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Senior Wealth Client & Portfolio Manager
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-25
Listing for:
Gray Private Wealth, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Gray Private Wealth, LLC is seeking a self-motivated Client Development & Portfolio Manager to expand the client base, onboard new clients, and deliver comprehensive financial planning and investment guidance in the Greater Boston area.
As a lead advisor, you will mentor associate advisors, collaborate with tax/estate professionals, and ensure high client satisfaction through proactive communication and strategic growth initiatives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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