A leading wealth management firm in Boston seeks a Director to manage complex client relationships and oversee a Family Office Management Team. The ideal candidate will have over 10 years of wealth management experience, be detail-oriented, and possess strong communication and project management skills. Responsibilities include preparing for client meetings, managing portfolios, and collaborating with various teams to enhance client service delivery. Advanced degrees and certifications are preferred. This role requires adaptability and occasionally working nontraditional hours.
#J-18808-Ljbffr
#J-18808-Ljbffr