Wealth Management Assistant

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...

We are seeking a motivated and driven Wealth Management Associate to join our team at Johnson Brunetti Retirement & Investment Specialists. In this role, you will assist with new client onboarding, meet with established clients, and continue to grow and enhance existing client relationships.The ideal candidate will have a strong background in financial...

Fanning Personnel is seeking a highly motivated and organized Wealth Management Support Professional to join our team. In this role, you will be responsible for supporting our Wealth Advisors by executing and monitoring portfolio transactions, preparing materials for client reviews, and collaborating with the Portfolio Data Analytics team on ad-hoc...

Company OverviewSCS Financial is a well-established investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors.

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...

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...

Company Overview">Atrium Staffing is a renowned staffing agency partnering with top-tier clients in the wealth management industry. We're committed to connecting talented professionals with exciting career opportunities.">Salary">The successful candidate can expect a competitive salary of $105,000 - $120,000 per year, plus bonus opportunities based on...

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.

Key ResponsibilitiesWe are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Specialist. In this role, you will be responsible for advising families on building, preserving, and managing their wealth.Your key responsibilities will include:Managing and maintaining relationships with clients by earning trust,...

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...

Are you passionate about delivering exceptional client experiences? Do you have a strong understanding of wealth management principles and a license (Series 7, 63, 65, or 66)? We're looking for a talented Client Associate, Private Wealth, to join our team at Fanning Personnel.In this role, you'll provide comprehensive support to our team of Senior Advisors,...

At The Moody Street Group, LLC, we strive to deliver exceptional financial solutions to our clients. As a Financial Services Sales Representative, you will have the opportunity to work with a variety of clients, including individuals, business owners, and professionals. Our goal is to help our clients create, accumulate, and conserve wealth through our range...

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...

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....

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...

Firm Overview:SCS Financial is a leading investment and wealth management firm that has been serving ultra-high net worth families, family offices, and institutional investors since 2002. With a strong presence in Boston and other major cities, the company manages approximately $30 billion in assets across public, alternative, and private market...

We are a leader in commercial property investment, focusing on long-term growth and passive income through proactive asset management and strong investor relationships. Our mission is to foster a collaborative environment, enhance asset value, and ensure high-performance across our diverse portfolio.Key Responsibilities:Executive Support:Manage travel...

Income Research + Management OverviewIncome Research + Management is a Boston-based, privately-owned fixed income asset management firm. The company delivers strong performance and consistent results through a rigorous bottom-up security selection process, striving to provide best-in-class client service to its 800+ institutional and private wealth clients.

Key ResponsibilitiesReview letters of instruction, account applications, manager agreements, and fund subscription documents.Organize supporting documentation and follow the process through in tandem with the firm's Capital Markets Group.Prepare materials for client meetings, including PowerPoint decks.Oversee quarterly reporting process and write customized...

Job DescriptionThe Client Advisor Services team at SCS Financial is responsible for supporting the firm's core business management activities. We are seeking an experienced Associate to join our team and contribute to the success of the company.Responsibilities and RequirementsSupport client relationships by maintaining accurate client information and...