Concierge Private Wealth Trust Manager
MassMutual
MassMutual is looking for a Trust Officer to manage a diverse book of trust and wealth management accounts for high-net-worth individuals and families. This role emphasizes collaboration with financial professionals while providing exceptional client service. The ideal candidate will have a Bachelor’s degree or equivalent experience, strong fiduciary knowledge, and communication skills. Responsibilities include overseeing client accounts, coordinating with professionals, and ensuring high-quality service. #J-18808-Ljbffr MassMutual
$95.5k - $195.4k
...work with life moments, you're trusted to deliver results and make... ...challenges. We are seeking a Tax Manager with deep expertise in estate... ..., manage, and transfer wealth efficiently while aligning with... ...audit services to public and private entities while also helping...PrivateWork at officeLocal areaRemote workWorldwide- Citizens is seeking a First Line Risk Senior Manager to support Private Wealth Management. This role requires a strong understanding of trust operations and risk management. Responsibilities include identifying risks, advising on governance, and executing compliance programs...Private
- ...The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering... ...book of trust and personal wealth management accounts for high-net-worth... ...foundations. This role provides customized, concierge-level client service by serving as...Private
- Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in local communities and build enduring client practices around... ...investing expertise in a customized manner, acting as a trusted financial confidant with a focus on long‑term relationships...PrivateLocal area
$115k
...is seeking a Client Relations Associate in Boston, MA to provide unparalleled relationship support within our Private Banking division. Candidates will manage a portfolio of high-net-worth clients, ensuring personalized service and proactive communication. Responsibilities...Private$115.44k - $186.16k
...specific details for this role. Line of Business TD Wealth Job Description The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned... ...appropriate, providing assistance with portfolio management, estate planning, charitable planning and tax matters...PrivateWork experience placementWork at officeLocal area- ...seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should have 3-6 years...Private
$149.04k - $162k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income,... ...our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely...PrivateLocal area- ...diverse, dynamic industry. We are proud to be trusted advisors to many prominent offices, labs... ...Duties Collaborate closely with Managing Directors and Directors to deliver exceptional... ..., developers, REITs, family offices, private equity investors, and operating...PrivateLocal area
$220k - $250k
...nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office. The salary... ...individuals, families, and fiduciaries on complex wealth transfer and tax planning matters. Why consider this...Work at office- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...
- ...Boston, MA | Hybrid Trusts & Estates Paralegal to support attorneys with estate planning... ...collaborative team handling sophisticated private client work. Responsibilities Support estate... ...administration matters. Prepare and manage wills, trusts, powers of attorney, deeds,...Work at office
$180k - $230k
...A highly respected Boston boutique law firm is seeking a Trusts & Estates Attorney with 5+ years of experience to join its established private wealth practice. For more than 75 years, the firm has advised high-net-worth individuals, families, business owners, and closely...PrivatePrivate practice- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...
$220k - $250k
Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate to join their Private Client department in Boston. Ideal candidates will... ...offers an excellent opportunity to engage in complex wealth transfer and tax planning matters. #J-18808-Ljbffr Marina...$94.4k - $293.8k
As a Manager in the Asset Management practice, you will be responsible for leading teams and advisory engagements with Asset Managers.... ...SimCorp, BlackRock Aladdin, Eagle Pace or CRD a plus Alternatives, private investment, or sales distribution expertise a plus Bachelor's...PrivateFor contractorsLocal area- Insite US is seeking a Director, Private Client Services to lead tax compliance for high-net-worth individuals and related entities, including partnerships, S-corporations, trusts, and individuals. The Private Client Tax Director will guide complex tax issues, supervise...
- Ascendion, a respected Boston boutique law firm, is looking for a Trusts & Estates Attorney with over 5 years of experience to join their private wealth practice. This role offers the opportunity to work directly with high-net-worth clients, utilizing sophisticated estate...PrivatePrivate practice
- JOHNLEONARD is seeking an experienced Trusts & Estates Administrative Paralegal to support sophisticated estate and trust administration... ..., and related matters within one of the country's leading private client teams. The role requires a Bachelor’s degree and Paralegal...
$70 per hour
...Private Duty Work Opportunity Are you seeking private duty work? Pay rates starting at $70/hr (varies on case by case basis, negotiated prior to starting case). Who We Are: Concierge Nursing Referral Services, a branch of TheKey, is a top-tier nursing referral...PrivateHourly payWeekly payDaily paidFor contractorsWork at officeFlexible hoursShift work$120k - $140k
...Transaction Advisory Services Manager KLR is one of the largest full-service CPA and business advisory firms in New England and is... ...firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad...PrivateFull timeWork at officeMonday to FridayAfternoon shift- Kennison & Associates in Boston seeks a Manager of Wealth Planning to lead a high-performing team and deliver sophisticated planning for ultra... ...in a highly collaborative environment, within a premier private wealth management firm. #J-18808-Ljbffr Kennison & AssociatesPrivate
- ...Associate Director, Real Estate Asset Management About the Company Top-tier private real estate firm Industry Real Estate Type Privately Held About the Role The Company is seeking an Associate Director for Real Estate Asset Management...Private
- Dormont Manufacturing Co is seeking a Senior Trust Advisor in Boston, Massachusetts. The ideal candidate will manage complex client accounts, focusing on trusts and estates, while developing comprehensive financial strategies to meet client goals. The role requires a Bachelor...Private
- ...security architectures, standards, and controls across public, private, and SaaS environments. You will partner with cloud engineering,... ...solutions aligned with regulatory requirements. You will drive Zero Trust, secure-by-design practices, and security automation, while...Private
$115.44k - $186.16k
TD Bank is looking for a Senior Trust Advisor in Boston, MA, to administer various accounts and develop strong relationships with clients... ..., advising clients on financial goals and estate planning, and managing trust portfolios. Ideal candidates should possess a bachelor's...Private- ...Legal Revolution, a long‑established private client practice in New England, seeks... ...skilled attorney to advance sophisticated trusts, estates, and wealth transfer planning. You will draft... ...advise high‑net‑worth families, and manage complex fiduciary matters with discretion...Private practice
- ...hiring a senior associate for its Boston Trusts & Estates practice. What this role covers... ...a comparable firm. You should be able to manage sophisticated planning matters, communicate... ...matters that sit at the intersection of private client planning and business strategy....Work at office
- ...The Digital Asset Product Manager will work on product development, management, strategy,... ...industry, preferably in asset management and/or wealth management, across the discretionary... ..., indexes, model portfolios and SMAs, private funds and institutional vehicles. Demonstrated...Private
$130k - $264k
...The Team Fidelity Digital Asset Management (FDAM) delivers a growing suite of digital... ...alternative investment products such as private funds, institutional vehicles, or advanced... ...services, preferably in asset or wealth management, with significant exposure to...PrivateWork from homeShift work
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