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Leads a local wealth-management office while serving as a senior advisor to high-net-worth clients. Responsibilities include office and team management, client relationship administration, estate and wealth-transfer planning, business development, professional networking, vendor oversight, hiring, community engagement, and coordination with investment and advisory professionals. The role requires extensive client contact, account administration knowledge, new-business generation, and travel to clients and referral sources.

Manage monthly and annual close activities for assigned entities, including journal entries, reconciliations, financial statements, tax filings, investment activity, budgets, and audit support. The role coordinates with clients, tax advisors, accountants, fund administrators, and other providers while maintaining accurate intercompany balances and resolving discrepancies. It also reviews invoices and payments, supports alternative investment and K-1 reporting, and provides financial analysis and client communications.

Supports Client Advisors with trust and investment account management, transaction coordination, asset transfers, beneficiary payments, tax-related information, client records, reporting, presentations, and business development activities. The role provides high-touch service to clients, beneficiaries, advisors, and internal teams while managing detailed administrative tasks, deadlines, and special projects.

Leads high-net-worth client relationships, delivers customized trust and wealth management solutions, coordinates internal specialists, oversees account administration and reviews, and drives new business through professional networking and prospect development. The role requires expertise in trusts, estate planning, fiduciary accounting, finance, real estate, taxes, and legal documents, along with supervisory responsibility and travel to clients and referral sources.

Summer 2027 finance internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, market and company research, portfolio analysis, performance tracking, and custom reporting. Interns will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; assist with client presentations and events; synthesize investment research; and present a major project to the Investment team.

Summer 2027 internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, performance tracking, and custom report creation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel, assist with client presentations and events, synthesize investment research, and present a major project to the Investment team.

Summer 2027 wealth management internship supporting Client Advisors and Portfolio Managers. Responsibilities include account management, financial modeling, cash flow and balance sheet analysis, portfolio monitoring, market and company research, performance tracking, investment research, and client presentation preparation using Salesforce, Addepar, Bloomberg, FactSet, and Excel.

Summer 2027 finance internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, performance tracking, and custom client reporting. Interns will use Salesforce, Addepar, Bloomberg, FactSet, and Excel, assist with presentations and client events, synthesize investment research, and present a major project to the investment team.

Summer 2027 finance internship supporting client advisors and portfolio managers through account management, financial modeling, market and company research, portfolio analysis, performance tracking, custom reporting, and client presentation preparation. The role also includes Salesforce data organization, administrative support, research presentations, and a major investment-related project. Candidates should demonstrate strong academics, quantitative ability, advanced Excel and Microsoft Office skills, communication, intellectual curiosity, and interest in wealth management.

Summer 2027 finance internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, cash flow and portfolio analysis, market and company research, performance tracking, and custom reporting. Interns will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; prepare client presentations; organize investment research; attend client events; and present a major project. The role requires strong academics, analytical ability, communication skills, Excel proficiency, and interest in wealth management.