Current jobs related to Private Wealth Manager - Boston, Massachusetts - Citizens

  • Private Wealth Advisor

    4 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Wealth Management OpportunityCitizens Private Bank is seeking a talented Wealth Strategist for Ultra-High Net Worth Clients to join our team. As a key member of our wealth management team, you will work closely with a Senior Wealth Advisor to deliver comprehensive financial solutions to our Ultra-High Net Worth (UHNW) clients.Key Responsibilities:Client...

  • Private Wealth Advisor

    4 weeks ago

    Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Job SummaryCitizens Financial Group, Inc. is seeking a skilled Private Wealth Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and support to our senior bankers. Your primary focus will be on managing the day-to-day activities of the senior banker's book of...

  • Wealth Management Advisor

    4 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Citizens Private Bank is seeking a highly skilled Wealth Management Advisor to join its team. As a key member of the bank's wealth management division, this individual will be responsible for delivering comprehensive financial solutions to ultra-high net worth (UHNW) clients.The ideal candidate will have a strong background in wealth management, with a focus...

  • Wealth Management Specialist

    4 weeks ago

    Boston, Massachusetts, United States The Colony Group Full time

    Job SummaryThe Colony Group is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing high-touch comprehensive wealth management services to high net worth and ultra-high net worth clients.Key ResponsibilitiesWork closely with senior partners to lead relationships with high net worth...

  • Wealth Management Specialist

    4 weeks ago

    Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

    Citizens Private Bank is accelerating its growth strategy in Wealth Management, Business Banking, and key markets.We seek experienced professionals with a proven track record of delivering exceptional client experiences, resulting in long-term loyalty.Citizens Private Wealth manages over $20 billion in assets, offering a wide range of services, expertise,...

  • Wealth Management Professional

    4 weeks ago

    Boston, Massachusetts, United States Fiduciary Trust Company Full time

    About the RoleFiduciary Trust Company is seeking a highly skilled Wealth Management Officer to join our team. As a key member of our wealth management team, you will be responsible for managing client relationships, providing investment and financial advice, and delivering exceptional client service.ResponsibilitiesDevelop and maintain strong relationships...

  • Wealth Management Advisor

    4 weeks ago

    Boston, Massachusetts, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a Wealth Management Advisor, you will be responsible for developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.Key ResponsibilitiesMeet revenue...

  • Senior Wealth Management Professional

    4 weeks ago

    Boston, Massachusetts, United States Fiduciary Trust Company Full time

    Job DescriptionFiduciary Trust Company is an independent, privately-owned wealth management firm, overseeing more than $28 billion of assets for individuals, families, charitable organizations, and in custody or administration.Our company was founded in 1885 as a family office and incorporated as a trust bank in 1928. Throughout its 138-year history,...

  • Wealth Management Professional

    3 weeks ago

    Boston, Massachusetts, United States Equitable Full time

    Wealth Management RoleAs a Wealth Management Associate at Equitable Advisors, you will have the opportunity to work with a respected wealth management firm that is driven by its mission to help clients secure their financial well-being. Our team is passionate about making a positive impact on the futures of individuals and businesses by providing financial...

  • Senior Wealth Management Professional

    4 weeks ago

    Boston, Massachusetts, United States Charles Schwab Full time

    Transform the Finance Industry with UsAs a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and non-discretionary investment advisory solution. This role provides clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.Our advice...

  • Senior Wealth Advisor

    1 month ago

    Boston, Massachusetts, United States Charles Schwab Full time

    About the RoleAs a Senior Manager, Wealth Advisor with Schwab Wealth Advisory, you will play a critical role in delivering exceptional client experiences and driving business growth. This is an opportunity to leverage your expertise in wealth management and investment advisory to make a meaningful impact on clients' lives.Key ResponsibilitiesProvide...

