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The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.

Develop and maintain client relationships, provide holistic investment planning, collaborate with other advisors, and mentor junior associates while achieving growth in a supportive environment.

Oversee equity and fixed income portfolio construction, performance, and research; recommend strategy changes to the Investment Committee; mentor junior team members; conduct manager due diligence and research; liaise with trading, client advisory, operations, compliance, and marketing; support sales and client communications; manage third-party SMA relationships.

Provides operational support across client advisory, service, compliance, investments, and accounting teams. Manages client paperwork, supports quarter-end processes, resolves operational issues, and improves onboarding and documentation workflows. The role will develop expertise in Tamarac Reporting and Practifi CRM while using Excel, SQL, Claude, and automation tools to streamline processes and build AI-enabled workflows with appropriate quality controls.