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Supports the client experience management team through business analysis, strategic planning, operational improvement, meeting coordination, executive briefings, Salesforce documentation, business development materials, market research, reporting, and special projects. The role collaborates with senior leaders and stakeholders, tracks client and prospect activity, develops thought leadership content, and identifies data-driven opportunities to improve business performance within a private wealth management firm.

Supports the compliance program for a multi-family office and investment advisory firm. Responsibilities include Code of Ethics monitoring, electronic communications surveillance, regulatory filings, risk assessments, audits, testing, remediation, compliance training, client and investor onboarding oversight, vendor management, cybersecurity and information security compliance, reporting, and cross-functional projects. The role requires experience with wealth management, private fund advisers, SEC regulations, investment adviser filings, and compliance program operations.

Own and operate the end-to-end business development engine: source, research, qualify, and route opportunities; build materials and playbooks; manage CRM pipeline; produce dashboards and reports; support strategic initiatives and leadership communications.

Leads philanthropic and impact advisory engagements for ultra-high-net-worth clients and institutions. Advises on philanthropic strategy, governance, grantmaking, impact investing, family dynamics, and legacy planning while integrating these priorities with broader financial objectives. Builds client trust, manages complex initiatives, develops external partnerships, trains colleagues, and helps scale the firm’s Impact Advisory practice.

Nine-week summer program supporting investment, portfolio, and financial analysis within a wealth management advisory team. Responsibilities include asset allocation research, scenario modeling, wealth projections, client reporting, portfolio activities, financial tool development, presentations, and strategic projects. Analysts collaborate across the firm, use Excel and emerging AI technologies, participate in training and coaching, and present a capstone recommendation. The role is designed for rising college seniors graduating in 2028.

Support People Team priorities through project management, workforce analytics, talent program design and implementation, and operational execution. Build stakeholder partnerships, deliver reporting and engagement insights, and help evolve HR programs and processes. Role will grow into broader business partner and organizational support responsibilities over time.

The Financial Analyst will support clients by generating investment reports, conducting macroeconomic research, performing due diligence, and managing daily portfolio operations.

The Senior Associate will build and extend the data platform and AI applications, focusing on data engineering, cloud infrastructure, and AI development.