Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds
Ballentine Partners is seeking a highly motivated and execution-oriented Project Manager to support strategic initiatives across the business. This person needs to be ready to grow into a dynamic, high-impact role. They will report to the Chief of Staff and interact frequently with the Director of Technology Initiatives and CEO. They will play a critical role in driving cross-functional projects, improving operational efficiency, and supporting key business priorities, including technology and process innovation.
Responsibilities include:
Support CEO, Director of Technology Initiatives, and Chief of Staff in the advancement of company initiatives, such as:
- Assist in implementing new technologies like CRM, AI, and portfolio management systems
- Drive initiatives to support employee engagement, retention, and overall morale. Such initiatives will include company events and programs like the mentorship program
- Conduct client profitability analysis to identify trends, optimize resource allocation, and inform pricing on client engagements
- Assist the COS in maintaining our B Corp certification, including managing the renewal process and ensuring ongoing adherence to required standards
Assist with business initiatives. Key areas include:
- Real estate initiatives
- Business development and marketing initiatives
- Client experiences initiatives
- Management and facilitation of corporate meetings (e.g., investor days, company updates, etc.)
Other duties as assigned
The right candidate doesn't need to have done it all yet. They need the foundation, the drive, and the mindset to develop quickly in a collaborative, fast-paced environment. Skills & competencies include:
- Strong relationship-building instincts and a genuine interest in working with and supporting others
- Analytical curiosity — comfortable working with data, spreadsheets, and financial information, with a willingness to deepen those skills over time
- Organized and detail-oriented, with the ability to manage multiple priorities without dropping the ball
- Clear communicator — in writing, in conversation, and in group settings
- High emotional intelligence and self-awareness; reads a room well and adapts accordingly
- Takes initiative and thinks ahead — you don't wait to be told there's a problem
- Flexible and adaptable; comfortable when the work evolves or shifts direction
- Collaborative by nature, and equally capable of working independently when needed
A bachelor’s degree is required with a preference for majors in Business Administration, Marketing, or Psychology. No experience required. Any experience leading a team, project, or initiative (formal or informal) is a plus.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.
Ballentine Partners’ compensation is made up of a base salary and performance bonus. The salary range for this position is $70,000 to $100,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.
We will sponsor applicants for work visas.
Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
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What We Do
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
