Are you a detail-oriented, energetic team player who is dedicated to and familiar with handling the needs of clients and executive staff members? If so, apply to be our new Director of First Impressions. This crucial role reflects upon the entire company as you will be the first person to greet clients and prospects and will play a vital role in their experience with us. Primary responsibilities include administrative and general office duties, such as: maintaining office organization, scheduling client and team meetings, sending pertinent documents and gifts to clients, managing calendars, and taking care of more personal ad hoc requests from our staff. To ensure success, the candidate must be able to juggle multiple projects, work effectively in a fast-paced environment, and possess excellent customer service skills. This position reports directly to the Head of Operations and has the opportunity to grow into an Office Manager role.

Join our team as a Client Service Associate and take your career to the next level! We’re looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill sets and make a meaningful impact on our business. High-level responsibilities include: managing client relationships, preparing pre and post-meeting materials, onboarding prospective clients, and processing money movement requests. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy, and a collaborative spirit. This position reports directly to the Head of Operations.

If you are eager to use your financial expertise to help clients achieve their goals while growing your career, join our team as SAM’s newest Associate Wealth Strategist. In this role, you will aid in the onboarding of new high-net-worth client relationships while providing ongoing service and maintenance to existing clients and their accounts. While you will primarily serve as an assistant to senior relationship managers for all client-related issues and follow-ups, you will also have the opportunity to manage a small group of client relationships independently, ensuring that all touchpoints, outreaches, and services are met. Based on performance, this position has the opportunity to grow into a Wealth Strategist role. The Associate Wealth Strategist reports to the Head of Private Wealth. Our ideal candidate is someone who has the passion, experience, and drive to take our firm to new heights, shares in our commitment to putting our clients first, and believes in the importance of team mentality. This is a fantastic opportunity to work closely with our clients and make a substantial impact on their financial journey. We look forward to reviewing your application.