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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.

Support a Senior Wealth Advisor serving ultra-high-net-worth clients by preparing comprehensive financial plans, coordinating with tax/estate/portfolio teams, managing client meeting deliverables, and gradually gaining client ownership while ensuring compliance and a high-touch client experience.

Lead product ownership for Advisor Experience, owning roadmap from discovery to delivery. Build integrations and AI features (Aspen AI, client portal), deliver advisor capacity and transition tools, work with engineering/design/data and external partners, and drive Client Excellence KPIs (Net Revenue Retention, NPS, advisor retention, transition success).

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

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.

Serve as a client-facing Relationship Manager I to ensure consistent delivery of the firms service model, support Wealth Advisors with practice management, track client satisfaction and KPIs, resolve client issues, lead follow-up on action items, support growth and onboarding, and collaborate across internal teams to enhance client experience and retention.

Serve as a client-facing relationship manager supporting Wealth Advisors by ensuring consistent service delivery, managing workflows and client touchpoints, driving retention and growth, coordinating cross-functional teams, tracking satisfaction and KPIs, and assisting with onboarding and business development.

Support a Senior Wealth Advisor delivering comprehensive financial planning and investment management to ultra-high-net-worth clients. Prepare and follow up on client meetings, develop financial plans and recommendations, coordinate with portfolio, tax and estate specialists, and help grow client relationships. Ensure compliance, translate complex concepts into client-friendly materials, and gradually take on increased client ownership.

Manage and elevate client service for wealth management teams by ensuring consistent service delivery, coordinating advisor workflows, tracking satisfaction and retention metrics, resolving client issues, supporting business development and onboarding, and collaborating across planning, operations, and compliance to enhance client relationships and practice growth.