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Associate Wealth Advisor

Boston, MA

Imagine if you had the skills, knowledge, and teammates to both understand the root of the world’s most pressing problems and build the technologies and companies best positioned to solve them. RA Capital has done exactly that for more than two decades, backing bold ideas in medicines to further human health and now expanding into Planetary Health to improve how efficiently we utilize the world’s precious resources.

RA Capital is among the leading providers of capital and services to the most promising innovators in the world.  We invest flexibly—seed to IPO and beyond, anywhere in the world—with $10 B+ under management and a culture that prizes curiosity, rigor, and collaborative debate. We are investors who not only fund companies but get elbow deep in building them. From helping them recruit talent to helping them recruit patients for their studies to helping match them to strategic partners and even going to Washington to win reforms, RA Capital’s large team has people with nearly every relevant expertise one might need to turn an idea into a cure that actually helps people. 

If you live for first-principles problem-solving with great colleagues, thrive on complexity, and want to do meaningful work that ripples across industries and ecosystems, you’ll feel at home at RA Capital. Here, questions are welcomed, ideas are tested, and victories are shared. Even our lawyers are creative and engaging. And don’t get us started on our compliance team’s wicked sense of humor; nothing about what we do is boring. 

Are you ready to bring your creativity, discipline and collaborative spirit to help us invent the future? Join us and you’ll collaborate daily with investors, founders, physicians, biologists, engineers, economists, and reform advocates who think in systems and act with urgency.  

Join us to invent a happier, healthier, more productive future - and have fun doing it.

 

Overview

RA Capital's Family Office and Partner Services team is seeking an Associate Wealth Advisor to provide comprehensive financial advisory and operational support to the firm’s Founders, Partners, and Executive Officers. This team plays a vital role in managing complex, high-touch client relationships and coordinating cross-functional initiatives both internally and with trusted external advisors.

The Associate will support new relationship onboarding, maintain and update financial records, generate planning proposals, and contribute to process enhancements. This is a dynamic role that demands attention to detail, critical thinking, and a proactive approach to problem-solving. The ideal candidate will be an organized, energetic self-starter with strong communication skills and a collaborative mindset.

Key Responsibilities

Client Onboarding & Relationship Support

  • Coordinate with custodians (e.g., Fidelity, Morgan Stanley, JP Morgan, Bank of America) to open accounts and oversee asset transfers.
  • Manage new relationship onboarding activities, ensuring a seamless and professional client experience.
  • Facilitate client-directed money movement and maintain accurate records of all asset transactions.

Information Management & Reporting

  • Maintain accurate client data and documentation within the firm’s systems (e.g., Eton Solutions).
  • Regularly update portfolio information from external investment advisors to ensure accurate performance reporting.
  • Support internal reporting functions and assist in data integrity initiatives.

Investment Administration

  • Assist in processing investment activity, including subscription-based and alternative investments.
  • Support reconciliation processes and liaise with operations teams to ensure timely execution.

Financial Planning & Proposal Development

  • Prepare customized planning proposals and analysis that include financial projections, insurance analysis, estate planning insights, and liquidity/cash flow scenarios.
  • Create presentation materials using Excel, PowerPoint, and reporting tools such as Eton Solutions.

Cross-functional Initiatives

  • Collaborate on projects to enhance the client experience and optimize internal workflows.
  • Respond to ad hoc requests from senior team members and external advisors with professionalism and efficiency.

Qualifications

  • Bachelor’s degree required; advanced degrees (MBA, MS) or certifications (CFP, CPA, CFA) strongly preferred or in progress.
  • 3 -5  years of relevant experience in financial services, preferably within wealth management, an RIA, or a family office environment.
  • Direct experience working with custodians and understanding of account structures and asset flows.
  • Excellent written and verbal communication skills.
  • Proven ability to multi-task, prioritize effectively, and execute with precision.
  • Highly detail-oriented with a strong sense of accountability and follow-through.
  • Technologically fluent, with proficiency in:
    • Microsoft Office (Word, Excel, PowerPoint)
    • Performance reporting platforms (e.g., Eton Solutions, Tamarac, Addepar)
    • Familiarity with data analytics tools (e.g., Tableau, Power BI, or similar) a plus.
  • Must be based in Greater Boston area (no relocation provided)
  • Must be willing to work a hybrid schedule out of our Boston office
  • Must be authorized to work in the US without sponsorship

Candidate Profile

The ideal candidate is a high-integrity professional who thrives in a fast-paced, service-oriented environment. They are intellectually curious, solution-focused, and committed to excellence in every client interaction. This is an unique opportunity to contribute to a collaborative family office platform at the intersection of private wealth and institutional-level financial sophistication.

​RA Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you require an accommodation during the interview process, please reach out to careers@racap.com for assistance.

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