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Lead product strategy, roadmap, and execution for the Regis UHNW platform. Drive discovery, workflow and solution design, partner with engineering and advisory teams, manage cross-functional alignment, and measure adoption and client/advisor experience improvements.

Consult with Wealth Advisors on portfolio strategy and implementations, support integration of acquired firms onto the investment platform, create investment deliverables for prospects, manage and audit workflows, coordinate with Operations, Compliance, Trading and Portfolio Management, lead training and present investment topics, and ensure implementations meet target portfolio objectives.

The Relationship Manager I focuses on delivering excellent client service, partnering with Wealth Advisors, managing client relationships, and supporting client retention and business growth initiatives.

The Relationship Manager I ensures excellence in client service within Wealth Management, supporting advisors and enhancing client relationships through strategic partnership and oversight of service workflows.

Provide administrative and operational support for brokerage operations including processing routine account transactions, client onboarding, data integrity across Junxure/Laserfiche/Aspen, account transfers, fielding client calls, front desk coverage, and following established workflows while escalating complex issues and participating in training.

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.

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

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).