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Leads alternative investment research, due diligence, monitoring, manager relationships, portfolio construction, and allocation frameworks across private and public markets. Chairs the Alternative Investment Subcommittee, contributes to ETF model portfolios and asset allocation, partners with advisors on complex client guidance, and collaborates with product, engineering, compliance, legal, and operations teams to build scalable investment processes and tools.

As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.

Build and run an always-on outbound motion to source qualified financial advisors. Own sequencing, enrichment, tooling evaluation (HubSpot, Clay, FINTRX, outreach tools), write high-performing outreach, book qualified meetings, and report/iterate with recruiting and marketing.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.