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The Operations Unit Manager oversees client fee records management, leads a small team, develops procedures, audits submissions, and prepares fee reports for senior management.

The role involves managing client relationships, business development, coordinating with departments, and supervising account processes while ensuring compliance with legal and financial regulations.

The Vice President, Portfolio Manager will manage client portfolios, implement investment strategies, and contribute to business development efforts while maintaining client relationships and communication.

The Vice President, Portfolio Manager is responsible for managing client portfolios across various asset classes, conducting research, and driving business development efforts to meet client objectives and grow the firm's revenues.

Lead high-net-worth client relationships and new business development for a multi-family office. Advise on trust, estate and fiduciary matters; coordinate with tax, operations, investment and insurance teams; supervise account opening/closing and client administration; participate in client investment meetings and periodic reviews; provide extensive personalized client service and support internal committees.

The Client Advisory Associate supports Client Advisors in account management and business development, ensuring high-quality client service and operational efficiency in trust and investment management accounts.

Support Senior Client Advisors with trust and investment account management, coordinate transactions with Trust Operations and Investments, prepare reports and client materials, calculate trust payments, coordinate tax information, maintain client records and databases, assist with account reviews and special projects while providing high-touch client service.

Coordinate and manage tax documentation and return deliverables with third-party vendors and client advisors. Maintain project files and workflow tools, prepare Excel-based reports, facilitate tax payments and filings, and assist with retirement account documents and special projects.

The Investment Associate supports Portfolio Managers by preparing reports, conducting portfolio analysis, researching investments, and inputting trades, fostering collaboration within the Investment Department.