24 Wealth Management jobs in Boston.

Hiring now: Hybrid Market Leadersales @ Blackrock, Private Wealth Management @ Citizens, Regional Market Leader @ Blue Owl, Asst General Counsel Rein @ Global Atl, Direct Indexing Client Re @ Natixis In, Avp Actuarial Retirement @ Lincoln Fi, Multifamily Conventional @ Fannie Mae, National Advisor Consulta @ Ameriprise, Lead Advisor @ Brighton J, Personal Trainer @ Equinox.Explore more at jobswithgpt.com.

🔥 Skills

financial services (7) client relationships (6) financial advisors (6) communication (5) business development (4) sales (3) wealth management (3) data management (3) investment management (3) reinsurance (3)

đź“Ť Locations

Boston (22) Quincy (2)
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Blackrock

Hybrid Market Leader/Sales Specialist Boston
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Citizens

Private Wealth Management, Transition Operations Specialist Boston
Skills & Focus: Private Wealth Management, Transitions Operations, onboarding, client service, financial industry, team collaboration, account opening, data management, problem solving, communication
About the Company: Citizens Private Bank continues to accelerate its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth mark…
Experience: Minimum 3+ years of Financial Industry experience, preferably in Wealth Management/Brokerage Ops
Salary: $33.65 - $46.15 per hour, potential total compensation up to 100k
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Private Client Financial Advisor Boston
Skills & Focus: wealth management, financial planning, investment management, insurance, estate planning, client relationships, business development, high-net-worth, collaborative environment, financial goals
About the Company: Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.
Experience: Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
Salary: Commission-based, typically between $105,000 and $250,000 per year based on performance
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Blue Owl

Regional Market Leader Boston
Skills & Focus: private wealth, capital-raising, client relationship, sales strategy, financial advisors, broker dealers, alternatives, regulatory environments, communication skills, business plan
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $250 billion in assets under management as of December 31, 2024, we …
Experience: 10+ years
Salary: $200,000 – 225,000
Type: Full-time
Benefits: Eligible for a discretionary bonus, based on factors such as individual and team performance.

Global Atlantic Financial Group

Assistant General Counsel, Reinsurance Investment Products Boston
Skills & Focus: legal advice, transaction negotiation, regulatory compliance, reinsurance, capital solutions, financial services, insurance transactions, drafting, strategic advisor, stakeholder collaboration
About the Company: Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong f…
Experience: 6+ years
Salary: $235,000—$250,000 USD plus annual bonus
Type: Full-time
Benefits: Comprehensive benefits package including health, retirement, life and disability plans, 401(k) with company match, annu…
Associate, Client Services - Reinsurance Operations Boston
Skills & Focus: client services, reinsurance, accounting, actuarial, communication, relationship building, data management, project management, financial services, insurance
About the Company: Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong f…
Experience: 5+ years of experience in Financial Services or Insurance
Salary: $108,000 - $157,000 USD
Type: Full-time
Benefits: Generous benefits including immediate vesting on employee contributions to a 401(k), as well as a company match on your…

Natixis Investment Managers

Direct Indexing Client Relationship Manager Boston
Skills & Focus: Direct Indexing, Client Relationship Manager, financial advisors, sales, investment objectives, broker dealer, account management, financial services, client-facing sales, presentation skills
About the Company: Natixis Investment Managers is dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth.
Type: Hybrid
Benefits: Comprehensive medical, dental, and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repa…

Citizens

Director of Wealth Business Oversight & Control Boston
Skills & Focus: wealth management, risk management, internal controls, governance framework, investment oversight, compliance, auditing standards, stakeholder communication, regulatory requirements, critical thinking
About the Company: Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be t…
Experience: 10+ years of proven experience working with internal auditing, internal controls, or risk management roles at a financial institution at enterprise level.
Salary: $201,000 - $250,000 per year
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Financial Advisor Boston
Skills & Focus: Financial Advisor, Wealth Management, Private Banking, Clients, Investment, Advisory, Financial Planning, Customer Service, Sales, Assets
Type: Full Time

Blackrock

Vice President, BlackRock Portfolio Design Specialist Boston
Skills & Focus: investment management, relationship building, portfolio construction, financial advisors, portfolio customization, risk analytics, model portfolios, data-driven, client experience, sales growth
About the Company: BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services…
Experience: 3+ years investment or asset management experience.
Salary: USD$100,000.00 - USD$110,000.00
Benefits: Comprehensive healthcare, support for working parents, strong retirement plan, tuition reimbursement, and Flexible Time…
Associate/Vice President Retirement Specialist Boston
Skills & Focus: client engagement, relationship building, business development, investment trends, financial advisors, sales goals, data analytics, virtual client engagements, client experience, retirement product solutions
About the Company: BlackRock is the world's largest asset manager, helping people experience financial well-being through a range of product and solution offerings for various in…
Experience: Minimum 3+ years in asset management sales
Salary: USD$100,000.00 - USD$110,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, leave benefits, Flexible Time Off (FTO)

