The Client Relationship Manager will support clients with a broad spectrum of sophisticated wealth management needs, including cash flow planning, estate and trust strategies, tax planning coordination, charitable giving, liability management, private investments, hedge funds, real assets, structured solutions, and traditional portfolio management. Working alongside Advisors, Wealth Strategists, tax professionals, estate planning attorneys, and external centers of influence, this individual will proactively manage ongoing client engagements, monitor planning priorities, facilitate implementation, and drive accountability across stakeholders.