Director, Client Advisory — UHNW Wealth & Strategy
Pathstone
Pathstone, a growing wealth management firm, seeks an Associate Director, Client Advisory in Boston to partner with Directors and Managing Directors to deliver comprehensive wealth solutions to ultra‑high‑net‑worth families and endowments. This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience. #J-18808-Ljbffr Pathstone
$120k - $140k
...Pathstone is a growing wealth management firm... ...clear purpose: to help clients pursue their Preferred... ...services include investment advisory, as well as integrated... ...key areas such as tax strategy, risk management... ...Overview: The Associate Director, Client Advisory is a...SuggestedWork at officeFlexible hours$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship Executive -Transformation to join the team. Approved office locations can be... ...Transformation CRE operates at the intersection of solution strategy, pursuit leadership, and executive relationship management...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$180k - $220k
Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team. Approved office... ...specific operations. Operating at the intersection of solution strategy, pursuit leadership, and executive relationship management,...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$85k - $100k
...Description: Pathstone is a growing wealth management firm serving ultra... ...by a clear purpose: to help clients pursue their Preferred Life —... ...services include investment advisory, as well as integrated... ...across key areas such as tax strategy, risk management guidance, wealth...SuggestedWork at officeRemote workFlexible hours2 days per week3 days per week$180k - $260k
...we’re partnering with attorneys and clients to deliver cutting-edge solutions... ...world-class regulatory compliance and advisory services, and complex transactions.... ...by forward-thinking peers. The Director of Client Engagement Strategy & Sponsorships leads Goodwin’s Client...Suggested$190k - $300k
Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate Transformation growth through... ...Transformation CRE operates at the intersection of solution strategy,pursuitleadership, and executive relationship management —...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transformation to join the team. Approved office locations can be... ...CRE operates at the intersection of solution strategy,pursuitleadership, and executive relationship management —...Work at office- Real Chemistry is seeking a Senior Director, Client Experience Media to lead strategic media... ...performance. The role requires a data-driven advisory leadership style, mentoring Directors,... ...delivering innovative, audience-first media strategies. #J-18808-Ljbffr Real Chemistry
- ...expertise in accounting, tax, advisory, benefits, insurance, and... ...actionable insights to help clients anticipate what is next and discover... ...implement comprehensive tax strategies for high net worth... ...efficiency.Advise clients on wealth preservation, estate planning...
$100k - $150k
...ranked accounting, tax, and advisory firm with offices... ...delivering real value to our clients.Our mission is to... ...advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.Serve as... ...with PKFOD through the Director of Talent Acquisition....Full timePrivate practiceLocal area3 days per week$50k
...performance so campaigns don’t just look good—they deliver results. Learn more at later.com.About this position:The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and...Permanent employmentLocal areaImmediate startRemote workShift work- Grant Thornton is seeking an Advisory Director Client Relationship Executive to accelerate Transformation growth through deep executive relationships and cross-functional collaboration. This leadership role focuses on shaping solutions, driving ROI, and mobilizing teams...
- Nuveen is seeking a Wealth Management Advisor to build a high-quality practice by serving affluent clients with fiduciary financial strategies. You will partner with clients, understand goals, and guide them through retirement, while leveraging TIAA's comprehensive wealth...
- Teneo is a global CEO advisory firm providing strategic, operational and governance expertise to Fortune 10... ...and other leading organizations. As an Associate Director in Management Consulting, you will lead complex client engagements, mentor teams, and build trusted relationships...
- Cambridge Associates LLC seeks an Associate Director for the Private Client Practice to lead business-development initiatives, drive RFPs, and support... ..., and cross-functional teams to shape prospect strategies and deliver high-quality submissions. The role requires...Private practice
- 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...
$120k - $180k
...Tax, Valuation, and Business Advisory. We stand as a trailblazing force... ..., working with extraordinary clients spanning every industry,... ...present a comprehensive tax strategy to prospective and current clients... ...about legislative changes, wealth transfer techniques,...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ## Director, Client Implementation and TransitionsApplylocations: Bostontime type: Full timeposted... ...*** Lead the end-to-end implementation strategy and execution for complex client... ...change events within investment management, wealth management or a related buy-side...Work at officeLocal areaWorldwide
- ...consulting firm committed to helping our clients realize their most critical goals from Strategy to Commercialization. As the only... ...you join BW Design Group as a Director, you are joining a team that will... ...that people come with a wealth of experience and talent beyond just...Full timeFlexible hours
- ...ultra‑high net worth private clients implement and manage custom investment... ...is seeking an Associate Director to support the Private Client... ...preparation, and prospect strategy. The role will also support... ...consulting, financial services, wealth management, or a related...Private practiceWork at officeLocal areaWorldwide
- Senior Director, Client Executive Manager As a senior leader, you will shape and execute the North America intermediary distribution strategy, overseeing key relationships with wealth management firms, insurance companies, and broker‑dealers. You will define strategic...Home officeFlexible hours
- A leading consulting firm is seeking an experienced professional to manage day-to-day client relationships and lead analysis teams. The ideal candidate will have a bachelor’s degree and at least 10 years of relevant experience, including consultative sales and project...
$135k - $165k
...in Wakefield, MA seeks a Tax Manager in Public Accounting. The role offers a base salary of $135,000-$165,000, with high-impact client advisory and a culture that invests in its team. You will plan and supervise engagements, review complex returns, manage client...Permanent employmentFull time- ...BCG Vantage in the US to lead customer service initiatives and support complex client pitches. You will work with global teams to translate client needs into compelling service strategies, mentor junior colleagues, and drive IP development and go-to-market efforts. You...
$102.2k - $124.93k
...that is out of the ordinary, please apply...Job DetailsTitle: Director, Media Client ServiceLocation(s) (Hybrid): New York, Chicago, Boston,... ...into clear, story-driven recommendations that shape media strategy. You’ll also mentor and elevate teams—setting the bar for research...Full timeWork experience placementLive inWork at officeFlexible hoursShift work$148k - $169k
...strategic, data-driven, and brand-obsessed Senior Director, Employee Engagement & Marketing to lead and elevate... ...Bright Horizons services. This leader will oversee new client launches and build scalable engagement strategies that drive client revenue by increasing employee...Full timeTemporary workLocal areaWork visa3 days per week$240k - $280k
A national consulting firm in Boston is seeking a Tax Managing Director to lead client engagements and manage tax planning services. Candidates should possess a Master's degree in Taxation or Accounting, at least 10 years of public accounting experience, and an active CPA...Full time- Cambridge Associates LLC. in Boston seeks an Investment Director to manage client portfolios, conduct investment analyses, and foster client relationships. The role requires appropriate investment knowledge, communication skills, and experience in portfolio management....
$117k - $135k
...firm; we’re partnering with attorneys and clients to deliver cutting-edge solutions in... ..., world-class regulatory compliance and advisory services, and complex transactions. Our... ...and industry teams, driving go-to-market strategy, overseeing high-value pursuits, and ensuring...Full timeContract workWork at office$88.9k - $168.3k
...confidence in a world of change, empowering our clients and people to realize their full... ...AFC) practice with a focus in Financial Advisory. Changing economies, new accounting policies... ...to others in the firmDevelop a strategy to utilize relationships external to the...Full timeWork experience placementInternshipLocal areaFlexible hours
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