Private Wealth
3 weeks ago
Our client, a leading global investment manager that provides solutions across alternative asset classes, capital markets, and insurance, is seeking to add a Client Operations Manager. The firm sponsors investment vehicles spanning private equity, credit, and real assets, and partners with affiliates that manage hedge funds. Our insurance subsidiaries offer retirement, life, and reinsurance products. Team Overview The Client Operations team manages the full spectrum of the client lifecycle. This includes onboarding, product launches, capital activity, communications, inquiry resolution, offboarding, and more. Our mission is to deliver a best‑in‑class client experience. The team consists of 60+ professionals worldwide and works across asset classes, products, and geographies. We collaborate closely with investor relations, wealth distribution, business operations (legal, compliance, treasury, tax, finance, technology, etc.), and investment teams to ensure clients receive seamless, high‑quality service. We are passionate about understanding client needs, designing effective solutions, and fostering long‑term satisfaction. The environment is fast‑moving and dynamic, where problem‑solving, collaboration, and attention to detail are essential. We prioritize a culture of empathy, responsiveness, and continuous improvement, encouraging every team member to contribute ideas that advance client success. Position Summary We are seeking a Client Operations Associate to support the Wealth Investor Relations function, focusing on registered and private investment products across alternatives. The role requires familiarity with wealth platforms or asset managers and an understanding of operational processes for alternative investments. The successful candidate will handle servicing, reporting, reconciliations, and relationship management with external partners. Key Responsibilities Manage operational aspects of firm offerings across platforms such as private banks, wirehouses, RIAs, custodians, and independent broker/dealers. Reconcile internal and external reporting to ensure accuracy for both firm stakeholders and platform partners. Collaborate with platforms, technology, finance, and third‑party administrators to streamline subscription and account maintenance processes. Partner with internal strategic accounts teams and external service providers to enhance servicing models and prioritize platform initiatives. Qualifications 3–5 years of experience in a client support, operations, or servicing role, ideally within the alternative investments industry. Strong Excel and technical skills; ability to reconcile data and identify anomalies. Clear and professional communication abilities. Self‑starter with strong problem‑solving skills and the ability to drive projects independently. Strong academic background with an undergraduate degree required. Capable of handling multiple projects and inquiries simultaneously. Familiarity with transfer agents, administrators, or fund service providers preferred. Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Administrative and Finance Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr
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Private Wealth Consultant
1 week ago
Boston, United States MassMutual Full timeThe Opportunity MassMutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth...
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Private Wealth Consultant
13 hours ago
Boston, United States MassMutual Full timeThe Opportunity MassMutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth...
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Private Wealth Consultant
13 hours ago
Boston, United States MassMutual Full timeThe Opportunity MassMutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth...
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Private Wealth Associate
12 hours ago
Boston, United States AllianceBernstein L.P. Full timePrivate Wealth Associate page is loaded## Private Wealth Associatelocations: Boston, MAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R0017488**Position Overview**Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put...
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Private Wealth Associate
7 hours ago
Boston, United States AllianceBernstein Holding L.P. Full timePosition Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...
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Private Wealth Consultant
3 weeks ago
Boston, United States MassMutual Full timeEmployer Industry: Financial Services Why consider this job opportunity Salary up to $190,000 Incentive and bonus opportunities included in the compensation package Access to a variety of networking opportunities, including diverse Business Resource Groups Opportunity for career advancement within a stable and ethical organization Regular one-on-one meetings...
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Private Wealth Associate
2 weeks ago
Boston, MA, United States AllianceBernstein Full timeBernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals...
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Wealth Banking Services Private Banker
2 weeks ago
Boston, United States U.S. Bancorp Full timePrivate Wealth Management (PWM) Private BankingPrivate Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for...
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Private Wealth Growth Strategist
1 week ago
Boston, United States MassMutual Full timeA leading financial service firm is seeking a Private Wealth Consultant to enhance relationships with affluent clients through sophisticated investment and estate planning solutions. The role involves partnering with financial advisors, designing complex wealth strategies, and delivering tailored client recommendations. Successful candidates should have over...
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Private Wealth Growth Strategist
13 hours ago
Boston, United States MassMutual Full timeA leading financial service firm is seeking a Private Wealth Consultant to enhance relationships with affluent clients through sophisticated investment and estate planning solutions. The role involves partnering with financial advisors, designing complex wealth strategies, and delivering tailored client recommendations. Successful candidates should have over...
