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Supervise operational, business, client-risk, regulatory-review, and compliance activities across Private Wealth offices. Review transactions, exception requests, correspondence, social media communications, and complaints; escalate issues and support risk management. Manage communications and quality-control reporting, lead account transitions, resolve errors, and collaborate with legal, compliance, operations, portfolio management, and senior leadership. Assist with projects and analysis while maintaining strong client-service and policy knowledge.

Provides senior administrative and executive support to financial advisors and leadership. Responsibilities include managing calendars, coordinating complex meetings, preparing presentations and reports, handling client communications, maintaining databases, reconciling expenses, coordinating office needs, supporting special projects and marketing, and training new team members. The role requires exceptional organization, communication, client service, attention to detail, and flexibility for overtime.

Manages Private Wealth Management client service and sales support functions in Los Angeles. Responsibilities include recruiting and developing teams, partnering with wealth advisors and leadership, implementing procedures, resolving service issues, managing operational and client risk, approving transactions and exceptions, and overseeing resources and headcount.

Oversee daily cash and position reconciliations across investment portfolios, resolve complex breaks, monitor overdrafts and market values, and coordinate with portfolio managers, sales teams, custodians, and vendors. The role analyzes root causes, maintains oversight controls, leads process improvements and automation initiatives, and manages operational escalations while ensuring accurate, timely delivery of investment operations processes.

Supports an external wholesaler in selling and servicing mutual funds and separately managed accounts across an assigned U.S. retail territory. Responsibilities include client calls, relationship building, sales and servicing strategy, competitive analysis, opportunity development, client request fulfillment, and collaboration with internal and external partners. The role is hybrid, includes periodic regional travel, and requires securities registrations.

Leads organizational development and employee experience programs, including engagement surveys, onboarding, recognition, talent metrics, and AI-related initiatives. Develops program strategies, partners with technology and communications teams, manages vendors, supports change management, analyzes survey data, and aligns business-unit talent strategies with enterprise goals. The role requires strong leadership, Workday expertise, vendor management, and at least 10 years of related experience.

Deliver consolidated wealth management reporting throughout the Addepar servicing lifecycle, including client onboarding, account setup, data validation, quality control, report production, platform maintenance, and case resolution. Investigate discrepancies, coordinate with custodians and vendors, support Financial Advisors and clients, document procedures, improve processes, and communicate technical findings and resolutions clearly.

Support Financial Advisors by providing portfolio analysis, account maintenance, client meeting preparation, asset allocation recommendations, and client relationship management while participating in a comprehensive Associate Development Program.

Manage daily valuation and pricing of complex OTC derivatives by validating models, investigating anomalies, verifying prices and curves, resolving discrepancies, and communicating findings to investment, risk, audit, and external stakeholders. Maintain valuation controls, monitor regulatory changes, coordinate with vendors, and support onboarding of new markets and instruments. Use Excel, Python, or VBA to automate workflows and improve pricing operations.

Manage and optimize the Salesforce CRM for the Client Group: triage production support, administer users and security, configure objects/flows/reports/dashboards, manage releases and CI/CD pipelines, ensure data quality, and support business users globally.