Boston, Massachusetts, United States · Hybrid
$153k–$199k/yr
Senior Wealth Planning Strategist The Senior Wealth Planning Strategist serves as a subject matter authority and thought leader within the Wealth Planning organization, delivering highly complex financial, estate, and ta…
Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset
Boston, Massachusetts, United States · Remote OK
Job Summary Each year, MedSchoolCoach supports more than a thousand pre-medical and medical students as they pursue successful careers in medicine. As physicians who have personally navigated the medical school and resid…
Skills: Medical School Admissions Advising, Residency Application Strategy, Mentoring, Interview Preparation, Career Planning
Boston, Massachusetts, United States · On-site
$130k–$145k/yr
Join Us: Lead Transformative Building Design Projects as a Sr. Project Manager – Shape Spaces That Strengthen Communities Are you a seasoned project leader ready to guide complex building design initiatives from concept …
Skills: Project Management, Building Design, Client Relationship Management, Budgeting, Scheduling
Toronto, Ontario, Canada · Hybrid
$120k–$225k/yr
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objecti…
Skills: Relationship Management, Institutional Client Servicing, Portfolio Review, Asset Allocation, Risk-Based Capital Analysis
Boston, Massachusetts, United States · On-site
$88k–$155k/yr
In a world of possibilities, pursue one with endless opportunities. Imagine Next! At Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of v…
Skills: Roadway Design, Geometric Layouts, 3D Roadway Modeling, MicroStation, InRoads
Boston, Massachusetts, United States · Hybrid
$79k–$113k/yr
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demons…
Skills: Benefits Design, Compliance Management, Vendor Management, Analytical Thinking, Problem Solving
Boston, Massachusetts, United States · On-site
$80k–$100k/yr
Join Goodwin’s Global Operations Team, and make a real impact on a global scale. At Goodwin, we work with some of the world’s most successful and innovative investors, entrepreneurs and disruptors in the life sciences, p…
Skills: Pricing Strategy, Financial Modeling, Data Analysis, Alternative Fee Arrangements, Microsoft Excel
Boston, Massachusetts, United States · Hybrid
$175k–$200k/yr
Overview As our Digital Asset Assurance practice continues to grow in both complexity and sophistication, Wolf is seeking a Director of Blockchain Assurance Technology to join our growing and well-established national fi…
Skills: Blockchain Data Analysis, Smart Contract Auditing, Audit Strategy, Tokenomics, Technical Infrastructure Management
Boston, Massachusetts, United States · On-site
$169k–$470k/yr
Join us on our exciting journey! IQVIA™ is The Human Data Science Company™, focused on using data and science to help healthcare clients find better solutions for their patients. Formed through the merger of IMS Health a…
Skills: Consultative Selling, Strategic Account Management, Pharma Commercial Strategy, Stakeholder Management, Cross-functional Leadership
Boston, Massachusetts, United States · Hybrid
$65k/yr
Why MSI? We thrive on solving challenges. As a leading MGA, MSI combines deep underwriting expertise with insurer risk capacity to create specialized insurance solutions that empower distribution partners to meet custome…
Skills: Data Analysis, Problem Solving, Critical Thinking, Written Communication, Verbal Communication
Boston, Massachusetts, United States · Hybrid
$152k–$228k/yr
Reporting to VP Global Head Patient Experience, this position is part of Alexion AstraZeneca Rare Disease Patient Experience team and is responsible for leading the Global patient advocacy strategy and patient engagement…
Skills: Patient Advocacy, Strategic Alliances, Patient Engagement, Cross-functional Leadership, Drug Development
Boston, Massachusetts, United States · On-site
$67k–$84k/yr
Summary Media Performance Analyst AMP is seeking an ambitious and curious Analyst to join our growing Analytics team. This is an ideal role for a detail-oriented professional who has a passion for data organization, prob…
Skills: Data Cleaning, Data Visualization, Microsoft Excel, Media Analytics, Business Intelligence
Phoenix, Arizona, United States · Hybrid
$90k–$108k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Attention To Detail, Business Analytics, Critical Thinking, Data And Trend Analysis, Financial Analysis
Boston, Massachusetts, United States · Hybrid
$116k–$157k/yr
We are rebuilding biotech for the AI era. When a breakthrough is delayed, the world waits. Getting a molecule from discovery to patients, or a crop from lab to field, involves thousands of slow, manual, disconnected step…
Skills: Project Management, Solution Design, Requirements Analysis, Data Modeling, Application Configuration
Boston, Massachusetts, United States · On-site
$75k–$89k/yr
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except…
Skills: Due Diligence, Tax Structuring, Consolidated Returns, S Corporations, Partnerships
Boston, Massachusetts, United States · On-site
$120k–$203k/yr
Who we are looking for We are seeking a Vice President level Project / Program Manager to lead the execution of complex initiatives within State Street Global Technology Services. This role focuses on coordinating delive…
Skills: Program Management, Project Execution, Stakeholder Management, Risk Management, Governance
Phoenix, Arizona, United States · Hybrid
$104k–$150k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Attention To Detail, Collaboration, Oral Communications, Presentation Skills, Reporting
Boston, Massachusetts, United States · On-site
$105k–$250k/yr
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then…
Skills: Wealth Management, Financial Planning, Investment Management, Insurance Planning, Estate Planning
Boston, Massachusetts, United States · Hybrid
$100k–$140k/yr
DISCLAIMER: Please be advised that this job posting is authentic and all official communication from Insource Services, Inc. will come through authorized channels, such as emails from our official company domain (e.g., i…
Skills: Employee Relations, Performance Management, Diversity Equity And Inclusion, Policy Creation, Benefits Oversight
Boston, Massachusetts, United States · Remote OK
$105k–$140k/yr
Mission The mission of Speechify is to make sure that reading is never a barrier to learning. Over 50 million people use Speechify's text-to-speech products to turn whatever they're reading – PDFs, books, Google Docs, ne…
Skills: Full Sales Cycle Management, Technical Discovery, API Integration, Demo Prototyping, GTM Strategy
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Deliver complex financial, estate, and tax planning solutions to high-net-worth clients as a subject matter expert. Develop innovative planning strategies and lead training programs for internal business segments to enhance wealth management capabilities.
Requires at least 8 years of estate and tax planning experience, with a preference for 10+ years and a JD degree. Must be proficient in reviewing irrevocable trusts and utilizing Microsoft Office Suite.
Senior Wealth Planning Strategist
The Senior Wealth Planning Strategist serves as a subject matter authority and thought leader within the Wealth Planning organization, delivering highly complex financial, estate, and tax planning solutions to TIAA's most sophisticated and high-net-worth clients. This role offers guidance on the most complex client scenarios, while proactively identifying emerging planning opportunities and bringing forward innovative strategies that address evolving client needs. Additionally, this job contributes meaningfully to the tactical and strategic direction of the Wealth Planning function to position TIAA as a leader in sophisticated wealth planning.
Key Responsibilities and Duties
University (Degree) Preferred
8+ Years Required; 10+ Years Preferred
Physical Requirements: Sedentary Work
Career Level
10IC
Required Qualifications:
Preferred Qualifications:
#LI-KD2
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ManagementActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
Based on 1689 listings with disclosed salaries, most consulting jobs in Boston, MA pay between $80k–$215k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,036 open consulting positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include State Street, Amazon, Publicis Groupe Holdings B.V., Bank of America, PwC, among others. Browse the listings above to see every active employer.
Yes — 1153 of the 2036 open consulting positions offer remote or hybrid work (252 remote, 901 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
