Provides wealth-management client advisory services for high-net-worth families, including trust and estate-related administration, account management, investment review coordination, asset transfers, and cross-department collaboration. Develops new business through prospecting and professional networks, supervises account processes, supports client meetings, prepares documentation and reviews, and delivers personalized service. Requires extensive industry experience, strong business development capability, client-service skills, and knowledge of trusts, investments, tax coordination, and family office services.

The Investment Associate supports Portfolio Managers by preparing reports, conducting portfolio analysis, researching investments, and inputting trades, fostering collaboration within the Investment Department.

The Vice President, Portfolio Manager will manage client portfolios, implement investment strategies, and contribute to business development efforts while maintaining client relationships and communication.