We are looking for a Wealth Strategy Associate to join our Private Wealth Management (“PWM) Team in Boston, MA. In this role, you will be working with one of the largest and fastest growing PWM Teams in the country. You will need to have excellent attention to detail, communication skills, multitasking ability and self-motivation to thrive in this role.

You will support the Financial Advisors and your fellow Wealth Strategy Associates by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, processing client requests and handling the operational needs of the Team.

Your role

- Work as part of the PWM Team to support and implement wealth management strategies for PWM clients
- Develop and prepare presentations for existing and prospective clients
- Analyze portfolios for risk and return characteristics
- Keep abreast of the latest events in the financial markets and relay research and market views to Private Wealth Advisors and Team
- Work in conjunction with various product groups within Investment Management to respond to client needs
- Execute portfolio rebalancing and trades
- Provide exceptional client service and team support
- Resolve ad-hoc client queries
- Keep management systems up-to-date with client information
- Plan/organize team marketing events and maintain marketing materials

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.