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Senior Wealth Strategy & Relationship Leader
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-06
Listing for:
PowerToFly
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Power To Fly seeks a Team Director of Business Strategy/Relationship Manager to enhance client relationships and lead business strategy initiatives. This senior role engages with Financial Advisors to support and manage client investments, ensuring exceptional service delivery.
Ideal candidates will have over 10 years of relevant experience and possess a college degree or professional certifications such as CFA or CFP. The role will help to develop and maintain strategic relationships with clients to meet their financial goals.
Competitive salary between $68,000 and $120,000, alongside a comprehensive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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