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Support business development and client relationship activities for the Private Client Practice, including managing RFPs, drafting proposals and pitch materials, coordinating prospect and client meetings, maintaining CRM records, and ensuring timely follow-through across stakeholders. Contribute to process improvements and special projects to enhance the client experience.

Own technology finance planning, budgeting, forecasting, cost management, financial reporting, and ROI analysis. Build dashboards and financial models, analyze technology spend, support close and audits, and partner with IT, Procurement, Finance, and executives on investment decisions. Lead reporting automation, process improvements, chargeback models, and cost allocation initiatives while translating complex financial information into actionable insights.

Leads the US Private Client Portfolio Implementation Management function, overseeing complex trade implementation and investment portfolio operations. Sets operating standards, improves platforms and processes, manages risk and controls, and drives cross-functional initiatives. Provides escalation support for complex client matters, partners with stakeholders on service models and business development, and leads staffing, succession planning, coaching, mentorship, and team development across regional and functional groups.

Supports business development and client relationship activities for private and institutional investment clients. Coordinates RFPs, proposals, pitch materials, prospect meetings, deadlines, stakeholder inputs, CRM updates, and follow-up actions. Assists with client meeting preparation, relationship management, quality control, and internal collaboration across client directors, investment professionals, and business development teams. The role requires strong organization, communication, project coordination, attention to detail, and interest in investments and private clients.

Supports portfolio implementation and operations for investment teams and clients. Responsibilities include resolving operational inquiries, coordinating portfolio projects, analyzing portfolios, implementing investment decisions, communicating with clients, investment managers, custodians, and internal teams, and maintaining custom portfolio structure exhibits. The role requires strong financial knowledge, attention to detail, problem-solving, organization, communication, prioritization, and proficiency with Excel and Microsoft Office.

Leads investment teams managing complex private client portfolios ranging from $100 million to several billion dollars. Responsibilities include portfolio construction, asset allocation, investment manager selection, risk and performance monitoring, client relationship management, team leadership, mentorship, and new business development. The role engages family members, boards, investment committees, family offices, advisors, and prospective clients while representing the firm in marketing and business development activities.

Produces monthly and quarterly investment performance reports, coordinating data preparation, portfolio administration, reconciliation, quality control, exhibit generation, and performance analysis. Investigates discrepancies, maintains client reporting settings, configures reports, and ensures data accuracy across public and private investments. The role coordinates with offshore contractors, investment and operations teams, internal stakeholders, and clients while supporting department initiatives, training, mentorship, and application development.

Lead end-to-end strategy and execution for complex client onboarding, transitions, service changes and off-boardings for U.S. Private Clients. Act as senior liaison to stakeholders and external providers, manage risks and governance, drive cross-functional decisions, and ensure disciplined delivery. Contribute to operating model improvements, lead post-implementation reviews, and provide subject-matter expertise and guidance to colleagues.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Lead sourcing, underwriting, and ongoing monitoring of venture capital managers. Conduct qualitative and quantitative due diligence, produce written assessments, meet with GPs and industry participants, support junior team development, contribute to research and portfolio construction, and represent the firm at industry events.