The Senior Client Advisor is responsible for collaborating with wealth advisors to coordinate client wealth and investment services, manage daily client requests, oversee trust account administration, and ensure effective communication between clients and teams. This role involves preparing investment reports, facilitating client onboarding, and assisting with compliance and marketing materials.

The Senior Wealth Advisor is responsible for delivering advice and solutions to Ultra High Net Worth clients, cultivating new client relationships, and maintaining ongoing communication with clients. This role also involves effective communication about market options and assisting in wealth preservation and investment management.

The Senior Wealth Advisor role involves providing advisory services to Ultra High Net Worth clients, fostering new client relationships, maintaining communication with existing clients, and promoting the firm's wealth management and investment services. This includes estate and trust planning, tax advice, and working collaboratively within a team to drive business results.

The Compliance Associate will support the General Counsel and Chief Compliance Officer in ensuring compliance with relevant rules and regulations. Responsibilities include assisting with compliance monitoring, writing and testing policies, administering personal trading procedures, regulatory filings, and attending committee meetings.

The Senior Wealth Advisor will provide advisory solutions to Ultra High Net Worth clients, focusing on wealth preservation, investment management, and estate planning. Responsibilities include developing new client relationships, maintaining ongoing communication, and actively participating in business growth. The candidate should be proactive, energetic, and capable of communicating complex financial options clearly.

The Systems/Network Administrator will design, implement, and support IT infrastructure, troubleshoot network issues, and maintain IT documentation. The role requires participation in after-hours support for critical outages and involves supporting users in both physical and virtual environments with a strong focus on preventing reoccurring issues.