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The role involves partnering with executives on FP&A initiatives, managing budget processes, leading analytical projects, and creating presentations.

Serve on a client relationship team managing ultra‑high‑net‑worth clients' investment and financial plans. Prepare meeting materials, analyze complex wealth topics, respond to client inquiries, support new business development, and drive process improvements. Participate in client meetings and act as a primary contact for some clients.

Serve as a client-facing VP on a relationship team, managing investment and financial plans, preparing presentations and reports, supporting client meetings and inquiries, driving process improvements, and aiding new business development.

The VP will manage client investment plans, prepare presentations, analyze wealth management topics, assist in client meetings, and support business development activities.