14 wealth management analyst jobs at 7 companies in Boston, MA
2w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
6d
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Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Boston, Massachusetts, United States
$60k-$115k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2–4 years of preferred client service or financial industry experience; strong communication, organizational, interpersonal, and problem-solving skills; SIE, Series 7, and Series 63 required within three months.
1w
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Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Boston, Massachusetts, United States
$60k-$115k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63 within three months of employment.
2mo
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Asset & Wealth Management, Wealth Management Professional, Senior Analyst - Boston
Boston, Massachusetts, United States
OnsiteFull Time
2+ YOEBachelor's degree; 2-4 years client service/financial industry experience; SIE, Series 7 and 63 required within 3 months; fast-paced environment; strong communication and client service skills.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco
San Francisco or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organization skills, and SIE, Series 7, and Series 63 licenses within three months.
6d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
1d
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
1mo
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Asset-Wealth & Capital Management BA
Boston or Charlotte or Dallas or Jersey City or Los Angeles or New York or Tampa
$79k-$137k/yr OnsiteFull Time
Experience in asset/wealth/capital markets, Scrum Master knowledge, data analytics and SQL experience, bachelor's degree or equivalent, strong communication and documentation skills, US work authorization without sponsorship.
SQL Server - Analytics, Agile Management Tools
3w
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Senior Business Intelligence Analyst – Wealth Management
Boston or Hartford
$100k-$157k/yr HybridFull Time
3+ YOE3+ years BI or analytics experience; strong Power BI and advanced SQL; experience with cloud data platforms (Databricks, Snowflake, Azure); strong communication and stakeholder partnering skills.
Power BI, SQL, Databricks, Snowflake, Azure, Python
2w
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Lead Financial & Business Analyst - Wealth Management
New York City or Holmdel or Bethlehem or Pittsfield or Boston
$103k-$170k/yr HybridFull Time
5+ YOE5+ years developing and presenting financial/business analytics, strong financial statement analysis, advanced Excel and analytics skills, ability to work across business areas and communicate insights.
Microsoft Excel
1mo
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Business Analyst
Burlington, Massachusetts, United States
$65k-$114k/yr OnsiteFull Time
Experience in product management or business analysis for software systems, knowledge of Wealth/Financial Services, requirements gathering, backlog management, roadmap execution, strong analytical and communication skills, and ability to work with remote teams.
2w
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North America Strategic Insights Analyst, VP - State Street Investment Management
Boston or Quincy
$110k-$189k/yr OnsiteFull Time
6+ YOE6+ years experience in market intelligence, analytics, or strategy in asset/wealth/financial services; strong analysis, executive storytelling, and familiarity with industry data sources.
1mo
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Client Operations, Transfer Agent Oversight - Senior Analyst/Associate
Boston, Massachusetts, United States
$110k-$140k/yr OnsiteFull Time
3+ YOE3+ years experience in asset management/wealth or fund operations; knowledge of transfer agent workflows, investor servicing, vendor oversight, project management, and risk identification; Series 7/63 preferred.