Top Tech Jobs & Startup Jobs

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

The Relationship Manager I oversees client experiences and service delivery, collaborates with Wealth Advisors, and drives client engagement and retention efforts in wealth management.

Serve as a client-facing Relationship Manager supporting Wealth Advisors by ensuring consistent delivery of service commitments, managing client workflows, resolving client issues, tracking satisfaction and KPIs, supporting onboarding and business development, and partnering across internal teams to improve service delivery and retention.

Act as primary trusted advisor for 150–250 clients: onboard and transition clients, deliver financial planning modules, advise on investments, tax, estate and insurance, support regional leadership, manage client communications and retention, and travel for client meetings and trainings (up to 50%).

Prepare comprehensive financial plans using planning software and firm tools, analyze cash flow, investments, retirement, Social Security, tax and estate needs, collaborate with advisors and specialists, manage client documentation, improve workflows, and support integrated wealth strategies.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.

Provide advanced financial planning support to HNW/UHNW clients and advisors: prepare and maintain plans, co-present, coordinate Wealth Solutions deliverables, identify opportunities, and produce thought-leadership and training materials.

The Sr. Tax Associate I will prepare tax returns and projections for high-net-worth clients, ensuring clear communication and tax compliance services without billable hour pressures.

The Wealth Advisor builds client relationships, identifies financial goals, and develops tailored recommendations while ensuring compliance and acting as a fiduciary. They leverage in-house experts for comprehensive financial solutions.

Drive regional wealth-management sales by engaging prospective clients (virtual, phone, in-person), owning and converting the sales pipeline, presenting tailored financial solutions, leveraging firm resources, building and nurturing client relationships, and pursuing personal and regional growth opportunities while meeting travel and scheduling needs.