High Net Worth Account Manager

Job OverviewWe are seeking a highly skilled Tax Consultant to join our team in Boston, Massachusetts. As a Tax Consultant, you will be responsible for preparing complex tax returns for high net worth individuals and trusts.SalaryThe salary for this position is $85,000 per year, plus benefits.Job ResponsibilitiesPrepare complex tax returns for individual...

About the Role:We are seeking a High Net Worth Closer with a strong background in investment management, who can leverage their expertise to close high-net-worth prospects.This is a highly lucrative opportunity – our top closers are earning up to $75,000 per month.Earning Potential:Full commission roleStrong potential to earn up to $25,000–$75,000 per...

Job OverviewUnited Way of Massachusetts Bay is seeking a highly motivated and experienced Fundraising Manager to join our team. This role is responsible for cultivating relationships with high net-worth donors and prospects, as well as managing a portfolio of 100-125 donors.The ideal candidate will have a Bachelor's Degree and minimum 2-4 years of...

About the Position">We are seeking a senior professional to join our team as a Senior Precious Metals Consultant. As a key member of our team, you will be responsible for providing expert advice to high-net-worth clients on strategic precious metals investments and helping them achieve their financial goals. This is a highly lucrative opportunity with an...

About the RoleThis is a remote position with a flexible schedule, offering a success-fee compensation structure with the potential for equity participation based on milestones. The successful candidate will spearhead a seed-stage fundraising round, managing the entire process from investor material development to closing deals. Key responsibilities include...

Job Description:Become a part of BNY Mellon's Global Family Office team as a Principal Client Strategist and play a vital role in shaping the future of wealth management.Overview:We are seeking a highly skilled and experienced individual to join our sales and business development team. As a Principal Client Strategist, you will be responsible for identifying...

About Year Up UnitedYear Up United is a national 501(c)3 workforce development organization committed to ensuring equitable access to economic opportunity, education, and justice for all young adults.Job DescriptionSenior Director of PhilanthropyThe Senior Director of Philanthropy will play a critical role in the growth of Year Up United by managing a...

Citizens Private Bank is looking for a skilled Wealth Management Professional to manage the financial well-being of ultra-high net worth (UHNW) clients. As a key member of our team, you will work closely with internal teams to deliver exceptional wealth management services.This role requires a strong ability to understand client financial objectives, risk...

Job Overview:Prime Headhunting & Recruiting, Inc. is seeking a highly motivated and professional Chief Administrative Coordinator to provide comprehensive support to our Real Estate Executive in Boston.About the Role:We are looking for someone who can act as the first point of contact for high-level stakeholders, including C-Suite executives and...

Unlock your potential as a Director of US Account Growth at Workable, a leading HR suite for growing businesses.Job OverviewWe're seeking an exceptional leader to drive the growth and success of our US Account Management team. As a Director of US Account Growth, you will be responsible for leading a high-performing team to maximize annual recurring revenue...

Are you a results-driven sales professional looking for a new challenge? Do you have a passion for building strong relationships and driving revenue growth? If so, we invite you to apply for the Key Account Development Executive role at Redis.About the RoleIn this critical position, you will be responsible for formulating and executing sales strategies...

We are seeking a dedicated Estate Planning Specialist to join our team at Citizens Private Bank. As an Estate Planning Specialist, you will play a critical role in delivering exceptional wealth management services to ultra-high net worth (UHNW) clients.Your primary responsibility will be to assist in the creation and implementation of bespoke wealth...

Job DescriptionAbout the Opportunity:We are seeking a seasoned closer with a commanding phone presence, experienced in selling high-level investment products like stocks, bonds, private equity, or other financial markets. As a Gold Investment Specialist, you will masterfully communicate complex financial opportunities and help investors understand the value...

Job OverviewTÜV SÜD America, a leading provider of risk management solutions, is seeking an experienced Executive Account Manager to join our team. As a key member of our client-facing team, you will be responsible for managing high-value client relationships and driving revenue growth.The ideal candidate will have a strong background in property insurance...

About the Job:We are seeking a highly skilled Senior Accountant to join our team at HomeWorks Energy. This role will be responsible for managing the day-to-day activities of the accounting function, ensuring accurate and timely financial reporting, and maintaining compliance with GAAP.Main Responsibilities:Maintain accurate and complete financial records,...

Position SummaryWe are seeking a highly skilled Strategy Implementation Manager to join our dynamic Strategy team at Boston Medical Center Health System. The successful candidate will play a critical role in leading change and driving strategic initiatives that transform our system for the better.The Strategy Manager will be responsible for managing key...

About the RoleThe Senior Account Executive will be responsible for managing client relationships, developing strategic marketing plans, and leading cross-functional teams to deliver high-quality results.This is a challenging yet rewarding position that requires strong communication, problem-solving, and leadership skills.

Job OverviewJVS Boston seeks a highly skilled Financial Operations Manager to lead our day-to-day accounting operations. This key role is responsible for providing year-round performance management, coaching, and supervision to a team of three employees.ResponsibilitiesSupervision and Collaboration:Manage and supervise a team of three staff members,...

Are you a seasoned wealth advisor looking to make a meaningful impact in the finance industry? Do you have a passion for delivering exceptional client experiences and helping individuals achieve their long-term financial goals?About the RoleWe are seeking an experienced Wealth Advisor to join our team at Charles Schwab, where you will play a key role in...

About the OpportunityCreative Financial Staffing is seeking a highly skilled Controller to join a thriving Small Cap SaaS company. As the right-hand person to the CFO, you will be instrumental in building out the accounting and finance infrastructure to support the company's rapid growth.Key ResponsibilitiesManage all aspects of financial management,...