Chief Executive Officer (CEO), Wealth Management
Confidential
Chief Executive Officer (CEO), Wealth Management
About the Company
Confidential wealth management operating company division.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Executive Officer (CEO) for its Wealth Management division. The successful candidate will be responsible for providing strategic leadership and vision to the organization, driving the development and implementation of long-term business strategies, and ensuring the company's growth and profitability. The CEO will oversee all operations, including fund management, and will be instrumental in expanding the company's presence in the wealth and crypto markets. This role requires a dynamic individual with a proven track record in the industry, capable of making high-level decisions and representing the company in a professional and ethical manner. Applicants for the CEO position at the company's Wealth Management division should have a degree or MBA in a relevant field and possess a deep understanding of the wealth, crypto, and fund management sectors. The role demands a visionary leader with the ability to inspire and motivate a team, as well as excellent communication and interpersonal skills. The ideal candidate will have a strong background in operations, be adept at managing change, and have a clear focus on client satisfaction and regulatory compliance. A strategic mindset, the ability to identify and capitalize on market opportunities, and a commitment to the company's values and mission are essential.
Travel Percent
Less than 10%
Functions
- CEO/President
- ...fintech company in Cambridge is seeking a Principal Product Manager to lead their AI wealth management product, Halo. Key responsibilities include... ...environments. The role is hybrid with 4 days a week in the office, offering a dynamic workplace and comprehensive benefits....SuggestedWork at office
- ...Chief Operating Officer (COO), Talent Acquisition, Wealth & Alpha About the Company Expanding provider of investment management, research & trading services Industry Financial Services... ...senior HR business partners and executive leadership teams to establish...Suggested
- ...strategic transformation leader to drive initiatives within its Wealth platform in Boston. The role demands an ambitious individual... ...15 years of relevant experience, especially in wealth or asset management. You will own transformation initiatives, build a comprehensive...Suggested
$155k - $230k
...significantly expanding our wealth service offering across... ...bar through craft and execution.This role can be... ...working from home and office.What you will be responsible... ...designing wealth management applicationsExperience... ...StateStreet.com/careersRead our CEO StatementJob...SuggestedTemporary workWork at officeWork from homeFlexible hours$170k - $267.5k
...experienced hiring across the COO, Wealth, and Alpha business groups.... ...HR Business Partners and executive leadership teams to establish... ...improving through data and insight Manage complexity calmly and... ...StateStreet.com/careers Read our CEO Statement Job Application Disclosure...SuggestedFull timeTemporary workFlexible hours- Wealth Planning & Advice is a group of experts in trusts & estates... ..., and concentrated position management (such as 10b5‑1 plans, derivative... ...advise the field on how to execute on the strategies. You must... ...working knowledge of Microsoft Office suite Benefits We offer a...Work at officeLocal area
$120k - $217.5k
...looking for The Senior Legal Counsel (VP) - Wealth, Custody & Clearing - Retail Brokerage is... ...position requires a sophisticated legal executive with deep expertise in relevant... ...industry groups and regulatory discussions. Manage relationships with external counsel on complex...Temporary work- ...STREET CORPORATION is looking for a Senior Legal Counsel (VP) for Wealth, Custody & Clearing to provide strategic legal advice for its... ...demands extensive experience in legal compliance and project management within the financial sector. The ideal candidate will have 10+...
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...service while maintaining the highest ethical standard in execution Curate a network of intermediaries to help best serve clients...
