Provides executive and administrative support to a Managing Director and Financial Advisors, including calendar and meeting coordination, client service, confidential communications, recruiting support, reporting, expense reconciliation, database maintenance, office coordination, presentations, and special projects. The role requires strong organization, communication, discretion, attention to detail, and proficiency with Microsoft Office, with hybrid work and occasional overtime as needed.

Leads talent acquisition for wealth advisor roles across the United States. Responsibilities include market mapping, competitor intelligence, passive candidate pipeline development, workforce planning, high-volume recruiting, candidate experience, stakeholder consultation, and end-to-end advisor recruitment. The role partners with senior leaders and internal teams to develop hiring strategies, evaluate candidates, negotiate offers, and support onboarding.