Senior Wealth Advisor: Client Growth & Portfolio Strategy
$140k - $150kGray, Gray & Gray, LLP
A leading 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 financial advice and strong communication skills, the ideal candidate will effectively manage client portfolios and relationships. Competitive salary between $140,000 and $150,000, with additional benefits including healthcare and 401k matching. #J-18808-Ljbffr Gray, Gray & Gray, LLP
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Client Growth & Portfolio Strategy in Boston, MA vacancy
$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$160k - $200k
...services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires... ...management and a strong focus on client relationships. You will partner with... ...to deliver integrated wealth strategies and ensure compliance with relevant...Senior- 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
- ...Opportunity for a Seasoned Wealth Advisor New England... ...ultra-high-net-worth clients. This is an opportunity... ...alternatives and strategies for tax optimization.... ...fiduciary excellence Are growth-oriented and results-... ...) Oversee portfolio strategy and asset allocation...SeniorWork at officeFlexible hours
New England Private Wealth Advisors, LLC
Wellesley, MA14 hours ago $65k - $82k
...Boston is seeking an experienced Account Supervisor or Senior Account Supervisor to lead various client projects and help build impactful relationships. The... ...Key responsibilities include managing projects from strategy through delivery, mentoring junior team members, and...Senior- 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
$235k - $265k
...Systems Supervisor based in Boston. This role involves leading client projects, managing relationships, and delivering complex programs... .... The ideal candidate will have over 7 years of experience in strategy consulting or in the Communications, Media & Technology...$150k
...Institutional OCIO Consultant Strategy in Boston. This position... ...will build relationships with senior OCIO executives, overseeing all aspects of engagement and portfolio fit. Competitive compensation... ...promoting well-being and educational growth. #J-18808-Ljbffr Brockton...Senior$120k - $140k
...marketing consultancy is seeking an Account Manager for Media & Client Strategy. This hybrid role requires strong leadership in client... ...achieving ambitious client goals. Competitive salary range of $120,000-$140,000 offered. #J-18808-Ljbffr Compound Growth MarketingSeniorRemote job- Job Description Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary Manages and... ...asset allocation, recommend and implement strategy, and review performance. Manages full... ...tremendous opportunity for individual growth. As an inclusive company, we work to...SeniorWork at office
- ...candidate will have a track record in corporate strategy, operational due diligence, and technology... ...a unique opportunity to contribute to the growth of a highly sought-after consulting domain while leveraging a strong client network and delivering valuable insights to...Senior
- ...Management team. The role involves managing a portfolio of clients primarily in the energy and technology sectors, focusing on renewals and growth. Responsibilities include executing... ...upsell opportunities, and engaging senior stakeholders to ensure consistent revenue...Senior
$120k - $140k
...Boston is seeking an experienced Account Manager for Media & Client Strategy to oversee client relationships and lead media strategy. The... ...$120,000-$140,000 with comprehensive benefits and a fully remote work environment. #J-18808-Ljbffr Compound Growth Marketing, LLCSeniorRemote job- ...combination of transformative strategy, transactions and... .... You will help shape client strategies, mentor emerging... ..., and drive business growth across a broad range of... ...key responsibilities Senior Directors are the primary... ...forecasting, and portfolio optimization. Drive business...SeniorWork experience placementSummer holidayFlexible hours
- ...marketing and technology agency in Boston is seeking an experienced SEO Strategist to drive digital growth for clients. This role requires a strong understanding of SEO strategies, technical SEO, and the ability to analyze and communicate complex data. You will collaborate...Senior
- A leading wealth management firm in the Greater Boston area is seeking a self-motivated Client Development & Portfolio Manager. This role involves expanding the client base through strategic... ...guidance, and mentoring associate advisors. The ideal candidate should have 8-10...SeniorWork at office2 days per week
- ...Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters.... ...culture and opportunities for growth. #J-18808-Ljbffr Evolve Talent PartnersSenior
$130k - $185k
...combination of transformative strategy, transactions and... ...sell‑side transaction advisors bring deep sector expertise... ...knowledge to our clients. We develop deal strategies... ...a platform for future growth? You will join one of... ...responsibilities As a Senior Associate - Consultant...SeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...behalf of institutional and retail clients worldwide. We believe active... ...opportunity: About the Role The Specialty Growth Analyst will contribute... ...across small- and mid-cap growth strategies as part of a collaborative portfolio management team. This role involves...Worldwide
- A leading investment firm in Boston seeks an Associate Client Portfolio Manager. This client-facing role involves presenting equity strategies to clients and partnering with internal teams to support business development. Candidates should have at least 5 years of investment...
$180k - $260k
Investment Director, Intermediary Channel (Growth Equity Strategies) Job Description Posted Tuesday,... ...behalf of institutional and retail clients worldwide. We believe active management... ...understanding of the alpha thesis, portfolio holdings, risk attributes, past and current...Local areaWorldwide$120k - $160k
...campaigns to a sophisticated, automated growth and engagement ecosystem. You will own... ...model through effective marketing strategies. You are a strategic thinker who lives... ...equally adept at serving as a strategic advisor to clients as you are executing technical Braze...SeniorFor contractorsWork at officeRemote workFirefly Health
Watertown, MA14 hours ago- ...A leading loyalty solutions provider is seeking a Senior Account Manager to manage key client relationships and drive operational success. This role involves... ...a flexible remote work environment and focuses on team collaboration and professional growth. #J-18808-Ljbffr...SeniorRemote workFlexible hours
Medium
Boston, MA4 days ago $100 per hour
...Senior Finance Consultant: Corporate Strategy & Research (Remote Advisory) Prolific is not just another player in the AI space – we are building the biggest... ...specific projects is not guaranteed and is subject to client demand and profile matching. Researchers looking...SeniorSelf employmentRemote workWork from homeFlexible hoursProlific
Boston, MA4 days ago- ...is seeking a Managing Director, Institutional OCIO Consultant Strategy. This role requires a strategic leader to develop relationships... ...of experience driving adoption of strategies in discretionary portfolios and a deep understanding of OCIO dynamics. This position...Senior
- ...marketing agency is seeking an experienced Account Director to manage client relationships at a strategic level. The role involves owning... ..., leading multi-disciplinary teams, and driving organic growth. Ideal candidates will have 7-10+ years in client service roles,...Senior
- A leading global investment firm is seeking a Private Wealth Advisor in Boston to develop client relationships and offer comprehensive wealth management advice. The candidate should have a record of academic and professional achievement along with a minimum of four years...Senior
$127.7k - $269.3k
Crowe is seeking a Federal Tax Senior Manager to join its Lead Tax Services team in Boston, MA. In this role, you will manage client service teams, ensure compliance with tax regulations, and develop tax strategies. The ideal candidate has a Bachelor’s in Accounting, an...Senior- A financial services company located in Boston is seeking a dynamic team leader responsible for managing sales strategies and client relationships. This role focuses on achieving business results, developing team talent, and overseeing financial outcomes. Candidates should...Senior
- ...leadership and execute investment strategies across Private Credit, CLOs,... ...and the ability to engage with clients effectively. The Managing Director will lead portfolio oversight, ensure compliance with risk management, and drive growth across U.S. and European markets...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor: Client Growth & Portfolio Strategy. Be the first to apply!
Related searches
- entry level financial advisor Boston, MA
- jde finance consultant Boston, MA
- financial advisor Boston, MA
- financial planner cfp Boston, MA
- financial planner Boston, MA
- financial advisor internship Boston, MA
- senior financial advisor Boston, MA
- financial planning assistant Boston, MA
- financial advisor associate Boston, MA
- associate financial representative Boston, MA