Top Tech Jobs & Startup Jobs

The Wealth Advisor functions as a primary advisor for clients, ensuring retention and onboarding, supporting financial planning, managing communications, and delivering presentations while working under management oversight.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

Support advisors by preparing, updating, delivering, and implementing comprehensive financial plans using eMoney and portfolio tools. Perform portfolio and tax analysis, co-present planning recommendations, mentor junior planners, and improve processes to enhance client experience and retention. Collaborate across teams and provide both supervised and unsupervised financial planning advice.

Lead tax advisor for ultra-high-net-worth families, developing multi-year tax strategies, overseeing compliance and controversy matters, managing and mentoring a UHNW-focused tax team, coordinating with estate, investment, and outside advisors, and supporting new client development for complex family office engagements.

The Tax Manager leads client relationships, prepares and reviews tax returns, and provides tax compliance services for high-net-worth clients, mentoring junior staff.

Support a Senior Wealth Advisor serving ultra-high-net-worth clients by preparing comprehensive financial plans, coordinating with tax/estate/portfolio teams, managing client meeting deliverables, and gradually gaining client ownership while ensuring compliance and a high-touch client experience.

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

The Regional Vice President builds client relationships, drives sales, and provides tailored wealth management solutions in a collaborative environment.

Support a Senior Wealth Advisor delivering comprehensive financial planning and investment management to ultra-high-net-worth clients. Prepare and follow up on client meetings, develop financial plans and recommendations, coordinate with portfolio, tax and estate specialists, and help grow client relationships. Ensure compliance, translate complex concepts into client-friendly materials, and gradually take on increased client ownership.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.