Manager, Wealth Management
$125k - $175kLanding Point
Overview Company Overview: A leading retirement company is seeking a Manager for their Wealth Management division. This role is pivotal in expanding their presence in Boston and shaping the future of wealth management guidance. Responsibilities Lead a team of financial advisors, focusing on advisor development, client experience, asset retention, and sales performance Coach advisors to deliver fiduciary and advisory standards, driving asset retention and sales growth Provide personalized coaching aligned to each advisor’s experience level and career goals Support advisors in pursuing additional licenses and professional development Identify opportunities to improve performance, processes, and advisor effectiveness Contribute to planning and strategic initiatives across the Investor Center Ensure compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment Use data and performance insights to guide coaching and inform decision-making Qualifications Experience leading, coaching, or developing teams in financial services, sales, or a related environment Exposure to retirement, investment, or wealth management solutions Comfort operating in a regulated or fiduciary environment FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24) *FINRA Series 9 and 10 licenses required Bachelor’s degree required; advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus Compensation Salary: $125,000 – $175,000, Plus Bonus #J-18808-Ljbffr Landing Point
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Manager, Wealth Management in Boston, MA vacancy
$150k - $175k
...Profile Summary Are you ready to join a company with a strong purpose and a winning culture? Start your Voya journey! Voya Wealth Management is expanding its presence in Boston's Seaport, and this role sits at the center of that growth. As Sales Manager for the...SuggestedPart timeWork experience placementLocal areaFlexible hoursVoya Financial
Boston, MA4 days ago$89.17k - $148.65k
...culture? Start your Voyage - Apply Now Profile Summary Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor...SuggestedPart timeWork experience placementLocal areaFlexible hoursVoya Financial
Boston, MA3 days ago- ...Product Manager, AI/ML Responsibilities: Product Strategy & Roadmap Discovery & Specification Execution & Delivery Stakeholder... ...patterns for AI features in production. Retirement & Wealth Domain— Mandatory Required: • Defined Contribution Plans: 401...Suggested
E-Solutions
Boston, MA3 days ago - Citizens Bank in Boston is seeking a Finance Senior Manager to ensure financial integrity in the Private Wealth Management sector. This role involves developing complex financial models and insights to guide business strategy, focusing on analysis and collaboration with...SuggestedFlexible hours
$89.17k - $148.65k
Product Manager - Wealth Management Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor needs, client expectations, and company...SuggestedFlexible hours- Role Overview Sales Manager, Investor Center - Boston, Seaport. Lead a team of financial advisors with responsibility for advisor development... ...across the Investor Center as Voya continues to expand its wealth management footprint. Ensure strong oversight of compliance,...Local areaFlexible hours
- A fintech company in Cambridge seeks a Principal Product Manager to own the Halo AI wealth management product. This hybrid role requires strong experience in shipping AI products and navigating compliance in regulated environments. You will define product strategy, enhance...
$128.4k - $235.3k
...and take your career wherever you want it to go. Join EY and help build a better working world. Business Transformation, WAM, Wealth Manager EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business...Summer holidayFlexible hours3 days per week$140k - $150k
...Range: $140,000.00 To $150,000.00 Annually Candidates must reside in Greater Boston, MA Gray Private Wealth (GPW) is an independent, privately-owned wealth management firm affiliated with a regional accounting and consulting firm. Gray Private Wealth specializes in...Work at office2 days per week- A leading fintech company in Cambridge is seeking a Principal Product Manager to lead their AI wealth management product, Halo. Key responsibilities include defining the product roadmap, shaping the consumer experience, and collaborating with engineering and data science...Work at office
- 00015 Ameriprise Financial Services, LLC. is seeking a Branch Manager to lead its branch offices in New Hampshire. This role involves recruiting quality advisors, generating local leads, and driving business growth through effective leadership and client management. The...Local area
- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+... ...insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr Cardata
$70.35k - $205.8k
...No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital...Live inWork at officeLocal areaAccenture
Boston, MA14 hours ago$90k - $180k
