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Wealth Management

Senior Wealth Planner & Client Growth Leader

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Cerity Partners
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 130000 - 180000 USD Yearly USD 130000.00 180000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks a seasoned Client Relationship Manager to develop tailored investment strategies and oversee client onboarding. The ideal candidate will have a Bachelor’s degree, 10+ years of experience, and relevant designations. Responsibilities include maintaining high client retention, leading wealth planning meetings, and coordinating with internal departments. The firm offers a competitive salary of $130,000 - $180,000 along with robust benefits including insurance and 401(k) matching.

Join a collaborative environment dedicated to client success.
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Position Requirements
10+ Years work experience
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