The Senior Specialist oversees client communications, content marketing, and public relations while enhancing the firm's brand and engagement strategies.

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.

Provide administrative support to Wealth Advisors, manage client interactions, prepare meeting materials, and oversee investment portfolio reviews.

The Administrative Associate provides support to Wealth Advisors and Wealth Planning Associates, coordinating client interactions, managing schedules, and assisting with business development tasks. Responsibilities include preparing reports, organizing client meetings, and managing documentation in Salesforce.

Support Wealth Advisors with financial planning and client service, manage client requests, prepare materials, and engage in ongoing learning.

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.

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.