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The Director will manage client relationships, engaging directly to understand their financial needs and goals, develop comprehensive wealth management strategies, and lead client meetings while mentoring junior advisors.

As an Associate in the finance team, you will support the Controller & VP FP&A by handling client billing, payroll reconciliations, vendor payments, financial reporting, and regulatory requirements. You'll assist in financial forecasting, budget preparations, and variance analysis while collaborating with team members and enhancing reporting processes.