Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellence and client engagement on complex planning matters.

Join a team that's committed to delivering exceptional client experiences. In this role, you'll oversee client service delivery and partner with advisors to enhance service models, track client satisfaction, and support business growth initiatives.

Transform client engagement and advisor productivity by optimizing our Salesforce ecosystem. Collaborate with diverse teams to craft advanced AI-driven solutions that elevate business operations and enhance data integration across the platform.

Optimize strategic growth initiatives by developing and executing an integrated tax-to-wealth expansion strategy, enhancing client conversion and revenue outcomes through targeted marketing and collaboration across tax practices.

Elevate community growth initiatives by leading analytics strategy, measurement, and optimization. Collaborate effectively with teams to drive data-informed decisions that enhance performance in referral and marketing programs.