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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.

The Regional Vice President builds client relationships, drives sales, and provides tailored wealth management solutions in a collaborative environment.

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.

Support a Senior Wealth Advisor serving ultra-high-net-worth clients by preparing and delivering comprehensive financial plans, coordinating across investment, tax, and estate specialists, managing client meeting prep and follow-up, and progressively taking on client ownership while ensuring compliance and high-touch client service.

The Wealth Advisor deepens client relationships, develops tailored financial solutions, ensures compliance, and acts as a fiduciary while leveraging an internal team of experts.

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%).