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Maintain general ledger and records for hedge funds and registered products, prepare NAV calculations, reconcile cash and portfolios, record trades and valuations, process corporate actions and expense accruals, and coordinate with administrators, brokers, custodians to ensure GAAP and SEC compliance.

Provide sales, processing, operational, administrative and client service support to Financial Advisors: schedule appointments, prepare investment proposals and correspondence, maintain client files and records, ensure regulatory compliance, assist business development and marketing initiatives, contact clients/prospects, and coordinate with internal teams using Microsoft Office and proprietary systems.

Manage a portfolio of small business clients ($500K–$5M revenue), prospect new clients, deliver consultative financial solutions (loans, deposits, cash management), monitor credit quality, partner with underwriting and internal teams, and engage community organizations to drive revenue and growth while ensuring regulatory and compliance adherence.

Provide consultative financial solutions to small businesses ($500K–$2.5M revenue) through prospecting, relationship development, account openings, servicing, and cross‑referrals to other bank lines. Combine digital tools with in‑person sales to meet revenue and growth targets and collaborate with internal partners and community contacts.

Provide comprehensive, goals-based wealth planning including lifestyle, protection, tax, philanthropic, business transition, and estate planning. Use planning software and marketing collateral to create tailored solutions, support client acquisition with relationship teams, and may work directly with clients or alongside senior advisors.

Provide daily service and support to Wealth Management clients, handling calls, transactions, and problem resolution within delegated authority. Proactively identify compliance or fraud issues, escalate complex matters to advisors, and maintain account knowledge through routine client contact and standard procedures to maximize satisfaction and relationship growth.

Manage a portfolio of corporate and public sector credit relationships alongside Relationship Managers. Underwrite credit exposures, grow and retain client relationships, close new business, manage credit risk, respond to credit inquiries, and support joint sales activities to identify and meet customer needs.

Advise High and Ultra High Net Worth clients on wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Identify, close, and deepen relationships, grow business through internal and external sales, coordinate specialists, and act as a community-facing strategic partner. Maintain required NMLS registration and meet regulatory/background requirements.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate teams of banking, trust, and investment professionals, provide expert wealth management counsel, handle complex relationship issues, and ensure compliance with NMLS registration and related background/credit requirements.

Serve as primary relationship manager for ultra high net worth clients, coordinating the Ascent team to deliver services, identify and close new and expanded wealth management opportunities, represent the business in the region, and drive client growth and retention.