DREAMERS WELCOME
Looking for a place that provides opportunities for career growth, wherever you are on your professional journey? Where you can do work that matters and learn from industry professionals who are shaping the modern investment management landscape? Winthrop Wealth is that place. And we’re looking for people like you.
A place to engage, explore, and grow
We know that our people are our most important asset. And we pride ourselves on fostering an environment that provides incredible growth opportunities for every member of our team. When you join Winthrop, you become part of a family that’s truly dedicated to helping you succeed.
Guided by a commitment to excellence
We believe that a wealth of viewpoints equals a world of knowledge. Our multigenerational team of professionals bring diverse know-how, out-of-the-box thinking, and decades of collective experience to the art and science of wealth management. Every day, we look for new ways to keep building on our ultimate goal: to do right by our clients. If it sounds like your kind of place, we’d love to learn more about you.
Our philosophyFinancial Controller
Join our team at Winthrop Wealth as a Financial Controller where you will be responsible for ensuring the accuracy and reliability of accounting information, managing employee benefits and onboarding, coordinating tax planning, processing advisor payments, and preparing financial reports and analysis. You will also play a key role in budgeting and forecasting, working closely with the CEO and other senior managers to align the company’s financial goals and strategies. You will have a strong background in finance, accounting, or a related field, with excellent analytical, communication, and problem-solving skills. You will also have a keen eye for detail and a passion for supporting the financial health and growth of our company.
Apply hereClient Service Associate
In this position, you will play a key role in executing financial advice crafted by advisors. As a Winthrop Wealth Client Service Associate (CSA), you are the quarterback who owns the execution of the client service model by coordination of internal and external action items pertaining to the annual client lifecycle. The CSA will be responsible for support client meetings, coordinate investment and financial planning processes, proactively help the team maintain regular client contact by using the CRM system and will be responsible for the delegation and execution of client activity, follow-up, and day-to-day needs.
Apply hereOperations Associate
Join our team at Winthrop Wealth as an Operations Associate where you will play a vital role in supporting the execution of financial advice provided by our advisors. This position involves managing day-to-day operational tasks related to client accounts, ensuring system efficiency, profitability, and exceptional client satisfaction. Our Client Operations function is integral to our business, catering to the needs of both internal and external clients. We are currently seeking a dynamic team member to help expand our team and contribute to our continued success.
Apply here