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
$75k - $80k
...Property Manager The Property Manager ("PM") will have broad and in-depth general management... ...is pet friendly. The community hosts two private resident lounges and a sunroom. There is... ...Serve as a role model, mentor, coach and trusted resource to field staff and residents...PrivateFlexible hours$85k - $171k
...Description: The Role The Senior Manager, Asset Management Compliance will perform... ...supporting alternative investment products and/or private funds (preferred, not required)... ...policies in the interest of promoting customer trust and confidence in Fidelity. AMC is...PrivateOdd jobWork at officeWork from home$150k - $250k
...Transaction Advisory Services - Senior Manager Opportunity ID 8943 Department... ...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 areaRemote workFlexible hours- ...diverse, dynamic industry. We are proud to be trusted advisors to many prominent offices, labs... ...~ Collaborate closely with Managing Directors and Directors to deliver exceptional... ...funds, developers, REITs, family offices, private equity investors, and operating...PrivateLocal area
- 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
$116.2k - $212.9k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...in which financial institutions are trusted and flourish, and the global economy... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation,...PrivateWork experience placementSummer holidayLocal areaFlexible hours$149.04k - $162k
...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...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$115.44k - $186.16k
...for this role. Line of Business: TD Wealth Job Description: The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts... ..., providing assistance with portfolio management, estate planning, charitable planning and tax...PrivateWork experience placementWork at officeLocal areaWork from homeFlexible 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 committed...PrivateOdd jobFull timeWork at officeWork from home$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- ...HOA Portfolio Property Manager The HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading... ...growing, including making the Inc 5000 list of the fastest-growing private companies in America. Our VISION is to inspire and empower...PrivateWork at officeLocal areaFlexible hours
$103.1k - $188.9k
...Tax – Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (“FTEAS... ...Services Organization – Services Manager The Opportunity EY is a leader in... ...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real...Summer holidayFlexible hours- ...Office General Overview Mass General Brigham's Investment Office manages more than $30 billion for MGB, invested primarily via... ...investment management firms. Strategies in the portfolio include private equity, venture capital, long-only equities, long/short equities...PrivateWork at office
- ...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
$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- ...Renewables Asset Manager, Commercial Strategy - Energy StorageLocations: FULLY REMOTE (Anywhere in the USA)This is an opportunity to... ...industry-leading renewable energy venture and IPP with strong private equity backing, focused on developing and executing dynamic utility...PrivateFor contractorsRemote workFlexible hours
$115.44k - $186.16k
TD Bank is seeking a PCS Senior Trust Advisor located in Boston, Massachusetts. The role involves administering complex accounts, developing financial strategies, and maintaining strong client relationships. Candidates should have a bachelor's degree and over seven years...Private- TD Bank Group (TD) is seeking a Senior Trust Advisor in Boston, Massachusetts to administer and retain client accounts, build strong relationships, and provide comprehensive financial strategies. The role involves engaging with clients on estate planning, tax matters, and...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- ...Hingham Institution for Savings Relationship Manager Incorporated in 1834, Hingham... ...business, institutional, government, and private client banking relationships. You will be... ...to effortlessly build relationships with trust and respect Strong self-management/drive...PrivateTemporary workRemote work
$145k - $175k
...Tax Manager - Real Estate About Walter Shuffain: Established in 1994, WS Advisors is a Boston-based advisory and accounting firm... ...integrity, and shared success. About Ascend: Backed by private equity from people-focused Alpine Investors, Ascend is building...PrivateLocal area- ...the affordable senior housing ecosystem since 1965. We develop, manage, and advocate for high-quality, affordable housing and services... ...service providers and leveraging investments from public and private healthcare institutions and insurers Represent 2Life at public...PrivatePermanent employmentTemporary workFor contractorsWork experience placementFlexible hours
$39 - $41 per hour
Overview The Assistant Property Manager supports the Property Manager(s) and others in managing all aspects of a single property or portfolio... ...Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully...PrivateContract workFor contractorsWork at officeRemote workWeekend work$225k - $325k
...a full-time Client Portfolio Manager (CPM) to join its Investment... ...Investment Services (IS), and Private Client Group (PCG), and will... ...investment expertise. Serve as a trusted investment advisor in client... ...OCIO, is a leading fiduciary wealth and investment management...PrivateFull timeWork at officeLocal area- A leading global tax consulting firm is seeking a Private Wealth Services Tax Manager in Boston, MA. This role involves managing complex tax returns for high net worth individuals and providing strategic tax planning. Candidates should have a Bachelor’s in Accounting and...Private
$163.5k - $251.9k
...facing professional within the firm's trust company responsible for business development, relationship management, and delivery of integrated wealth and fiduciary solutions to high-net-... ...experience in fiduciary wealth management, private client advisory, trust services,...Work experience placementWork at office- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... ...your career to the next level. As a Wealth Strategist you will be responsible for delivering... ...knowledge of credit and applicable trust and estate planning issues Strong financial...PrivateLocal area
- ...what we stand for as a firm KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax Services practice.... ...financial services industry specific to real estate and real estate private equity funds Bachelor's degree from an accredited college/...PrivateLocal area
- 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...Private
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