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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.

Support ultra-high-net-worth clients by managing client communication, preparing materials and reports, assisting with investment implementation and account administration, coordinating with internal teams (tax, investments, trust administration), and maintaining compliance and documentation. Attend client meetings and contribute to monitoring asset allocation, cash management, account openings/transfers, and trust reviews.

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

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.

Provide high-touch service to ultra-high net worth clients: manage client communications, prepare meeting materials, support investment program implementation, handle account administration and cash management, and coordinate across tax, trust, and investment teams while maintaining compliance and continuing professional education.

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.

Lead and manage year-end tax reporting (Forms 1099, 1042-S, 1099-R, 5498), reconciliations, data validation, control activities, and process automation. Partner with business, operations, technology, and external stakeholders to resolve complex tax reporting issues, support system implementations, and drive data quality and efficiency improvements.

The Client Advisor develops client relationships, oversees account management, coordinates investment management, and ensures trust administration for ultra-high net worth clients.

The Reporting Analyst will analyze client data, perform reconciliations, and support the delivery of financial reports with minimal supervision, requiring strong analytical and communication skills.