Project Manager

Ballentine Partners • Boston, MA

4h • $70,000 - $100,000

About The Position

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.

Requirements

• 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

Nice To Haves

• Any experience leading a team, project, or initiative (formal or informal) is a plus.

Responsibilities

• 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 such as real estate initiatives, business development and marketing initiatives, and client experiences initiatives
• Management and facilitation of corporate meetings (e.g., investor days, company updates, etc.)
• Other duties as assigned

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees