Provide comprehensive wealth management, portfolio management, financial planning, and investment guidance to high-net-worth clients. Develop customized portfolios, asset allocations, proposals, and financial plans while collaborating with investment teams. Build long-term client relationships, grow assets under management through referrals and business development, cultivate Fidelity and Schwab referral channels, onboard new clients, and lead advisor training and meetings.

Conducts market and security research, supports investment strategy management and trade execution, develops portfolio allocation recommendations, monitors options and fixed-income strategies, and manages investment-focused projects. Collaborates with investment, advisory, trading, and senior leadership teams while supporting client portfolio decisions and custom investment strategies.

Own Orion and the firm's investment reporting ecosystem, ensuring accurate portfolio, client, performance, billing, and management data. Manage alternative investment documents and transactions, perform daily and periodic reconciliations, resolve discrepancies, support quarter-end reporting, and respond to custom reporting needs. Serve as vendor liaison, implement platform functionality, train users, manage system-related projects, and partner with wealth advisors and external investment stakeholders to improve reporting processes and mitigate operational risk.