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Partners with Financial Advisors to support ultra-high-net-worth clients through customized portfolio construction, asset allocation, and traditional or alternative manager selection. Develops advisor relationships, supports business development, identifies opportunities to deepen client relationships, and coordinates wealth solutions including lending, trust and estate planning, philanthropy, and business sales. Provides investment expertise informed by the Chief Investment Office and collaborates with specialists across the firm.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and Market Executives. Drives brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet-share expansion. Coaches advisors, leads pipeline reviews, supports client and prospect meetings, presents advisory solutions, tracks performance, and collaborates with market leadership. Requires strong investment knowledge, consultative sales ability, communication skills, CRM proficiency, securities licenses, and regular territory travel.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leaders. Identifies opportunities, drives brokerage-to-advisory conversions, acquires assets, expands wallet share, coaches advisors, supports client and prospect meetings, manages pipelines, and tracks performance. Requires investment advisory knowledge, consultative sales ability, strong presentations, CRM and reporting proficiency, regular territory travel, and securities licenses or the ability to obtain them.

Partners with Financial Advisors to support ultra-high-net-worth clients through customized portfolio construction, asset allocation, and traditional or alternative manager selection. Develops advisor relationships, supports business development, leads new-money portfolio opportunities, and coordinates specialists across lending, trust and estate planning, philanthropy, and business services. Provides investment expertise and client-specific guidance informed by the Chief Investment Office.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and Market Executives. Drives new asset acquisition, brokerage-to-advisory conversions, referrals, retention, and wallet-share expansion. Leads opportunity reviews, coaches advisors on advisory positioning, joins client meetings, supports recruiting and events, and uses pipeline data to prioritize activity. Requires strong investment knowledge, consultative sales ability, communication skills, territory ownership, and relevant securities licenses.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leaders. Identifies opportunities, drives brokerage-to-advisory conversions, acquires new assets, expands wallet share, and improves retention. Coaches advisors on advisory positioning, supports client and prospect meetings, leads pipeline reviews, contributes to recruiting and events, and tracks performance using data and sales tools. Requires substantial financial services experience, investment knowledge, strong consultative selling skills, and securities licenses or timely licensing eligibility.

Provides comprehensive financial guidance, develops and manages client relationships, identifies needs, recommends banking and investment solutions, and conducts client reviews. The role includes structured training and required licensing through the SIE, Series 7, and Series 66 exams, followed by work in a financial center supporting banking, investment, and referral activities.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and Market Executives. Identifies opportunities, drives brokerage-to-advisory conversions, supports new asset acquisition and client retention, coaches advisors, participates in client meetings, manages pipelines, and tracks performance. Requires strong investment knowledge, consultative sales ability, presentation skills, CRM proficiency, and securities licenses or the ability to obtain them.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leaders. Identifies opportunities, drives brokerage-to-advisory conversions, acquires assets, expands wallet share, coaches advisors, supports client and prospect meetings, manages pipelines, and tracks performance. Requires strong investment knowledge, consultative sales ability, relationship-building skills, CRM proficiency, regular territory travel, and applicable securities licenses.

Leads AI and policy governance, business controls, risk oversight, and quality assurance within a financial-services enterprise. Responsibilities include managing AI opportunity pipelines, coordinating risk assessments and approvals, monitoring and testing controls, overseeing remediation, developing governance routines and reporting, supporting audits and regulatory exams, and advising senior stakeholders on operational risk, compliance, and responsible AI adoption.