The Director of Lifestyle Services leads and scales a national program offering luxury lifestyle support services. Responsibilities include managing vendor networks, aviation solutions, and program design to enhance client experiences.

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 Associate Director oversees partnership, trust, and entity accounting for ultra-high-net-worth families, ensuring accuracy in financial records and leading accounting workstreams.

The Associate DevOps Engineer will support, scale, and modernize technology platforms, ensuring reliability and performance of systems, collaborating with teams, and implementing workflow solutions.

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.

Manage day-to-day client experiences for high-net-worth clients, overseeing financial operations, preparing personal financial statements, and providing white-glove service in a family office environment.

Assist Client Advisory Team with client service, daily operations, drafting documents, and support in the quarterly reporting process.

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.

As a Senior Associate in Personal CFO Services, manage high-net-worth client financials, oversee bill payments, and ensure personalized, proactive service while collaborating with internal teams.

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

The Associate of Workplace Experience manages office operations, client hospitality, supports executive leadership, and maintains a professional environment, ensuring exceptional client experiences.

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.

Assist Client Advisory Teams with client service and operations. Responsibilities include processing accounts, preparing materials, and facilitating money movements.

Assist in client service and operations within the Capital Markets, support investment strategies, and provide information to various financial professionals.