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Manage and maintain client reporting templates, portal views, and data workflows for wealth management clients. Execute monthly and quarterly reporting cycles, support advisors and client service teams, monitor data feeds (security master, allocations, returns), and perform quality assurance to ensure reporting integrity. Partner with Advisory, Investments, Compliance, and Platforms teams to drive the reporting roadmap.

Lead M&A due diligence and integration planning, synthesize diligence into actionable integration roadmaps, manage cross-functional execution, support strategic growth initiatives, prepare executive presentations and reports, and coordinate with HR, Finance, Operations and Technology to drive client solutions projects to completion.

The Manager, Personal CFO oversees financial management for high-net-worth clients, including accounting, cash management, and team leadership while ensuring high-quality service and operational excellence.

Manage and lead a team of data engineers, oversee data pipeline development, ensure data quality, and support analytics initiatives in financial services.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meeting action items, coordinating service execution, and developing planning skills while interacting with custodians and planning software.

The Client Success Specialist II manages client requests, coordinates communication between clients and advisors, and supports data input and reports generation, ensuring high-quality client service.

Manage daily office operations, facilities, reception, vendor relationships, and visitor experience. Support onboarding, events, safety/compliance, basic IT/AV troubleshooting, expense tracking, and special projects to maintain a professional, functional workplace.

Manage end-to-end client onboarding including account setup, paperwork preparation and processing, coordinating signatures, managing asset transfers (ACATs, rollovers, wires), providing client support, and collaborating with internal teams to ensure timely completion.

Design, build, and operate Azure cloud infrastructure and landing zones; automate infrastructure with Terraform and CI/CD; support Kubernetes, serverless, monitoring, backup, DR, security/compliance, incident response; mentor junior engineers and drive reliability and automation improvements.

Provide advanced wealth planning for high- and ultra-high-net-worth clients, creating tailored analyses and recommendations across tax, estate, trusts, retirement, charitable, asset protection, business succession, and concentrated stock strategies. Partner with Wealth Advisors and external advisors, support business development, mentor planners, contribute thought leadership, and communicate complex concepts to clients and teams.