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
- ...the way the world works and lives. As a Manager in the Asset Management practice, you will... ...Eagle Pace or CRD a plus• Alternatives, private investment, or sales distribution expertise... ...to help our clients reinvent and build trusted, lasting relationships. We measure our success...PrivateFull timeFor contractorsLive inWork at officeLocal area
$190k - $260k
...firm with one of the region's largest and most sophisticated private wealth practices. We work exclusively out of one office, with a collegial... ...Work on sophisticated estate planning, wealth transfer, and trust administration matters for a high-caliber client base Join...PrivatePrivate practiceWork at officeLocal area- Jobot is seeking a Trusts & Estates Associate with 3-5 years of experience in sophisticated... ..., families, and fiduciaries on wealth transfer strategies, trust structuring, and... ...academic credentials, and a track record in a private client practice are required. #J-18808-Ljbffr...PrivatePrivate practiceWork at office
$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important... ...resolving disputes, navigating crises, managing risk and optimizing performance, our... ...clients, including real estate investment trusts (REITS) and private equity real estate funds...PrivateFull time$150k - $250k
...helps organizations optimize performance, manage risk, and maximize value through... ...mission to create opportunity, value, and trust for our clients, our people, and our communities... ...financial due diligence engagements from both private equity and strategic corporate...PrivateWork at officeLocal areaRemote workFlexible hours$120k - $175k
...fostering long-term relationships built on trust and integrity. We serve a diverse client... ...is the place for you!We are seeking a Manager to join our growing Transaction Advisory... ...the primary point of contact for clients, private equity professionals, and other stakeholdersPresent...PrivateFull timeLocal area3 days per week- The OpportunityAs 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...PrivateFull time
$110k - $210k
...Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an integrated team of seasoned, well-known...Full timeWork at officeLocal areaRemote work- ...CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...diverse, dynamic industry. We are proud to be trusted advisors to many prominent offices, labs,... ..., developers, REITs, family offices, private equity investors, and operating companies...PrivateLocal area
$138k - $172.5k
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$100.35k - $205k
...methodologies, and Real Estate Investment Trust qualification rules? Are you looking for... ...Real Estate Services Tax practice as a Tax Manager. What You’ll Do Deloitte Tax Managers use... ...Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week- 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
$165k - $185k
...entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and... ...-thinking peers.The Attorney Development Manager (ADM) drives development and engagement... ..., and workflows. Foster strong, trusted relationships with Attorneys through regular...PrivateFull time- ...event space. One Dalton is also home to 160 beautifully designed private residences that boasts unobstructed views of the city, Charles... ...attention to detail to join our Spa team as a full time Spa Concierge.Responsibilities Include (but are not limited to):To greet, accommodate...PrivateHourly payFull timeFlexible hoursNight shiftAfternoon shiftWeekday work
- ...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
$140k - $205k
...entrepreneurs and disruptors in the life sciences, private equity, real estate, technology and... ...a strategic and experienced Senior Manager, Client Development - Real Estate Industry... ...related investment strategies.Serve as a trusted resource to attorneys on market trends, client...PrivateFull time$138k - $172.5k
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$142.6k - $261.5k
...clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic,... ...reporting, and expand access to private markets. You’ll collaborate across EY... ...society and the planet, while building trust in capital markets. Enabled by data,...PrivateWork experience placementSummer holidayFlexible hours$139.2k - $293.5k
...to balance work with life moments, you're trusted to deliver results and make an impact. We... ...: As an Unclaimed Property Senior Manager, you will play a critical role in managing... ...to provide audit services to public and private entities while also helping clients reach...PrivateWork at officeLocal areaRemote workWorldwide$154.5k - $302k
...the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact... ...makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to...PrivateFull timeInterim roleWork at officeFlexible hours- ...repairs, scheduled maintenance, aftermarket upgrades Financial Management Provide input and review of the pro-forma financial... ...hours Day off on your birthday Benefits package: ~ Private medical care ~ Sharing the costs of professional training &...PrivateContract workVisa sponsorshipFlexible hours
- ...the supervision of the Chief of Staff, provide leadership and management of the BPDA's real estate portfolio of 13 million square feet... ...organizations, developers, regulatory agencies, and other public and private stakeholders regarding major real estate initiatives. Advise...PrivateWork at office
$100.35k - $205k
...services to individual clients and their trusts, estates, family offices, investment... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you...PrivatePrivate practiceWork at officeLocal area$154.5k - $302k
...the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact... ...makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to...PrivateFull timeWorldwide$150k - $230k
...A well-established Boston law firm with over 100 attorneys is seeking a Trusts & Estates Attorney to join its highly regarded private wealth practice. The firm has built a strong reputation for advising high-net-worth individuals, families, entrepreneurs, and closely...PrivateFor contractorsPrivate practice$40 per hour
...Concierge Private Duty CareTake control of your schedule, your clients, and your income with high-end private duty care.Pay: Starting at... ...skilled nursing (ADLs, vital monitoring, wound care, medication management, and doctor-prescribed treatments).Coordinate client needs...PrivateWeekly payDaily paidShorter hoursFor contractorsWork at officeFlexible hours$220k - $235k
...investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the... ...delivery and client deliverables, manage engagement economics including budgeting,... ..., society and the planet, while building trust in capital markets. Enabled by data, AI and...PrivateContract workFor contractorsWork experience placementSummer holidayFlexible hours$70 per hour
Concierge Nursing Referral Services is seeking licensed RNs for in-home, private duty care on a 1099 contract basis. You control your schedule, select cases, and earn pay starting at $70 per hour with weekly compensation. In this role you deliver high-end one-on-one nursing...PrivateHourly payContract workShift work- ...year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in... ...on very large matters, second chair and independently manage matters, advising family offices and closely-held business...Private practiceWork at office
$110k - $180k
...Trusts & Estates Attorney McLane Middleton, Professional Association... ...and tax-efficient and estate and wealth transfer strategies, including... ...will have prior experience in a private law firm setting and will demonstrate the ability to manage billable hour requirements and...PrivateWork at officeRemote work
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