The Regional Director serves as the primary relationship manager for a portfolio of advisor firms, focusing on retention, engagement, and connecting firms with internal resources. They provide consultative support on practice management, business development, and operational efficiency while maintaining accurate records in the CRM.
The Associate Vice President will focus on driving growth by prospecting and winning new high-net-worth clients through outbound outreach. They will manage the full sales cycle and partner closely with wealth advisors to deliver tailored financial solutions.
The Senior Tax Associate is responsible for preparing and reviewing tax returns for high-net-worth individuals and entities while ensuring federal and state compliance. They also support tax planning initiatives, assist in staff development, and communicate tax developments to clients.
The Business Development Officer will drive firm growth by sourcing high-net-worth clients and building referral networks. They will manage a sales pipeline and present investment solutions to prospective clients and strategic partners.
The Client Development Specialist will engage high-net-worth investors to schedule meetings with advisory teams and manage inbound marketing-generated leads. They will also lead the client onboarding process and implement strategies to improve conversion rates and client satisfaction.
The Manager, S&O Training leads the enterprise learning function by defining training strategy, technology roadmaps, and governance models for wealth client service. They are responsible for coaching a team of training leads and partnering with cross-functional stakeholders to ensure operational readiness and continuous development.