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital... ...client servicing and relationship management across the U.S. wealth channel. Responsibilities Serve as the primary internal and external...Flexible hours$92.64k - $142.61k
The Commonwealth of Massachusetts is hiring a Fiscal Officer VI to oversee financial management within the Group Insurance Commission. Responsibilities include budget planning, financial oversight, and approval of contracts and payments. Candidates must possess a minimum...- Manulife Wealth & Asset Management is seeking a US Sales Trainer Manager responsible for designing and delivering training programs that enhance the effectiveness of wholesalers. The role includes onboarding, product education, and engaging strategies to drive asset growth...Flexible hours
$75k
...professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth Management Consultant, you will be responsible for driving sales as...Full timeTemporary workLocal areaFlexible hoursCapital Group
Cambridge, MA3 days ago$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on... ...path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead Wealth...Work at office
$50 - $60 per hour
A tech company specializing in AI is seeking a Wealth Management Advisor to join their team. This position allows you to work remotely and set your own schedule while contributing to the training of AI models. Ideal candidates will have an advanced finance degree and relevant...Remote jobHourly payFlexible hours$112.68k - $169.02k
Baker Newman Noyes is seeking a Tax Manager in Boston, MA to oversee tax compliance for diverse clients. This role requires at least 5 years of experience in tax services, expertise in federal and state regulations, and management of team members. The firm offers a supportive...Flexible hours$171k - $390.6k
...go. Join EY and help to build a better working world. **Senior Manager - Financial Services - Insurance and Actuarial Advisory Services... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and...Summer holidayWorldwideFlexible hoursShift workEY
Boston, MA14 hours ago- ...Investment Office General Overview Mass General Brigham's Investment Office manages more than $30 billion for MGB, invested primarily via partnerships with third party investment management firms. Strategies in the portfolio include private equity, venture capital,...Work at office
Mass General Brigham (Enterprise Services)
Somerville, MA3 days ago - A leading real estate advisory firm in Boston is seeking a Senior Manager for Investment Property Management. This role involves the management of mixed, multi-site investment portfolios, providing top-notch customer service, and ensuring compliance with low-income housing...
$175k - $240k
...Canadian Imperial Bank of Commerce is seeking a Senior Relationship Manager in Boston, MA, to oversee high-net-worth client relationships,... ...objectives. Applicants should possess over 15 years of wealth management experience and demonstrate exceptional relationship-...Remote workCanadian Imperial Bank of Commerce
Boston, MA3 hours ago$70k - $90k
...Job Description POSITION: PROPERTY MANAGER Position Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong...Full timeFor contractorsVisa sponsorshipWork visaFlexible hoursCambridge Financial
Watertown, MA4 days ago$62.4k - $65k
...Property Manager Job Category: Management Requisition Number: PROPE001564 Posted: June 2, 2026 Full-Time Longfellow House Roslindale, MA 02131, USA Description Position: Property Manager Supervisor: Director of Housing Management or designee Compensation...Full timeFor contractorsInterim roleWork at officeImmediate startRogerson Brand
Roslindale, MA4 days ago$75k - $80k
...Property Manager The Property Manager ("PM") will have broad and in-depth general management responsibilities at their assigned apartment development(s). The PM will supervise a site team consisting of administrative, supportive services and maintenance personnel...Flexible hoursPennrose Management
Hyde Park, MA4 days ago- ...clients reach their most important goals. Our primary service business lines are Residential Brokerage, Commercial Brokerage, Property Management, and Capital Solutions. As sponsor, Senné actively Develops and Invests in real estate throughout New England. Our human capital...Contract workFor contractorsWeekend work
Senne
Boston, MA4 days ago $125k - $145k
...looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Property Manager (PM) is responsible for the day-to-day management, financial performance, operations, and tenant satisfaction of a commercial real...Daily paidWork at officeLocal areaJLL
Cambridge, MA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Wealth Management. Be the first to apply!
Related searches
- wealth management advisor Boston, MA
- wealth management consultant Boston, MA
- wealth manager Boston, MA
- director managed services Boston, MA
- care management associate Boston, MA
- threat and vulnerability management engineer Boston, MA
- medical director utilization management Boston, MA
- grants management specialist Boston, MA
- entry level asset management Boston, MA
- director account management Boston, MA