The Senior Associate will manage client relationships, oversee financial operations, ensure accuracy in bill payments, and provide tailored financial guidance to high-net-worth clients.

The Software Developer will design and maintain financial applications, collaborate with teams to create scalable solutions, and optimize application performance.

The Director of Client Advisory manages client relationships, supports investment implementation, oversees operations, and mentors junior staff in a wealth management firm.

Support a senior advisor team serving ultra-high-net-worth clients by executing private investment transactions, managing account openings and onboarding, coordinating AML/KYC and tax documentation, handling wires/journals/reconciliations, and communicating with clients, custodians, and internal teams to ensure timely, accurate operational execution.

Support portfolio managers on investment portfolios for high-net-worth clients by producing performance reports and presentations, providing client service, assisting with portfolio construction and transactions, coordinating estate-planning activities, and using tools like Excel, PowerPoint, Addepar, and Salesforce while adhering to firm and regulatory policies.

Support centralized investment operations for private funds and SMA clients: process transactions, complete subscription and custodian forms, collect AML/KYC, coordinate with internal and external parties, communicate with clients, and escalate issues to the head of Investment Operations.

Manage day-to-day engagement workflow, draft and review client agreements, onboard client relationships in the CRM, coordinate team workflow, maintain documentation quality, support process improvements and data reporting, and collaborate with cross-functional stakeholders to ensure timely, consistent engagement delivery.

Lead administration and maintenance of Windows/Linux servers, virtualization, and network infrastructure. Manage Azure and Microsoft 365 (Exchange, SharePoint, Teams). Oversee endpoint and cloud security (CrowdStrike, Defender, Netskope), administer Okta, lead infrastructure projects, provide Tier 3 support, documentation, and mentor junior staff.

Support daily equity and fixed income trade settlement and reconciliation, act as liaison with trading desk, internal teams, and counterparties, perform best-execution review and analysis, and assist with portfolio reporting and project management. May participate in buy-side fixed income trading for the firm's SMA platform.

The Associate will support the Client Advisory team in client service, daily operations, and special projects, assisting with various tasks including client presentations and fund documentation.

The Data Operations Associate will ensure data integrity and support data management processes, collaborating with internal teams and enhancing operational efficiencies through technology and analysis.

The Program Manager will lead complex marketing programs, manage project timelines, and ensure accountability across initiatives while maintaining project management systems.

Assist the Client Advisory Team with client service, daily operations, and administrative tasks, including performance analysis and client presentations.

The Designer will execute brand-consistent designs across various formats, solve design problems, and collaborate with teams to deliver impactful work for high-net-worth clients.

The Tax Associate will manage tax documents for various entities, conduct research, prepare for client meetings, and handle family office assignments.

This role provides administrative support to the Client Advisory team, handling client operations, communications, and ensuring details are accurately managed for client accounts and transactions.

The Tax Director will lead tax and financial affairs for high-net-worth families, ensuring timely and accurate tax returns, managing client relationships, and overseeing family office services.

Lead the design and development of Concentric's technology ecosystem, overseeing product strategy, engineering, data architecture, and team leadership to enhance client and advisor experiences.

Manage partnership accounting within Personal CFO Services at Pathstone. Responsibilities include maintaining financial records, reconciliations, and reporting with accountability.

The Client Transitions Manager oversees high-volume client onboarding, offboarding, and transitions, ensuring effective project management across financial service operations while maintaining clarity and empathy.