Evaluates public-markets investment managers and strategies, conducts due diligence, maintains recommended strategy focus lists, and presents findings to investment committees. Supports advisor education, manager searches, client onboarding, RFPs, asset-class reviews, tactical opportunities, and new business presentations. The role also involves client meetings, conference participation, peer reviews, mentoring research associates, and developing investment recommendations and educational materials.

Leads investment strategy by partnering with advisors on allocation planning, investment proposals, portfolio construction, and client consultations. Develops customized investment tools, analytics, messaging, and collateral across asset classes and business units. Represents the firm with affluent and ultra-high-net-worth clients, coordinates internal investment functions, mentors strategists, and drives consistent, client-focused investment guidance and business growth.

Serves as the primary contact for ultra-high-net-worth clients, coordinating advisors and professional teams while overseeing financial administration, cash management, bill pay, reporting, budgeting, trusts, real estate, and business interests. Reviews financial statements and cash flow projections, supports tax and estate planning, identifies issues, and ensures accurate, discreet execution of client requests.