Private Wealth Advisor
Coda Search│Staffing
Overview A milti-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm’s continued growth. Candidates must bring a proven portable book of business of at least $25 million in client assets. Key Responsibilities Act as the primary advisor managing complex relationships with HNW & UHNW individuals, families, and business owners. Deliver holistic wealth advice across investments, estate and tax planning, family governance, and philanthropy, leveraging the firm’s institutional resources. Transition and grow a portable book of at least $25MM, with support from the firm’s platform and business development resources. Partner with the investment team to construct and oversee customized portfolios aligned with client objectives and long-term goals. Cultivate new relationships through personal networks, centers of influence, and referrals, expanding the firm’s HNW & UHNW client base. Collaborate with senior leadership on strategic initiatives designed to enhance client experience and drive growth. Mentor junior advisors and contribute to the development of next-generation client service talent. Qualifications 10+ years of experience advising HNW & UHNW individuals and families within a multi-family office, private bank, or RIA. Demonstrated ability to build and deepen client relationships across multiple generations. Proven record of originating new client relationships and transitioning assets; must bring a portable book of at least $25MM in investable assets. Strong investment and planning acumen, with the ability to coordinate across estate, tax, and philanthropic needs. Professional designations such as CFA, CFP, JD, or CPA are strongly preferred. Highly polished interpersonal, communication, and client service skills. Compensation Competitive base salary, performance-based incentives, pathway to ownership, and long-term upside aligned with client and firm growth. #J-18808-Ljbffr Coda Search│Staffing
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive...Private
$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth...PrivateFull timeFlexible hours- ...financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has...PrivateFull time
$100k - $140k
A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services, preparing client financial... ...Microsoft Suite. The salary range is $100,000-140,000 annually. #J-18808-Ljbffr Corient Private Wealth LLC.Private$100k - $140k
* Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.* Advanced... ...expectations, simplifying lives and establishing legacies that last for generations. #J-18808-Ljbffr Corient Private Wealth LLC.PrivatePermanent employmentWork at office- ...Associate Attorney to join its Boston office.This opportunity is ideal for an attorney interested in representing lenders, borrowers, and private equity sponsors in sophisticated debt financing and leveraged finance transactions.Compensation$225,000 – $260,000+Ideal Background...PrivateWork at office
Aligned Talent Acquisition
Boston, MA20 hours ago $260k
...experience to join our expanding and high-performing Global Finance group in our Boston office. This position is at the intersection of private credit, fund finance and collateralized loan obligations (CLOs), and offers an excellent opportunity for individuals interested in...PrivateWork at office$365k
...Jameson Legal US Team.Location: BostonRegion: USA & CanadaCountry: USASalary: $365,000 - $435,000Specialisation: Banking & Finance, Private EquitySector: Law firmRole Position: Senior AssociateContract Type: PermanentHours: Full TimeExperience Level: Senior Level (5-10+...Private$235k - $390k
...experience in lender and/or borrower representations, with experience in syndicated credit facilities, acquisition financings, and private credit facilities. Experience in asset based financing is a plus. Candidates should have experience drafting, reviewing and revising...PrivateFull timeTemporary workFlexible hours$100k - $145k
...auditors. QualificationsStrong knowledge of GAAP accounting and financial reporting principles. Experience in investment management, private funds, alternative investments, asset management, or financial services environments preferred. Excellent communication skills...PrivateWork at officeLocal area$390k
...experience to join our expanding and high-performing Global Finance group in our Boston office. This position is at the intersection of private credit, fund finance and collateralized loan obligations (CLOs), and offers an excellent opportunity for individuals interested in...PrivateWork at office$100k - $155k
We are seeking a Senior Finance Associate to support financial operations and analysis within a private debt environment. This role will focus on portfolio reporting, investment tracking, and financial analysis to support lending activities and strategic decision-making...PrivateWork at officeLocal area$95k - $110k
BAIN CAPITAL OVERVIEWWith approximately $215 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we...PrivateFull timeWork experience placement$95.6k - $188.4k
...Required QualificationsBachelor’s degree in Finance, Business, Law, Criminal Justice, or a related fieldMinimum 4+ years of experience in private or public sector AML and/or sanctions-focused activities, including project management experienceAbility to travel up to 75%, based...PrivateVisa sponsorship$225k - $420k
...Job Description Corporate Finance Associate (3-5 years) Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits in the middle...PrivateWork at officeAdvocates Legal Recruiting
Boston, MA2 days ago$69.8k - $132k
...developing and improving internal control systemsStrong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE...PrivateFull timeWork experience placementInternshipLocal areaFlexible hours$260k - $365k
...located in 30 offices. Our US leveraged finance team is a fully integrated cross-office national practice that represents lenders, private equity sponsors and public and private company borrowers, both domestically and abroad, in all aspects of lending transactions, including...PrivateFull timeWork at officeRelocation$121.44k - $154.84k
...engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders.Help organizations... ...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest...PrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$80k - $85k
...including leveraged loans, high-yield bonds, structured products, private middle market loans, bespoke capital solutions, distressed... ...activityGENERAL QUALIFICATIONS1-3 years’ experience at an Investment Advisor and/or public accounting role in a rigorous environmentRelevant...PrivateFull timeWork experience placement$90k - $160k
...Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either...PrivateWork experience placementLocal areaBrg Corp
Boston, MA5 days ago- ...Operations Associate Job RequirementsBachelor of Science (BS) degree in a relevant field is required.Minimum of 2 years of experience in private credit operations; 5 years preferred.Proficiency in Word and Excel for documentation and reporting tasks.Strong communication...PrivateWork at office
- ...Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either...PrivateWork experience placementLocal area
Brg Corp
Boston, MA5 days ago $99k - $155k
POSITION SUMMARY The position is responsible for the accounting and reporting for Private Debt. Private Debt Origination invests in junior/unitranche debt and equity securities of middle market companies that are owned by private equity firms. The candidate will provide...PrivateWork at office3 days per week$100k - $145k
...Qualifications Strong knowledge of GAAP accounting and financial reporting principles. Experience in investment management, private funds, alternative investments, asset management, or financial services environments preferred. Excellent communication skills with...PrivatePermanent employmentFor contractorsWork at officeLocal area3 days per weekVaco
Boston, MA1 day ago- Dynamo Software is seeking a detail-oriented Fund Accounting Specialist within the Outsourcing Practice to support private equity clients with accounting and reporting services. Responsibilities include processing transactions, closing quarterly books, preparing investor...Private
$85.1k - $161.7k
...cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital...PrivateFull timeWork experience placementInternshipLocal area$120k - $185k
...specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors,... ...your network with clients to become a trusted and reputable advisor Qualifications: ~ Bachelors degree or degree equivalent...PrivateWork experience placementLocal areaBerkeley Research Group
Boston, MA4 days ago$150k - $180k
...approximately $80bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when...PrivateFull timeLocal areaWorldwideFlexible hours$150k - $190k
...building the Firm's relationships with privately owned businesses and their owners in the... ...perspective in order to become a trusted advisor to these private business owners. In many... ...navigate governance, business and wealth succession.In order to be successful, you...PrivateFull timeWork at officeLocal area3 days per week$140k - $180k
...LocationBoston, MA, USAContractPermanentTypeHybridIndustryAccountancy & FinanceContactAdam ****@*****.*** Senior Manager, Private Equity Fund AccountingWe are partnering with a leading fund administrator seeking an experienced Senior Manager to lead the...Private
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