Teams at Steven-Eightfold

Support Financial Advisors and teams by building client relationships, executing client service tasks, assisting with meetings, preparing reports and financial plans, executing digital and in-person marketing, and improving practice efficiencies while providing occasional client service backup and participating in firm initiatives.

Partner with Private Bankers and Financial/Private Wealth Advisors to grow UHNW banking revenue by originating and structuring lending and deposit solutions. Lead advisor engagement, develop business plans, educate on UHNW credit and liquidity strategies, mentor junior specialists, pre-screen transactions, and drive execution across mortgage, securities-based lending, non-purpose and tailored lending products.

Senior service leader supporting Financial Advisors/Private Wealth Advisors by shaping client service models, overseeing daily team operations, managing support staff, coordinating business matters, executing business plans, and ensuring exceptional client experience.