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The Associate Director, FP&A will lead financial analysis, budgeting, forecasting, and profitability evaluations to optimize business operations and insights across client segments.

The Associate Director, FP&A drives analytical rigor in profitability analysis, budgeting, forecasting, and cash flow management, supporting M&A and operational efficiency insights.

Support the Client Advisory team with client service, operations, preparing documentation, problem-solving, and mentoring junior staff. Communicate with clients and prepare performance analysis and presentations.

The role involves preparing tax returns, managing client financial information, and supporting tax and financial planning for high net worth families.

The Associate Director manages Personal CFO services for ultra-high-net-worth individuals, overseeing financial administration, cash flow analysis, and multi-entity accounting, while ensuring client satisfaction and operational improvements.

Assist a Client Advisory Team with client service, daily operations, administrative tasks, and prepare performance analysis and presentations.

Assist the Client Advisory Team with client service, daily operations, and administrative duties. Responsibilities include preparing performance analyses and client documentation related to investment strategies.

Support portfolio managers on investment portfolios for high-net-worth clients by producing performance reports and presentations, providing client service, assisting with portfolio construction and transactions, coordinating estate-planning activities, and using tools like Excel, PowerPoint, Addepar, and Salesforce while adhering to firm and regulatory policies.

Support a senior advisor team serving ultra-high-net-worth clients by executing private investment transactions, managing account openings and onboarding, coordinating AML/KYC and tax documentation, handling wires/journals/reconciliations, and communicating with clients, custodians, and internal teams to ensure timely, accurate operational execution.

The Director of Client Advisory manages client relationships, supports investment implementation, oversees operations, and mentors junior staff in a wealth management firm.