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The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

The Associate Vice President of Community focuses on market-level growth through community engagement, supporting events, and developing partnerships, aiming for career progression to a full RVP role within a year.

The Client Development Coordinator provides administrative and operational support to the regional team, coordinating meetings, preparing materials, managing data, and enhancing client outreach efforts.

The Regional Vice President builds client relationships and drives sales in wealth management, managing the sales pipeline and ensuring a tailored client experience.

The Regional Vice President builds client relationships, drives sales, and provides tailored wealth management solutions in a collaborative environment.

The Community AVP role involves supporting community growth through prospecting, engagement, event support, and collaboration with advisors. This position is a developmental pathway to a Community RVP role, emphasizing mentorship and structured growth while managing community engagement and pipeline activities.

Serve as primary investment contact for Wealth Advisors: consult on portfolio strategy, manage implementations, support firm integrations, draft Envestnet proposals, audit portfolios, train new hires, and collaborate with Operations, Trading, Compliance, and Portfolio Management to meet SLAs and support business development.

Support tax team operations by onboarding new tax clients, entering and verifying client data, generating fee quotes, assisting billing/invoicing, supporting employee onboarding and integrations, monitoring workflow and data integrity, communicating with clients and stakeholders, and performing general administrative and process improvement tasks.

The Tax Associate prepares income tax returns, projections, and analysis for high-net-worth clients and collaborates with the tax team for client service.

The Wealth Advisor manages 150-250 clients, providing financial planning and client service while supporting business development efforts in a team environment.