Manager Wealth Planning

Ready to lead an elite wealth planning team at one of Boston’s most respected private wealth management firms? We are seeking an experienced Manager of Wealth Planning to oversee a high-performing team while delivering sophisticated planning strategies for ultra-high-net-worth individuals and families.

This is a rare leadership opportunity for a seasoned wealth planning professional with 15+ years of experience advising complex, ultra-high-net-worth clients and a proven track record of managing and developing teams. You’ll collaborate with senior investment professionals, design customized wealth plans, mentor advisors, and help drive exceptional client outcomes in a highly collaborative environment.

The ideal candidate will hold a CFP, CPA, or JD, possess deep expertise in comprehensive wealth planning, and have experience with leading financial planning tools. This position offers a highly competitive compensation package of $200,000–$225,000 plus bonus, along with the opportunity to make a significant impact at a premier investment firm.

If you’re ready to take the next step in your leadership career with a top-tier organization, we’d love to hear from you.

Job Code: 18881