United States$110K - $145K per year5-10 yrs expOthers
The Associate Wealth Strategist analyzes client portfolios and develops comprehensive estate, tax, and charitable planning strategies for ultra-high-net-worth clients. They collaborate with internal teams and external professionals to deliver integrated wealth solutions and support business development initiatives.
United States$150K - $175K per year10+ yrs expSupport
The Associate Director leads the Technology Support Services function, evolving the service desk into a proactive, metrics-driven operation. This role oversees ITSM strategy, ticket quality, asset management, and M&A integration support while partnering with cross-functional teams to ensure operational effectiveness.
