Lead the integration of wealth management services into acquired firms, facilitating cross-functional collaboration, coaching, and achieving strategic growth targets while refining operational processes.

The M&A Corporate Development Associate will support deal execution, conduct research, prepare financial analysis, manage data for acquisitions, and collaborate across teams.

The Salesforce Architect will design, implement, and scale the Salesforce ecosystem, optimizing integrated systems and collaborating cross-functionally to meet business goals.

The Accounting Manager will oversee the Bookkeeping Department, lead a team of bookkeepers, ensure accurate financial reporting, and maintain high client service standards.

Assist the advisory team in client meetings, develop financial plans, onboard and support clients, and ensure compliance with regulatory requirements.

The Corporate Development Associate will identify acquisition targets, manage relationships, conduct market research, and support M&A strategies for growth.

The Senior Strategy Associate will create Board materials, lead company communications, support strategic planning, and collaborate with the Leadership Team on growth initiatives.

The Wealth Advisor will provide tailored financial advice to doctors, develop financial plans, build client relationships, and ensure exceptional service in a fiduciary capacity.

The Director of Client Development will drive new client acquisition, develop strategies for closing high-value prospects, and enhance client experience in a financial services environment focused on physicians.