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
- 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
$124.28k - $186.16k
...Details $124,280 - $186,160 USD 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...PrivateWork experience placementWork at officeLocal area$150k - $250k
Transaction Advisory Services - Senior Manager Opportunity ID 8943 Department: Advisory... ...mission to create opportunity, value, and trust for our clients, our people, and our communities... ...due diligence engagements from both private equity and strategic corporate buyers...PrivateWork at officeLocal areaFlexible hours- 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
$128.4k - $235.3k
...Organization (FSO). Our purpose is to help build a financial services industry that is trusted, resilient, and transformative. Manager Consultant - Asset & Wealth Management (with Private Markets Exposure) Opportunity As part of our Asset & Wealth Management practice, you...PrivateSummer holidayFlexible hours- As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely...Private
$85k - $171k
Job Description: The Role The Senior Manager, Asset Management Compliance will perform Operational... ...alternative investment products and/or private funds (preferred, not required) Strong... ...in the interest of promoting customer trust and confidence in Fidelity. AMC is...PrivateOdd jobFull timeWork at office$40 per hour
...control of your schedule, your clients, and your income with high‑end private duty care. Pay rates starting at $40/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...PrivateHourly payWeekly payDaily paidContract workFor contractorsReliefWork at officeFlexible hoursShift work$40 per hour
...Thekey-2 in Boston, Massachusetts is seeking Licensed Practical Nurses (LPNs) for high-end private duty care. The role includes providing personalized care to clients in their homes, ensuring the highest quality of service. LPNs can enjoy competitive pay rates starting...PrivateFor contractors$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$180k - $230k
...Boston | Hybrid | Trusts & Estates Attorney (5+ Years) 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-...PrivatePrivate practice$100k - $167k
...Business Overview: Merrill and the Private Bank serve high net worth and... ...unique financial goals. The Wealth CXO Marketing team, part of... .../maintenance, and content management. Job expectations include owning... ..., banking, lending, trust, philanthropy and ultra-high-...PrivateFull timeWork at officeWork from homeFlexible hoursShift workDay shift- 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...
- ...repairs, scheduled maintenance, aftermarket upgrades Financial Management Provide input and review of the pro-forma financial models for... ...working hours Day off on your birthday Benefits package: Private medical care Sharing the costs of professional training & courses...PrivateContract workVisa sponsorshipFlexible hours
- 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...
$250k
Concierge Primary Care Physician Needed in New Jersey near NYC Morris County, New Jersey (... ...reasonable office hours No inpatient hospital management or hospital call On‑call responsibility... ...with concierge/on‑call care for a private patient panel Interest in wellness, preventive...PrivateWork at office$98k - $124k
Description The Portfolio Management Group (PMG) is responsible for the... ...to day management of Citizens Private Bank and Institutional client portfolios. The Private Wealth Portfolio Manager provides portfolio... ...applicable to fiduciary or PB Trust accounts. Ability to analyze...PrivateWork at officeLocal areaWork from homeFlexible hours$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$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$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...Work at officeRemote work2 days per week- ...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. The successful candidate will be...Private
- ...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
- ...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
- ...inside a nationally recognized firm where private wealth strategy meets the complexity of real... ...corporate transactions Drafting sophisticated trust instruments, estate planning documents,... ...drafting instincts and the ability to manage complex matters with confidence Nice to...PrivatePrivate practice
- We Are Legal Revolution in Boston is seeking a private client attorney with a strong background in trusts & estates and estate tax planning. This position offers... ...will be responsible for advising clients and managing complex estate planning matters while enjoying a hybrid...
$140k - $200k
...real estate investment and development firm to find a Portfolio Manager suitable to join their Boston-based team. This is a high-impact... .../Yardi a plus) ~ Experience working with institutional or private real estate portfolios ~ Ability to communicate complex financial...PrivateFull timeWork at office$130k - $264k
...Digital Asset Product Manager – Fidelity Digital Asset Management page is loaded## Digital... ...alternative investment products such as private funds, institutional vehicles, or advanced... ...financial services, preferably in asset or wealth management, with significant exposure to...PrivateWork at officeShift work- ...Trust & Estates Executive Assistant provides high-level administrative support and serves... ...as a right-hand to the attorneys in the management of the attorneys’ practices. This role... ...in the administration of their Private Client practices and the service of their...Casual workPrivate practice
$145k - $175k
Walter Shuffain is seeking a skilled and motivated Senior Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate, trust, and... ...fiduciary, estate, and gift tax returns), advising on wealth preservation and transfer strategies, reviewing trust and...- Ernst & Young Oman is seeking a Manager in Private Tax based in Boston. You will provide personal tax advice and compliance support to business... ...shape a financial services industry where institutions are trusted and flourish, while enjoying a comprehensive rewards package...Private
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