Senior Discretionary Portfolio Manager for UHNW Clients
Bank of America
Bank of America is seeking a seasoned investment professional for their Boston office. The successful candidate will manage complex investment strategies for high-net-worth clients, ensuring tailored solutions and compliance with standards. Responsibilities include evaluating client situations, portfolio management, and collaborating with various teams to provide integrated solutions. With a minimum of 10 years of relevant experience and advanced qualifications, this is an opportunity to make a significant impact in wealth management. #J-18808-Ljbffr Bank of America
$200k - $230k
...doing what’s right for our clients. At CIBC, we embrace your strengths... ...As the Alternatives Client Portfolio Manager (CPM), you will be a vital... .../advisor teams, and UHNW clients/prospects (as well as... ...plan, which also may include a discretionary bonus component. CIBC offers...SuggestedLocal areaRemote work- CIBC US is seeking an Alternatives Client Portfolio Manager to strengthen relationships between the alternative investment team and our UHNW clients. This role is essential in fostering client relationships and supporting business development activities, while educating...Suggested
- JPMorgan Chase is seeking a Tax Oversight professional for its Boston location to manage tax compliance for clients and vendors. This role emphasizes interaction with third-party auditors and requires strong organizational skills along with a deep understanding of tax laws...Senior
$82k - $123k
Petrafundsgroup is looking for a Senior Fund Accountant based in Boston, MA. This role involves taking ownership of the fund lifecycle... ...experience. You'll prepare financial statements and manage client relationships while utilizing key systems like Investran and Workday...SeniorFlexible hours$102k - $162k
Senior Vice President, Fund/Client Accounting Manager - Boston, MA We are looking for a senior leader to join our Fund Accounting team in Boston. In this role, you will direct multiple Fund Accounting teams, manage resources, oversee net asset value calculations, maintain...SeniorWork experience placement$225k - $325k
...Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison... ...to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group. Participate in regular...Full timeLocal area- CLIENT OPERATIONS MANAGER Location: Boston, MA (4 days in office expectation). Responsibilities Own... ...maintain strong relationships with senior client stakeholders, including leaders... ...the opportunity to receive an annual discretionary incentive award. BNY is an Equal Employment...SeniorWork at office
- ..., and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity... ...Managers (BDM), their clients and prospects. You... ...growing the existing portfolio. Deliver Results –... ...commission‑based pay and/or discretionary incentive compensation...Senior
$101k - $168.5k
...Pay or shift range: $101,000 USD to $168,500 USD Credit, Portfolio Management & Sales Support Full-Time Requisition #: VPCLI004803 Description... ...The bank also provides payment processing solutions to its clients and serves the Community Association Management industry...Full timeWork experience placementLocal areaImmediate startFlexible hoursShift work$88k - $110k
Iq--e, located in Norwood, Massachusetts, is seeking a full-time professional to manage and train fund accountants. In this role, you will oversee the allocation of tasks and handle client relationships to maintain service quality. The position requires a Bachelor's degree...SeniorFull time$130k - $250k
...technologies to collaborate with clients, driving transformative... ...expenses, and preparing reports. Manage financial and human resources... ...manage relationships with senior auditors and clients. Recruit... ...include commission earnings, discretionary bonuses, short and long-term...Temporary workWork experience placementWork at officeWorldwideFlexible hours- 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
- Petra Funds Group in Boston, Massachusetts, is seeking a Senior Fund Accountant. In this hands-on role, you'll manage capital activity, financial reporting, and investor communications. The role offers significant exposure to private equity operations and the opportunity...Senior
- GE Vernova recherche un Responsable service et maintenance sur site/à distance, avec responsabilités de support client et amélioration continue. Le rôle demande autonomie, discernement et capacité à coordonner des équipes techniques et opérationnelles dans une région donn...Remote job
- Brighton Jones is seeking a Financial Planner to join their Boston team. You will work as a key point of contact for clients, reviewing portfolios and making strategic recommendations. This role requires 4+ years of experience in financial planning and a strong educational...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- Northstar is actively looking for an experienced Project Manager to play a crucial role in leading commercial real estate projects. This position involves managing client expectations, facilitating team engagement, and driving project timelines effectively. Candidates should...SeniorFor contractors
- Thebuildersagc seeks an experienced Project Manager to lead commercial real estate projects in Cambridge, MA. The role involves managing cross-functional teams, ensuring client satisfaction, and overseeing project budgets and scheduling. The ideal candidate will have strong...SeniorWork at office
$107.35k - $171k
...main tax point of contact for Clients, for 3rd party vendors, and... ...and provide metrics to management Develop a strong knowledge of... ..., and ability to present to senior management Bring 7‑10 years... ...commission‑based pay and/or discretionary incentive compensation, paid...Local area- Morgan-Stanley is looking for a Portfolio Management Associate Director in Boston, MA to assist Financial Advisors in creating investment strategies tailored to client goals. The role includes portfolio management, client support, and extensive communication about market...
- A financial advisory firm in Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive financial plans. The role involves 5+ years of experience in financial services and a Bachelor’s degree. The advisor will collaborate...Senior
- Ernst & Young Oman is seeking a Senior in Financial Accounting Advisory Services to lead projects and manage client relationships. You will work with a diverse team, delivering exceptional service tailored to clients' needs, while ensuring high-quality outcomes. The position...Senior
$120.96k - $181.44k
...range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. The Senior Program Manager serves as a senior execution leader within the Transformation Program Operations team, accountable for ensuring that ADUSA\...SeniorFull timeWork at officeRemote workFlexible hours$102k - $171k
...table to create solutions with our clients that benefit businesses, communities... ...future team member for the role of Senior Client Service Manager to join our Client Service team. This... ...may also include commission earnings, discretionary bonuses, short and long-term...SeniorTemporary workWork experience placement$173.3k - $288.9k
...exceptional people. We deliver secure, reliable managed and advisory services across private, public,... ...of the Cox family of companies. The Senior Principal Client Partner is responsible for owning and growing a portfolio of RapidScale's most strategic enterprise clients...SeniorFlexible hours$102k - $155k
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...worldwide. We are seeking a Senior Vice President, Client Service to join our... ...compensation such as commission earnings, discretionary bonuses and incentive packages. This position...SeniorWork experience placementWorldwide- Overview Rockland Trust's Investment Management Group (IMG) is seeking a highly collaborative, client-centric Portfolio Manager to join our growing wealth management team... ..., with a strong track record of managing discretionary portfolios and leading client relationships...
$135.6k - $300k
...responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio... ...compliance, investment reviews, and proactive client communication. Job expectations include helping...Work experience placementWork at officeShift workDay shift- Franklin Templeton is seeking a Portfolio Manager to lead ARP strategies, combining quantitative research with hands‑on portfolio management. You will own signal research, portfolio construction, risk management, and trade implementation across cash and derivatives to build...Senior
- ...prominent banking institution in Boston is looking for a Non-Profit Lending Specialist II. This hybrid role involves managing complex loan portfolios for not-for-profit organizations while conducting credit risk analysis and financial underwriting. Candidates should offer...Senior
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