Pursue prospective new business situations with high net worth (HNW) individuals and families; Lead segment new business strategies for the New York tri-state area, including: Maintaining contact with known referral source relationships and prospective clients; Maintaining contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinating presentations of the firm's capabilities to prospective clients and their advisors (e.g. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.