Provide client service support to Financial Advisors for high-net-worth clients, including portfolio analysis, account maintenance, meeting preparation, asset allocation recommendations, and relationship-building. Participate in a comprehensive Associate Development Program to develop investment, wealth-planning, and client service skills, with opportunities for advancement.

Lead U.S. recruitment for Wealth Advisors by building proactive pipelines and market maps, advising senior leaders on hiring strategy, delivering market intelligence, managing high-volume end-to-end hiring and onboarding, and ensuring a high-touch candidate experience.