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Met Global Mobility · New York, NY (On-site, Midtown) $95K–$120K base · $10K–$15K performance bonus · Perks included for the right candidate About Us: Met Global Mobility builds premium private ground transportation programs for Fortune 500 leadership, private jet clients, and family offices. Our Boston operation is our flagship. We are now expanding our New York City headquarters. The Role: This is a high-stakes, right-hand position. Our Founder is based between Boston and Miami, running regular 72-hour NYC sprints. Our Hunter is in the streets closing the city's largest firms. We need a Founder's Associate to be our permanent presence in Manhattan — the hub of our NYC expansion. You will own three things: • The Founder's time in New York. Every Midtown meeting, every prep doc, every follow-up. You make his 72 hours in the city the most productive 72 hours of his month., • The intelligence behind our sales. Researching AmLaw 100 firms, hedge funds, and PE shops, then opening the door yourself through peer-to-peer outreach to their EAs and Chiefs of Staff. Your goal is a qualified meeting on the Founder's calendar., • An elite community. You build an invite-only network of 50–100 senior NYC Executive Assistants at AmLaw 100 firms, hedge funds, family offices, and luxury hospitality groups. You host them, feed them, and turn their relationships into our client pipeline. Responsibilities • Host the community. 4–6 high-touch dinners per year at venues like Casa Cipriani and Zero Bond. A quarterly breakfast series. Event activations during US Open, Fashion Week, and select Met-hosted moments. You own the invite list, the venues, the follow-up, and the reporting on which relationships convert., • Research and open doors. Identify the exact hooks that get us meetings at target firms — news, leadership changes, funding rounds, portfolio moves. Then reach out yourself, peer-to-peer, and book the meeting on the Hunter's calendar. You set the table. The Hunter closes., • Run the Founder's NYC sprints. Own his calendar, prep, logistics, and follow-ups end-to-end., • Represent the brand. Your communications with senior EAs and Chiefs of Staff reflect the premium nature of Met Global. Tight, professional, peer-to-peer., • Handle NYC ops. Scout Midtown meeting locations, manage our coworking presence, handle office logistics, and conduct quality checks on affiliate vehicles. Boots on the ground. The Ideal Candidate: • NYC fluency. You know the city because you've worked in it. You don't need a map to know where the power lunches happen or how to navigate Midtown., • Existing relationships. You know senior EAs at NYC firms because you've worked alongside them. The best candidates can name 20+ people they'd invite to a dinner tomorrow., • High agency. You see a gap and you fill it. You don't wait for a task list from Boston — you tell us what needs to happen in NYC., • Taste and composure. You're comfortable in rooms with senior partners, elite executive support staff, and UHNW principals. Compensation: • Base: $95,000–$120,000, experience-based, • Performance Bonus: $10,00–$15,000 annual, paid against NYC revenue milestones and EA community growth, • Perks: Health stipend, expense account for client entertainment and events, premium travel when accompanying the Founder, • Schedule: On-site in Midtown 4–5 days per week. Occasional early mornings for operations. Some evenings for networking events., • Path: First operations hire in NYC. As the NYC office scales, you scale. This is a real seat in a premium operation. We don't use Easy Apply. To be considered, please also fill out this form:

UHNW principal seeks Executive Lifestyle / Personal Assistant for personal assistance for him and his wife, select executive assistance (25%) for himself and luxury lifestyle management. There is a considerable concierge element: requirements include familiarity with high-touch environments and the ability to secure exclusive experiences commensurate with their needs for of-the-moment, luxury activities. Candidates should be able to leverage and develop a strong local network in NYC’s hospitality and cultural scene while identifying edited choices, anticipating needs, and ensuring that the principals’ lives run very smoothly. Work is in-person support from the Flatiron office 3–4 days per week, remote other weekdays, with full flexibility evenings and weekends. Requirements · 5+ years of experience supporting UHNW individuals in a private office, family office, or Executive/Personal Assistant capacity · BA/BS from US college or equivalent · MS Office, Google Workplace · Familiarity with top-tier restaurants, private clubs, members-only venues, and culturally relevant social scenes · Ability to secure hard-to-access reservations, VIP experiences, and exclusive access · Strong travel planning capabilities, including designing trips, booking travel, creating itineraries, as well as experience with multiphase international travel and private aviation · Facility communicating with teams and stakeholders · Exceptional organizational skills with meticulous attention to detail · Practiced discretion, professionalism, and judgment Responsibilities · Provide 24/7 white-glove lifestyle and concierge support to two principals · Manage calendar in conjunction with business schedule · Support meeting organizing · Plan travel including complex international, private aviation, sourcing possibilities, detailed, comprehensive itineraries and solving problems in real time · Coordinate high-profile and large-scale experiential travel and events (e.g. festival environments, international gatherings, and multi-day curated experiences) with a VIP lens · Secure priority access to exclusive restaurants, private clubs, nightlife venues, and high-demand reservations · Curate VIP experiences, private events, entertainment, and culturally relevant social engagements · Track personal expenses · Anticipate needs proactively and resolve issues quickly · Maintain professionalism, even demeanor, confidentiality and best practices M-F 8:30am-5pm $130K–$180K/yr + discretionary bonus Full medical, dental, vision, 401(k), PTO, commuter benefits

