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Senior Strategic Advisor, Enterprise Wealth Management

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Humanity Labs
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
  • Business
Job Description & How to Apply Below
A financial technology company seeks to hire a strategic advisor for wealth management clients in Boston. The ideal candidate will have over 10 years of experience in account management, driving successful digital workforce adoption. Responsibilities include overseeing client relationships, expanding services, and ensuring client satisfaction. Strong analytical skills and industry knowledge in wealth management are essential.

This role offers a competitive salary and comprehensive benefits, fostering a collaborative work environment.
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Position Requirements
10+ Years work experience
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