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Support wealth advisors by preparing financial plans, investment reports, tax and estate analysis, gathering client data, documenting meeting tasks, coordinating service execution, and learning complex planning while building client and community relationships.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meetings, coordinating service execution, learning complex planning, and contributing to client relationship building and community networking.

Design, implement, and maintain enterprise security platforms and identity solutions across hybrid environments. Modernize IAM and identity governance, enhance email security, collaborate with infrastructure and cloud teams, automate controls using scripting and APIs, and provide secure-by-design engineering guidance.

Serve as strategic and operational partner to the General Counsel, aligning Legal with business priorities. Lead cross-functional initiatives, drive planning, budgeting, vendor management, process improvements, reporting, and technology adoption to scale legal operations. Prepare executive briefings and act as liaison between Legal and business partners.

Manage end-to-end client onboarding for wealth management accounts: prepare and process custodial and transfer paperwork, coordinate signatures, manage ACATs/rollovers/wires, provide client service, and collaborate with internal teams to ensure timely account setup and funding.

Provide tax compliance and planning for high-net-worth individuals and families, prepare and review individual, fiduciary, nonprofit, and entity tax filings, research complex tax issues, support time-sensitive client requests, and collaborate within a small integrated family office team.

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.