Job Description Position Summary Responsible for all office administrative responsibilities by providing support directly to members of the Leadership Team of the general office team to assist with the efficient running and success of the office. 5 Day per week in-office. Essential Job Functions -Calendaring - Scheduling meetings, travel, zoom information, building security, etc. -Greeting visitors, preparing meeting rooms, pre-checking remote meeting capabilities. -Contacts - maintain and update for individual executives and shared contact lists. -Maintain and update shared office calendars. -Expense reporting and coordination of payments for executives. -Open mail, scan into network drives following established protocols and standards. -Open mail and distribute (if scanning unnecessary) following established protocols and standards. -Distribute confidential mail according to established protocols and standards(ie: Human Resources mail). -Scan and save documents daily to network including but not limited to, bank statements, invoices, receiptsand investment related documentation. -Print documents and find files for the team. -Prepare outgoing mail, USPS, UPS, FedEX and messenger, etc. -Back-up for preparing legal documents for signature, coordinating distribution and saving to network. -Assist in obtaining approvals and signature to open new bank and investment accounts. -Serve as backup for daily wire process and fax wires as needed. -General clerical duties including photocopying, fax, scanning, shredding, etc. -Run errands as required (i.e. bank, post office, and properties, etc.) -Go to the bank daily if checks have been received. -Inventory and supplies ordering (paper, pens, equipment, etc.) -Assist with the coordination/ordering and delivery of lunch, meals for team members and meetings. -Primary coordination of NYO Seating chart and scheduling. -Assist and support family members as needed. -Provide back-up of utility set-up at households as needed. -Assist with bill payment by phone if needed. -Research and implement new organizational systems/processes. -Holiday Gift Card list and ordering. -Coordinate Family Office birthday cards for signatures and distribution. -Cross train with other employees for full coverage. -Provide back-up and support for all other administrative assistants in the office as needed.

A highly sophisticated UHNW household is seeking a polished and service-driven Hospitality & Service Coordinator to join their team. This is a hands-on, front-of-house role focused on delivering an exceptional guest experience across daily service, intimate dinners, and larger-scale entertaining and events. The Hospitality Coordinator will act as the right hand to the Director of Personal Services, helping to elevate and execute a best-in-class hospitality program. The ideal candidate brings a 5-star hospitality or Michelin-level background, thrives in high-touch environments, and understands the nuance of service across both formal and casual settings. Key Responsibilities: • Lead service for lunches, meetings, and dinners, • Greet guests, manage arrivals, and ensure a seamless, elevated experience from start to finish, • Execute full service including beverage service, table setting, clearing, and overall flow of service, • Partner closely with the chef and household team to coordinate timing and guest experience, • Maintain deep awareness of guest preferences and special accommodations, • Act as a central point of coordination during events and gatherings, ensuring smooth execution as well as any allergies and specific preferences for VIP guests, • Support inventory management of serviceware, wine inventory, and specialty items, • Assist with thoughtful, in-house gifting (e.g., preserves, honey, curated goods), • NYC-based with significant time spent in East Hampton during the summer (housing provided), • Summer schedule aligned with chef’s working days; flexibility required, • Typical start time late morning, with service extending into the evening as needed, • Strong presence required during key holidays and entertaining periods Qualifications: • Prior experience in 5-star hospitality, Michelin-level service, private service or yachting required, • Strong food & beverage knowledge, including wine and cocktail service required, • Highly detail-oriented with a proactive, service-first mindset, • Comfortable in a highly visible, guest-facing role with UHNW individuals, • Ability to read the room and adapt service style accordingly, • Team-oriented, collaborative, and discreet, • Willingness to travel and live in East Hampton for extended summer periods This is an incredible opportunity for a hospitality professional who is looking to join a private and UHNW high touch team. Salary Range is $80,000-90,000 base plus bonus and 100% paid benefits

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral finance Location & Work Model Hybrid — New York City. Preference for candidates based in or willing to work from New York City. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.Compensation & Benefits, • Base Salary: $237,000 – $280,000 (New York City range), • Equity participation A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure

