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Manage day-to-day client service teams, act as primary client contact, review portfolios, prepare deliverables (CNA, SAA, VFA), recommend strategies, approve trades and rebalances, execute post-meeting actions, coordinate with Tax/Investments/Estate Planning, mentor team members, and maintain CRM and Wealth Management Scorecard.

Manage client service team workflows and client communications; analyze portfolios and prepare comprehensive planning deliverables; recommend strategies, approve trades, execute implementations, mentor team members, and coordinate with tax, investment, and estate specialists.

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 Business Development Specialist will support sales processes, manage pipelines, conduct prospect research, and develop proposals while ensuring team targets are met.

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.

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.

The Director of Enterprise Systems will oversee technology operations, team leadership across engineering, cloud platforms, and managed services, while ensuring compliance and governance in a regulated environment.

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 Private Equity Associate, you will source and manage investment opportunities, conduct due diligence, support portfolio investments, and assist client service teams.

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.