Supports ultra-high-net-worth wealth management clients by preparing net worth statements, cash flows, tax projections, financial plans, and capital sufficiency analyses. Coordinates work across tax, accounting, banking, and investment advisory teams; reviews tax materials; gathers client information; communicates with clients and advisors; and supports client meetings, preparation, and follow-up.

Supports wealth management managers and directors by preparing financial plans, net worth statements, cash-flow projections, investment policy statements, meeting materials, and client communications. Participates in client meetings, presents financial planning concepts, monitors follow-up actions, and coordinates with internal teams. The role also supports process improvement, CRM and client onboarding, business development, and events involving centers of influence and prospective clients.