Business Manager

<h2><span style="font-family: arial, helvetica, sans-serif;"><strong>Position Summary</strong></span></h2> <p><span style="font-size: 12pt;">The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, and internal specialists. The Business Manager is expected to develop trusted advisor relationships with clients and their representatives while ensuring the highest standards of service delivery across all aspects of client financial life.</span></p> <h2><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>Primary Responsibilities</strong></span></h2> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><u>Client Relationship Management</u></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Serve as the primary point of contact for an assigned roster of clients and maintaining strong and trusted relationships</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Lead client meetings, proactively communicate financial updates, and ensure clients feel fully informed and supported at all times</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Coordinate with clients' attorneys, agents, publicists, business representatives, and other advisors to facilitate seamless financial management</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assist Managing Directors in identifying, onboarding, and retaining prospective clients</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Anticipate client needs and provide proactive, solutions-oriented guidance across all areas of financial planning and lifestyle management</span></li> </ul> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><u>Account Management &amp; Operations</u></span></p> <ul> <li style="font-family: arial, helvetica,