Professional Services
Help clients make coordinated decisions across investments, planning, risk, and their broader financial lives.
Purpose and responsibilities.
Professional Services brings together wealth management, financial planning, financial advisory, relationship management, and client solutions. Professionals in the division work directly with clients to understand their circumstances, evaluate alternatives, and coordinate implementation across the firm’s capabilities.
Wealth Management
Coordinate investments and financial planning within a client’s overall goals, resources, risks, and time horizon.
Financial Planning
Analyze retirement, taxes, estate considerations, insurance, cash flow, education, business interests, and other planning needs.
Relationship Management
Maintain strong client relationships through preparation, responsiveness, follow-through, and clear communication.
Business Development
Develop new relationships, identify appropriate solutions, and help prospective clients understand how the firm can serve them.
Connected to the rest of the firm.
Client work is collaborative. Professional Services coordinates with Investment Management, Operations, Compliance, insurance resources, custodians, and outside tax and legal professionals when appropriate.
The work rewards people who can combine technical knowledge with judgment and communication. Clients need clear recommendations and dependable execution, not disconnected analysis.
Capability, judgment, and contribution.
We look for professionals who can earn trust, understand complex financial situations, and convert analysis into clear client action.
- Experience in wealth management, financial planning, advisory, banking, brokerage, insurance, or related client work
- Strong interpersonal and communication skills
- Analytical ability and understanding of financial planning concepts
- Professional licensing and designations appropriate to the role
- Accountability for client service, follow-through, and relationship quality
Open Professional Services Roles
Current opportunities assigned to this division appear here automatically.