NewTax Advisory Manager Vaco LLCTax Advisory ManagerLexington, KY$90,000–$120,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewFinancial Planner Vaco LLCFinancial PlannerLouisville, KY$100,000–$125,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs.
Wealth Management Advisor Fifth Third BankWealth Management AdvisorLouisville, KentuckyThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
J.P. Morgan Wealth Management - Private Client Advisor - Lexington, KY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lexington, KYLexington, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KYLouisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (The Summit) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (The Summit)Louisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively)Louisville, KYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLexington, KentuckyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Louisville, KY (Shively)Louisville, KYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementLouisville, KYIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementLouisville, KentuckyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewPrivate Wealth Advisor & Client Growth Lead Fifth Third Bank, N.A.Private Wealth Advisor & Client Growth LeadLexington, KYResponsibilities include developing client relationships, utilizing financial planning tools, and delivering comprehensive wealth management services. A regional financial institution is seeking a Wealth Management Advisor to serve as a trusted advisor for clients in Lexington, KY.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorLouisville, KYExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor ILouisville, KY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Support Advisor - Inspire Wealth Advisors Thrivent Financial for LutheransSupport Advisor - Inspire Wealth AdvisorsLexington, KY$60,000–$80,000 / yearThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Wealth Advisor PNC BankWealth AdvisorLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Director, Wealth Advisor ChoreoDirector, Wealth AdvisorLouisville, KYThis role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Wealth Advisor The PNC Financial Services Group IncWealth AdvisorLouisville, KYPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Wealth Advisor II First Financial Bank NAWealth Advisor IICovington, KY$74,000–$100,000 / yearFive (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor's degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations. Communicates updates to FFB portfolio strategies to clients and prospects • Utilization of financial planning to drive client retention and acquisition • Serves on the FFB Investment Committee as client advocate and strategy consultant • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.
NewPrivate Wealth Advisor & Client Growth Strategist JobtailorPrivate Wealth Advisor & Client Growth StrategistLouisville, KYJobtailor in Louisville, KY is seeking a Private Banker who serves as a trusted advisor and team coordinator to simplify complexity for Private Bank clients. You will develop and prospect influential contacts to build a strong pipeline of new opportunities and profile client needs using our discovery process.
NewRetirement Planning & Wealth Advisor Voya Financial AdvisorsRetirement Planning & Wealth AdvisorLexington, KYIdeal candidates will have experience with various defined contribution plans and possess the necessary securities registrations and insurance licenses. Strong skills in prospecting, relationship building, and conducting seminars are essential for success in this position.#J-18808-Ljbffr.
Wealth Advisor I COMMUNITY TRUST AND INVESTMENT COMPANYWealth Advisor IPikeville, KYFull timeProvide quality service to each account assigned through a thorough knowledge of the unique character of each account and by maintaining ongoing relationships with clients, beneficiaries, and related professionals connected with those accounts. Supervise assigned Client Service Administrator's daily tasks with appropriate follow up; train as needed; provide timely, candid, and constructive performance feedback.
J.P. Morgan Wealth Management - Client Service Team Lead - Louisville, KY, Lexington, KY, Indianapolis, IN JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Client Service Team Lead - Louisville, KY, Lexington, KY, Indianapolis, INLouisville, KYFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateLexington, KentuckyOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementLouisville, KYPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementLouisville, KentuckyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerLouisville, KY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Head of Wealth Management Trading Cerity PartnersHead of Wealth Management TradingLouisville, KentuckyMigrating Accounts in Trading Models: Oversee the migration of client accounts into centralized trading models, coordinating with advisor teams, the Investment Office, and custodians to ensure seamless transitions with minimal disruption. The Head of Wealth Management Trading leads Cerity Partners’ dedicated central trading program, serving as the primary point of accountability for trade execution quality, operational excellence, and team culture.
Wealth Advisor Service One Credit UnionWealth AdvisorBowling Green, KYFull timeSells effectively by establishing relationships with members, finding their needs and offering appropriate solutions and educating the member in order for them to see the value, understand the features and benefits of the solution. This position is primarily responsible for establishing value-added relationships with members, understanding their financial needs and offering solutions to meet those needs.
Senior Wealth Strategist Fifth Third BancorpSenior Wealth StrategistLouisville, KY$121,900–$262,100 / yearREQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of experience), in: Wealth Strategy Expertise: Advanced knowledge across cash flow, income tax, gift and estate tax, investment, insurance, retirement, estate, and charitable planning. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs.
NewSenior Wealth Strategist Fifth ThirdSenior Wealth StrategistLouisville, KY$121,900–$262,100 / yearAbout The RoleThe Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally > $15MM net worth) with complex financial needs. Doing The Right ThingOur employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial IncPGIM Global Wealth - External Wholesaler (OH, KY, and IN)KYPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) PGIM Global High Yield FundPGIM Global Wealth - External Wholesaler (OH, KY, and IN)KYPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateLouisville, KYOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Financial Advisor Northwestern MutualFinancial AdvisorLexington, Kentucky$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor - Securities Administration WesBanco IncFinancial Advisor - Securities AdministrationFrankfort, KYINTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Premier Advisor - Louisville, KY Truist BankPremier Advisor - Louisville, KYLouisville, KentuckyUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Louisville, KY Truist Financial CorpPremier Advisor - Louisville, KYLouisville, KYUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewInvestment Management Consultant II - Covington, KY FidelityInvestment Management Consultant II - Covington, KYCovington, KentuckyRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
NewFinancial Advisor - Service One Credit Union LPL Financial Holdings IncFinancial Advisor - Service One Credit UnionBowling Green, KY$48,000–$50,000 / yearThis employment opportunity at Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY would allow you to join the Investment Program at Service One Wealth Advisors located at Service One Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Service One Wealth Advisors located at Service One Credit Union for financial solutions.
Trust Client Services Associate Stock Yards Bank and Trust CoTrust Client Services AssociateLouisville, KYStock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets. General Job Summary: Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.
Relationship Manager Bank of America CorpRelationship ManagerLexington, KYKey responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Sales Enablement & Trainer DPL Financial PartnersSales Enablement & TrainerLouisville, KYFull timeThis is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback.
Sales Enablement & Trainer DPL Financial Partners LLCSales Enablement & TrainerLouisville, KYRemoteThis is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback.
Client Specialist Robert W Baird & Co IncClient SpecialistHopkinsville, KYThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Regional Vice President, Enterprise Partnerships DPL Financial PartnersRegional Vice President, Enterprise PartnershipsLouisville, KYRemoteFull timeThis individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions. DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry.
Sales Technology Administrator DPL Financial PartnersSales Technology AdministratorLouisville, KYRemoteFull timeThe ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption.
Head of Sales Operations & Enablement DPL Financial PartnersHead of Sales Operations & EnablementLouisville, KYRemoteFull timeThis is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence. Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures.
Client Service Administrator I COMMUNITY TRUST AND INVESTMENT COMPANYClient Service Administrator IPikeville, KYFull timeMeet with and work closely with customer/beneficiaries concerning inquiries/problems regarding matters of account or asset administration. Work with Operations in order to ensure proper receipt of information and documentation needed in order to process all client requests, account set-up, etc.
Tax Associate Director - High Net Worth Individuals Dean Dorton Allen Ford, PLLCTax Associate Director - High Net Worth IndividualsKYLead and manage client service teams and engagements focused on high net worth individuals and related entities, including: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks. Additionally, this role plays a key leadership function within the firm, contributing to business development, mentoring team members, and supporting the growth of the firm's HNW practice, maintaining a strong focus on client relationships and overall engagement performance.