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Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, collaborate with wealth team on portfolio management, trust administration, due diligence, and new business development while maintaining compliance and client relationship management.

Provide investment education and advice to clients with $25K–$250K in investable assets. Conduct financial discovery by appointment, develop personalized relationships, recommend products, make referrals to internal partners, complete annual client reviews, and use firm tools to identify and grow assets and referral opportunities within a defined service model.

Provide investment planning and advisory services to affluent clients, construct goals-based portfolios using AMG or open-architecture solutions, recommend investment and insurance products, perform manager/fund research and due diligence, support trust administration and private banking referrals, and develop new business through relationship management and client presentations.

Develop and grow profitable business account relationships by prospecting and selling business card and payment solutions to mid‑to‑large companies. Conduct discovery, credit analysis, manage pipeline using CRM, leverage referral networks and COIs, partner internally to retain and expand portfolio, and travel locally, regionally, and nationally as needed.

Serve as liaison between business and technology to onboard users to the ARES platform, map and improve processes, define system requirements, coordinate UAT and implementations, troubleshoot production issues, and drive platform adoption and change across WCIB Operations.

Manage end-to-end program infrastructure for capital stress testing: build and maintain calendars, trackers, and reporting; translate program data into leadership-ready insights; coordinate audits, access reviews, and post-cycle improvements; drive cross-team accountability and timely delivery of stress testing and capital management activities.

Manages individual and trust account assets and investment relationships to meet client objectives and firm net portfolio growth. Solicits, develops, manages, and retains Private Wealth Management clients, presents investment strategies, makes independent decisions, and focuses on client retention and relationship management.

Perform fund accounting and investor servicing for hedge funds, private equity, and closed-end products. Calculate NAVs, record trades and income/expenses, reconcile investor activity, allocate profits, prepare financial statements, audit and tax schedules, and support expense analysis in accordance with GAAP.

Manage individual and trust investment portfolios, retain and grow client relationships, solicit and develop Private Wealth Management clients, present investment strategies, and meet net portfolio growth objectives while ensuring compliance with bank policies.

Serve as primary daily contact for tax-credit-related customer accounts: assist account openings and KYC, handle client calls and issue resolution, ensure accurate portfolio implementations, support compliance projects and periodic reviews, back up other analysts, and collaborate across Impact Finance teams.