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Supports senior advisors in delivering customized financial planning and portfolio management for high-net-worth clients. Develops and revises plans covering retirement, tax, estate, insurance, risk management, and investments; maintains detailed CRM records; learns the firm’s technology and custodian platforms; supports client relationships, business planning, strategic initiatives, and cross-functional projects.

Develop new business with high-net-worth clients through networking, referrals, and strategic partnerships. Maintain a prospect pipeline, schedule meetings, and expand referral networks while learning investment management and supporting existing client relationships. Assist senior advisors with client needs, portfolio strategy, communications, and high-touch service delivery.

Provides accounting, financial reporting, and analysis services for client accounts. Responsibilities include accounts payable and receivable, payroll, general ledger reconciliation, financial statement preparation, forecasting, month-end and quarter-end close support, investment transaction recording, audit coordination, and client communication. The role manages multiple engagements, maintains accurate financial records, supports accounting projects, and identifies process improvements while delivering responsive client service.

Serves as lead fiduciary advisor for high-net-worth families, delivering integrated investment, tax, estate, retirement, cash flow, risk, charitable, and business planning. Builds trusted client relationships, coordinates with external professional advisors, leads meetings, reviews associate work, manages deliverables, develops referrals, and contributes to firm standards and growth. Requires substantial wealth management experience, CFP certification or an active CPA license, and strong technical, analytical, communication, and relationship-development skills.

Supports wealth management Advisors with client service, advice documentation, portfolio administration, transactions, settlements, reporting, compliance, and business development activities. Maintains accurate records, coordinates client and portfolio actions, prepares meeting and proposal materials, responds to queries, and collaborates with investment, operations, middle-office, and compliance teams to deliver high-quality service to high-net-worth and ultra-high-net-worth clients.

Supervises accounting and taxation work, reviews financial statements and tax returns, provides technical guidance on Australian tax law and compliance, supports client meetings and queries, coordinates workflows and deadlines, handles escalations, and mentors accountants and offshore team members.

Reviews financial statements and tax returns, provides technical guidance on Australian tax matters, supports client meetings and ATO correspondence, coordinates workflow and deadlines, resolves complex issues, and mentors junior and offshore accountants while ensuring compliance and quality standards.

Serve as a senior investment advisor to ultra-high-net-worth families, business owners, institutions, and sophisticated investors. Develop client and prospect relationships, generate business opportunities, provide guidance on investment, tax, estate, succession, liquidity, and wealth strategies, and coordinate with internal and external professionals. Communicate investment expertise, support firm growth, participate in investment discussions, mentor colleagues, and develop broader leadership responsibilities.

Supports real estate acquisitions across underwriting, financial modeling, due diligence, financing, structuring, closing, and investment transition. Builds models in Excel and ARGUS Enterprise, analyzes market data, prepares investment committee materials, coordinates stakeholders, evaluates transaction terms, and communicates acquisition updates. The role also collaborates with data science teams on AI-driven analytics and contributes to process improvements while managing multiple investment opportunities and deadlines.

Designs and delivers advisor development programs and onboarding, facilitates cohort learning, partners with advisory leadership and SMEs, maintains curriculum and materials, measures program effectiveness, and supports advisor skill and technology adoption to improve client and advisor outcomes.