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Supports Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, custom reporting, performance tracking, and client presentation preparation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; analyze investment and economic data; assist with client events and administrative tasks; and complete a major research project for the investment team.

Provides wealth-management client advisory services for high-net-worth families, including trust and estate-related administration, account management, investment review coordination, asset transfers, and cross-department collaboration. Develops new business through prospecting and professional networks, supervises account processes, supports client meetings, prepares documentation and reviews, and delivers personalized service. Requires extensive industry experience, strong business development capability, client-service skills, and knowledge of trusts, investments, tax coordination, and family office services.

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.

Manage diversified client portfolios (equities, fixed income, cash, alternatives) within guidelines; make and implement investment decisions; maintain allocations; participate in investment meetings; meet and present to clients and prospects; drive business development and collaborate with Client Administrators.

Senior client advisory role delivering wealth management, fiduciary, trust and estate services for high-net-worth families. Drive new business development, supervise client account administration, coordinate tax, operations and investment teams, participate in investment reviews, and provide high-touch client service. Serve on internal committees and mentor staff.

Lead client advisory and business development for high-net-worth individuals and families. Provide trust and estate planning expertise, coordinate across tax, investment, operations, and legal teams, supervise client account processes, participate in investment meetings and reviews, and deliver high-touch client service while meeting new-business revenue goals.

Manage diversified client portfolios (equities, fixed income, cash, alternatives) within guidelines; make and implement investment decisions; meet and present to clients and prospects; participate in investment meetings and business development; collaborate with client administrators and contribute to firm growth.