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Wealth Management

Senior Private Wealth Client Services Lead

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a PWM Group Director in Boston. This senior role involves cultivating client relationships, enhancing service delivery, and managing team operations. The ideal candidate has over 10 years of relevant experience and strong leadership skills. Responsibilities include developing client service strategies, overseeing business operations, and supporting financial advisors in meeting client needs. Competitive salary and potential for bonuses are included in the compensation package.
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Position Requirements
10+ Years work experience
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