Parcion Private Wealth

Financial Planning and Analysis

• Serves as project manager for assigned clients, driving implementation of recommendations across the four pillars of advanced planning: wealth enhancement, wealth transfer, wealth protection, and charitable giving.
• Delivers integrated planning across key service areas including cash flow planning, education planning, asset management, lending solutions, life insurance, health insurance, and family meetings.
• Acts as the primary point of contact for assigned client families, their family members, and their trusted external advisors.
• Builds and maintains strong, trusted relationships with assigned client families over the long term.
• Leads the internal preparation of all prospect proposals and client review presentations.
• Participates in all client review meetings, presenting and discussing advanced planning topics with clarity and confidence.
• Captures detailed notes and action items following meetings and calls, delegating tasks to the service team as needed.
• Prepares proprietary, individualized client reports and assists with cash flow modeling.
• Collaborates closely with the Senior Family Advisor and the full service team to ensure a seamless and exceptional client experience.
• Complies with all industry rules, regulations, and firm policies.

Financial Advisor, Family Advisor

Compliance

• Supports daily operations, technology, compliance and business systems functions.
• Key resource for technology administration, process improvement, AI adoption, operational execution and regulatory compliance.
• Drive technology strategy through platform administration, optimization, automation initiatives and employee enablement.
• Improve efficiency, strengthen processes and help scale the business.
• Collaborate with leaders across the organization.
• Serve as primary administrator and internal subject matter expert for firm technology platforms.
• Champion adoption and ongoing enhancement of technology across the organization.
• Support evaluation, implementation and rollout of new technologies.
• Accountable for supporting efficient and scalable business operations through process design, execution and improvement initiatives.
• Collaborate across departments to improve workflows and employee experiences.
• Partner with the Chief Compliance Officer and Director of Finance & Operations to support compliance program.
• Coordinate routine compliance testing and documentation activities.

Financial Advisor, Family Advisor

Operations & Compliance Analyst