Top Tech Jobs & Startup Jobs

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.

The Assistant General Counsel will provide legal support for investment platforms, advise on regulatory matters, draft legal documents, and oversee compliance.

Provide proactive client service and relationship management for ultra-high net worth clients; coordinate with internal teams to implement investment programs, manage accounts, prepare client meeting materials, handle account administration and cash management, and ensure compliance and continuing education in trust administration and fiduciary matters.

Lead evaluation, implementation, and ongoing support of public website and intranet platforms. Define architecture, integrations, content models, and governance. Act as hands-on technical lead for configuration, scripting, development, and vendor coordination. Ensure secure, scalable integrations with enterprise systems and oversee post-launch support and platform evolution while partnering with cross-functional stakeholders.

Conduct fundamental, long-term equity research for a concentrated mid-cap long-only portfolio. Build and maintain financial models and proprietary forecasts, analyze company and industry fundamentals, engage management and experts, prepare research reports and presentation materials, and contribute to portfolio construction and investment decisions.

Manage day-to-day office operations and receptionist duties, support the Regional Director and advisors, handle travel and expense reporting, coordinate vendor and facility management, assist onboarding, and organize client-facing events and communications to ensure a professional, well-run office.

Provide high-touch service to ultra-high-net-worth clients by managing client communications, preparing meeting materials, assisting with investment program implementation and account administration, coordinating with internal teams (tax, investments, trust administration), and ensuring compliance and ongoing professional development.