Serve as primary investment advisor for high-net-worth clients, partnering with relationship managers to build holistic multi-asset portfolios, deliver CIO views, assess risk profiles, ensure suitability, and originate solutions across discretionary, advisory, capital markets, lending, and alternative investments.

The Senior Relationship Manager develops and maintains client relationships, identifies new business opportunities, and ensures compliance with regulations, while overseeing account management.

The Account Manager oversees day-to-day operations for CLO clients, managing compliance, communications, and reporting, while collaborating with various stakeholders.