Last updated 2026-08-02

177 Wealth Management Jobs in Boston, MA, United States

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Company 19 - John Hancock Life Insurance Company (U.S.A.)

Aug 1
Retirement Consultant
Boston, MA, United States mid Full Time $40k/yr
  • The Retirement Consultant (RC) works as a member of a broader team with a collaborative culture, responsible for over $3.5B…
  • Position Responsibilities: Member of a unique award-winning phone-based team with U.S. Retirement focused on educating and helping 401(k) p…

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LPL Financial

Aug 1
AVP, Client Experience Manager - IAN
Boston, MA, United States mid Full Time $97.5k-162.5k/yr
  • As the AVP – Client Experience, you will lead efforts to strengthen this experience by driving service excellence, fostering strategic…
  • Job Overview: As the leader of the Independent Advisor Network (IAN) Service model, the AVP – Client Experience Manager plays…

Marsh

Aug 1
Environmental Client Advisor
Boston, MA, United States mid
  • In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk…
  • Participates in presentations to prospective clients, identifies the need for new products and develops/suggests innovative solutions to cl…

Partner's Capital Opportunities

Jul 31
Senior Associate, Client Service
Boston, MA, United States senior Full Time $75k-115k/yr
  • The Senior Associate, Client Service located in Boston will support and work closely with senior members of the Client Service…
  • Primary responsibilities will center on the implementation of client investment strategies (execution), assisting with portfolio reporting/…

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MRI USA

Jul 31
Managing Director, Asset Management - LIHTC
Boston, MA, United States senior Full Time
  • Key Responsibilities Leadership & Team Management Co-Lead, develop, and mentor a high‑performing Asset Management team of approximately 14…
  • The Director leads cross‑functional teams to protect and enhance asset value—maximizing tax benefits, cash flow, and long‑term performance—…

001_MstarInc Morningstar Inc. Legal Entity

Jul 31
Regional Investment Consultant
Woburn, MA, United States mid Full Time
  • This hybrid, Chicago-based role puts you at the intersection of trusted investment expertise and high-impact sales — building the advisor…
  • Deliver a consistently high standard of communication across all channels — virtual meetings, phone, and written correspondence — with the…

SSB&T

Jul 30
Operations Client Service, VP
Quincy, MA, United States senior Full Time $110k-188.8k/yr
  • What you will be responsible for As Operations Client Service Vice President you will Proactively developing and maintaining external relat…
  • Leading internal and client facing interactions to drive solutions, partnerships and efficiency gains Leads the development of department o…

State Street

Jul 30
Operations Client Service, VP
Quincy, MA, United States senior Full Time $110k-188.8k/yr
  • What you will be responsible for As Operations Client Service Vice President you will Proactively developing and maintaining external relat…
  • Leading internal and client facing interactions to drive solutions, partnerships and efficiency gains Leads the development of department o…

Columbia Mgmt Invst Adv LLC

Jul 30
Advisory Research Consultant
Boston, MA, United States mid Full Time $120k/yr
  • Collaborate with Columbia’s Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about…
  • Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and ma…

Ameriprise Financial

Jul 30
Advisory Research Consultant
Boston, MA, United States mid Full Time $120k/yr
  • Collaborate with Columbia’s Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about…
  • Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and ma…

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Plante & Moran, PLLC

Jul 29
Tax Senior Manager High Net Worth
Wakefield, MA, United States senior Full Time $135k-225k/yr
  • Your work will include, but not be limited to: Managing all aspects of the client and advisory team to optimize…
  • Sophisticated knowledge of fiduciary and estate tax planning and compliance.

94-1687665 Bank of America, National Association

Jul 29
Relationship Banker – Boston, MA
Boston, MA, United States mid Full Time $25-26.77/hr
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

Pathstone

Jul 28
Manager, Client Advisory
Boston, MA, United States mid $85k-100k/yr
  • Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk…
  • Coordinate the communication and implementation of client investment strategies at the direction of and approval by Team Leads.

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TIAA

Jul 28
Wealth Management Client Relationship Manager
Cambridge, MA, United States mid Full Time $71.3k/yr
  • Key Responsibilities and Duties The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client servic…
  • Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve th…

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13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 28
Financial Solutions Advisor Registration Candidate - Boston Market
Boston, MA, United States mid Full Time $28.85-33.65/hr
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and m…
  • This position is open for the entire market and the specific Financial Center location will be based on business needs.

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Brown Brothers Harriman & Co.

Jul 28
Legal Support Rep., Sr.
Boston, MA, United States senior Full Time $55k-70k/yr
  • The Senior Legal Support Representative reports to Senior Counsel or Practice Leader within Legal Administration which provides full servic…
  • Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first…

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Eastern Bank Careers

Jul 27
Business Banking Relationship Manager
Wakefield, MA, United States mid
  • Private Banking Relationship Manager Brockton, MA, United States (Hybrid) Posted on 06/29/2026 Responsible for growth of the private bankin…
  • Actively collaborates with internal business partners (wealth, commercial, business banking, retail) to identify and nurture new private ba…

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Lockton

Jul 25
Senior Financial Consultant | Lockton Careers
Boston, MA, United States senior
  • Senior Financial Consultant | Lockton Careers lockton.com Browse Jobs Our Purpose Your Experience Early Careers Experienced Professionals B…
  • Position Objective: The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range…

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WMC Wellington Management Company LLP

Jul 24
Investor Services Analyst
Boston, MA, United States mid Full Time $80k-150k/yr
  • About the Role JOB TITLE Investor Services Analyst JOB FAMILY Investment Product & Fund Strategy LOCATION 280 Congress Not sure…
  • Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the…

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Natixis Investment Managers

Jul 24
Direct Indexing and Custom Solutions Consultant
Boston, MA, United States mid $102k-138k/yr
  • Leading meetings on Direct Indexing landscape to review pitchbooks, proposals, conduct end-client calls and review prospect cases and exist…
  • Assist financial advisors in growing Direct Indexing business by promoting AIA and producing hypothetical analysis.

Cambridge Associates LLC

Jul 24
Investment Managing Director, Private Clients
Boston, MA, United States senior Full Time
  • Job Description Summary: POSITION OVERVIEW We are seeking to hire an experienced investor at the Managing Director level who will…
  • Job Description: RESPONSIBILITIES Lead investment team in creating and developing diversified portfolios to meet customized client objectiv…

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Rockefeller Capital Management

Jul 23
Client Associate
Boston, MA, United States entry Full Time $45k-90k/yr
  • The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients.
  • Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join…

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Executive

Jul 23
CitiService Director CitiService Investor
Boston, MA, United States senior Full Time $170k-300k/yr
  • Serve as the Operations lead for Citi’s most important global Investor Services clients, demonstrating a high level of proactive Operationa…
  • Role Overview We are seeking a C15 director within CitiService to own Citi’s most strategic and complex global Investor Services…

U.S. Bank National Association

Jul 22
Wealth Banking Services - Private Banker
Boston, MA, United States mid Full Time $124.7k-152.3k/yr
  • Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Banking Services.
  • Basic Qualifications - Bachelor's degree, or equivalent work experience - Five or more years of private wealth management experience in…

Fidelity Investments Careers

Jul 22
Senior Investment Manager, Separately Managed Accounts
Boston, MA, United States senior $150k-250k/yr
  • The Role The Senior Investment Manager will focus on reviewing discretionary client portfolios primarily invested in US and international e…
  • We employ investment expertise, quantitative techniques and technical skills to further enhance the team’s roles and responsibilities acros…

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