The Administrative Assistant will support executives with scheduling, communication, event logistics, and maintaining internal systems while upholding confidentiality and managing multiple tasks.

The Tax Manager will lead client relationships, prepare tax returns, manage tax projections, and mentor junior staff while ensuring compliance for high-net-worth clients.

The Wealth Advisor builds client relationships, develops financial strategies, ensures adherence to compliance, and acts as a fiduciary to achieve client goals.

The Associate Wealth Advisor serves high net worth clients by providing financial planning, investment advice, and ensuring client retention. Responsibilities include managing client communications and supporting business development efforts under the guidance of senior management.

The Wealth Advisor manages a client book, ensuring client retention and onboarding new clients, while providing financial planning and support in investment, tax, and estate matters.

The Wealth Path Advisor acts as a primary trusted advisor for a client book, focusing on client retention and onboarding, while providing expertise in financial planning, investment management, and client communication.

As a Growth Analytics intern, you will support the Direct to Consumer Acquisition team through analytical projects, assisting in competitive analytics, data collection, marketing analysis, and collaboration across teams to provide actionable insights.

The Senior M&A Compliance Analyst will support compliance activities, manage regulatory issues, assist with due diligence, and ensure successful firm integrations.

The Tax Support Specialist assists the tax team by handling administrative tasks, managing client documents, and communicating with clients to ensure a high-quality experience.

The Trade Support Specialist will manage trading processes, resolve errors, ensure compliance, and maintain relationships with trading desks and clients.

Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.

The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.

The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.

The Investment Strategist works with regional advisor teams to provide portfolio construction and investment advice to high net worth clients, ensuring compliance and delivering thought leadership.

As a Wealth Strategist, you will assist advisors in creating comprehensive financial plans, analyzing client situations, and ensuring planning software is accurate while supporting various projects within the firm.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.