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The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.

The Tax Manager leads client relationships, prepares and reviews tax returns, and provides tax compliance services for high-net-worth clients, mentoring junior staff.

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.

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.

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).

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.