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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 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 is responsible for managing client relationships, ensuring high-quality service delivery, supporting business growth, and enhancing client experiences in wealth management.

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

The Relationship Manager I supports the Wealth Management team by ensuring service excellence, managing client relationships, and enhancing client engagement, while partnering with Wealth Advisors for strategic planning and service delivery.

The Wealth Advisor builds and deepens client relationships, offering tailored financial solutions through comprehensive analysis and expert collaboration, while adhering to regulatory policies.

Develop and manage a regional sales pipeline to acquire and convert wealth management clients. Engage prospects via Zoom, phone, and in-person, craft tailored solutions using firm resources, and drive client-focused growth while collaborating across teams and representing the firm.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

The Tax Manager will lead client relationships, prepare tax returns, manage tax projections, and mentor junior staff while ensuring compliance for high-net-worth clients.