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Partner with Wealth Advisors to create and present comprehensive financial plans, model complex client situations, lead client communications, manage prospect pipelines and onboarding, develop planning recommendations across retirement, tax, estate, risk, and investments, and collaborate with portfolio management to approve and execute portfolios and trades.

The IT Project Manager leads project delivery by coordinating resources, managing risks, and ensuring alignment with strategic objectives while maintaining stakeholder satisfaction.

The Associate Wealth Advisor supports Wealth Advisors in developing personalized financial plans, client communication, investment strategies, and overall client service.

The Operations Specialist will support client account servicing, liaise with advisors and custodians, and ensure efficient processing of requests. Collaboration and flexibility are key in handling high-volume tasks.

Administer, configure, and enhance the ServiceNow platform by translating stakeholder requirements into functional specs, designing workflows, automation, integrations, and access controls. Own modules (Incident, Change, CMDB, etc.), lead upgrades and testing, enforce governance and data integrity, troubleshoot complex issues, maintain documentation, and recommend remediation for technical debt to ensure platform security, compliance, and operational effectiveness.

The Wealth Advisor will focus on business development, building client relationships with high-net-worth individuals, and assisting in client service operations. Responsibilities include networking, managing client needs, and understanding investment strategies.

The Client Portfolio Manager will manage client portfolios, provide investment advisory, collaborate with teams, and support business development efforts while ensuring alignment with client objectives.

Seeking a Machine Learning Engineer with 3 years of experience to develop and deploy ML systems, optimize models, and work collaboratively with teams to enhance ML capabilities.

Support daily operations and maintenance of reporting platforms: configure and validate reports/dashboards, monitor data quality, investigate issues, maintain documentation, assist testing, and respond to user inquiries while coordinating with platform managers and data teams.

Support Wealth Advisors by developing and presenting financial plans; implement retirement, tax, estate, insurance, and investment strategies; partner with portfolio management to execute trades and tax-loss harvesting; maintain CRM and custodian systems, lead client communications, perform billing and compliance reviews, and support firm business planning. Hybrid role requires in-person client meetings and some travel.