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Portfolio Manager Wealth Management

Senior Portfolio Associate – Wealth Ops & Reporting

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Masis Professional Group
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 175000 USD Yearly USD 140000.00 175000.00 YEAR
Job Description & How to Apply Below
A wealth management firm located just west of Boston is seeking a Senior Portfolio Associate to provide dedicated support to the Managing Principal's clients. The role involves client onboarding, processing portfolio transactions, and assisting with portfolio reporting. Candidates should have 5+ years of experience in wealth management, excellent communication skills, and strong portfolio operations knowledge. Compensation ranges from $140,000 to $175,000, depending on experience, along with bonus potential.
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Position Requirements
10+ Years work experience
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