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The Quality and Planning Integration Associate ensures adherence to service standards, supports colleague integration, conducts quality reviews, analyzes data, and collaborates with teams to enhance client service delivery.

Serve as a wealth planner managing 70–85 clients, delivering portfolio management, financial and tax-sensitive planning, client reviews, investment recommendations, asset allocation, cash management, and proactive client contact. Support firm activities and uphold professional and compliance standards. Some local travel between San Francisco and Silicon Valley, with infrequent out-of-state client visits.

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, maintains client relationships, and assists with staff development in a remote environment.

The Marketing Services Coordinator manages inbound marketing requests, prioritizes and categorizes them, executes approved requests, maintains status records, and communicates with stakeholders. This role requires strong organization and professionalism in a fast-paced environment.

The Staff Accountant Associate supports client-facing activities, performing administrative tasks, financial reporting, document management, and maintaining client relationships, emphasizing accuracy and attention to detail.

The Director of Private Markets will lead manager research, conduct due diligence, present findings to clients, and support business development efforts.

The Billing & Revenue Analyst will manage client billing functions, ensure accuracy of client setups, resolve billing issues, and drive collaboration across Finance and Operations teams.