Director, Private Wealth Management

DIRECTOR, PRIVATE WEALTH MANAGEMENT

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW client base, is seeking a Director, Private Wealth Management.

The diverse duties of this role include working with the client's Advisory staff to provide counsel with their portfolio construction, including tax and estate planning needs, portfolio monitoring, leading periodic portfolio reviews, executing portfolio rebalancing as necessary, etc. This individual will have the opportunity to collaborate with multiple Firm departments during the execution of these duties.

This role is a FANTASTIC opportunity for an in...