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Supports Wealth Advisors with client onboarding, account openings, cash transfers, reporting, financial planning analysis, CRM maintenance, client meetings, research, and development of personalized wealth and investment recommendations. The role manages client service requests, prepares meeting materials, maintains Salesforce and eMoney records, and helps build comprehensive financial plans. New graduates receive four weeks of in-person training and preparation for the Series 65 examination.

Analyzes and maintains client and account data to support accurate financial reporting and business decisions. Responsibilities include maintaining data quality, building reports and dashboards, supporting data requests, documenting data definitions, partnering with business teams, and improving reporting efficiency. The role requires Excel, reporting and visualization tools, SQL, strong analytical skills, clear communication, and familiarity with AI tools such as Claude and ChatGPT.

Review and sign complex individual and business tax returns for high-net-worth clients, lead integrated tax planning discussions, prepare projections, and advise clients and financial advisory teams. The role also mentors junior staff, supports client relationship development, ensures compliance, and improves tax workflows. Candidates need substantial experience with private equity, executive compensation, complex K-1s, multi-state filings, high-net-worth individuals, and family entities, plus CPA, EA, or JD credentials.

The Content Editor leads editorial production for Central Solutions and Institutional content, including thought leadership, collateral, webinars, videos, graphics, and executive bylines. Responsibilities include sourcing and interviewing subject matter experts, writing and editing, managing stakeholder and compliance reviews, maintaining the content calendar, coordinating production, tracking performance, and refreshing published materials. The role translates complex investment concepts into accessible content and uses AI tools responsibly in a regulated environment.

Sources and evaluates startup investment and commercial partnership opportunities for corporate venture capital clients. Responsibilities include meeting founders, assessing business plans and pitches, developing entrepreneur relationships, researching industries and market trends, tracking deal flow, supporting due diligence, and assisting with transaction closings.

Serves as the first point of contact for clients and visitors while providing tax administrative support. Responsibilities include phone and email communication, document scanning and filing, mail and shipping coordination, tracking tax return statuses and authorizations, client onboarding, invoicing support, workflow coordination, meeting planning, process improvement, and office supply management.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, investment portfolios, tax planning research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate on projects, and gain exposure to senior leadership and registered investment advisory operations.

Leads onboarding and implementation of workplace financial counseling programs, developing standardized processes, playbooks, training, and operational frameworks. Coordinates corporate stakeholders, advisors, marketing, billing, communications, and internal teams. Uses engagement data and advisor feedback to improve utilization, recommend engagement strategies, and identify corporate expansion opportunities.

Develops comprehensive financial and wealth plans, analyzes client data, creates recommendations and scenarios, supports Wealth Advisors, and assists with client meetings. Maintains Salesforce CRM and eMoney planning software, prepares review materials, conducts research, tracks planning metrics, manages follow-ups, resolves client questions, and supports recommendation implementation and financial planning marketing content.

Supports fund accounting and operations for client investment portfolios. Responsibilities include monitoring correspondence, managing investment documents and reminders, assisting with trade settlement and margin management, maintaining information and access records, supporting operating expense processes, reviewing monthly account closings and reports, and completing ad hoc operational projects.