Additional responsibilities may include: Lead the design and implementation of a new HNW analytics, reporting, and consultation capability by establishing business requirements, defining service offerings, prioritizing capability development, and partnering across Wealth Management, Product, Operations, and Technology teams to create scalable solutions supporting sophisticated client needs, including alternatives, risk analytics, tax-aware reporting, and portfolio planning. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm advice and guidance.