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Provides operational support for trading, portfolio management, and investment leadership. Maintains client account models, restrictions, and cash reserves in Tamarac Advisor Rebalancing; prepares, executes, and reconciles trades across custodians; researches investment data; prepares reports and presentations; coordinates with advisors and internal teams; resolves operational issues; supports compliance, process improvements, and special projects.

Executes equity trades, reconciles trading and custodial records, maintains security models, and ensures regulatory compliance. Supports portfolio managers through rebalancing, tax-loss harvesting, market-driven trades, and customized options strategies. Communicates trade and market updates, participates in investment meetings, and develops reports using investment platforms including Koyfin, Black Diamond, and RedBlack.

Provides front desk and office administration support, including answering calls, greeting and screening visitors, managing mail, processing invoices, maintaining contact lists, scheduling conference rooms, coordinating deliveries and parking passes, and keeping office areas organized. Supports senior leadership, resolves office and building issues, maintains confidentiality, and ensures smooth daily operations in an onsite professional services environment.

Manage the Large Cap Growth portfolio: research, recommend, and manage stocks; deliver research materials; manage client investment relationships, lead client meetings, delegate planning and service tasks, and help grow client relationships.

Drive new business growth by sourcing high-net-worth clients, building referral networks, managing prospect pipelines, and cultivating strategic partnerships. Support existing client relationships, assist senior advisors, learn investment strategies and operational processes, and help deliver a high-touch wealth management experience.

Supports senior advisors in delivering customized financial planning and portfolio management for high-net-worth clients. Develops and revises plans covering retirement, tax, estate, insurance, risk management, and investments; maintains detailed CRM records; learns the firm’s technology and custodian platforms; supports client relationships, business planning, strategic initiatives, and cross-functional projects.

Serves as lead fiduciary advisor for high-net-worth families, delivering integrated investment, tax, estate, retirement, cash flow, risk, charitable, and business planning. Builds trusted client relationships, coordinates with external professional advisors, leads meetings, reviews associate work, manages deliverables, develops referrals, and contributes to firm standards and growth. Requires substantial wealth management experience, CFP certification or an active CPA license, and strong technical, analytical, communication, and relationship-development skills.

Serve as a senior investment advisor to ultra-high-net-worth families, business owners, institutions, and sophisticated investors. Develop client and prospect relationships, generate business opportunities, provide guidance on investment, tax, estate, succession, liquidity, and wealth strategies, and coordinate with internal and external professionals. Communicate investment expertise, support firm growth, participate in investment discussions, mentor colleagues, and develop broader leadership responsibilities.

Designs and delivers advisor development programs and onboarding, facilitates cohort learning, partners with advisory leadership and SMEs, maintains curriculum and materials, measures program effectiveness, and supports advisor skill and technology adoption to improve client and advisor outcomes.

Serve as a trusted client contact supporting Wealth Managers: client onboarding, account maintenance and transactions, portfolio rebalancing, meeting preparation, coordinating with external advisors, and contributing to operational improvements and firm projects while delivering high-touch service.