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9 wealth planner jobs found in Boston

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Finance Boston wealth planner
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BC
Full time
 
Senior Finance Associate - Special Situations
Bain Capital Boston, MA, USA
BAIN CAPITAL OVERVIEW Bain Capital, LP is one of the world’s leading private multi-asset alternative investment firms with approximately $185 billion of assets under management. Our investment strategy is gearing towards creating lasting impacts for our investors, teams, businesses, and the communities in which we live. Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, special situations, public equity, venture capital and real estate. We leverage our shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, our global team aligns our interests with those of our investors to achieve sustainable and meaningful impact. We engage in partnerships that uniquely empower individuals and organizations to embrace possibilities and realize their full potential. Established as a private partnership in 1984, we have...

Dec 05, 2025
BC
Full time
 
Finance Manager - Special Situations
Bain Capital Boston, MA, USA
BAIN CAPITAL OVERVIEW With approximately $185 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and...

Dec 04, 2025
BC
Full time
 
Finance Manager - Private Credit Portfolio & Performance Analytics
Bain Capital Boston, MA, USA
BAIN CAPITAL OVERVIEW With approximately $185 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents.  We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep...

Dec 04, 2025
BC
Full time
 
Finance Manager - Tech Opportunities
Bain Capital Boston, MA, USA
BAIN CAPITAL OVERVIEW: With approximately $205 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and...

Dec 04, 2025
Mass General Brigham
Full time
 
Budget Analyst
Mass General Brigham Boston, MA, USA
Site: The General Hospital Corporation   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Are you ready to make a meaningful impact in the world of financial planning? Join the MGH Institute of Health Professions as a Budget Analyst, where you'll collaborate with leaders to drive strategic and operational success. In this hybrid role, you'll enhance financial models, support multi-year forecasting, and play a key part in shaping the Institute's future. Make a difference by applying today and be a crucial part of a team that...

Dec 19, 2025
Mass General Brigham
Full time
 
Financial Coordinator I
Mass General Brigham Boston, MA, USA
Site: The Brigham and Women's Hospital, Inc.   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Brigham is a global leader, devoted to maintaining and restoring health for people everywhere. Brigham is composed of Brigham and Women’s Hospital (BWH), Brigham and Women’s Faulkner Hospital (BWFH), and Brigham and Women’s Physicians Organization (BWPO). Brigham is an academic medical center with a firm commitment to its tripartite mission. From the clinical standpoint, Brigham serves patients from New England, throughout the United...

Dec 09, 2025
BC
Full time
 
Senior Data Engineer
Bain Capital Boston, MA, USA
BAIN CAPITAL OVERVIEW With approximately $185 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and...

Dec 04, 2025
BC
Full time
 
Accounting Operations Senior Associate
Bain Capital Boston, MA, USA
BAIN CAPITAL CREDIT OVERVIEW Bain Capital Credit is a leading global credit specialist with $50.7 billion in assets under management. We invest across the credit spectrum and in credit-related strategies, including leveraged loans, high-yield bonds, structured products, private middle market loans, bespoke capital solutions, distressed securities and assets, non-performing loans, hard assets, and equities. Since inception, we have made a cultural commitment to investor alignment. We are a private partnership and invest a significant amount of our own capital alongside our limited partners. We have approximately $995 million of employee co-investment committed across Bain Capital Credit funds as of September 30, 2024. Bain Capital Credit’s investment professionals are dedicated to sourcing, analyzing, documenting, and executing attractive credit opportunities across North America, Europe, and Asia-Pacific and are supported by robust operational and technical resources. BAIN...

Dec 04, 2025
Full time
 
Wealth Relationship Manager III
Boston, MA, USA
Hiring Range: $97,229 - $159,733 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.  Acquires and develops new high net worth relationships, both personal and commercial, to offer full array of financial services. Develops new client relationships that can benefit from one or more of the Banks’ banking and wealth management services including banking services, residential and commercial lending, cash management, and wealth management. Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients.  Manages all administrative aspects of portfolio of Wealth Management accounts.  Identifies and develops new clients to build a relationship...

Nov 19, 2025
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