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Support the Head of Client Advisor Solutions by analyzing data, producing presentations, advising client-facing teams, managing projects, conducting market research, and driving process improvements to inform wealth-management strategies and enable advisor decision-making.

Build, secure, and operate GenAI platform infrastructure on AWS. Deploy and harden GenAI components, maintain CI/CD pipelines and IaC, manage IAM, networking, secrets, logging, and data stores (graph and vector DBs). Partner with DevOps and InfoSec to improve reliability, security, runbooks, and documentation for agentic systems.

Prepare and review fiduciary tax returns, conduct tax research, ensure compliance with trust and estate tax regulations, maintain client records, and communicate with clients and stakeholders to support tax filings.

The Data Operations Associate ensures data accuracy and integrity in trust accounting systems, supports operations, drives process improvements, resolves data issues, and collaborates on system enhancements.

The Client Advisor develops client relationships, coordinates services across teams, manages accounts, oversees investments, and ensures trust administration compliance for ultra-high net worth clients.

The Fee Operations Manager leads the Fee Operations team, ensuring client fee arrangements comply with standards and driving operational efficiency through innovation and automation.

The Client Advisor develops and maintains relationships with ultra-high net worth clients while coordinating services across various domains including financial planning, trust administration, and investment management.

The Senior Wealth Advisor will source and develop relationships with ultra-high-net-worth clients, lead new client engagements, and collaborate across teams to provide tailored solutions. Responsibilities include conducting outreach, representing the firm at events, and mentoring junior advisors.

The Bill Pay Analyst processes client bill payments, resolves inquiries, supports internal teams, and handles various administrative tasks with strong attention to detail.

Lead enterprise strategy for externally sourced market and alternative data, centralize fragmented spend, manage supplier negotiations and licensing governance, drive cost optimization and cross-functional stakeholder alignment.