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Defines enterprise platform architecture and standards across engineering, infrastructure, data, security, and AI teams. Designs AWS landing zones, reusable cloud services, CI/CD and developer experience capabilities, data management patterns, and AI/agentic infrastructure. Influences matrixed teams without direct authority, promotes platform adoption, guides FinOps-aware architecture, and communicates strategy to executive leadership.

Oversee development, delivery, deployment, and operational support for client-facing websites and mobile applications. Lead internal engineers, QA staff, and consulting partners; guide architecture, security, scalability, release management, production troubleshooting, and cloud-native AWS solutions. Mentor team members, promote AI-enabled engineering productivity, manage application observability and testing, and partner with business and technology stakeholders in a regulated environment.

Supports ultra-high-net-worth clients by managing relationships, investment programs, account administration, cash management, reporting, and fiduciary documentation. Coordinates with advisors and internal departments, prepares client presentations and customized financial models, monitors asset allocation and overdrafts, processes remittances and payments, and assists with compliance reviews. Requires strong organization, communication, analytical problem-solving, financial markets interest, and proficiency with Microsoft Office.

Provides administrative and client service support to a Client Advisory team. Responsibilities include processing cash transactions and bill payments, managing communications, calendars, travel, expenses, Salesforce records, client presentations, mailings, and documentation. Coordinates account openings, asset transfers, tax information, compliance requests, and client remittances while communicating with clients, advisors, CPAs, and internal departments.

Provides administrative and client service support to a Client Advisory team at a private wealth management firm. Responsibilities include managing client cash transactions and bill payments, processing account administration tasks, coordinating calendars, meetings, travel, expenses, mailings, and presentations, maintaining Salesforce records, preparing reports and correspondence, supporting compliance and audit requests, and coordinating vendors and office supplies.

Manages ultra-high-net-worth client relationships and coordinates services across investment, tax, trust, estate, philanthropic, and advisory teams. Responsibilities include client communications, meeting preparation, account administration, regulatory reviews, investment implementation, reporting, trust distributions, charitable gifts, and coordination with fiduciary counsel and tax professionals.

Provide administrative and client-facing support to the Real Estate Advisory Team: screen communications, manage calendars and travel, organize meetings and luncheons, draft and proof correspondence, document client interactions in Salesforce, prepare presentations and spreadsheets, submit expense reports, file documents, and support asset managers as needed.

Lead end-to-end Form 1042-S nonresident alien withholding and reporting, support 1099 reporting, drive reconciliations, data validation, automation, and controls; advise on cross-border tax events and partner with business, technology, and external stakeholders for system implementations and compliance.

The Senior Client Advisor manages client relationships, oversees a team, and provides investment management, tax, and estate planning services, while leading business development efforts.

The Client Advisor builds and maintains relationships with ultra-high net worth clients, ensuring effective service delivery across various financial areas.