Job DescriptionOur client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space. As the firm is only about a year old they have over 15B AUM and growing.The founder is a UHNW baking veteran that was asked by his clients to launch his own firm and tare backing him as well. The firm is completely client driven.The candidate profile is quite simple:1) You currently cater to this level of clientele from a private bank or RIA 2) Seeking equity surrounded by top level talent and client3) Have a burning desire to serve clients in a completely holistic way 4) Clients can come from anywhere in the world, and you can be based anywhere as well5) Must have an existing portffolio or network of UHNW clients with an average size of 25M and aboveCan be based in New York, Miami, London, UAE, Singapore, Monaco or GenevaContact: Alan Goldstein-CEO Avior Executive Search

Job Description UES family seeks support in NYC,Westchester and Hamptons Position Overview: As a Houseman/Houseperson, you will be responsible for maintaining a clean, sanitary, comfortable, and tidy environment in a private household. Provide heavy duty cleaning support to housekeeper(s) as needed. Essential Job Functions Housekeeping (Interior and Exterior) • Heavy interior and exterior cleaning of all surfaces, including furniture, floors, stone, BBQ, wood and railings., • Cleaning of windows and chandeliers., • Cleaning of the gym and pool areas., • Maintaining and cleaning of garage and all storage areas/equipment areas., • Assist Housekeeper in overall house cleaning pre-visit and post-visit:, • Sweep, scrub, mop and polish floors., • Vacuum, clean or shampoo carpets, rugs and draperies., • Dust and polish furniture and fittings and clean metal fixtures and fittings., • Empty and clean trash containers and dispose of trash in a sanitary manner., • Clean wash basins, mirrors, tubs and showers., • Wipe down glass surfaces., • Make up beds and change linens as required and tidy up rooms, • Responsible for general household repairs (inside and out) and making sure that everything is in working order., • Monitor and report necessary domestic repairs and replacements., • Operate and maintain all cleaning equipment and materials in safe and sanitary working condition., • HVAC and water filtration system filter changing., • Maintain a log of visitors, contractors and vendors, as needed. Keep copies of receipts from contractors and vendors as to what was done or received. Document any issues., • Work with other employees to prepare for events or parties., • Assist chef with meals and serve., • Coordinate with Estate Manager regarding work that has been completed or needs further assistance., • Answer phones and take messages for the household., • Events or party set-up and breakdown., • Assist chef with meals and serve as necessary., • Run errands as required by the Principals., • Food shopping and dry cleaning etc., • Flexible to work weekdays, weekend and late hours and assist with parties and events when needed., • Have full range of mobility in upper and lower body., • Be able to reach overhead., • Be able to work in various positions, including, but not limited to, stooping, standing, bending over, sitting, kneeling and squatting for extended periods of time., • Be able to lift up to 100 pounds, pull and push. Other Skills/Abilities Able to work in a team environment. Be able to think ahead and anticipate needs of Principals and guests. Observes safety and security procedures and uses equipment and materials properly. Maintain safe food and housekeeping practices.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description We are representing a prestigious New York–based Single Family Office seeking a CEO to lead all aspects of the platform. The office manages a diversified global portfolio across public markets, private equity, real estate and direct investments. The CEO will act as the principal steward of the family’s capital and values, overseeing investment strategy, risk management, governance, and operational infrastructure. This is a hands-on leadership role requiring discretion, judgement and long-term thinking. Key Responsibilities * Lead overall strategy, asset allocation and investment oversight • Partner closely with the family on vision, governance and succession planning, • Oversee internal investment team and external managers, • Supervise finance, tax, legal and reporting functions, • Manage risk, liquidity and capital planning, • 15+ years of senior leadership experience within a family office, institutional asset manager or private investment platform, • Demonstrated experience across multi-asset portfolio, • Strong governance and operational expertise, • High level of discretion and emotional intelligence, • Experience working directly with UHNW principals

Job Description Senior Wealth Advisor – Remote Opportunity Overview • Can be fully remote in the Eastern/Central time zone, • No new business requirements, • Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business Primary Responsibilities • Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services., • Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning., • Develop and present integrated wealth management solutions for existing and prospective clients., • Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments., • Clearly communicate the full range of the firm's services and capabilities to clients and prospective clients., • Coordinate closely with clients' external advisory teams, including attorneys, accountants, insurance advisors, and other professionals., • Document client meetings, recommendations, and action plans in a clear, timely manner., • Oversee the implementation of agreed-upon recommendations to ensure high-quality execution., • Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities., • Manage and support team members to ensure efficient delivery of client services. Qualifications • 7+ years of wealth management or other relevant professional experience., • Bachelor's degree required., • Advanced degrees or other professional designations preferred., • Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction., • Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning., • Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties: • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

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