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Provide comprehensive wealth management services to high-net-worth clients, generate business via referrals and marketing, support senior leadership, mentor advisor teams, manage client relationships and workflows, ensure compliance, and collaborate with internal teams to grow and retain assets under management.

Provide comprehensive wealth-advisory services to high-net-worth clients, generate new business through referrals and marketing, support advisor team development, collaborate with portfolio management and operations, maintain client records in CRM, ensure compliance, and assist senior leadership with business continuity and retention initiatives.

Support senior portfolio managers by administering client investments, monitoring allocations and cash, executing rebalances and trades, producing reports, maintaining portfolio data, working with compliance, and collaborating with advisors on proposals.

Manage and develop a regional team of financial planners, oversee workflow and training, and collaborate with advisors to deliver customized wealth plans for high-net-worth clients. Ensure timely, compliant, and high-quality financial planning, optimize processes and systems, lead hiring and performance reviews, and support client engagement and service offerings.

Analyze high-net-worth client portfolios and tax situations to design and present multi-year estate, income, gift, and charitable planning strategies. Partner with advisors, Advanced Wealth Strategists, Family Office Services, and external professionals to coordinate implementation, support client meetings, and lead service offerings to drive business development and client retention.

Manage and deliver comprehensive tax services for high-net-worth clients including federal, state, individual, and fiduciary (Form 1041) returns; interpret trust documents; prepare tax projections and financial plans; oversee outsourced tax workflows; collaborate with advisors on tax strategy; support business development and client-facing events.

Provide comprehensive service to assigned high-net-worth clients, support lead qualification and internal marketing, coordinate with portfolio management and operations for meeting preparation, document interactions in CRM, ensure compliance with regulatory and company policies, and help drive client retention and business development.

Lead end-to-end M&A transactions: source and manage deal flow, perform financial modeling and valuations, conduct due diligence, negotiate deal terms, prepare investment presentations, and coordinate cross-functional stakeholders to execute acquisitions aligned with firm strategy.

Provide advanced estate, income, gift, and charitable planning for ultra high-net-worth clients. Analyze portfolios and tax circumstances, design multi-year wealth transfer strategies, present recommendations alongside advisors, coordinate with CPAs and attorneys, and support implementation and business development. Serve as subject matter expert and collaborate cross-functionally to deliver integrated, client-facing solutions.

Provide comprehensive wealth management and client service to high-net-worth clients, generate business via referrals and marketing, support advisor team development, collaborate with internal teams, maintain CRM records, ensure compliance, and assist senior leadership with business continuity and growth efforts.