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Provide white-glove relationship management and support to high-net-worth executives, advising on equity compensation and Wealth Management products, managing complex equity plan transactions on Shareworks and Equity Edge, educating on 10b5-1 plans, identifying business development opportunities, coordinating internal teams, and ensuring compliant, timely service delivery.

The Executive Director will develop and manage institutional asset-owner relationships across the West Coast, drive fundraising across public and private market strategies, and deliver tailored investment solutions. The role partners with consultant relations, marketing, product specialists, and portfolio management teams to execute client strategies and fund marketing initiatives. Responsibilities include understanding institutional investment objectives, articulating investment strategies, mentoring junior professionals, and supporting relationship growth. Travel is expected as needed, and FINRA Series 7 and 63 licenses are required.

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.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio and client reporting, research, and digital marketing administration. Provides backup client service coverage, assists with business plans and seminars, participates in client meetings, and completes firm initiatives. Requires financial-services product knowledge, strong organizational and communication skills, technical proficiency, and applicable securities licenses.

Drives regional AI adoption across Wealth Management by building relationships, delivering training and coaching, translating AI capabilities into field-ready workflows, and supporting business development, client engagement, prospecting, and campaign execution. Identifies adoption barriers, gathers feedback, coordinates with product, technology, communications, learning, and risk teams, and scales effective practices across markets. Requires strong Wealth Management knowledge, change-management or enablement experience, communication skills, and the ability to operate in a regulated environment.

Support financial advisors by delivering client service, executing transactions, preparing reports and financial plans, assisting with digital and in-person marketing, participating in client meetings, and performing research and administrative tasks to support business development and firm initiatives.

Lead and manage client service model for Financial Advisor/Private Wealth teams. Cultivate client and partner relationships, prepare/review client reports and financial plans, attend client meetings, oversee support staff, coordinate business matters, implement business strategies, manage client communications, and drive operational efficiencies.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial plans and performance reports, assisting with investment strategies, executing orders, and coordinating business development, marketing, and client events. Ensure compliance, use firm planning tools, and deliver high-quality client service while improving practice management and operational efficiency.

Partner with Financial Advisors to deliver comprehensive financial plans for HNW and UHNW clients, providing advanced guidance on tax mitigation, estate and trust planning, executive compensation, retirement distribution, insurance, and charitable strategies. Lead client-facing planning conversations, coach advisors, track planning outcomes and metrics, run educational sessions, and stay current on tax, estate, product, and market developments.

Serve as relationship manager on a Financial Advisor team to develop and maintain client relationships, assess client goals, analyze investment opportunities, recommend strategies, deliver presentations for business development, and ensure compliance with industry rules.