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Lead client relationships as a Personal CFO, designing and managing comprehensive wealth plans covering investments, estate, tax, risk, and cash flow. Acquire and grow client relationships, collaborate with internal teams and external partners, lead a local service team, support business development, coach teammates, and represent the firm at events to drive retention and referral growth.

The Engineering Manager will lead a software engineering team, make architecture decisions, drive delivery, and contribute hands-on to application builds while modernizing integrations and ensuring engineering standards.

Support client onboarding, account maintenance, and money movement; manage CRM data integrity (Salesforce); monitor custodial alerts; research and resolve account/data discrepancies; follow workflows and document policies; partner with operations leadership on process improvements and provide timely support to Client Service teams.

Build and maintain BI reporting and workflow apps (Sigma, Power BI, Salesforce); translate operational workflows into data solutions; QA data integrity; perform ad-hoc analysis; document metrics and empower end users to adopt data-driven practices.

The Lead Advisor will manage client relationships, implement wealth management plans, expand community outreach, and lead a local service team to ensure client satisfaction.

As a Lead Advisor, you will manage client relationships, develop wealth management plans, and lead a local service team to enhance client satisfaction. Qualifications include a degree, CFP® designation, and 6+ years of experience in financial planning.

The Business Development Specialist will support the sales process, manage client information, create proposals, and ensure performance reporting, driving company growth.

The Senior Software Engineer will design and deliver integrations, manage ETL pipelines, develop SQL models, and partner with business leaders to enhance operational efficiency.

The Lead Advisor acts as a personal CFO for clients, guiding them in wealth management, estate planning, and investment strategies while fostering community relationships and managing a local service team.

The Sr. Systems Engineer is responsible for developing and maintaining scalable, resilient infrastructure across hybrid IT environments, focusing on Azure, AWS, and M365 services while ensuring strong cybersecurity practices.