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Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.

Partner with clients to provide comprehensive financial planning and investment management. Facilitate planning, analyze investments and insurance, conduct annual reviews, convert prospects, manage client service and trades, maintain CRM records, and ensure compliance while participating in training and firm processes.

Serve high-net-worth clients referred through custodial channels by delivering comprehensive financial planning and investment management. Manage client relationships, conduct annual reviews, prepare and present plans, analyze investments and insurance, place trades, drive referrals, assist in closing prospects, and maintain CRM and compliance standards.

Prepare and review individual, trust, and small business tax returns; ensure compliance with tax laws; support tax planning, projections, and research; communicate with clients and advisors; maintain tax documentation and CRM records; use tax software and assist with technology and process improvements.

The Financial Advisor manages client relationships, facilitates financial planning, sources new clients, and maintains compliance while providing personalized financial advice.

Serve as a senior advisory team member delivering comprehensive financial planning and investment management for UHNW clients. Manage relationships, facilitate planning reviews, source and close prospects, mentor team members, ensure compliance, and participate in trainings and community engagement to drive retention and sales growth.