Senior Private Client Wealth Manager
JPMorgan Chase & Co.
A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads. This role requires at least five years of experience in financial services and strong relationship-building skills. Join a dynamic team that focuses on delivering tailored solutions and fostering client trust. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within... ...will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be knowledgeable...SeniorPrivate client
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...Private client
$83k - $104k
Citizens Bank is seeking a candidate for a client-centric role in Brookline, Massachusetts to provide personalized financial planning and advice to affluent clients. Responsibilities include onboarding clients, growing investments, and enhancing client relationships through...Private client$83k - $104k
Citizens in Brookline, Massachusetts, is seeking professionals to onboard affluent clients into their investment services. Responsibilities include growing net deposits and fostering long-term relationships through exceptional client experiences. The ideal candidate will...Private client- CPS Inc. is seeking a Tax Senior Manager for their Private Client Services practice. This role can be based in either Boston or New York City. The ideal candidate will serve as the Engagement Manager, overseeing client accounts from planning to execution. Key responsibilities...SeniorPrivate clientPrivate practice
- 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...Private client
- 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...Private client
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients... ...driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in...SeniorPrivate client$181.5k - $246.8k
...pension plans, and ultra‑high net worth private clients implement and manage custom investment portfolios that... .... Provide regular updates to senior leadership on client retention, new... ...management, investment consulting, wealth management, or related fields. Proven...SeniorPrivate clientWork at officeLocal areaWorldwide$62.5k - $87.5k
...Job Overview Wealth Client Relationship Manager – Wealth Management. Partner with Wealth Management Advisors to deepen client relationships, grow advisor practice, and deliver financial solutions that ignite clients’ aspirations. Key Responsibilities Provide client service...- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role... ...matters, developing estate planning strategies, and managing complex planning matters independently, with a...SeniorPrivate client
$83k - $104k
...Citizens, our mission is to help clients, colleagues and communities... ...our capabilities. Citizens Private Client provides personalized,... ...development, and ongoing practice management support. As a Citizens... .... PCRMs partner with Wealth Financial Advisors and Certified...Private clientLocal areaFlexible hours$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The... ...experience and location. Successful candidates will possess strong management skills, attention to detail, and outstanding communication...SeniorPrivate client- ...Services to lead the Family Office Services team within their Private Client Practice. This role requires strategic leadership and a... ...0 years of experience in family office services or private wealth management, demonstrated leadership skills, and a strong network of relationships...SeniorPrivate clientPrivate practiceWork at office
- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...SeniorPrivate client
- Citizens Bank is seeking a dedicated professional to join as a Wealth Management Advisor in Somerville, Massachusetts. The role involves acquiring and onboarding affluent clients, growing deposits, and providing exceptional client experiences. Candidates should have 3-5...Private client
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA. The ideal... ...and tax‑efficient restructuring solutions. Manage complex international planning matters independently...SeniorPrivate clientRemote work
- We Are Legal Revolution in Boston is seeking a private client attorney with a strong background in trusts & estates and estate tax planning... ...candidate will be responsible for advising clients and managing complex estate planning matters while enjoying a hybrid work...SeniorPrivate client
- TD Bank Group (TD) is seeking a Principal Review Analyst for regulatory oversight with TD Private Client Wealth. This role focuses on reviewing brokerage and advisory business to ensure compliance with FINRA and SEC regulations. Ideal candidates will have a college degree...SeniorPrivate client
$70k - $122.5k
STATE STREET CORPORATION in Quincy is seeking an Officer for Private Equity Custody Clients within its Alternative Investment Solutions Group. The role involves overseeing client deliverables, managing daily interactions, and ensuring accurate reporting. Qualified candidates...SeniorPrivate client- Ultimus LeverPoint Private Fund Solutions in Boston is seeking a Senior Accountant to coordinate client-related work, ensuring deadlines are met while maintaining high standards. The role includes reviewing financial transactions and interacting with clients and team members...SeniorPrivate client
- ...goals. We are seeking a Senior Fund Accountant to join our Real... ...), the largest real estate private equity fund administrator by funds... ...environment and providing clients with exceptional services.... ...will have the flexibility to manage your days in support of our commitment...SeniorPrivate clientLocal area
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid... ...work. High-net-worth clients. Clear path to partnership. A... ...0+ years) to join its growing private client practice in Boston. This... ...on complex estate planning and wealth preservation strategies. The...SeniorPrivate clientPrivate practice$73.5k - $139.7k
RSM US LLP is seeking a Senior Associate in Boston to provide accounting, technology, and consulting services for private, lower middle market clients, managing financial processes such as month-end close and reporting. The ideal candidate will have a Bachelor’s degree...SeniorPrivate client- Nuveen in Cambridge, Massachusetts is looking for a Wealth Client Relationship Manager to partner with Wealth Management Advisors. This role entails supporting high-net-worth clients, operationally leading advisory teams, and managing client relationships to achieve financial...
$52k - $94.12k
STATE STREET CORPORATION is hiring a Senior Associate for their Quincy location to support Private Equity clients within the Custody division. The role involves managing daily processes, reviewing trades, and ensuring effective client services. Ideal candidates should...SeniorPrivate client- ...Cambridge Associates LLC is seeking a Managing Director in Boston to oversee investment portfolios and manage client relationships. This role demands over 20 years of investment experience, exceptional communication skills, and the ability to lead an investment team....SeniorPrivate client
- Vanasse Hangen Brustlin Inc. (VHB) is looking for a Senior Water Resources Engineer to lead cutting-edge hydrology and resiliency... ...in hydrology and hydraulics, working closely with public and private clients to deliver innovative water resources solutions. Responsibilities...SeniorPrivate clientFlexible hours
- ...– we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role involves providing tax compliance and consulting services, and analyzing financial...SeniorPrivate clientPrivate practiceLocal areaFlexible hours
$150k
...building and maintaining high-net-worth client relationships across banking, lending, and... ...investments? This is a unique opportunity to manage and maintain relationships with clients... ...the full financial possibilities their wealth creates. You will be responsible for fostering...Private clientTemporary workWork at officeLocal areaImmediate start
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