Senior Wealth Ops

Canadian Imperial Bank of Commerce in Boston seeks a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You’ll align with clients’ sophisticated financial needs while actively building the client base through networking and exceptional relationship management.Expect...

Description The Private Wealth, Transition Operations Specialist supports the Transition Manager in executing the onboarding process for Private Wealth Advisors and advisor teams (individuals and teams). This highly visible, and critical role is responsible for managing the detailed end-to-end transition of new colleagues and their books of business,...

Bank of America in Boston seeks an Executive Wealth Strategist to serve as the quarterback for the executive relationship, delivering holistic wealth, tax, estate, and financial planning guidance informed by company compensation programs.You will partner with advisors across investment management, credit, banking, and trust, coordinating tailored solutions...

Bank of America in the United States seeks an Executive Wealth Strategist to act as quarterback for the executive relationship, delivering tailored wealth, tax, estate, and financial planning aligned with company programs.The role partners with advisors across investment management, credit, banking, and trust & estate planning to provide holistic solutions...

Corient is seeking an experienced estate planning professional to serve as the firm’s subject matter expert for complex wealth transfer matters for HNW/UHNW clients. You will lead planning discussions, tailor analyses for high-net-worth families, and communicate sophisticated concepts clearly to clients.You will partner with Wealth Advisors on complex...

Bernstein Private Wealth Management is seeking a Wealth Advisor to represent the firm in local communities and build enduring client practices around dedicated segments. You will connect clients with planning and investing expertise in a customized manner, acting as a trusted financial confidant with a focus on long‑term relationships.The program includes...

Masis Professional Group is seeking a Tax & Wealth Planning Strategist to join its Boston-based team. The role focuses on tax strategy, wealth transfer, liquidity events, and tax-aware investments, partnering with internal teams rather than building a personal book of business.The ideal candidate has 8–10+ years in wealth management or related fields and...

Beacon Bank seeks an experienced private banking leader to drive growth in high net-worth client relationships and wealth management opportunities in the Massachusetts market. You will coordinate cross-functional teams to develop new deposits and loan pipelines with a focus on complex, strategic accounts.The role requires a deep understanding of private...

Job Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...