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Support Financial Advisors/Private Wealth teams with client service, transaction execution, reporting, financial planning, research, and digital/in-person marketing. Prepare meeting materials, enroll clients in digital tools, produce firm-approved reports and plans, participate in client meetings, and assist on special projects and training.

Provide high-touch client service and administrative support to Financial Advisors and Private Wealth Advisors. Execute money movements, answer account inquiries, assist with account opening and documentation, prepare client materials and meeting logistics, enroll clients in digital tools, and support marketing and team initiatives while maintaining compliance with firm policies.

Lead investment due diligence, manager selection, asset-class research, portfolio construction, and asset/liability modeling. Drive scalable AI adoption in research, produce client-facing reports, manage client projects, and support RFP responses and institutional consulting deliverables.

Business Development Associates cultivate client relationships and support Financial Advisors by enhancing client experiences and executing marketing strategies.

The Team Manager oversees service, sales, and relationship management for stock plan participants, focusing on performance targets and team development.