Global Atlantic Financial Group

Associate, Client Services Boston
Skills & Focus: client relationships, reinsurance, operations, accounting, actuarial, communication, data management, efficiencies, organizational skills, financial services
About the Company: Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong f…
Experience: 5+ years of experience in Financial Services or Insurance
Salary: $108,000 - $157,000 USD
Type: Full-time
Benefits: Comprehensive benefits package including health, retirement, and life insurance plans, annual cash bonuses, and long-te…

Blackrock

Internal Wholesaler - Market Sales Partner Boston
Skills & Focus: Internal Wholesaler, Market Sales Partner, sales, financial advisors, investment products, client management, business plan, lead identification, team collaboration, market knowledge
About the Company: BlackRock is the world's largest asset manager, dedicated to helping more people experience financial well-being through innovative investment solutions.
Experience: 2+ years in mutual fund or brokerage industry
Salary: USD$80,000.00 - USD$90,000.00
Type: Full-time
Benefits: Flexible Time Off, healthcare, leave benefits, retirement benefits

Lincoln Financial

AVP, Actuarial (Retirement Plan Services) Boston
Skills & Focus: actuarial science, leadership, profit enhancement, risk management, strategic projects, analytical opportunities, actuarial models, performance monitoring, team development, business strategy
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence.
Experience: 10+ Years of experience in actuarial science including 3+ years of managerial experience
Salary: $146,501 - $264,700
Type: Remote
Benefits: Competitive 401K and employee benefits, free financial counseling, health coaching and employee assistance program, tui…

Fannie Mae

Multifamily Conventional Underwriter - Advisor Boston
Skills & Focus: underwriting, forensic underwriting, risk analysis, process improvement, fraud prevention, loan management, financial analysis, cost analysis, securities issuance, customer advisory
About the Company: Fannie Mae is a government-sponsored enterprise that helps boost the housing market by providing liquidity and stability to the mortgage market.

Ameriprise Financial

National Advisor Consultant Boston
Skills & Focus: collaborative, financial services, sales training, inbound marketing, communication, interpersonal skills, organization, cross-selling, service, relationship management
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: Bachelor's degree or equivalent. Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time.
Type: Full-time
Senior Counsel-Asset Management Boston
Skills & Focus: legal advice, asset management, investment advisers act, contract negotiation, risk assessment, compliance, client disclosure, mutual funds, section 529 college savings, agreement drafting
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3+ years of relevant experience
Salary: $151,500 - $261,300 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…

Brighton Jones

Lead Advisor Boston
Skills & Focus: client relationships, wealth management strategy, lead advisor, client experience, business development, internal resources, external resources, positive service impact, collaboration, curiosity
About the Company: At Brighton Jones, we're changing the world through Wealth Alignment: helping our clients align their time and money with their values. We're the largest RIA i…
Benefits: Programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member.

Ameriprise Financial

Senior Counsel-Asset Management Boston
Skills & Focus: legal, regulatory compliance, mutual funds, ETFs, fund administration, investing, investment company, Columbia Threadneedle Investments, Board of Trustees, disclosure
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-8 years’ relevant experience
Salary: $151,500 - $261,300 / year
Type: Full-time
Benefits: A competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vac…
Sr. Relationship Mgr. -Institutional Boston
Skills & Focus: client relationships, client management, institutional clients, Salesforce, compliance, investment management, portfolio, cross-sales, client inquiries, client meetings
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-5 years in an institutional client service capacity
Type: Full-time

Equinox

Personal Trainer Boston
Skills & Focus: personal training, client performance, fitness assessments, guidance, programming, education, business planning, financial planning, client base management, professional development
About the Company: Equinox is proudly recognized as the industry leader in Personal Training expertise, with the first in-house education of its kind through the Equinox Fitness …
Salary: $100K+
Type: Full-time
Benefits: medical, dental and retirement planning options

Blue Owl

Regional Ambassador, Blue Owl Private Wealth Boston
Skills & Focus: financial services, alternative investment, relationship management, sales experience, private debt, real estate, private equity, investment strategy, presentation skills, interpersonal skills
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®, providing businesses with private capital solutions to drive long-term growth…
Experience: At least 10 years of client facing experience
Salary: $150,000 - $225,000
Type: Full-time
Benefits: Discretionary bonus based on individual and team performance; Equal Opportunity Employer

State Street

Senior Associate Quincy
Skills & Focus: financial services, client relationships, operations, service level agreements, KPI management, mutual fund operations, organizational skills, analytical skills, teamwork, communication
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries, we’ve been helpi…
Experience: 1 – 2 years of mutual fund operations experience
Salary: $52,000 - $84,760 Annual
Benefits: Generous medical care, insurance and savings plans, flexible Work Program, development programs and educational support.
Loan Services Operations AVP Quincy
Skills & Focus: client management, team management, fund accounting, bank loan asset class, operational issues, critical thinking, problem solving, decision making, interpersonal skills, Wall Street Office (WSO)
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re …
Experience: 5-7 years of related experience, preferably in financial services industry
Salary: $85,000 - $152,500 Annual
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, wealth of development programs and educatio…