Family Office Jobs in Boston
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JobotBoston
This organization was established in the late 1960s with a mission to deliver advanced safety solutions and exceptional customer support. It has grown into one of the largest family-operated security and fire-protection providers in the country, serving a wide range...
Bostonrockco.com
About Rockefeller Capital Management:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved...
NERISA RESEARCH USA CORPBoston
Job Description
Job Description
Company Description
Nerisa Research USA is part of Nerisa Group, a private family office investment team with offices in Boston, Rotterdam, and Luxembourg. The Group brings over 30 years of experience across...
Bostonicims.com
work experience
• 3+ years of experience within Family Office and Wealth Management environments
Desired Qualifications/Skills:
• Foundational knowledge of alternative investments is a plus
• Strong proficiency in Microsoft Office Suite (Word, Excel...
FL Putnam Investment ManagementBostonappcast.io
FLP is a $15.6 billion AUA (as of 6/30/2026) wealth management platform that delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional...
Bostonandersen.com
Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Managers can expect to:
• Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other...
JobotBoston
5+ weeks PTO
Hybrid days a week in office
Job Details
Key Responsibilities
Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
Review complex tax returns, including...
Bostonandersen.com
in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Managers can expect to:
• Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate...
PavagoBostonappcast.io
one of our clients, Artha, is hiring a Head of Sales & Distribution to build and lead its commercial strategy across RIAs, family offices, and institutional investors.
Artha is a portfolio intelligence platform built for financial advisors, wealth...
JobotBoston
planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service...
JobotBoston
planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service...
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