As Vice President, manage client investments, prepare presentations, solve sophisticated wealth management issues, and support new business development efforts.

Lead integrated marketing and sales strategy, drive brand initiatives, optimize sales enablement tools, enhance client experience, and manage a team.

Provide legal support for private funds, focusing on compliance, investment opportunities, and transactional documentation, collaborating with various teams and outside counsel.

Support implementation and administration of ultra-high-net-worth clients' investment and strategic financial plans. Coordinate account openings and transfers, prepare client presentations and reports, monitor portfolios and trading activity, respond to client inquiries, collaborate with tax and estate professionals, and contribute to ad-hoc projects while ensuring compliance and confidentiality.

The Client Portfolio Manager will oversee custom client portfolios, manage client relationships, provide investment advice, and collaborate with teams to align client objectives with firm standards, requiring extensive investment knowledge and experience.

Support Private Client Group and Sales Enablement with data-driven insights, KPI/dashboard development, CRM adoption, capacity planning, change management, advisor training, and sales pipeline/reporting to improve advisor productivity and business development.