The primary function of this position is to provide proactive administrative and analytical support to the Executive Director of Client Development in addition to other senior executives within the Relationship Management functions.
Develop new business from direct prospecting efforts and referrals from personal network, intermediaries and centers of influence. Conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and assist with client events.
The Human Resources Manager (Business Partner) is responsible for supporting our business objectives by delivering both tactical and strategic HR contributions, working closely with senior management in a high volume, fast-paced work environment.
Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms.
The Relationship Manager, Endowment & Foundation Advisory is responsible for developing and maintaining foundation, endowment, charitable trust and other nonprofit client relationships through excellence in client service, advice and account administration.
Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, outside trustees, attorneys and CPAs. Prepare annual trust reviews and prepare and maintain Client Wealth Objectives.
The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements.