reports to inform investment decisions. The ideal candidate has 5-8 years of experience in financial services and is proficient with financial data software. The role involves collaboration with both internal teams and clients to drive superior outcomes. Benefits include a competitive salary between $115,000 and $130,000, medical, dental, vision, and a 401(k) plan. #J-18808-Ljbffr CFA Institute
$140k - $160k
The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence,... ...Comprehensive understanding of public and private markets, portfolio design, complex... ...Workers’ Compensation Act of Rhode Island. #J-18808-Ljbffr Focus Partners WealthSeniorPrivateWork experience placement$159.6k - $296.4k
...opportunity to contribute to the company’s success. Location Senior Wealth Strategist within PNC’s Private Bank organization. Based in Boston, MA. Job... ...Competitive Advantages Decision Making Financial Operations Investment Banking Revenue Recognition Competencies Business...SeniorPrivateTemporary workWork experience placementWork at office$139k - $260k
About this role: Wells Fargo is seeking a Senior Counsel to join the legal team supporting its Wealth and Investment Management (WIM) division. This Senior Counsel will... ...registered investment companies and private investment funds. This role will work closely...SeniorPrivateWork experience placementWork at officeRelocation package3 days per week- Citizens Financial Group is seeking an Investment Specialist to join its high-performing team in Boston, MA. The role focuses on financial... .... The ideal candidate has 3-5 years of experience in Wealth Management, holds relevant FINRA licenses, and is committed to...Private
$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...Senior$152k - $198k
Nuveen is seeking a Wealth Planning Strategies professional in Boston. This role focuses on partnering with high-net-worth clients, analyzing... ...include fostering long-term client relationships, recommending investment strategies, and collaborating with tax professionals. The...SeniorRemote job- Northern Trust in Boston is looking for a Wealth Strategist/Client Development Sales Executive to spearhead business development and serve as a key contact for ultra-high net worth clients. The candidate will be responsible for implementing strategies that cultivate relationships...Senior
- A leading financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in Private Banking, strong sales success, and the required financial licenses or the ability to obtain...SeniorPrivate
- Harbourvest Partners (U.K.) Limited is seeking a Senior Associate for Global Private Wealth Operations to support C-suite executives. This hybrid position includes 18 remote days per quarter and focuses on operational improvements. The ideal candidate has 5+ years of experience...SeniorPrivateRemote job
- Citizens is seeking a First Line Risk Senior Manager to support Private Wealth Management. This role requires a strong understanding of trust operations and risk management. Responsibilities include identifying risks, advising on governance, and executing compliance programs...SeniorPrivate
- PNC is seeking a Senior Wealth Strategist to develop tax, estate, and financial plans for clients in Boston, MA. This role emphasizes building and managing client relationships while retaining and growing assets under management. Ideal candidates will have over 8 years...SeniorPrivate
- Harbourvest Partners (U.K.) Limited is seeking a Senior Associate, Client Marketing to develop targeted marketing campaigns for the Global Private Wealth business. The role involves analyzing fundraising priorities and audience insights to craft data-driven campaigns aimed...SeniorPrivateRemote work
- Israelvcforum is seeking a Senior Associate, Editorial Content in Boston to create and deliver impactful... ...articles, videos, and podcasts for the Global Private Wealth business, collaborating with leadership and investment teams. Candidates should have 7-10 years in investment...SeniorPrivate
$89k - $133k
...coordinated marketing campaigns. This hybrid position emphasizes collaboration and analytical skills, requiring an understanding of wealth audiences in the U.S. The role involves managing campaign strategies across various channels while ensuring timely and quality...SeniorPrivate- Harbourvest Partners (U.K.) Limited is seeking a Senior Associate for Editorial Content specialized in developing content for the Global Private Wealth business. This role requires 7-10 years of experience and emphasizes creating articles, videos, and other educational...SeniorPrivate
- # Senior Investment AssociateCIBC Private WealthSenior AssociatePrivate EquityOn-siteLocationBoston, United StatesDate PostedJune 17, 2026Stay ahead of... ...States" are published.## About This RoleCIBC Private Wealth's Multi-Manager Investment Program (MMIP) team in Boston...SeniorPrivateFull time
$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting... ..., estate and gift tax and wealth retention strategies, as well... ...and/or public accounting, private industry accounting or consulting... ...fully funded by BDO through investments in company stock and grants...SeniorPrivateWork at office- Focus Partners Wealth is seeking a Senior Investment Strategist to partner with advisors, clients, and prospects, enhancing confidence in investment solutions. The role involves developing expertise in Focus's investment platform and creating compelling materials for clients...Senior
$89k - $133k
...be used as needed. HarbourVest is an equal opportunity 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...SeniorPrivateWork at officeLocal areaRemote workHome office1 day per week$115k - $130k
...What You'll Be Doing CIBC Private Wealth’s Multi‑Manager Investment Program (MMIP) team provides tailored investment solutions for high‑net‑worth clients, families, foundations, and institutions. As a Senior Investment Associate, you’ll support the MMIP team by conducting...SeniorPrivateWork at office- ...expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance client experience. Qualified candidates will have over 7 years of...Senior
- ...services firm to recruit for a Tax Senior Associate role within their Tax... ...class clients in the asset and wealth management sector while... ...compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds...SeniorPrivateLocal areaRelocation package
$115k - $130k
...What you'll be doing CIBC Private Wealth's Multi-Manager Investment Program (MMIP) team provides tailored investment solutions for high-net-worth clients... ...across asset classes and a collaborative culture. As a Senior Investment Associate, you'll support the MMIP team by...SeniorPrivate$130k - $145k
Job Description The Senior Associate, Global Private Wealth Operations will support the Head of Global Private Wealth and the COO Global Private Wealth... ...action items. Partner with operations, finance, and investment teams to support reporting rhythms, surface...SeniorPrivateWork at officeRemote work- asset-management, Private Equity, Quantitative Perm Hybrid Step out of traditional investing and into a role that’s shaping the future... ...Principal Quant Investment Strategist, you’ll lead the charge in designing... .... You’ll work closely with senior stakeholders, asset owners,...PrivatePermanent employment
- ...-time opportunity supporting Wealth Distribution Operations and Platform... ...sits at the intersection of investment operations, product... ...work cross-functionally with senior stakeholders Desired Skills... ...interval funds, tender‑offer funds, private market vehicles, or '40 Act...SeniorPrivateFull timeContract work
$73.35k - $122.25k
Manulife Investment Management (MIM) is the global wealth and asset management segment of Manulife Financial Corporation... ...as part of its comprehensive private markets capabilities. As of December... ...Pacific. General Accountability The Senior Analyst is a member of the GRE...SeniorPrivateWork at officeLocal areaFlexible hours$146k - $200k
...TheDigital Assets Tax Senior Managerassists in providing tax compliance... ...and/or public accounting, private industry accounting or... ...fully funded by BDO through investments in company stock and grants employees... ...the chance to grow their wealth over time as their shares vest...SeniorPrivateWork at office$74k - $104k
...and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add... ...needed. Responsibilities The Associate, Product Marketing, Global Private Wealth sits within the Global Private Wealth marketing organization...SeniorPrivateWork at officeLocal areaRemote work1 day per week- ...platform Deliver clear, decision‑oriented outputs for IC and senior leadership Qualifications Investment Judgment: High‑conviction views on credit markets and... ...or portfolio management Experience across public and private credit markets preferred Track record of translating...Private
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