Lead client relationships and manage tax work for a book of tech clients, including reviewing returns and providing equity compensation advice. Test new AI-driven workflows and collaborate with engineering teams to improve tax processes.
The Senior Tax Manager will lead client relationships and manage tax work for a portfolio of tech clients, including reviewing returns and providing equity compensation advice. They will also collaborate with engineering and product teams to test and implement AI-driven tax workflows.
The Senior Director manages the end-to-end sales experience for M&A prospects sourced through investment banking relationships. Responsibilities include cultivating professional networks, overseeing deal timelines, and coordinating cross-functional diligence workflows to ensure successful acquisitions.
The Client Development Associate manages the end-to-end onboarding process for new clients, acting as the primary liaison between the Regional Vice President and the Wealth Management Team. They are responsible for processing paperwork, setting up accounts, and ensuring a seamless transition for clients into the firm.
The Regional Vice President will engage with potential wealth management clients to understand their needs and present tailored financial solutions. They are responsible for managing the entire sales pipeline and driving growth within a collaborative, client-focused environment.
The Finance Manager will lead financial due diligence, valuation modeling, and synergy underwriting for mergers and acquisitions. They will also maintain internal reporting packages and coordinate with leadership to drive strategic growth and post-merger integration.
Lead the estate planning product squad to integrate AI solutions into the financial planning process while managing the roadmap and development partnerships. Ensure high-quality, compliant, and accurate delivery of estate planning tools that improve workflow visibility for advisors and clients.
The Senior Analytics Engineer will design and maintain data transformation models and semantic layers to build a trusted data foundation. They will also implement software engineering best practices, such as version control and automated testing, to ensure high-quality data products.
The Senior People Operations Analyst serves as the subject matter expert for HR systems, managing administration, configuration, and data governance. They lead system implementations, optimize HR technology, and provide actionable workforce insights to support leadership decision-making.
The Billing Specialist manages daily accounts receivable tasks, including creating invoices, tracking revenue, and collecting open items. They also collaborate with stakeholders to resolve billing discrepancies and ensure data integrity across financial platforms.
The Senior Director will lead the development and execution of a multiyear real estate portfolio strategy aligned with company growth and business priorities. They will also oversee workplace strategy, ensuring office environments support employee productivity, hybrid work models, and consistent design standards across all locations.
The Paralegal supports estate planning strategists by preparing legal documents, deeds, and entity formation filings. They are responsible for managing funding workflows and ensuring all legal documentation is accurate and properly filed.
The Estate Planning Service Specialist supports estate planning strategists by managing client correspondence, scheduling meetings, and maintaining estate planning documents. They act as a primary point of contact for clients and ensure administrative tasks are completed efficiently within a fast-paced legal team.
The Manager oversees a team of service specialists, ensuring performance metrics are met while providing coaching, training, and administrative support. They also act as a primary point of contact for clients and support estate planning strategists throughout the document preparation and review process.
Own the end-to-end advisor experience and lead the Advisory Experience roadmap, including the joint roadmap with Avantos and Mercer Advisors-specific capabilities in Aspen. Lead a cross-functional product team, partner closely with business stakeholders and advisors, and measure outcomes such as advisor productivity, client touchpoints, and Advisor NPS.
Provide high-level administrative and operational support to senior executives, including complex calendar management and travel coordination. Act as a trusted liaison between internal and external stakeholders while maintaining confidentiality and ensuring efficient office operations.
The Director of Platform Programs will own the operating model for the Platform organization, including roadmap planning, development processes, and project execution. This role acts as the primary conduit between the Platform team and central functions to ensure alignment, visibility, and accountability across engineering, product, and data.
The Portfolio Consultant III drives investment management services by consulting with Wealth Advisors on portfolio strategy and ensuring accurate implementation. This role also supports organic growth by developing investment deliverables and managing workflows for newly acquired firms.
The Director will lead the day-to-day execution, growth, and client experience of the institutional nonprofit practice. Responsibilities include originating new business, managing client relationships, and partnering with leadership on strategic planning and team coordination.
The VP will lead the central Revenue Operations and Enablement team to drive growth, manage program roadmaps, and optimize conversion processes. They will act as a key operating partner to leadership, ensuring strategic alignment and operational efficiency across the Client Development and Marketing organizations.
The Regional Vice President will build and nurture client relationships to drive wealth management sales momentum. They will engage with potential clients to understand their financial needs and present tailored solutions using organizational resources.
The Research Manager supports the investment research process through data collection, manager due diligence, and performance analysis. They also prepare materials for the Investment Committee and contribute to the development of internal investment policies and educational content.
Lead and grow the Regis estate planning practice by setting technical standards and mentoring an elite team of strategists. Personally engage in complex, high-stakes client situations while ensuring estate planning strategies are integrated into broader financial plans.
Lead client relationships as a primary strategic advisor for ultra-high net worth families, providing expert guidance on complex estate and tax planning. Manage a team of estate strategists and collaborate with interdisciplinary experts to deliver integrated wealth management solutions.
Serve as the lead tax advisor and primary point of accountability for ultra-high net worth families, developing multi-year tax strategies and overseeing complex tax compliance. Lead and develop a team of tax professionals while collaborating with wealth advisors to ensure integrated financial planning.
Lead and grow the Regis estate planning practice by setting technical standards and mentoring an elite team of strategists. Personally engage in complex, high-stakes client situations while ensuring integrated wealth management outcomes for UHNW families.
Lead client relationships as a primary strategic advisor for ultra-high net worth families, managing complex estate planning and wealth transfer strategies. Oversee a team of estate strategists and collaborate with interdisciplinary experts to deliver integrated financial and tax planning solutions.
Own and scale the targeted acquisition ecosystem by defining the roadmap, campaign architecture, and growth strategy for AI-powered prospecting tools. Lead high-priority launches and manage a contractor team to drive measurable business results and advisor adoption.
Provide thought leadership and expert insight into investment philosophy and portfolio construction for high net worth clients and advisor teams. Support regional offices through analytical guidance, annual portfolio reviews, and relationship management.
The Regional Vice President will build and nurture relationships with potential wealth management clients to drive sales momentum. They will leverage financial expertise and organizational resources to provide tailored wealth management solutions that help clients achieve their financial goals.