- asset-management, project-management, Wealth Management, Change & Transformation Perm Hybrid We’re supporting a high-growth investment firm building out its Wealth platform in Boston. This is a genuine build role . Not a “keep the lights on” corporate position. Not a team...Permanent employment
$225k - $275k
...is the world’s largest alternative asset manager. We seek to create positive economic... ...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group, supporting... ...team members and outside counsel in the execution of the above responsibilities**...Local areaFlexible hours$120k - $202.5k
Role Overview As a Senior Data Management Technical Analyst, you will play a pivotal role in designing, delivering, and scaling data models... ..., analytics and management principals to power next-generation wealth management solutions. You will operate at the intersection of...Temporary work$170k - $185k
*To apply visit: * Chief of Staff Strategy Operations *Please do... ...Operations. Reporting directly to the Executive Director, this role is a key... ...Staff, the Chief Financial Officer, and the Director of... ...including budget planning, knowledge management, and operational systems _...Work experience placementWork at officeRemote workFlexible hours2 days per week$170k - $267.5k
State Street’s Wealth Custody & Clearing (WC&C) division is seeking a Managing Director, Strategic Implementation to serve as a senior execution leader accountable for delivering and governing the division... ...StateStreet.com/careers Read our CEO Statement Job Application...Full timeTemporary workFlexible hours- ...Banking or Financial Services, alongside a Bachelor's degree and necessary licenses. You will manage client relationships, generate business results, and advise clients on their wealth management strategies. The ideal candidate has proven sales success and strong business...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
- ...Chief Executive Officer (CEO) job at Confidential. Boston, MA. Chief Executive Officer (CEO) About the Company Innovative FMCG company... ...leadership, operational excellence, team leadership, financial management, business development, product development, and...Full timePart time
- ...Datalign Advisory has five AI‑powered solutions serving the wealth management industry. We’re looking for a Principal Product Manager, IC (... ...Boston area, as this is a hybrid role with 4 days a week in office. About Halo Halo is Datalign’s consumer‑facing AI wealth management...Work at officeDay shift
$265k - $350k
...President, Platform Engineering (AI‑ & Cloud‑Native) Digital & Wealth Management Technology | Voya Financial About the Role Voya Financial is... ...judgment. Translate field learnings from platform execution into scalable architectural patterns across the enterprise....Contract workLocal areaFlexible hours$15k
...Description Income Research + Management Income Research +... ...0+ institutional and private wealth clients. Founded in 1987 and... ...IR+M has a fast-paced, open office environment that is driven by... ...individual will develop and execute a strategic territory plan focused...Full timeTemporary workCasual workWork at officeRemote workWork visaFlexible hours- DTCC is seeking an Associate, Chief of Staff to support the Clearing and Securities Services leadership team. This role involves preparing... ...services, possess strong communication skills, and can manage multiple projects efficiently. Key responsibilities include assisting...
$170k - $185k
Chief of Staff, Strategy & Operations The Center for Health Information and Analysis (... ...Operations, you will: Drive Strategic Execution Partner with the Executive Director and... ...functions, including budget planning, knowledge management, and operational systems. Strengthen...- Modulate Inc. in Somerville, MA is seeking a Chief of Staff to support executives in driving strategic initiatives and organizational effectiveness as the company scales. The ideal candidate will have over 5 years in a strategic or operational role and possess exceptional...
- Deputy Chief Operating Officer of Network and Security Operation The Massachusetts Executive Office of Technology Services and Security (EOTSS) is looking to hire a Deputy Chief... ...thinking, and leadership skills to manage and enhance the Commonwealth‑wide network and...Full timeContract workPart timeWork at office
- ...Chief of Staff, Strategy and Operations About the Company... ...to work closely with the CEO and Founder, playing a... ...focus, decision-making, and execution of the Senior Leadership Team... ...effectively. Hiring Manager Title Chief Executive Officer (CEO) Travel Percent...Remote work
- ...Chief of Staff, Strategic Operations About the Company A dynamic sports organization driving... ...communication and alignment across teams, managing and optimizing operational tools, and ensuring the successful execution of projects by identifying resource gaps, timeline...Remote work
- ...Chief of Staff, Strategy & Operations About the Company Fast... ...to join their team. This executive leadership role is pivotal in... ...be a strategic partner to the CEO and executive leadership, responsible... ...background that may include management consulting, business...
- ...Chief of Staff, Strategy & Operations About the Company Globally... ...to join their team. This executive leadership role is pivotal in... ...a strategic partner to the CEO and executive leadership, responsible... ...that may include business management, consulting, or similar...
- ...Chief of Staff, Operations, Marketing, Advertising & eCommerce... ...Chief of Staff or Chief Operating Officer to work closely with the CEO and Senior Leadership Team. This... ...in the areas of time management, decision-making, and execution. The successful candidate will...
$120k - $217.5k
Who We Are State Street’s Wealth Custody & Clearing (WC&C) business delivers institutional grade custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions. As WC&C continues to scale its digital and cloud native platforms,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Executive Officer (CEO), Wealth Management. Be the first to apply!
- chief officer Boston, MA
- executive program director Boston, MA
- chief content officer Boston, MA
- executive director foundation Boston, MA
- assisted living executive director Boston, MA
- chief of psychiatry Boston, MA
- associate executive director Boston, MA
- chairman Boston, MA
- creative executive Boston, MA
- housing executive Boston, MA


