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Manage end-to-end client onboarding for wealth management accounts: prepare and process custodial and transfer paperwork, coordinate signatures, manage ACATs/rollovers/wires, provide client service, and collaborate with internal teams to ensure timely account setup and funding.

Provide tax compliance and planning for high-net-worth individuals and families, prepare and review individual, fiduciary, nonprofit, and entity tax filings, research complex tax issues, support time-sensitive client requests, and collaborate within a small integrated family office team.

Prepare financial plans, investment reports, tax and estate analyses; gather client data; support Wealth Advisors in client meetings; document tasks and coordinate service execution; manage simple projects and learn complex planning; build community and COI relationships.

Lead and support end-to-end strategic and operational projects for the Institutional Relationships team. Develop project plans, coordinate cross-functional workstreams, track KPIs, prepare executive presentations and dashboards, conduct research and analysis, support change management, and partner with data/reporting to build models and visualizations that inform operational decisions and improve client experience.

Manage and support enterprise network infrastructure including firewalls, VLANs, routing/switching, wireless, VPNs and monitoring. Deploy new office network hardware, perform cabling and ISP turn-up, and participate in change management. Provide operational support for Cisco ISE and Firepower environments, troubleshoot using packet-capture tools, maintain documentation, and collaborate with Security, Infrastructure, and End User Services teams.

Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.

Support advisors with client onboarding, reporting, and basic financial reporting. Perform administrative tasks, prepare client summaries, interact with custodians, and follow established processes while learning wealth management concepts under close supervision.

The Senior Data Engineer will oversee data operations, design scalable data pipelines, ensure data quality, and support cross-functional data initiatives.

Lead and oversee the firm's tax functions: ensure compliance, manage client tax planning and filings, coordinate with advisors, and support team operations. Specific duties not detailed in posting.

The Data Operations Analyst manages data integrity and operations, supports data conversion for mergers and acquisitions, and documents policies and processes.