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Manage end-to-end client onboarding for new accounts: prepare and process custodial paperwork and WMA, coordinate signatures, manage asset transfers (ACATs, rollovers, wires), deliver client service, and collaborate with internal teams to ensure timely account setup and funding.

Prepare financial plans, investment reports, tax and estate analyses; gather client data; support Wealth Advisors in client meetings; document tasks and coordinate service execution; manage simple projects and learn complex planning; build community and COI relationships.

Lead and support end-to-end strategic and operational projects for the Institutional Relationships team. Develop project plans, coordinate cross-functional workstreams, track KPIs, prepare executive presentations and dashboards, conduct research and analysis, support change management, and partner with data/reporting to build models and visualizations that inform operational decisions and improve client experience.

Manage and support enterprise network infrastructure including firewalls, VLANs, routing/switching, wireless, VPNs and monitoring. Deploy new office network hardware, perform cabling and ISP turn-up, and participate in change management. Provide operational support for Cisco ISE and Firepower environments, troubleshoot using packet-capture tools, maintain documentation, and collaborate with Security, Infrastructure, and End User Services teams.

Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.

Provide high-touch, hands-on technology support for C-suite and senior executives across office, residence, travel and event environments. Own incidents end-to-end, troubleshoot endpoints, collaboration and AV systems, coordinate vendors and infrastructure teams, maintain runbooks and knowledge articles, mentor support staff, participate in on-call rotation, and ensure flawless execution for high-visibility events.

Support advisors with client onboarding, reporting, and basic financial reporting. Perform administrative tasks, prepare client summaries, interact with custodians, and follow established processes while learning wealth management concepts under close supervision.

Lead global compensation analysis and strategy: build and automate models, optimize Workday compensation configurations, benchmark market surveys, design pay and equity plans, advise HRBPs and Finance, manage global compensation cycles and governance to ensure compliance.

The Senior Data Engineer will oversee data operations, design scalable data pipelines, ensure data quality, and support cross-functional data initiatives.

Lead and oversee the firm's tax functions: ensure compliance, manage client tax planning and filings, coordinate with advisors, and support team operations. Specific duties not detailed in posting.