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Provide high-level administrative and client service support to multiple financial advisors: prepare presentations and meeting materials, manage calendars and travel, handle client inquiries and correspondence, coordinate events and office logistics, maintain databases and expense oversight, and collaborate with internal partners to enhance client service and business development.

Partner with Financial Advisors to provide portfolio analysis, account support, client meeting preparation, and build client relationships while participating in a structured Associate Development Program to develop investment, wealth-planning, and client-service skills.

Lead U.S. recruitment for Wealth Advisors by building proactive pipelines and market maps, advising senior leaders on hiring strategy, delivering market intelligence, managing high-volume end-to-end hiring and onboarding, and ensuring a high-touch candidate experience.

Provide high-touch administrative and client service support to multiple financial advisors: prepare meeting materials, manage calendars, handle client inquiries, coordinate events, maintain databases, process expenses, and support office operations to enhance productivity and client experience.

The role involves supporting UHNW clients throughout their lifecycle, collaborating with financial advisors to provide excellent service, and networking with senior professionals.

Private Wealth Associates support Financial Advisors by analyzing portfolios, preparing client meetings, and providing exceptional client service for high-net-worth individuals.

Support the production of analytics reports within the Global Analytics and Performance department by ensuring timely delivery, quality control, client interaction, and project management.

Develop and maintain investor-ready marketing materials, support fundraising initiatives, ensure consistent branding, and utilize AI tools to enhance marketing efforts.

Lead and enhance rotational development and internship programs, manage recruitment strategies, coordinate onboarding, and develop talent through mentoring and program management.

Backend developer on the Wealth Planning Tools team building and supporting a next-generation Wealth Planning application. Work includes backend/service-oriented development, integration with the C++ Wealth Forecasting System (WFS), relational database design, distributed systems, and deployment of internal advisor tools. Exposure to C#/Blazor and AI-enabled platform integrations.