Senior Private Client Advisor for HNW Families & Family Offices
Brown Advisory Incorporated
Brown Advisory Incorporated in Boston is seeking a skilled administration and client service professional to support high net worth families and family offices. The ideal candidate will have at least ten years of experience, a Bachelor's degree, and possess strong client service and communication skills. You will be responsible for managing client relationships, overseeing account maintenance, and collaborating with outside advisors on tax matters. The position offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr Brown Advisory Incorporated
$125k - $150k
Dormont Manufacturing Co. in Boston is seeking a highly skilled professional to manage client relationships and provide administration for high net worth families and family offices. The ideal candidate will have a strong background in fiduciary accounts and demonstrate...Private clientHigh net worth$115k - $150k
...wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The... ...strong focus on advising high net worth clients in various financial areas. Responsibilities... ...planning, collaborating with external advisors, and implementing comprehensive...SeniorHigh net worthWork at office$150k - $300k
...Job Description Family Office Director About... ...Established in 2006, our client advises a select,... .... This is a senior, client-facing seat... ...and trusted advisor for a delegated group... ...management, family office, private client advisory,... ...owning UHNW or HNW client...Private clientHigh net worthFull timeWork at officeAfternoon shift- ...firm based in Boston seeks an experienced Tax Partner to lead tax engagements and provide strategic guidance to family offices and ultra-high-net-worth clients. The successful candidate will have over 12 years of experience in public accounting, exceptional client...High net worthWork at officeFlexible hours
- Mills & Reeve LLP in Cambridge is seeking an experienced Senior/Principal Associate specializing in Family Law. This role focuses on serving an exclusively privately paying client base, emphasizing high-net-worth clients with complex cases. Ideal candidates will have a...SeniorHigh net worth
- ...Chief Financial Officer (CFO), Family Office About the Company A multi-strategy investment firm seeking a family office CFO to manage... ...financial affairs. Industry Financial Services Type Privately Held About the Role The Company is in search of a...High net worthWork at office
$100k - $150k
...Director - Family Office Accounting Services (CPA Firm) Job... ...an experienced, client-focused, and technology... ...to clients and their advisors. Leadership & Team Management... ...a team of managers, seniors, and staff. Review work... ..., including private equity, hedge funds, and...High net worthFull timeWork at officeLocal areaFlexible hours3 days per week$140k - $170k
...Sr. Family Office Financial Planner RWA Wealth Partners is a boutique wealth management... ...customized solutions designed to help clients grow and protect their wealth so they can... ..., and when appropriate, enlist outside advisors such as insurance brokers, tax preparers...SeniorHigh net worthWork at officeLocal areaShift work- ...confidence in a world of change, empowering our clients and people to realize their full... ...why there's nowhere like RSM. Affluent families around the world face increasingly complex... ...- and their corresponding family offices - often oversee complex multi-entity structures...High net worthWork at officeLocal area
- Senior/Principal Associate - Family (0438) Here at Mills & Reeve we are hiring an experienced Family Solicitor... ..., exclusively working with private clients including high net worth individuals... ...Principal Associate to join our Cambridge office to undertake family law work...SeniorPrivate clientHigh net worthWork at office
$90k - $110k
...specialize in helping our clients navigate the complex landscape... ...enables individuals and families to broaden their horizons,... ...environment. With more than 40 offices spanning across continents,... ...about you! As a Private Client Advisor you’ll be an ambassador for...Private clientHigh net worthWork at officeFlexible hours- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...for high net-worth individuals and families Research and critically analyze... ...high net-worth clients and family offices, including the preparation of multi...SeniorPrivate clientHigh net worthFull timeTemporary workPrivate practiceLocal areaFlexible hours
$125k - $150k
...purposefully built and nurtured our client-first culture.Brown... ...—including individuals, families, family offices, endowments, foundations, charities... ...the firm.Brown Advisory’s Private Client Service team is... ...accountsCollaborate with outside advisors concerning client’s...Private clientHigh net worthH1bWorldwide$96k - $125k
Overview Private Client Services at BDO is a boutique practice within... ...-worth individuals, their families, family offices, C-Suite executives,... ...Summary A Tax Experienced Senior, Private Client Services (... ...directly with clients and their advisors to gather information...SeniorPrivate clientHigh net worthPrivate practiceWork at office$181.5k - $246.8k
