Teams at Kayne Anderson Rudnick

Provides client service and administrative support to high-net-worth investors and their professional advisors. Responsibilities include opening and maintaining accounts, processing deposits, withdrawals, tax trades, gifting, distributions, and re-registrations; executing advisor-directed asset allocation changes; preparing portfolio review and tax analysis materials; maintaining CRM and client records; coordinating meetings; and supporting process improvement projects.

Owns the end-to-end production of investment collateral, coordinating Investments, Marketing, Compliance, and external vendors. Leads quarterly production cycles, manages timelines, approvals, version control, workflows, and delivery quality. Identifies risks and bottlenecks, improves processes, and introduces scalable tools, templates, automation, and standards. This individual contributor role requires strong project management, stakeholder communication, regulatory content review experience, and familiarity with investment materials.

Partners with business development leaders to acquire and manage high-net-worth clients. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, portfolio reviews, asset allocation recommendations, and proactive client communication. Supports referral-based business development through prospect meetings and custodian-sponsored events while delivering personalized wealth management services.