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Supports licensed wealth advisors by coordinating client meetings, preparing financial plans, gathering and analyzing client data, researching portfolios, preparing reports, managing account service tasks, and assisting with follow-up activities. The role develops technical, analytical, organizational, and client-service skills while preparing the employee for Series 65 licensure and eventual progression into a client-facing advisor position.

Serve as an embedded security partner to business, product, data, and technology teams. Assess architectures, conduct threat reviews, develop secure-by-design patterns, guide SaaS and vendor selection, and translate security requirements into practical controls. Support identity, infrastructure, AI workflows, data strategy, M&A integrations, and automated guardrails while enabling teams through training and collaboration.

Supports wealth advisors through client communication, meeting coordination, account maintenance, financial data gathering, planning software entry, financial projections, portfolio research, and preparation of reports and meeting materials. The role develops technical, analytical, organizational, and client service skills while preparing the analyst for Series 65 licensing and eventual progression into a client-facing advisor position.

Provides security architecture and enablement across SaaS platforms, APIs, custom applications, data integrations, cloud environments, and AI workflows. Partners with product, engineering, data, architecture, identity, infrastructure, enterprise, and procurement teams to conduct threat reviews, develop secure-by-design patterns, assess vendors, implement guardrails, and manage risks. Translates security requirements into practical solutions, supports enterprise data strategy and M&A integration, and mentors teams as a trusted security advisor.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Leads technology and analytics instruction for wealth management advisors. Designs and delivers monthly education on AI, automation, productivity tools, digital client experiences, and data-driven decision-making. Manages academy data, reporting infrastructure, attendance, assessments, completion, and technology adoption metrics. Identifies performance gaps, supports development plans, communicates insights to leadership, and partners with IT, Innovation, Compliance, and business units to ensure current tools, protocols, and regulatory requirements are reflected in training.

Supports financial advisors serving high-net-worth clients by assisting with onboarding, meeting preparation, client follow-up, account maintenance, financial plan modeling, data entry, and plan deliverables. The intern also helps with research, client service initiatives, business development ideas, and CRM and financial planning system use while developing advisory, communication, and relationship management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, client service, account maintenance, data entry, plan modeling, research, and follow-up. The intern uses financial planning and CRM software, prepares client materials, contributes to service and business development initiatives, and collaborates on special projects while developing advisory, communication, analytical, and relationship-management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, client follow-up, data entry, plan modeling, and CRM management. The intern also helps create client materials, conduct research, document activities, and contribute to client service and business development initiatives while developing foundational financial planning and relationship management skills.

Manages and implements options-focused investment strategies, monitors client accounts, researches holdings, develops tailored investment solutions, and executes trades across options, equities, and other asset classes. Responsibilities include portfolio rebalancing, account allocation, trade execution, process improvement, and communicating investment analysis and recommendations to advisors.