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Wealth Management Portfolio Manager

Planning & Investments Associate Director — Leadership Path

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-28
Job specializations:
  • Management
    Wealth Management, Portfolio Manager
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm is seeking an Associate Director of Planning & Investments in Central Massachusetts or Wellesley, MA. This hybrid position is ideal for a candidate with 5–8 years of experience in wealth management. The role offers a clear succession path to Director, focusing on portfolio management and planning strategies. Total target compensation ranges from $120,000 to $160,000 in the first year, with bonuses of $10,000 to $30,000.

Growth opportunities are significant as responsibilities expand.
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Position Requirements
10+ Years work experience
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