Top Tech Jobs & Startup Jobs

Manage assigned client portfolios: set up portfolios, perform rebalances, tax-loss harvesting, cash management, coordinate onboarding, and collaborate with advisors and trading teams while maintaining accurate data.

Support a wealth management team to create comprehensive financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, assist in sales efforts, and develop proficiency with investment and financial-planning software.

Support a wealth advisor team to create customized financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client information, participate in sales efforts, and develop skills with investment and financial-planning software. Focus on relationship support, retention, and team collaboration.

Lead enterprise data strategy and governance to establish semantic architecture, metadata, lineage, stewardship, and standards enabling trusted data for AI, analytics, and operations. Define operating model, policies, reference architectures, and roadmaps while partnering with Legal, Compliance, Security, Technology, and business leaders to ensure regulatory compliance and enterprise-wide adoption.

Support a wealth advisor team providing comprehensive financial planning for high-net-worth clients: prepare customized plans and portfolios, execute client requests, nurture relationships, assist in sales, and develop proficiency with financial planning software.

The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.

Perform due diligence and research across public market asset classes, maintain a focus list of recommended investment strategies, present recommendations to the Enterprise Investment Policy Committee, support advisors and client onboarding, lead RFPs and manager searches, mentor associates, and contribute to research reports and special projects.

Conduct due diligence and evaluate public markets asset classes, maintain a focus list of recommended strategies, present recommendations to the Enterprise Investment Policy Committee, support advisors with manager searches and client meetings, produce research deliverables and educational materials, lead RFPs for large relationships, mentor associates, and support onboarding, conferences, and special projects.

Support preparation of personal, fiduciary, S-corp, partnership, foundation, and gift tax returns. Maintain client files, prepare schedules, reconcile information, assist with research, attend training, and support tax and wealth advisory teams on projects and client service tasks.

Support preparation of personal, fiduciary, S-corp, partnership, foundation, and gift tax returns; organize client files; prepare schedules and reconciliations; assist with tax research, administrative tasks, training, and special projects under supervision.