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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.

The Data Operations Analyst manages data integrity and operations, supports data conversion for mergers and acquisitions, and documents policies and processes.

Manage and maintain client reporting templates, portal views, and data workflows for wealth management clients. Execute monthly and quarterly reporting cycles, support advisors and client service teams, monitor data feeds (security master, allocations, returns), and perform quality assurance to ensure reporting integrity. Partner with Advisory, Investments, Compliance, and Platforms teams to drive the reporting roadmap.

Lead M&A due diligence and integration planning, synthesize diligence into actionable integration roadmaps, manage cross-functional execution, support strategic growth initiatives, prepare executive presentations and reports, and coordinate with HR, Finance, Operations and Technology to drive client solutions projects to completion.

The Manager, Personal CFO oversees financial management for high-net-worth clients, including accounting, cash management, and team leadership while ensuring high-quality service and operational excellence.

Manage and lead a team of data engineers, oversee data pipeline development, ensure data quality, and support analytics initiatives in financial services.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meeting action items, coordinating service execution, and developing planning skills while interacting with custodians and planning software.

Manage daily office operations, facilities, reception, vendor relationships, and visitor experience. Support onboarding, events, safety/compliance, basic IT/AV troubleshooting, expense tracking, and special projects to maintain a professional, functional workplace.

Manage end-to-end client onboarding including account setup, paperwork preparation and processing, coordinating signatures, managing asset transfers (ACATs, rollovers, wires), providing client support, and collaborating with internal teams to ensure timely completion.