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Manage and grow a high-net-worth client book by delivering tailored fiduciary financial planning and investment strategies, collaborating with specialists, and proactively expanding relationships to build a wealth management practice.

Manage and grow a high-net-worth client book by delivering tailored financial strategies, acting as primary fiduciary contact, collaborating with specialists, and proactively expanding relationships through sales and practice development.

Manage and grow a high-net-worth wealth management practice by serving as the primary financial contact for clients, delivering tailored fiduciary financial strategies, collaborating with internal specialists, and proactively expanding client relationships and firm offerings.

The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, managing their financial goals and implementing investment solutions.

The Wealth Management Advisor manages relationships with high-net-worth clients, providing tailored financial strategies and guidance through retirement, while growing their practice and collaborating with specialists.

Manage and grow a book of high-net-worth clients by delivering fiduciary financial planning and investment strategies, collaborating with specialists, and proactively expanding relationships to build a sustainable wealth management practice.

Develop and execute multi-channel communications and digital marketing campaigns for plan transitions; administer social media; deploy messages via marketing automation; track and analyze engagement metrics; ensure regulatory and policy compliance; create and manage templates; collaborate with Legal, Compliance, Marketing, Client Services, and institutional partners.

Manage and deepen relationships with high-net-worth clients, deliver tailored investment and financial planning strategies as a fiduciary, serve as primary financial contact through retirement, proactively grow an existing book of business, collaborate with internal specialists, and drive practice growth through consultative sales and service.

Lead a team to prepare and review quarterly and annual audited financial statements ensuring GAAP/IFRS compliance and timely delivery; coordinate audits and stakeholders; provide technical accounting guidance on complex transactions (M&A, restructurings); monitor emerging standards; partner with FP&A and Investor Relations; oversee Oracle FCCS change management; and develop a high-performing finance team.

Lead statutory accounting and financial reporting for insurance and reinsurance, manage close and reconciliations, oversee US team and India resources, coordinate audits, prepare technical accounting analyses, strengthen controls, drive automation and process improvements, and partner with Actuarial, FP&A, Tax, Treasury and Legal.