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The Director of Client Advisory manages client relationships, supports investment implementation, oversees operations, and mentors junior staff in a wealth management firm.

The Associate Director will coordinate wealth transfer strategies for ultra-high-net worth clients, fostering relationships and collaborating with Advisors and external professionals to implement tailored solutions.

Manage revenue accounting processes, ensure compliance with U.S. GAAP, prepare financial statements, and support audits and process improvements.

Manage day-to-day engagement workflow, draft and review client agreements, onboard client relationships in the CRM, coordinate team workflow, maintain documentation quality, support process improvements and data reporting, and collaborate with cross-functional stakeholders to ensure timely, consistent engagement delivery.

The Payroll Specialist manages the full payroll process, ensures accurate record keeping, resolves pay discrepancies, and provides analytical support for payroll-related tasks.