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Serve as the primary support advisor across client relationships, participating in meetings, documenting planning decisions, building and reviewing financial plans in eMoney, and supporting investment management activities. Responsibilities include portfolio perspective on the Investment Management Committee, client follow-ups, strategy meeting preparation, data confirmation, trade execution backup, rebalancing, and cash management. The role may eventually manage client relationships and lead the committee, without prospecting responsibilities.

Lead portfolio management, conduct investment research, build comprehensive financial plans (retirement, tax, estate, succession, insurance), support advisors on complex cases, manage client relationships, and produce client-facing market commentary and communications.

Manage end-to-end execution of monthly email campaigns, direct mail coordination, social scheduling, and website updates for 30+ financial advisor clients. Serve as primary client contact, maintain data and inventory, generate quarterly performance reports, identify risks, and build automations and documentation to reduce manual work and ensure compliance.

Provide client-facing administrative support: answer phones and emails, coordinate appointments and onboarding, manage paperwork and mailings, maintain accurate client data, follow up on client requests, and help coordinate team workflows to keep operations running smoothly.

Manage day-to-day operations for a small wealth management firm: HR (onboarding, payroll, benefits, performance), vendor and office management, broker-dealer compliance coordination, supervise a small team, support business planning and marketing/event calendar, and improve processes and benefits to keep the practice running smoothly.

Serve as the primary client-facing team member delivering white-glove service: manage inbound communications, own advisor calendars, prepare meeting materials, maintain CRM records, coordinate personalized client gifts, and plan client events while keeping office operations running smoothly.

Lead a small client service team for ~175 high-net-worth households, run weekly planning and client meetings, produce executive summaries, manage CRM and client tiers, ensure timely client communication, delegate action items, and develop client appreciation and light referral support initiatives.