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Provides confidential, high-level administrative support to the Chairman and CEO and CFO. Responsibilities include calendar and travel management, expense reporting, meeting and Board support, correspondence preparation, communications, event coordination, problem resolution, and liaison duties with executives, Board members, clients, and employees. The role requires sound judgment, discretion, organization, independent decision-making, and occasional business travel.

Leads advanced wealth planning and business development for ultra-high-net-worth clients. The role partners with financial advisors, cultivates new opportunities, delivers educational programs and client resources, and develops differentiated private wealth capabilities. Responsibilities require deep expertise in estate, tax, philanthropic, asset protection, and wealth transfer strategies, along with leadership, presentations, advisor consultation, and strategic initiative management.

Leads enterprise treasury strategy and operations covering cash, liquidity, capital, funding, investments, collateral, balance-sheet management, and treasury risk. Advises the CFO and senior leadership, manages banking and counterparty relationships, oversees regulatory compliance and controls, directs forecasting and stress testing, and develops executive reporting and treasury technology improvements. The role also leads treasury governance, supports audits and examinations, and ensures adequate liquidity and regulatory capital across the company and regulated entities.

Designs, implements, and maintains secure, compliant data pipelines and scalable data architectures. Builds service-based data delivery systems, automates processes, improves data quality, and supports data integration. Collaborates with architects, analysts, business stakeholders, and end users to resolve technical issues and develop requirements. Establishes data standards, governance frameworks, performance metrics, and compliance practices while monitoring and troubleshooting integration failures through an on-call rotation.

Processes IRA contributions, rollovers, conversions, transfers, distributions, tax payments, beneficiary accounts, and related documentation in compliance with IRS and firm requirements. Reconciles reports, general ledger accounts, checks, and tax forms; reviews applications and ACH requests; resolves errors; maintains client confidentiality; and provides backup support for Cash Management. The role also assists with ESOP transfers and stays current on IRA regulations and processing procedures.

Administer shareholder voting for managed accounts, including daily voting maintenance, account additions and closures, ballot record retention, voting request escalation, and supervision of prospectus mailings for mutual fund purchases. Provide backup support for managed-assets data reconciliation and perform additional assigned duties. The role requires accurate recordkeeping, confidentiality, professional communication, prioritization, multitasking, and reliable in-person attendance.

Provides administrative and operational support for insurance and annuity business operations. Reviews new business orders, verifies licensing and documentation, processes carrier appointments, tracks continuing education, reconciles commissions, maintains records, supports regulatory documentation, and responds to advisor inquiries. Coordinates with carriers, vendors, compliance, accounting, and internal teams while identifying workflow and process improvements in a regulated financial services environment.

Coordinates wealth-planning workflows for high-net-worth clients by managing intake, scheduling, deliverables, documentation, handoffs, and planning communications. Supports advisors and senior planners, tracks capacity and reporting, coordinates events, and ensures processes meet regulatory, fiduciary, and operational standards. The role handles planning logistics and workflow coordination rather than providing financial advice.

Supports daily portfolio account reconciliation, account opening and closing, account-data maintenance, trade settlement, security-information updates, proxy-voting reconciliation, and client-report distribution. Provides backup coverage and cross-training for Operations staff while maintaining confidentiality, accuracy, compliance with firm policies, and strong service standards. May also perform special projects and additional duties supporting the team.

Supports Wealth Management lending, cash management, and managed asset programs by coordinating advisory fee changes, assisting cross-functional product initiatives, guiding Financial Professionals, maintaining product documentation, and monitoring industry trends. The role emphasizes accurate execution, responsive advisor support, process improvement, project coordination, and effective communication across Wealth Management, Operations, Compliance, and Advisor Solutions teams.