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The Associate Director will manage client relationships, provide investment advice, support portfolio management, and communicate financial strategies for clients in wealth management.

The Director of Wealth Management will manage client relationships, oversee portfolio analysis, and provide customized financial strategies while supporting partners and conducting performance reviews.

Support investment team across alternative and public markets by monitoring funds, producing performance and market updates, contributing market commentary, performing financial modeling and due diligence, preparing Investment Committee materials, and assisting onboarding and client-facing investment materials.

Manage client relationships and support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and meeting preparation. Review non‑public alternative investments, construct performance and allocation reports with recommendations, provide investment advice and customized financial strategies, and deliver exceptional client service and quarterly performance reviews.

Provide operational and client-support functions for Partners including money movement, account setup and maintenance, client transaction communications, portfolio performance updates, database management, ad hoc project work, and compliance adherence. Participate in mentoring and educational sessions to grow toward more senior client-facing or operational roles over an 18-24 month timeframe.

Support partners and team with client relationship operations including money movement, account setup and maintenance, portfolio performance updates, database management, client communications for transactions, ad hoc project management, and compliance adherence. Participate in educational sessions and grow into more senior client-facing or operational roles.

The Senior Associate will manage client relationships, support operational functions, prepare for meetings, and facilitate trades while collaborating with the team to develop financial strategies.

Support partners and team with client-facing and operational tasks including money movement, account opening/maintenance, portfolio performance updates, database management, transaction communications, and ad hoc projects. Participate in training, follow compliance and confidentiality standards, and grow toward more senior client- or operations-focused roles.

Lead client relationship management and support Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, and customized financial strategies. Review alternative investments, prepare performance and allocation reports, provide investment advice in client meetings, handle client servicing and inquiries, and conduct quarterly performance reviews.

Support Partners with operational functions including money movement, account maintenance, client service, and performance reporting. Engage in client meetings and develop tailored financial strategies.