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Associate Director, Private Wealth UHNW Portfolio Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-21
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Masis Professional Group is seeking an Associate Director in Private Wealth for a prominent wealth management firm in Boston. The role involves collaborating with advisory staff to guide elite clients on portfolio management, tax, and estate planning, requiring over 8 years of relevant experience.
The position offers a competitive base salary in the $120K-$150K range, complemented by performance bonuses. Ideal candidates may have advanced certifications such as CFP or CFA.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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