Project Manager
Ballentine PartnersWaltham, Massachusetts, United States • Boston, Massachusetts, United States
Posted April 8, 2026
70000 - 100000 USD
Full Time
About the Company
Ballentine Partners is an independent multi‑family office that partners with families—from high‑net‑worth individuals to billion‑dollar dynasties—to create tailored investment strategies and comprehensive wealth‑planning solutions. With four decades of experience, the firm blends sophisticated investment management, intergenerational transfer planning, and family education to preserve and grow assets while safeguarding legacy and well‑being. Its distinct value lies in a client‑centric, objective approach that measures success not only in financial returns but also in the human outcomes families achieve. Operating worldwide, Ballentine Partners delivers personalized, objective advice that empowers families to build lasting legacies and live the lives they desire.
Job Description
Ballentine Partners is a leading independent wealth management firm seeking a Project Manager to support strategic initiatives across the business, driving cross-functional projects, improving operational efficiency, and supporting key business priorities.
Requirements
- Assist CEO, Director of Technology Initiatives, and Chief of Staff in the advancement of company initiatives
- Implement new technologies like CRM, AI, and portfolio management systems
- Conduct client profitability analysis to identify trends, optimize resource allocation, and inform pricing on client engagements
Benefits
- Dental
- Vision
- Short term disability
- Long term disability
- Life insurance
- Medical insurance
- Vacation time
- Unlimited personal sick time
- Paid family sick leave
- Paid parental leave
- Sabbaticals
- Community time off
