Ballentine Partners, LLC, a globally-recognized wealth management and investment advisory firm, pioneered the field of objective, conflict-free wealth management advice for extremely wealthy families. Our clients rely on us to be their most trusted counselor and to manage all aspects of their complex financial situations. If you are looking for a career that asks you to combine both technical rigor and exceptional emotional intelligence, we would like to speak with you. Our team of 50 is headquartered in the Boston suburbs but we serve clients across the United States and Europe. We are particularly known for our thought leadership in the field and our fluency in helping clients navigate the complex interactions among family, emotion, and wealth. We are known as a wonderful place to work. Our compensation philosophy and matrix team structure foster a collegial rather than territorial atmosphere. We are small and nimble enough that the right candidate will have the potential to grow into a significant leadership role. We are unusual in the financial field in that we believe our employees’ having balanced lives make them better at their work. In this role the candidate will have the opportunity to learn how to: •Handle complex family dynamics •Proactively identify opportunities and risks in client situations as well as develop strategies to address these opportunities and risks, in concert with client teams and outside advisors •Manage the execution of strategies and special projects •Interact and build relationships with clients as well as their advisors •Contribute to thought leadership through technical research and analysis Technical responsibilities for this role include •Directing the work of Wealth Planning Associates on each client team •Developing junior staff through training and mentoring •Monitoring and completing client specific projects •Managing client specific tasks and day to day concerns This position requires an energetic, self-motivated individual who is an effective communicator and team leader. The successful candidate will have strong math and analytical skills and excellent computer skills. S/he must be able to handle multiple projects and teams simultaneously. This position requires 3+ years’ experience, a bachelor’s degree, quantitative coursework and either a CFP, CFA, and/or CPA. CFP certifications are strongly preferred.