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

Provide comprehensive administration and client service for high-net-worth families and family offices, managing accounts, trust and fiduciary matters, client communications, customized reporting and analyses, meeting coordination, cash processing oversight, and collaboration with portfolio managers and outside advisors to resolve inquiries and support complex multi-entity client relationships.

Design and develop enterprise software solutions, enhance existing systems, provide Level 2 support, improve processes, and mentor team members.

The Technology Manager leads and optimizes financial systems across wealth management, manages technical teams, drives system enhancements, and ensures compliance with regulations.

The Investment Operations Specialist provides operational support for large portfolios, focusing on data management, reporting, cash flow tracking, and portfolio onboarding, while ensuring accuracy and communication with various stakeholders.

The Senior Relationship Associate engages directly with clients, coordinating their needs, managing onboarding, and ensuring timely resolution of inquiries. This role collaborates with various teams to deliver tailored service and supports investment and trust activities.

Provide high-level administrative support to senior leaders, managing calendars, travel, communication, and office operations while ensuring confidentiality and fostering teamwork.

The Senior Relationship Associate engages with clients to address their needs, manage onboarding, and coordinate with various teams for investment and planning activities.

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

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

The Strategic Advisor will provide holistic financial guidance, manage client relationships, and coordinate with various advisors on wealth management planning topics.

The Private Client Relationship Associate manages client requests, coordinates workflows, and maintains accurate client accounts while collaborating with internal teams.

The Executive Assistant provides high-level administrative support to senior executives, coordinating communications, managing calendars, and overseeing travel plans and documentation within Salesforce CRM.

Support portfolio managers for balanced multi-asset portfolios: provide analysis of equity, fixed income and alternatives; maintain information systems; develop client investment strategies; assist client communication, trading and coordination across teams.