Project Manager

Ballentine Partners

Boston, MA, United States
Base: $70,000 to $100,000; bonus/equity: performan...
On-site
Project management and execution
Cross-functional collaboration
Data analysis and financial information
Ballentine Partners is a leading independent wealth management firm dedicated to simplifying clients' complex financial lives while fostering a healthy work-life balance and a supportive team environment

Job Summary

  • Ballentine Partners is a leading independent wealth management firm dedicated to simplifying clients' complex financial lives while fostering a healthy work-life balance and a supportive team environment.
  • The Project Manager will support the CEO, Director of Technology Initiatives, and Chief of Staff in advancing company initiatives including technology adoption, employee engagement, client profitability analysis, and maintaining B Corp certification.
  • The company offers comprehensive benefits fully paid by the firm, extensive time off, corporate matching programs, support for continuing education, and a family-friendly, flexible, and inclusive work culture.

Matching Summary

Ballentine Partners is a leading independent wealth management firm dedicated to simplifying clients' complex financial lives while fostering a healthy work-life balance and a supportive team environment.

Salary

Base: $70,000 to $100,000; Bonus/Equity: Performance bonus paid annually; Benefits: Dental, vision, disability, life insurance, medical cost sharing, extensive time off, family sick leave, parental leave, sabbaticals, community time off, corporate matching, education support

Skills & Requirements

Must-have

  • Project management and execution
  • Cross-functional collaboration
  • Data analysis and financial information
  • Technology implementation support
  • Organized and detail-oriented
  • Clear communication skills
  • High emotional intelligence

Nice-to-have

  • Passionate and curious mindset
  • Innovative and collaborative nature
  • Adaptable and flexible
  • Initiative-taking and proactive
  • Relationship-building instincts

Key Requirements

  • Bachelor’s degree required
  • Preferred majors in Business Administration, Marketing, or Psychology
  • No prior experience required
  • Experience leading teams or projects is a plus

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter