Top Tech Jobs & Startup Jobs

The Associate Client Advisor develops and maintains client relationships, manages accounts, and coordinates services for ultra-high net worth clients.

The Associate Client Advisor supports ultra-high net worth clients by managing relationships, ensuring service delivery, and coordinating with internal teams.

The Fee Operations Manager leads the Fee Operations team, ensuring client fee arrangements comply with standards and driving operational efficiency through innovation and automation.

The Client Advisor develops client relationships, coordinates services across teams, manages accounts, oversees investments, and ensures trust administration compliance for ultra-high net worth clients.

The Data Operations Associate ensures data accuracy and integrity in trust accounting systems, supports operations, drives process improvements, resolves data issues, and collaborates on system enhancements.

The Client Advisor develops and maintains relationships with ultra-high net worth clients while coordinating services across various domains including financial planning, trust administration, and investment management.

The Administrative Assistant provides administrative support, manages communications, assists with client interactions, and handles account administration tasks for the Client Advisory and Office Management Team.

The Senior Wealth Advisor will source and develop relationships with ultra-high-net-worth clients, lead new client engagements, and collaborate across teams to provide tailored solutions. Responsibilities include conducting outreach, representing the firm at events, and mentoring junior advisors.

Lead category strategy and end-to-end sourcing for indirect categories, driving cost savings, risk mitigation, supplier performance, and stakeholder alignment. Execute RFx and negotiations, manage strategic supplier relationships and KPIs, and enable procurement through AI, automation, and systems (ERP/eProcurement/CLM) improvements. Deliver measurable value and support procurement technology implementations.

The Bill Pay Analyst processes client bill payments, resolves inquiries, supports internal teams, and handles various administrative tasks with strong attention to detail.