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Wealth Planning Manager — UHNW Strategy & Team Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-16
Listing for:
Kennison & Associates
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Kennison & Associates in Boston seeks a Manager of Wealth Planning to lead a high-performing team and deliver sophisticated planning for ultra-high-net-worth clients. The role combines strategic oversight with hands-on client engagement to shape comprehensive wealth plans.
You will mentor advisors, collaborate with senior investment professionals, and drive exceptional outcomes in a highly collaborative environment, within a premier private wealth management firm.
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