Build and maintain integrations and automations connecting CRM, Microsoft 365, e-signature, custodial/banking systems and reporting. Use LLMs (Claude) and automation tools to extract, process, and verify document-heavy workflows with human-in-the-loop review, monitoring, and auditability, within security and compliance frameworks. Partner across teams and help set AI/automation standards.

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

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