The Director, UHNW Segment will define, build, and execute the Ultra High Net Worth strategy while ensuring operational excellence and cross-functional collaboration.

As an Insurance Advisor, you will build client relationships, provide insurance solutions to physicians, and drive sales growth in a team-oriented environment.

The Senior Manager, Private Wealth Associates leads and develops a team of Wealth Planning Associates, manages performance, and ensures effective resource management within private wealth division, enhancing operational effectiveness and supporting career development.

Support Wealth Advisors by managing client reviews and meeting preparations. Provide administrative assistance and ensure clients' financial planning needs are met. Engage in professional development and collaborate with internal teams to resolve client requests.

The Administrative Associate supports Wealth Advisors by managing administrative tasks, client communication, and assisting with business development and corporate projects, ensuring excellent client service and efficient operation.

The Senior Portfolio Performance Analyst supports investment operations through performance measurement, reporting, and process improvement. Responsibilities include data validation, report generation, and enhancing analytics frameworks to ensure data integrity and operational excellence.

Support sourcing, underwriting, due diligence and monitoring of infrastructure investments (direct, co-invest and fund investments). Prepare financial analyses, legal and risk reviews, investment committee presentations, portfolio reporting (including ESG), and maintain partner relationships. Mentor junior team members and contribute to thought leadership, fundraising and ad hoc project work.

The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.

The Principal, Infrastructure Investments will source and evaluate global infrastructure investment opportunities, lead due diligence, mentor junior team members, and manage relationships with key market participants.