Manage portfolios for high net worth clients, develop investment strategies, grow client relationships, and lead business development efforts.

The Associate Portfolio Manager supports portfolio management activities, develops investment strategies, analyzes client portfolios, and maintains client relationships, requiring 5-7 years of finance experience.

Responsible for leading financial operations for high-net-worth clients, managing a team, overseeing bookkeeping, and ensuring accurate financial reporting.

The Private Client Relationship Associate will manage client requests, ensure account administration, execute cash management, and collaborate with internal teams to provide comprehensive service.

The Operations Analyst will manage Addepar processes, support client relationships, generate reports, analyze investment data, and improve reporting content.

Manage portfolios for sophisticated clients, providing investment insights, ensuring financial analysis, and fostering client relationships. Oversee portfolio management activities and support investment strategies alongside team members.

The Associate Portfolio Manager will manage client portfolios, analyze financial information, support investment processes, and develop client materials while ensuring strong relationship management.

The Strategic Advisory Associate provides support in developing financial statements, client presentations, and managing relationships while expanding knowledge in tax and estate planning.

The Private Client Relationship Associate will manage client requests, ensure timely account administration, and coordinate with internal teams to deliver comprehensive services.

The Relationship Associate supports client operations and service by managing investment performance reporting, facilitating cash movements, and maintaining client documentation.

Manage complex client portfolios focused on alternatives, providing strategic guidance, oversight of investment performance, and coordinating with teams for client needs.

The Executive Assistant will provide high-level support, manage communications, organize tasks, prepare documents, and assist with team initiatives while maintaining confidentiality.

The Investment Operations Analyst provides operational support through client transactions, technology expertise, and data administration while ensuring superior service to the investment team and clients.

The Senior IT Auditor will perform risk-based audits, evaluate IT/security controls, and communicate findings to business teams, ensuring compliance and effectiveness.

The Fiduciary Tax Associate organizes and evaluates tax return data, ensures timely filing of returns, collaborates with CPAs, prepares trust-related tax documentation, and recommends tax-efficient strategies for clients.

The Executive Assistant will provide administrative and operational support, coordinate communications, manage calendars, and assist with catering and event planning in the Nashville office.

The Investment Research Analyst will support a Family Office CIO by managing portfolios, conducting due diligence on investments, and generating investment ideas.

The advisor will manage client onboarding, address fiduciary issues, coordinate with other teams, and maintain strong client relationships while supporting junior colleagues.

The Business Systems Analyst will coordinate technology initiatives, customize Salesforce, manage testing, and support end users, while ensuring alignment with business goals.

Manage client onboarding, address inquiries, coordinate investment and trust activities, and build relationships with clients and advisors.