Senior Client Advisory Director, Wealth Management
Pathstone
Pathstone is a growing wealth management firm serving ultra-high-net-worth families, offices, foundations, and endowments with a client-first approach. The Associate Director, Client Advisory partners with Directors to deliver comprehensive wealth management solutions and leads client relationships while mentoring junior teammates. The role blends client advisory, investment implementation, planning coordination, and business development, with opportunities for leadership in a high-expertise #J-18808-Ljbffr Pathstone
$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 client...Senior- Pathstone in Boston, MA is seeking a Client Manager in Client Advisory to support the Client Team. You’ll oversee the timely completion of work, supervise Support Team Members, and execute on direction from Team Leads to grow client engagement over time. You’ll coordinate...Suggested
- Gray Private Wealth, LLC is seeking a self-motivated Client Development & Portfolio Manager to expand the client base, onboard new clients, and deliver comprehensive financial planning and investment guidance in the Greater Boston area. As a lead advisor, you will mentor...Senior
- Pathstone is hiring a Client Manager in Client Advisory for our Boston, MA office. This role oversees timely completion of work, supports the Support Team, and coordinates direction from Team Leads to enhance client engagement and service quality. The ideal candidate has...SuggestedWork at office
- ...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...Senior
$71.3k - $80.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ..., this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial...Work experience placementWork at office$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires...Senior- Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within the Client Service department. The role partners with Wealth Advisors to ensure client commitments... ..., leadership, and supporting the advisory team in servicing high-net-worth clients...
- ...Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets. Join a team backed by a robust institutional platform, aiming to...Senior
- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent... ...planning across various strategies, maintaining client relationships without the need for... ...and the opportunity to influence the future of wealth management. #J-18808-Ljbffr CardataSenior
$181.5k - $246.8k
...ultra‑high net worth private clients implement and manage custom investment... ...Description Summary The Client Director will be an active partner to... ...Provide regular updates to senior leadership on client retention... ...management, investment consulting, wealth management, or related...SeniorWork at officeLocal areaWorldwide$120k - $217.5k
Who we are looking forA Senior Legal Counsel (VP) - Wealth, Custody & Clearing - Retail... ...with strong project management and execution skillsStrong... ...strong relationships with clients, peers and senior managementAbility... ...broker‑dealers, advisory relationships, clearing activities...SeniorFull timeTemporary workFlexible hours$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description &... ...Accounting Advisory Services - Senior Manager, you will provide strategic... ...practice, you will focus on advising clients on complex accounting advisory and...SeniorFull timeH1b$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...through a personal relationship with their advisory team committed to their needs. We believe...Hourly paySeasonal workWork at officeRemote workShift workDay shift$135k - $165k
CyberCoders in Wakefield, MA seeks a Tax Manager in Public Accounting. The role offers a base salary of $135,000-$165,000, with high-impact client advisory and a culture that invests in its team. You will plan and supervise engagements, review complex returns, manage client...SeniorPermanent employmentFull time- ...professional services firm delivering wealth advisory, digital, audit, tax, consulting, and outsourcing... ...is seeking a Tax Principal or Signing Director to join one of our New England offices... ..., signs engagement letters, and drives client advisory while staying current on tax...
- ...strong tax background to support tax planning efforts and provide strategic advisory services. The role involves mentoring team members, collaborating with leadership, and ensuring exceptional client satisfaction. Candidates who thrive in supportive, team-oriented...
$120k - $150k
...what’s right for our clients.At CIBC, we embrace your... ...be doingThe Private Wealth Audit team provides independent... ...of the Private Wealth Management portfolio, including... ...banking. As a Senior Audit Manager, you'll... ...management.Partnership and advisory support - Build...SeniorFull timeRemote workShift work2 days per week$180k - $220k
Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team. Approved office... ...strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Senior Customer Success Manager Location: Boston Seaport: 3 Days onsite, 2 days remote. About Nasuni:Nasuni delivers a unified data platform for enterprises... ...opportunities including references, case studies, advisory participation, and community engagement.Risk Management &...SeniorFor contractorsWork at officeRemote workFlexible hours
- Realchemistry is seeking a Senior Account Director to manage client relationships across various engagements. The position is crucial for leading client interactions and ensuring exemplary service delivery, either onsite in Boston or remotely from anywhere within the US...SeniorRemote work
- Cambridge Associates seeks a dynamic Business Development Director to drive lead generation and pipeline growth across the US Southeast. This role expands the firm’s institutional and private client reach, building strategic relationships with COIs and prospects. You will...Senior
$115k - $150k
...A boutique wealth management firm is seeking a Sr. Family Office Financial Planner in Boston, MA. The ideal candidate will have over seven... ...of experience with a strong focus on advising high net worth clients in various financial areas. Responsibilities include leading...SeniorWork at office- Overview Wealth Management Professional Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability... ...Identify opportunities for wealth advisory services for clients Understand client suitability...SeniorLocal area
$120k - $150k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and... ...opportunities for long term wealth creation. Our talented, global teams... ...relationships.We are seeking a Senior Retirement & Insurance Client Marketing...SeniorFull timeLocal area$200k - $250k
...Overview Lead our Client Advisory Services team—a specialized group of insurance industry experts focused on unlocking maximum customer... ...Lead and Mentor a Specialized Advisory Team Build and manage a high-performing team of experienced SMEs with deep insurance...- ...practitioner with at least eight years of experience in forensic advisory, litigation support or valuation services to expand our... ...leadership, professional credentials, and a collaborative culture that emphasizes client impact and growth. #J-18808-Ljbffr Meaden & MooreSenior
$140k - $227k
...opportunities every day, for our clients, our people, and our... ...through industry-focused wealth advisory, digital, audit, tax, consulting... ...a Client Relationship Director for our growing CAAS... ...regional Audit Partners, Senior Audit Managers, Chief Financial Officers,...Work experience placementInterim roleFlexible hours- Atlantic Group is seeking a Wealth Management Client Service Manager in Boston, MA. The role involves managing client relationships and leading a team to ensure exceptional service delivery for high-net-worth clients. The ideal candidate will have 8+ years of experience...Senior
- Atlantic Group is seeking a Senior Audit Associate within Accounting Advisory & Consulting in Boston. The role blends... .... You will collaborate with management on complex GAAP issues and deliverables... ..., process improvements, and client-facing engagements, with growth opportunities...Senior
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