Project Manager at Ballentine Partners, LLC in Boston, MA

Summary: Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, seeking a highly motivated Project Manager to support strategic initiatives across the business. This role involves driving cross-functional projects, improving operational efficiency, and supporting key business priorities, including technology and process innovation. Responsibilities: - 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 Required Qualifications: - A bachelor's degree is required with a preference for majors in Business Administration, Marketing, or Psychology - 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 Preferred Qualifications: - Any experience leading a team, project, or initiative (formal or informal) is a plus Required Skills: Data Analysis, Spreadsheet Proficiency, Financial Information Analysis, CRM Systems, AI Technologies, Portfolio Management Systems Benefits: We will sponsor applicants for work visas., Dental, Vision, Short term disability, Long term disability, Life insurance, Cost sharing on medical insurance, Vacation time, Unlimited personal sick time, Paid family sick leave, Paid parental leave, Sabbaticals, Community time off, Corporate matching program, Support certifications, Continuing education