Senior Investment Advisor: Lead Strategy & Client Impact
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-28
Listing for:
ballentine-partners
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Ballentine Partners seeks a Senior Investment Advisor to independently develop investment strategy and deliver the investment value proposition with Senior Client Advisors. You will lead investment engagements, manage junior staff, and ensure compliance across client portfolios.
The ideal candidate has 12+ years in investment management, strong knowledge across asset classes, and excellent client-facing skills. This role offers competitive compensation and a supportive, inclusive culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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