The Head of Communications and Client Engagement will drive the development of communication strategies and brand management, oversee client engagement initiatives, manage a marketing budget, and lead a team to enhance client experiences.

The VP of Client Reporting leads the client reporting function, manages the reporting team, ensures data integrity, implements improvements, and collaborates with stakeholders.

The Vice President, Client Advisory is responsible for providing personalized wealth management solutions to ultra-high-net-worth clients, conducting financial planning analyses, monitoring client portfolios, and nurturing client relationships while ensuring compliance and fiduciary responsibility.