Position Objective
This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.
This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.

Typical Duties and Responsibilities

Client Relationship & Account Management

+ Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork

+ Respond to client inquiries and coordinate issue resolution with custodia...