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Responsible for creating customized personal financial plans, collaborating with sales teams, managing documentation, and implementing financial strategies for clients.

The Relationship Manager oversees client service delivery in Wealth Management, ensuring excellent client experiences while partnering with Wealth Advisors to enhance service and support business growth.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Relationship Manager serves UHNW clients, enhancing client satisfaction, managing operations, and implementing advanced planning techniques. They aim to drive retention and growth in the Wealth Management Team by fostering client relationships and optimizing services.

The Associate Wealth Advisor supports Senior Wealth Advisors by managing client relationships, preparing financial plans, and coordinating with experts to achieve client financial goals.

The Partner, Senior Wealth Advisor leads a team of advisors, focuses on business development, client acquisition, and integration of wealth management practices while ensuring high client retention and service quality.

The Wealth Advisor develops client relationships, providing personalized financial strategies, while consulting with an expert team to meet client objectives and ensure compliance.

Deliver virtual hands-on training and onboarding for client service and finance staff, maintain and update training curriculum, assess skills, provide coaching, and support day-to-day Wealth Management operational tasks (money movements, account maintenance, case management) while ensuring compliance and data integrity.

Oversee a fund-of-funds operations function: manage third-party administrators and auditors; perform shadow valuations, reconciliations, and capital account roll-forwards; prepare investment committee reports (IRR, MOIC, DPI/TVPI); maintain data integrity and controls; support due diligence, audits, and process improvements for alternatives investments.

Serve as primary advisor for 150-250 Wealth Path clients, onboard/transition new clients, support regional leadership as SME across investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.