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Wealth Management Financial Manager

Senior Family Office Wealth Manager | Personal CFO

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Cyperus Group LLC
Full Time position
Listed on 2025-12-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial reporting, coordinating with various professionals, and managing client service staff. Candidates should have at least 5 years of experience supporting high-net-worth individuals, a Bachelor's in Accounting or a related field, and preferably a CPA. The position offers competitive compensation and a range of benefits including medical insurance and 401(k).
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Position Requirements
10+ Years work experience
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