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Manage client service team workflows and client communications; analyze portfolios and prepare comprehensive planning deliverables; recommend strategies, approve trades, execute implementations, mentor team members, and coordinate with tax, investment, and estate specialists.

Manage client service teams and serve as primary client contact; review portfolios and recommend strategies; prepare comprehensive financial planning deliverables; approve trades and oversee implementation; collaborate with tax, investments, and estate planning teams; mentor staff and ensure CRM and record-keeping accuracy.

Plan, produce, and edit video, photography, webinars, livestreams, and digital content to amplify firm and advisor storytelling. Manage production from capture through post, run live/hybrid events, publish and optimize across social platforms, repurpose assets, measure performance, and build scalable workflows using analytics and AI-enabled tools.

Lead client relationships as a Personal CFO, designing and managing comprehensive wealth plans covering investments, estate, tax, risk, and cash flow. Acquire and grow client relationships, collaborate with internal teams and external partners, lead a local service team, support business development, coach teammates, and represent the firm at events to drive retention and referral growth.

The Engineering Manager will lead a software engineering team, make architecture decisions, drive delivery, and contribute hands-on to application builds while modernizing integrations and ensuring engineering standards.

Support client onboarding, account maintenance, and money movement; manage CRM data integrity (Salesforce); monitor custodial alerts; research and resolve account/data discrepancies; follow workflows and document policies; partner with operations leadership on process improvements and provide timely support to Client Service teams.

Build and maintain BI reporting and workflow apps (Sigma, Power BI, Salesforce); translate operational workflows into data solutions; QA data integrity; perform ad-hoc analysis; document metrics and empower end users to adopt data-driven practices.

The Lead Advisor will manage client relationships, implement wealth management plans, expand community outreach, and lead a local service team to ensure client satisfaction.

As a Lead Advisor, you will manage client relationships, develop wealth management plans, and lead a local service team to enhance client satisfaction. Qualifications include a degree, CFP® designation, and 6+ years of experience in financial planning.

The Business Development Specialist will support the sales process, manage client information, create proposals, and ensure performance reporting, driving company growth.