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Manages individual and trust account assets and investment relationships in alignment with client and company objectives. The role focuses on portfolio growth, client retention, investment strategy presentation, and developing and managing Private Wealth Management relationships. It requires strong investment management, finance, economics, sales, communication, decision-making, and client service expertise.

Supports investment relationship managers with sales, administrative, operational, processing, and customer service activities. Responsibilities include scheduling appointments, preparing investment proposals and correspondence, maintaining client records, managing mail and supplies, answering phones, supporting prospect and client outreach, coordinating marketing campaigns and seminars, and collaborating with internal departments on business initiatives. Requires financial services knowledge, regulatory awareness, strong organization, communication, follow-up, and relationship-building skills.

Conducts equity and securities research using financial, industry, and company sources; analyzes investment suitability, market and economic conditions, portfolio composition, and investment strategies. Prepares research reports with buy, sell, or hold recommendations and collaborates with company management and securities analysts. Requires a bachelor's degree or equivalent experience and one to two years of research experience.

Develops and deepens relationships with high and ultra-high net worth clients through wealth planning, investments, banking, credit, insurance, trust services, and charitable giving. Identifies and closes new business through internal and external sales, profiles client needs, formulates customized strategies, coordinates specialist teams, and serves as a community representative. Requires NMLS registration and compliance with applicable banking regulations.

Provide administrative, operational, sales and client service support to Investment Relationship Managers. Handle appointment scheduling, prepare investment proposals and correspondence, maintain client records, assist business development and marketing, ensure regulatory compliance, and coordinate with internal teams.

Leads investment planning and investment and insurance product delivery for wealth management clients. Advises affluent clients and families by understanding their goals, constructing tailored investment portfolios, providing market and investment strategies, conducting research and due diligence, and coordinating portfolio management, trust administration, advisory, and insurance services. The role also develops client relationships and new business while applying financial planning and private banking expertise.

Sell and expand Treasury Management, Payments, Merchant and Card products through outside prospecting and relationship management. Conduct receivables/payables analyses, recommend product/process efficiencies, meet sales and retention goals, and support implementation and client digital adoption.

Support a Senior Private Wealth Advisor in soliciting, developing, managing, and retaining client relationships. Drive business development, client retention, and revenue goals while honing product technical knowledge and client-facing skills. Must obtain and maintain NMLS registration; perform data interpretation, exception resolution, and sales support activities.

Develop and maintain scalable enterprise software supporting CorePointAI, including APIs, microservices, cloud-native applications, and AI-powered integrations. Design RAG solutions involving document ingestion, embeddings, vector search, and prompt engineering. Collaborate across product, engineering, data, and AI teams while participating in architecture, code reviews, testing, deployment, CI/CD, monitoring, security, scalability, and responsible AI governance.

Advises affluent clients on investment planning, portfolio construction, investment and insurance products, and wealth management strategies. Builds goals-based portfolios, conducts investment research and due diligence, and partners with wealth management teams on trust administration and private banking services. Develops client relationships, presents tailored strategies, supports new business development, and ensures compliance with applicable financial industry and licensing requirements.