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Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, creating customized planning templates, researching planning topics, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical ability, confidentiality, client service, and familiarity with financial planning, investments, insurance, estate planning, and taxes.

Supports wealth management advisors by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Assists with customized financial planning templates, research, document management, and departmental projects while maintaining professionalism, confidentiality, and strong client service.

Supports wealth managers by preparing client presentation materials, financial projections, cash flow reports, budgets, and planning summaries. Reviews and analyzes information related to retirement, taxes, insurance, estate planning, gifting, and education. Assists with customized planning templates, financial research, document management, and departmental projects while maintaining confidentiality and high client service standards.

Supports technology strategy and roadmap execution through cross-functional initiative management, KPI tracking, executive communications, budgeting, vendor coordination, governance, workforce planning, data enablement, and M&A technology integration. Partners with technology, finance, data, Salesforce, and Addepar teams to improve operational alignment, reporting, platform adoption, and post-acquisition integration.

Prepare financial plans and preliminary recommendations for Wealth Advisors by collecting and analyzing client financial data. Create visuals, perform tax, estate, insurance, charitable and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, maintain CRM workflows, and support the Wealth Planning Team in client meetings and portfolio recommendations.

Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.

Manage custodian and broker operational access, permissioning, and security administration; support institutional transitions and integrations; execute projects to improve operational efficiency; prepare and reconcile data for compliance; act as point of contact for stakeholders and ensure follow-through on tasks and communication.

Support Wealth Advisor delivering financial planning and investment services for high-net-worth clients. Prepare recommendations, assist client meetings and onboarding, manage portfolio allocations, mentor staff, and progress toward independent client relationship management.

The Wealth Analyst role focuses on assisting Wealth Advisors in financial planning, investment reporting, and client service execution while gaining knowledge in financial planning and investment principles.

Support Wealth Advisor in client service and portfolio management, prepare financial plans and investment recommendations, assist client meetings and onboarding, mentor junior staff, and progress toward independent client relationship management.