Modern Wealth Management

Product Manager

• Own day-to-day management and optimization of custodial platform integrations (Fidelity, Schwab, Pershing)
• Act as primary liaison between the firm and custodial partners, managing relationships and escalations
• Identify and implement process improvements to enhance operational efficiency and advisor experience
• Collaborate with Operations, Technology, and Advisory teams to align custodian workflows with business needs
• Support onboarding and transition of advisors and offices, including account setup, transfers, and data integration
• Ensure data accuracy, reconciliation processes, and compliance with custodial requirements
• Monitor and evaluate custodian platform updates, tools, and capabilities
• Develop documentation, training materials, and best practices for internal users
• Partner with vendors and internal teams on integrations and system enhancements
• Track and manage issues, resolutions, and process improvements related to custodial platforms

Product Owner

• Review tax returns for individuals, businesses, and other entities to ensure accuracy, completeness, and compliance with federal, state, and local tax regulations
• Identify errors, inconsistencies, and potential tax savings opportunities, providing detailed feedback to preparers
• Ensure all required documentation is complete and properly supported prior to filing
• Review and assist with responses to IRS notices and inquiries, ensuring timely and accurate resolution
• Collaborate with tax preparers and team members to improve overall quality and efficiency of tax engagements
• Maintain strong client relationships by communicating complex tax information clearly and professionally when needed
• Provide guidance on tax software and processes to improve accuracy and efficiency

Product Owner

Tax Associate