Wealth Management Professional

Wealth Product Roadmap DevelopmentIn this role, you will contribute to the development and delivery of the Wealth product roadmap to achieve strategic business objectives. You will engage business and technology partners to define and document requirements, features or user stories, while proactively identifying and mitigating related dependencies or...

Are you a sales professional looking to make a significant impact in the financial industry?We are seeking an experienced Wealth Solutions Sales Specialist to join our team at LSEG (London Stock Exchange Group).This role offers an exciting opportunity to engage with North American based clients and actively hunt for new business opportunities to achieve...

Are you a motivated and detail-oriented individual looking to start or grow your career in the financial services industry? Do you have a passion for working with high-net-worth clients and contributing to the success of a leading investment and wealth management firm?About the OpportunitySCS Financial is seeking a skilled Wealth Management Assistant to join...

Fanning Personnel is a leading recruitment agency in Boston assisting investment firms and client companies with their candidate recruitment process.We have been serving as a valuable resource to individuals interested in pursuing a new position in the financial services industry to drive career growth and development.This scenario has enabled us to help...

About the RoleThe US Wealth Marketing Strategist will serve as a strategic thought partner for our client-facing team, expanding and deepening relationships with financial advisors, wire houses, and global financial institutions. This role requires an entrepreneurial mindset, leading the strategy and execution of channel marketing to position and promote the...

About the OpportunityWe are seeking a seasoned US Wealth Marketing Strategist to drive growth and expansion in our US Wealth channel.Company OverviewWellington Management, a leading investment management firm, offers comprehensive capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return...

Company Overview: State Street Wealth Services is a leading provider of wealth management solutions, seeking to empower wealth advisors and their investment managers to achieve better outcomes for their clients.Salary Range: $225,000 - $337,500 AnnualThe role is based in our primary location, with the salary range applicable. If the candidate works outside...

We are seeking a highly motivated Financial Planner, CFP/CFP in progress, to join our team at an esteemed RIA in Boston. As a seasoned Senior Recruiter at Fanning-Masis, I have had the pleasure of assisting our client companies with their candidate recruitment process since 1968.Boston's rich financial landscape presents a unique opportunity for...

About HarbourVest WealthWe have been partnering with high-net-worth clients and their financial advisors for 10+ years, harnessing the power of private markets to deliver innovative investment solutions across private equity, infrastructure, and private credit.

Unlock Your Potential as a Strategic Program Manager at Fidelity TalentSource LLCAbout the RoleWe are seeking an experienced Strategic Program Manager to join our team, focusing on wealth management solutions. As a key member of our organization, you will work closely with cross-functional teams to manage programs and drive business growth.This role offers...

Fanning Personnel is a leading recruitment agency in Boston, assisting our client companies with their staffing needs for over 50 years. Our team of expert recruiters takes pride in delivering exceptional results, building long-lasting relationships with our clients and candidates alike.We are currently seeking a motivated and detail-oriented Client...

About Our CompanyNew England Legal Search is a premier wealth management firm based in Greater Boston. We have established ourselves as leaders in the industry, providing expert advice on estate planning and trust administration.

State Street seeks a visionary leader to enable revenue growth across all areas of its Wealth Services division. The ideal candidate will contribute to this vision by managing sales targets, leading client management initiatives, and overseeing professional services.Key ResponsibilitiesLead and oversee revenue growth for State Street's Wealth Services...

LPL Financial, the leading independent broker-dealer in the US and a Fortune 500 company, seeks a seasoned executive to drive growth in its wealth management business.As SVP, Divisional Director, Liquidity & Capital, you will lead a team of Regional Branch Managers to achieve significant advisor retention, satisfaction, and growth in their respective...

About UsJPMorganChase, a leading financial institution with over 200 years of history, provides innovative financial solutions to millions of consumers, small businesses, and prominent corporate clients under the J.P. Morgan and Chase brands.Job DescriptionWe are seeking a highly skilled Strategic Wealth Advisor - Vice President to join our team in the U.S....

Senior Manager, Audit and Advisory ServicesWe are a thriving, energetic, collaborative team dedicated to driving value and fostering a culture of excellence within Manulife. Joining our team means taking on a pivotal role in providing independent and objective assessments to strengthen governance, risk management, compliance, and internal control of a...

Job OverviewWe are seeking a talented Private Banker to join our U.S. Private Bank team. As a key member of our team, you will be responsible for advising high net worth families on building, preserving, and managing their wealth. Our clients rely on us for expert guidance in investments, financial planning, credit, and banking, making this a dynamic and...

About the RoleThis is a high-impact opportunity for a seasoned communications professional to join Fidelity Wealth as our Director of Communications. In this role, you will be responsible for setting communications strategies and messaging, as well as leading, designing, and executing impactful communications programs that support business objectives and...

Office Manager Opportunity in BostonProfessional Staffing Group is seeking a highly skilled and experienced Office Manager to join our team in downtown Boston. As an integral part of our organization, you will be responsible for providing administrative support to our senior investment directors, managing calendars, and coordinating meetings. If you have a...

About UsAt Wellington Management, we offer a wide range of investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to meet the unique return and risk objectives of institutional clients in over 60 countries. We draw on a robust body of proprietary research and a collaborative...