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The Senior Associate, Client Advisor supports wealth management for ultra-high-net-worth clients through financial analysis, client servicing, and strategy implementation in areas like estate and tax planning.

The Associate, Client Advisor will support ultra-high-net-worth clients by managing investment plans, coordinating account openings, and collaborating on financial needs.

The Senior Associate, Client Advisor supports wealth management for ultra-high-net-worth clients by managing relationships, conducting financial analysis and coordinating investment strategies.

As Salesforce Lead, you will deliver scalable solutions across the Salesforce platform, collaborate with teams, support user needs, and maintain documentation.

The Client Portfolio Manager will oversee custom client portfolios, manage client relationships, provide investment advice, and collaborate with teams to align client objectives with firm standards, requiring extensive investment knowledge and experience.

The role involves advising ultra-high-net-worth clients on financial strategies, leading meetings, analyzing financial situations, and mentoring team members.

The Business Analyst will enhance wealth management operations by driving innovation, optimizing workflows, and providing data-driven insights to support operational efficiency and strategy.