11 results for Wealth Manager Jobs in Woburn, MA, US

The OpportunityThe Consultant Databases Manager will be responsible for overseeing the management, maintenance, and strategic direction of the firm’s profiles in third-party investment consultant databases such as eVestment, Morningstar, and Callan. This role is critical in ensuring that our investm...

As a Tax Manager in the Private Wealth Tax practice, responsible for high-level reviews of tax research, preparing and leading client meetings on tax planning and compliance, training and supervising Tax Consultants and Tax Seniors, and engaging in marketplace eminence building.

DescriptionAlvarez & Marsal’s Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces w...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience...

Job Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborat...

Boston Trust Walden Company OverviewBoston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.5 billion in client assets.Boston Trust Walden distinguishes i...

Job Title Asset Wealth Management Consulting Manager Job Category Operations Consulting Level Manager Specialty/Competency Operations Industry/Sector Asset and Wealth Management Job Type Regular Time Type Full time Travel Requirements Up to 80% Start Year 2025 Job ID 616848WD Location(s) FL-Miami, C...

Manage day-to-day execution of consulting projects, including project planning, content development, and client relationship management. Support multiple client relationships, contribute to the development of intellectual property, engage with industry trends, and provide mentorship to team members.

Lead the design, build, and implementation of Salesforce for Wealth management. Drive the technology roadmap, optimize user workflows, enhance client experience, and improve operational efficiency. Collaborate with leadership and manage product backlog while supporting user adoption.

Join our Stevie Award Winning Team at HUB International!When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth manag...