Top Tech Jobs & Startup Jobs in Boston, MA

Partner with Wealth Advisors to create, present, and implement comprehensive financial plans across retirement, tax, estate, risk, and investment planning. Serve as primary advisor for select clients, manage prospect pipelines and onboarding, support trading and portfolio execution, maintain CRM and client records, and contribute to business development and firm strategy.

The Client Portfolio Manager will manage client portfolios, provide investment advisory, collaborate with teams, and support business development efforts while ensuring alignment with client objectives.

The Director, Advisory Leadership Team liaises between business objectives and client services, focusing on strategic planning, team development, and achieving growth targets for advisory teams.

The Associate VP, Client Development role focuses on client engagement, driving growth through new client acquisition, and collaborating with wealth advisors to provide tailored financial solutions. Responsibilities include managing a pipeline of high-net-worth prospects and owning the sales cycle from initial contact to signed agreement.

The Client Development Specialist engages high-net-worth clients, manages leads, enhances outreach strategies, and oversees the onboarding process while collaborating with advisory teams.

The Wealth Planner will conduct client interviews, analyze financial data, recommend plans, and monitor outcomes for client financial goals. This role emphasizes communication and collaboration to deliver exceptional results.