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Manage client relationships, facilitate financial planning, conduct client reviews, analyze investments and insurance policies, place trades, and support account management. Source and convert prospective clients through referrals and provided leads, present financial advice, document meetings in the CRM, and maintain high client service standards. Participate in training and ensure compliance with corporate communication and regulatory requirements.

Develop and scale UHNW marketing strategy and capabilities while serving as a strategic partner to private wealth advisor teams. Translate advisor and client needs into marketing programs, plans, campaigns, events, and measurable growth initiatives. Build trusted relationships, manage budgets, coordinate cross-functional implementation, analyze performance, and optimize programs. The role requires expertise in affluent audiences, relationship-based growth, referral development, advisor positioning, and launching scalable marketing capabilities in an evolving environment.

Manages client relationships, facilitates financial planning, conducts annual reviews, analyzes investments and insurance policies, and supports account management. Sources and converts prospects, develops referrals, assists senior advisors, presents financial advice, documents client interactions in the CRM, and places trades. Requires strong planning, analytical, communication, organizational, compliance, and client-service skills.

Supports senior financial advisors by managing client relationships, preparing annual reviews, analyzing investments and insurance policies, placing trades, and creating financial plans. Assists with client meetings, gathers planning information, maintains CRM records, identifies sales opportunities, and collaborates with financial planning teams. The role also requires participation in training, adherence to compliance standards, and strong analytical, organizational, and communication skills.

Develops and executes marketing strategies for 8–10 advisor teams, including campaign planning, email, social, web, content, events, collateral, and vendor coordination. Uses Salesforce and marketing platforms to manage campaigns, analyze results, and report insights. Partners with creative, brand, web, compliance, and advisor marketing teams; trains advisors; identifies scalable best practices; and uses AI tools to improve marketing productivity and content quality.

Prepare individual, trust and estate, gift, and related business tax returns for high-net-worth clients. Conduct tax research, identify planning opportunities, support wealth management teams, monitor tax law changes, maintain tax software proficiency, and contribute to process improvements, revenue opportunities, and client service delivery. This is a temporary full-time seasonal assignment from December 1, 2026, through April 30, 2027.

Develop and qualify prospective clients for financial advisors through high-volume outbound calls and emails. Screen prospects, set advisor appointments, communicate the firm's wealth management services, and maintain accurate opportunity data in Salesforce. The role also requires compliance with securities regulations, ongoing financial industry knowledge, collaboration with Marketing, and effective use of AI and digital tools.

Prepares and reviews individual, trust, estate, partnership, S corporation, and C corporation tax returns; supports amended returns, tax notices, projections, planning, research, and quality assurance. Organizes client documents, analyzes financial and tax information, applies tax laws, uses tax software and digital tools, and collaborates with advisors, clients, and tax professionals. The role emphasizes professional development toward CPA or EA certification and future full-cycle tax service responsibilities.

Manages a portfolio of high-net-worth tax clients, serving as the primary contact for tax preparation, planning, projections, advisory services, notices, and audits. Prepares and reviews complex individual, business, trust, estate, and multi-state returns; conducts tax research; identifies savings opportunities; and leads client meetings. Collaborates with financial advisors, delegates work to junior staff, reviews technology-assisted output, manages deadlines, and provides clear, proactive tax guidance.

Manages tax operations workflows, including client documentation, engagement letters, organizers, tax forms, e-filing, system data setup, workflow tracking, reporting, invoicing, and record keeping. Engages with clients, financial advisors, and tax advisors to resolve issues and maintain accurate information. Supports process improvement, team collaboration, and use of AI and digital tools. This is a remote role requiring peak-season flexibility and strong organizational, communication, and tax operations experience.