Essential Functions:Understands the client's financial objectives and how FLP fits into their overall investment strategyLiaises between internal and external teams to support client and family needs during key life planning inflection pointsProvides white-glove service to clients by leading with compassion and empathy during major life eventsServes as a project manager to coordinate service across investment teams, planning teams, and custodiansDirects strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time. FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices.