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Support client teams in managing individual, family, and trust portfolios, while developing strategic advice and building professional relationships.

The Strategic Advisory Associate supports client relationship management, develops strategic advice, assists in business development, and engages in tax planning and investment strategies.

The Private Client Relationship Associate provides customized client service, manages accounts, coordinates workflows, and supports client requests within investment management.

The Workday Financials Architect will lead the design and optimization of Workday Financials, manage requirements gathering, and oversee project delivery within an Agile framework.

The Senior Business Analyst will support strategic planning and execution for the Private Client, Endowments and Foundations Business, leading cross-functional initiatives and enhancing decision-making processes for leadership.

Provide comprehensive administration and client service for high-net-worth families and family offices, managing accounts, trust and fiduciary matters, client communications, customized reporting and analyses, meeting coordination, cash processing oversight, and collaboration with portfolio managers and outside advisors to resolve inquiries and support complex multi-entity client relationships.

Design and develop enterprise software solutions, enhance existing systems, provide Level 2 support, improve processes, and mentor team members.

The Senior Relationship Associate engages directly with clients, coordinating their needs, managing onboarding, and ensuring timely resolution of inquiries. This role collaborates with various teams to deliver tailored service and supports investment and trust activities.

The Private Client Relationship Associate provides client service support, manages accounts, executes cash management, and coordinates with various internal teams to ensure comprehensive service delivery.

The Operations Analyst will manage processes within Addepar, onboard clients, generate reports, analyze investment data, and troubleshoot operational issues.