Senior Asset & Wealth Management Transformation Consultant
Ernst & Young
EY's Financial Services Organization – Wealth & Asset Management Consulting in the US seeks a Senior Consultant to optimize operating models, data and technology across front-, middle-, and back-office functions for asset and wealth clients. You’ll work on Aladdin-driven transformations, portfolio management, risk analytics, and investment operations, engaging across traditional and alternative investments while developing future-ready consulting skills. #J-18808-Ljbffr EY
- Grant Thornton US is seeking a Private Wealth Services Tax Manager to lead complex tax return reviews and craft income, estate, and gift tax strategies for high net worth clients and closely held businesses. You will collaborate with our Private Wealth Services Tax team...Senior
- State Street is looking for Senior Consultants to lead wealth management implementations and upgrades of the CRIMS platform for our institutional clients. You will define client requirements, configure the solution, train users, test workflows and ensure a smooth go-live...Senior
- ...professional to act as the initial contact for complex client inquiries, coordinating with teams to implement banking solutions for wealth management clients. You will support banking product delivery, due diligence, and client servicing processes while liaising with internal...Senior
$124k - $335k
Industry/SectorAsset and Wealth... ...tax obligations while managing the impact tax has on their... ...acting as a strategic consultant related to business analysis... ...and in the future.As a Senior Manager, you'll work as... ...OpportunityAs part of the Asset and Wealth Management team...SeniorFull timeH1bLocal areaOverseas- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+... ...insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...securities licenses is an asset.You're able to travel. This role...SeniorFull timeRemote workShift work2 days per week- PwC in Boston seeks an Asset & Wealth Management Regulated Investment Company (RIC) Senior Manager to advise clients on tax planning, compliance and strategy within our Tax practice. You will review data, craft clear messages, and coach teams to solve complex tax issues...Senior
- A financial services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial reporting, coordinating with various professionals, and managing client service staff. Candidates...SeniorWork at office
- A prominent financial services firm is seeking a Private Banker to manage client relationships, advise on wealth management, and drive business results. With at least seven years of experience in financial services, candidates should possess a Bachelor's Degree and relevant...Senior
$55 - $65 per hour
Senior Marketing Project Manager - Wealth Management A leading investment management firm in Boston, MA, is seeking... ...within wealth management, asset management, or investment management... ...including business integration or transformation work Background in wealth management...SeniorContract workWork from home1 day per week- Gray Private Wealth, LLC is seeking a self-motivated Client Development & Portfolio Manager to expand the client base, onboard new clients, and deliver comprehensive financial planning and investment guidance in the Greater Boston area. As a lead advisor, you will mentor...Senior
$119k - $218.3k
Position Summary Senior Consultant - Risk, Regulatory, & Licensing - Digital Assets Regulatory & Financial Risk Ready for... ...Assets practice combines risk management, advanced regulatory knowledge... ...that strengthen, protect, and transform their organizations. Join our...SeniorWork at office$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...member’s unique strengths, and managing performance to deliver on... ...knowledge of compliance and consulting for financial partnerships- Knowledge... ..., handling proprietary assets, or collaborating closely with...Full timeH1b$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...& SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will guide clients... ...future leaders in tax compliance and consulting- Identifying market gaps and converting...Full timeH1b$115k - $150k
...A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven years of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading...SeniorWork at office$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role... ...compliance and strategic consulting. Within our Tax practice, you... ...services and solutions within the asset and wealth management...SeniorFull timeH1bLocal area- ...of America in Boston seeks an Executive Wealth Strategist to act as quarterback for the... ...compensation programs. You will build trusted senior-level relationships, coordinate with... ...educate executives through personalized consultations and clear recommendations. #J-18808-...Senior
$110k - $140k
KKR is seeking a Senior Analyst or Associate to join the Wealth Investor Relations team in Boston. This role focuses on overseeing transfer agent relationships and operational processes for wealth-focused investment products. Ideal candidates will have 3-4 years of relevant...Senior- Atlantic Group is seeking a Wealth Management Client Service Manager in Boston, MA. The role involves managing client relationships and leading a team to ensure exceptional service delivery for high-net-worth clients. The ideal candidate will have 8+ years of experience...Senior
- Goldman Sachs Bank AG is seeking Wealth Management Professionals to provide exceptional client service and operational support in Boston. The role requires interpersonal skills, a commitment to excellence, and the ability to manage client relationships effectively. Applicants...Senior
- ...Associates, LLC in Boston, MA is seeking a Senior Marketing Project Manager to drive the integration of marketing... ...following a major acquisition within Wealth Management. You will coordinate cross... ...marketing experience in wealth or asset management, and a background in...Senior
- TD Wealth in Boston seeks a Wealth Strategist to deliver financial, trust and estate planning services and to identify opportunities for trustee appointments and estate settlement. You will support TD Wealth in delivering investment, lending and banking solutions aligned...Senior
- A financial services consulting firm in Boston is seeking a Senior Business Analyst with deep Salesforce expertise. This role requires gathering and... ...requirements to enhance Salesforce solutions within the wealth management domain. The ideal candidate has at least 5 years of...Senior
- Pathstone is a growing wealth management firm serving ultra-high-net-worth families, offices, foundations, and endowments with a client-first approach. The Associate Director, Client Advisory partners with Directors to deliver comprehensive wealth management solutions and...Senior
$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires effective...Senior- A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate will perform various duties including enhancing client relationships, assisting in marketing...Senior
$90k - $120k
New York Life is seeking a dedicated wealth advisor to join our team and elevate your career, backed by mentoring and a culture... ...growth. You will access a mentor, sales development manager, and product consultants, with NYLIC University shaping your education at every...Senior$128.4k - $235.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...As a Wealth Management Consultant, you will play an integral... ...and our firm. You will lead transformative projects that blend... ...meaningful relationships with senior stakeholders, inspire cross...Summer holidayFlexible hours3 days per week- TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward...Senior
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...Senior
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