  • Private Equity Funds Analyst

    4 weeks ago

    Boston, Massachusetts, United States Manulife Financial Corporation Full time

    Manulife Investment Management is a global wealth and asset management business with a significant presence in the private markets.The Private Markets group has investment teams managing a range of assets, including real estate debt, real estate equity, timber, agriculture, infrastructure equity, private equity, and private credit.The Private Equity and...

  • Senior Wealth Advisor

    4 weeks ago

    Boston, Massachusetts, United States Charles Schwab Full time

    Role Overview:As a Senior Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.You will be empowered to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds,...

  • Wealth Management Senior Client Associate

    4 weeks ago

    Boston, Massachusetts, United States M&T Bank Full time

    Delivers high-touch client service to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.Supports servicing and related sales enablement activities to drive business growth and client satisfaction.Collaborates with cross-functional teams to deliver...

  • Wealth Planning Associate

    4 weeks ago

    Boston, Massachusetts, United States SDL Search Partners Full time

    About the role: Financial Planning SpecialistNational Wealth Management firm is seeking a Financial Planning Specialist to join the Relationship Management team. This is a great opportunity for an individual with a CFP designation or in process, looking for a new challenge with unlimited growth potential.The ideal candidate will have a Bachelor's degree in...

  • Wealth Senior Client Associate

    4 weeks ago

    Boston, Massachusetts, United States M&T Bank Full time

    Delivers high-touch client service to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.Key Responsibilities:Supports servicing and related sales enablement activitiesDelivers on client service excellenceCollaborates with cross-functional teams to drive...

  • Marketing Manager

    4 weeks ago

    Boston, Massachusetts, United States Manulife Full time

    Job DescriptionWe are seeking a highly skilled Marketing Manager to join our Global Wealth & Asset Management (GWAM) business. The successful candidate will be responsible for coordinating, developing, and implementing integrated marketing campaigns across multiple asset classes, distribution channels, and media to support sales efforts.Key...

  • Marketing Strategist, US Wealth Expert

    4 weeks ago

    Boston, Massachusetts, United States Wellington Insurance Group Full time

    About the RoleWe are seeking a highly skilled Marketing Strategist to join our US Wealth team. As a key member of our marketing team, you will be responsible for developing and executing forward-thinking marketing strategies that align with our business objectives and position us as a leader in the industry.Key Responsibilities:Develop and execute innovative...

  • Vice President, Private Assets Operations and Platform Services Lead

    4 weeks ago

    Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job Description:The TeamStrategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry. SAI has experienced tremendous growth in the last 3 years and is expecting further growth acceleration in the coming 3-5 years.SAI leverages core capabilities...

  • Private Equity Fund Accounting Specialist

    4 weeks ago

    Boston, Massachusetts, United States State Street Corporation Full time

    Job SummaryWe are seeking a highly skilled Private Equity Fund Accounting Specialist to join our team at State Street Corporation. As a key member of our Alternative Investment Solutions business group, you will be responsible for delivering customized service solutions for investment funds with closed-end structures and diverse portfolio investments.This is...

Private Wealth Manager

1 month ago

Boston, Massachusetts, United States Citizens Full time
Job Summary

Citizens Private Bank is seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and building long-term relationships with high net worth individuals and families.

Key Responsibilities
  • Manage a portfolio of high net worth clients, providing personalized financial planning and investment advice.
  • Develop and implement customized investment strategies to meet clients' unique financial goals and objectives.
  • Collaborate with cross-functional teams to identify and pursue new business opportunities and revenue growth.
  • Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.
Requirements
  • 7+ years of experience in private wealth management, with a proven track record of delivering exceptional client service and building long-term relationships.
  • Bachelor's degree in a relevant field, such as finance, economics, or business.
  • CFP certification or 65 exam within the first 120 days of employment.
Why Work for Citizens?

Citizens is a customer-centric organization that values its employees and strives to create a supportive and collaborative work environment. As a Private Wealth Advisor, you will have access to training and tools to accelerate your career growth and maximize your potential.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer, committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.