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The Wealth Management Client Relationship Manager supports Wealth Management Advisors in managing high-net-worth client relationships, implementing financial plans, and enhancing client satisfaction.

The Manager, Transaction Management oversees C-PACE loan origination, transaction management and underwriting, supporting senior team members and client relations in commercial real estate financing efforts.

The Sr. Director will oversee operations and execution in wealth management, ensuring efficiency in investment processes and compliance with regulations while managing risk and providing oversight for reporting and documentation.

Assist in analyzing investment opportunities, prepare internal memoranda, monitor portfolio performance, and develop relationships with private equity firms.

Manage tax services for the organization, ensuring regulatory compliance, preparing tax forms, and training junior staff on regulations and procedures.

Responsible for planning and executing corporate events, managing budgets, coordinating logistics, and ensuring alignment with branding efforts.

The Senior Manager, Transaction Management oversees loan origination and underwriting for C-PACE financing, handling deal execution and client relationships while supporting team analysis.

The Wealth Advisor works with clients to create tailored financial plans, manage investment strategies, and grow business through referrals while meeting sales targets.

Assist in federal, state/local, and international tax compliance, providing oversight to junior team members in tax reporting and consulting.

The role involves product development for structured investment solutions, requiring strong financial modeling, collaboration with various teams, and market analysis.