...plans, and ultra‑high net worth private clients implement and manage custom... ..., Massachusetts, CA has offices in key markets in North America... ...‑net‑worth individuals and families. The Client Director will... ...Provide regular updates to senior leadership on client retention...SeniorPrivate clientHigh net worthWork at officeLocal areaWorldwide$125k - $150k
...purposefully built and nurtured our client-first culture. Brown... ...—including individuals, families, family offices, endowments, foundations, charities... ...firm. Brown Advisory’s Private Client Service team is... ...Collaborate with outside advisors concerning client’s personal...Private clientHigh net worthTemporary workWork experience placementH1bWorldwide- ...The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be... ...-net-worth individuals, families, and foundations. This role... ...customized, concierge-level client service by serving as the... ...with Investment sub‑advisors to plan for cash and liquidity...Private clientHigh net worth
- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role... ...specifically advising high-net-worth international families. The ideal candidate will possess strong...SeniorPrivate clientHigh net worth
- ...Job Description Job Description Associate Director, Family Office Management Team About the Firm Harrison Gray Search has partnered... ...advisory firm based in Boston. Established in 2006, our client advises a select, global group of ultra-high-net-worth...High net worthWork at officeNight shiftWeekend work
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA. The ideal... ...focus on advising high-net-worth international families and their businesses. Duties Advise on...SeniorPrivate clientHigh net worthRemote work
- ...the best way to help our clients and advance our... ...Wealth Planner to join our Private Banking team in Boston.... ...collaborate with an existing Senior Wealth Planner in... ...Serving as a trusted advisor directly to Private Banking... ...to enjoy personal and family experiences at every career...SeniorPrivate clientHigh net worthLocal area
- ...team helping high-profile clients understand, analyze, and... ...currently seeking a Manager or Senior Manager to join our... ...key role in growing KPMG's private client tax practice,... ...net-worth individuals and Family Offices Serve as the trusted advisor to ultra-high net worth families...SeniorPrivate clientHigh net worthFull timePrivate practiceWork at officeLocal area
- ...EisnerAmper is seeking Tax Senior Associate to join the Healthcare team within our Private Client Services (PCS) group. This role... ...Boston, MA or Burlington, MA offices. We are seeking someone who thrives... ...Client Services Team connects family owned, closely held businesses...SeniorPrivate clientHigh net worthTemporary workLocal area
- ...Associate Attorney to join its Family Law Practice Group on a hybrid... ...(three days a week in the office in the Financial District in Boston... ...courtroom exposure and direct client interaction. The successful... ...expert witnesses Collaborate with senior attorneys to prepare for and...High net worthFull timeWork at officeLocal area3 days per week
- ...is seeking a dedicated and experienced Nanny to support a busy family in Boston. This role involves managing daily routines, preparing... ...with pets. With a schedule from Monday to Friday and private accommodations provided, this position offers a unique opportunity...High net worthMonday to FridayFlexible hours
- ...New England, servicing clients both locally and nationally... ...many multi‑generation family clients that make use... ...planning. Many of our HNW clients maintain their... ...multi‑employee Family Office to manage the Family wealth... ...clients, as a trusted advisor. Essential Functions...Private clientHigh net worthWork at office3 days per week
- ...net-worth individuals, families and/or their organizations... ...it serves. We have 5 office locations; Boston, MA,... ...responsibilities of our Senior Accounting Associate... ...Senior Accounting Associate-Client Onboarding to join our... ...investments (private equity, hedge funds, etc...SeniorHigh net worthWork at office
$85k - $157.5k
...locations in Melrose, Newburyport, and a new office in Lexington, Massachusetts, Martino Law... ...5-member law firm seeking an experienced Family Law Attorney to join its fast-growing... ...law experience and be ready to represent client from day I in court. Compensation: $...High net worthWork at officeLocal area- Codman Square Health Center in Dorchester, MA is seeking an experienced Nurse Practitioner to work in the Family Practice and Women’s Health departments. This role involves providing advanced nursing care, conducting assessments, and educating patients and families. The...Senior
$70k - $122.5k
...#Alternative Operations Fund Accounting, Officer page is loaded## Alternative... ...our Quincy office location to service Private Equity Custody Clients for our Custody division of our Alterative... ...leave, short term disability, and family care responsibilities; access to our...Private clientTemporary workWork at office
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