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The Associate Director will manage client relationships, provide investment advice, conduct performance reviews, and support portfolio analysis and client meetings.

The Associate Director will manage client relationships, provide investment advice, support portfolio management, and communicate financial strategies for clients in wealth management.

Provide operational and client-support functions for Partners including money movement, account setup and maintenance, client transaction communications, portfolio performance updates, database management, ad hoc project work, and compliance adherence. Participate in mentoring and educational sessions to grow toward more senior client-facing or operational roles over an 18-24 month timeframe.

Support Partners with operational functions including money movement, account maintenance, client service, and performance reporting. Engage in client meetings and develop tailored financial strategies.

Manage client relationships for an investment advisory firm, supporting Managing Directors and Partners with portfolio analysis, trade execution, account maintenance, meeting preparation, and performance reporting. Review alternative investments, deliver investment advice, conduct client inquiries and quarterly reviews, and provide high-touch, customized financial strategies and client service.

Support CEOs and partners in managing client relationships through portfolio analysis, trade execution, account maintenance, alternative investment review, performance and allocation reporting, meeting preparation, customized financial strategies, client research and follow-up, and quarterly performance reviews.

Manage client relationships for an investment advisory firm: portfolio analysis, trade execution, account maintenance, performance and allocation reporting, alternative investment review, client meetings, research and follow-up, and customized financial strategies alongside Managing Directors and Partners.

Lead client relationship management and service functions for an investment advisory firm. Perform portfolio analysis, trade execution, account maintenance, alternative investment review, performance and asset-allocation reporting, and provide tailored investment advice. Support Managing Directors and Partners, prepare client meetings, manage client inquiries, and conduct quarterly performance reviews.