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Provide comprehensive financial planning and investment advice, including tax, retirement, estate, insurance, risk management, and business succession planning. Analyze client finances, develop customized strategies, prepare reports using Orion and Money Guide Pro, ensure regulatory compliance, and collaborate with legal, tax, and investment professionals. Build and maintain long-term client relationships while pursuing required financial planning credentials and licenses.

Manages the client estate and termination transitions team, including workload distribution, custodial paperwork, performance metrics, issue resolution, regulatory and process updates, workflow improvements, quality assurance testing, and team development. Serves as the operational owner for trust operations while coordinating with custodians, trust officers, estate planning, compliance, business analysts, and client teams.

Provides comprehensive financial planning and wealth management advice to referred clients while developing referral-channel relationships. Leads client consultations, prepares financial action plans, recommends investment, retirement, insurance, tax, estate, and banking solutions, and coordinates internal resources. Builds referral volume through partner presentations, education events, relationship management, CRM tracking, qualification, conversion, and onboarding. Requires CFP or CFA credentials, securities licensing, extensive advisory experience, business development expertise, and regular travel.

Supports the Estate Planning Review Department by triaging requests, organizing and reviewing wills, trusts, and related documents, extracting key information, identifying inconsistencies, and preparing accurate summaries for attorney review. The role also tracks deadlines, coordinates with internal client teams, maintains templates and procedures, supports meetings and training, handles correspondence, and performs general administrative duties.

Supports compliance operations for a registered investment adviser by reviewing client agreements, fees, trades, custodial forms, marketing materials, correspondence, technology usage, and outside business activities. Conducts audits, data validations, and advisor activity reviews; maintains policies and procedures; identifies process improvements; and contributes to compliance projects while partnering with advisors and business leaders.

Provides full-cycle accounts payable support, including invoice processing, payment distribution, expense reimbursements, corporate credit card administration, journal entries, and financial recordkeeping. Also backs up advisory fee processing, reconciles payments, supports monthly partner distributions and compensation, and assists with month-end close and reporting. Ensures accurate, timely processing in compliance with company policies and retention requirements.

Leads sophisticated estate, wealth transfer, philanthropic, and business succession planning for ultra-high-net-worth clients and family offices. Reviews complex trusts and business agreements, develops strategic recommendations, coordinates with attorneys and advisors, supports estate settlement, and integrates planning into broader wealth strategies. The role also leads wealth transfer experts, educates advisors, contributes to thought leadership, supports business development, and advises clients without providing legal representation or drafting.

Manages estate and account termination requests from intake through completion. Reviews documentation, identifies missing information, coordinates with client teams and custodians, tracks workflow status, researches questions, and maintains accurate records across business systems. The role also supports process improvement, documentation, stakeholder communication, and practical use of AI-enabled tools while balancing multiple long-running projects.

Provides comprehensive financial planning and investment advice to high-net-worth clients, including retirement, tax, insurance, estate, education, and philanthropic planning. Leads client consultations, develops financial action plans, supports business development, contributes to strategic planning and technology testing, and mentors team members. The role also includes performance management, hiring support, training, regulatory compliance, and client travel.

Leads public markets manager research across multiple asset classes, covering investment managers and strategies, assigning high-conviction ratings, and monitoring performance. Supports portfolio and client investment questions, advisor education, content creation, manager due diligence, and research governance. Coaches analysts, collaborates with senior investment leaders, improves workflows and technology use, and helps align fund recommendations with firm philosophy and client needs.