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Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Support portfolio management for clients across Asia: assist with asset allocation, portfolio construction, manager research and selection, quantitative analysis, performance reporting, client Q&A, and regional business development including RFPs and pitch materials.

Drive client acquisition and growth in the Southeast by developing business development strategies, identifying and engaging prospects (endowments, foundations, pensions, private clients), managing relationships, updating CRM, coordinating with investment, client service and marketing teams, representing the firm at events, and mentoring junior staff to support firm-wide growth objectives.

Lead business development and client engagement for global insurance within the RIG practice. Conduct research, respond to RFPs, prepare proposal and briefing materials, coordinate meetings and rehearsals, update CRM, support regional brand-building and events, and collaborate with investment, marketing, legal, and finance teams to drive revenue and client growth.

Manage and validate investment manager data, engage with external managers and vendors, update internal databases, investigate and resolve data exceptions, support cross-functional requests, lead outsourced data entry quality, create training/documentation, identify process improvements, and use Excel and IT partnerships to ensure data integrity.

Support Investment Directors with capital markets and manager research, prepare client presentations and due diligence reports, participate in fund manager meetings, interface with clients, and contribute to investment strategy and portfolio construction analysis, with emphasis on Private Investments.

Provide high-level administrative support to Investment Directors and team, including extensive calendar management, complex travel booking, meeting logistics, preparing materials and correspondence, research, expense and timesheet reconciliation, CRM and Box file management, virtual meeting support, mentoring junior admin staff, and special projects while maintaining confidentiality and firm standards.

Lead and manage bespoke investment portfolios for ultra-high-net-worth clients, driving asset allocation, manager selection, risk management, performance monitoring, client engagement, team leadership, and business development. Serve as senior investment leader and mentor while building referral networks and representing the firm externally.

Support 6–10 client portfolios with quantitative and qualitative analysis, prepare presentations and investment memos, reconcile performance reporting, perform attribution analysis, review manager portfolios, and assist with investment transactions and client requests while managing multiple projects.

Serve as the front-line receptionist supporting Arlington workplace operations: greet visitors, manage calls and badges, coordinate catering and meetings, maintain common areas and vendor/contact records, assist with new-hire orientations, and report facilities/IT issues to staff to ensure smooth daily operations and excellent customer service.